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Editorial permissions for the visual editor

Optimize your publishing workflows for the needs of each project with editorial permissions and member groups.

# Overview

To help you optimize your workflow for the needs of each project, you can give members different editorial permissions across different projects and organize them into member groups in the visual editor.

# Editorial permissions

You can customize editorial permissions by creating and naming a new set of permissions for use in the visual editor or by giving members the default editorial permissions of a Reviewer, Content Editor, Publisher, or Developer.

For example, a member can have a team role of Content Editor and have these different editorial permissions for different projects:

  • Project A: Content Editor permissions, which are detailed in this table
  • Project B: Publisher permissions, which are detailed in this table
  • Project C: Content Lead permissions, which is the name given to a set of custom editorial permissions that have all the permissions of a Publisher except the ability to manage project collaborators in the visual editor.

This person will still have the Content Editor role in your team.

To assign editorial permissions, you must have a Team Owner, Developer, or Publisher role, or be given the Manage collaborators permission in the visual editor. The Manage collaborators permission allows you to add members to a project from your Netlify team, create and manage member groups, and create and manage editorial permissions.

# Default editorial permissions

Editorial
permissions
in visual editor
Reviewer Content Editor Publisher Developer
Preview site
Edit content
Assets access
Publish content
Restart container/preview
Manage collaborators in a
project in visual editor

Note that the Manage collaborators permission means you can manage project collaborators by managing member groups, adding members to projects, and assigning editorial permissions.

# Member groups

Member groups give you a way to quickly assign access to people in different roles or with different editorial permissions to a project. Member groups are only visible in the visual editor and can be assigned to projects.

For example, you can create a new member group called Spring Sales Campaign and add a Content Editor, Publisher, and Developer by their email addresses. These members must already be invited to the Netlify team. Next, you can assign this member group to a specific project.

To create a member group, you must be an Owner, Developer, Publisher, or given the ability to create member groups through the Manage collaborators permission.

# Definitions

Here are the latest definitions of the visual editor’s user access control options.

Developer: team role that edits and publishes content and code; can also invite collaborators and manage project settings (integrations, publishing workflows setup, etc.). Can manage custom editorial permissions and member groups in the visual editor. Learn more about this role’s access and permissions across the Netlify platform.

Editorial permissions: permissions for using the visual editor for a project. A member can be assigned custom editorial permissions for a project or default editorial permissions for a project that apply visual-editor only permissions from the Reviewer, Content Editor, Publisher, or Developer role.

Content Editor: team role that can make changes to content and layout but cannot publish content changes or create new projects. Can preview site, edit content, and access assets.

Project: a project appears in your visual editor dashboard as a site you can edit with the visual editor.

Publisher: team role that can do everything an editor can do but can also publish content changes and manage custom editorial permissions and member groups in the visual editor. Cannot access developer settings, create new projects, or invite members to the team.

Reviewer: can access preview links of your project site in the visual editor with read access only. Formerly called the Viewer role in the visual editor.

Team: the Netlify team that owns sites that can be enabled and configured for the visual editor.

Member group: functional groups of members you can set up in the visual editor, where each group member can have a unique role or editorial permission within that group. For example, you can create a new member group called Spring Sales Campaign and add a Content Editor, Publisher, and Developer. Next, you can assign this member group to a specific project.

# Manage editorial permissions

To manage editorial permissions, you must have a Team Owner, Developer, or Publisher role, or be given the Manage collaborators permission in the visual editor.

# Create custom editorial permissions

You must create and name a set of editorial permissions before you can assign them to members or member groups.

To create a custom editorial permission set:

  1. Go to the visual editor dashboard for your team.

    • As a Developer or Team Owner, select the Visual editor dashboard below Team settings from your Team overview.
    • As a Publisher or Content Editor, you’re directed to the visual editor dashboard by default when you log in. If you have issues logging in, contact Support.
  2. In the visual editor dashboard, select Manage editorial permissions.

  3. Select the Editorial permissions tab.

  4. Select Add Custom, then add details for your new editorial permission set, including a name and permissions and select Save.

Now you’ve created a custom set of editorial permissions that you can assign to a member or member group in a project.

# Assign editorial permissions for a project

You can assign a set of custom editorial permissions to multiple people at once for a single project.

To assign editorial permissions for a project:

  1. Go to the visual editor dashboard for your team.

    • As a Developer or Team Owner, select the Visual editor dashboard below Team settings from your Team overview.
    • As a Publisher or Content Editor, you’re directed to the visual editor dashboard by default when you log in. If you have issues logging in, contact Support.
  2. Select your project from the visual editor dashboard.

  3. In the top right of your project, select Share.

  4. Optionally, add members if needed.

  5. For each member added to your project, choose their editorial permissions.

    • For example, you can give a person who has a Reviewer role in the team the default editorial permissions of a Publisher just for that project.
    • You can also assign an entire member group one set of editorial permissions. Learn more about your editorial permissions options.

# Delete or edit custom editorial permissions

You can edit custom editorial permissions at any time but you can only delete custom editorial permissions if these permissions are not assigned to a user.

  1. Go to the visual editor dashboard for your team.

    • As a Developer or Team Owner, select the Visual editor dashboard below Team settings from your Team overview.
    • As a Publisher or Content Editor, you’re directed to the visual editor dashboard by default when you log in. If you have issues logging in, contact Support.
  2. In the visual editor dashboard, select Manage editorial permissions.

  3. Select the Editorial permissions tab.

  4. On the right, hover over the editorial permission name you want to edit or delete.

  5. Select the edit or delete icon.

# Manage members in visual editor

To manage members in the visual editor, you must have a Team Owner, Developer, or Publisher role, or be given the Manage collaborators permission in the visual editor.

# Add members or member group to project

You can only add members to a project who have already been invited to your Netlify team.

To invite members to your Netlify team, you must either be a Team Owner and make these changes in your Team settings or have access to the identity provider that manages SCIM for your Netlify team. Learn more about inviting members.

  1. Go to the visual editor dashboard for your team.

    • As a Developer or Team Owner, select the Visual editor dashboard below Team settings from your Team overview.
    • As a Publisher or Content Editor, you’re directed to the visual editor dashboard by default when you log in. If you have issues logging in, contact Support.
  2. Select your project from the visual editor dashboard.

  3. In the top right of your project, select Share.

  4. Under Add member, enter and select an email or member group name, then select Grant access.

Next, you can may want to assign individuals or a member group custom editorial permissions.

# Create member group

  1. Go to the visual editor dashboard for your team.

    • As a Developer or Team Owner, select the Visual editor dashboard below Team settings from your Team overview.
    • As a Publisher or Content Editor, you’re directed to the visual editor dashboard by default when you log in. If you have issues logging in, contact Support.
  2. From the visual editor dashboard, select Manage editorial permissions.

  3. Select Add member group and give it a clear name.

  4. Select Add member and enter an email address to add one member at a time. If you can’t find someone, you may need a Team Owner or identity provider admin to invite that person to your team first.

# Edit or delete member group

  1. Go to the visual editor dashboard for your team.

    • As a Developer or Team Owner, select the Visual editor dashboard below Team settings from your Team overview.
    • As a Publisher or Content Editor, you’re directed to the visual editor dashboard by default when you log in. If you have issues logging in, contact Support.
  2. From the visual editor dashboard, select Manage editorial permissions.

  3. On the right, select a member group.

  4. Next to the Add member button, select the three vertical dot icon.

  5. Choose whether to Edit member group name or Delete member group.

# Assign a member group to a project

To assign a member group for a project, you must be an Owner, Developer, or Publisher.

To assign member group to a project:

  1. Go to the visual editor dashboard for your team.

    • As a Developer or Team Owner, select the Visual editor dashboard below Team settings from your Team overview.
    • As a Publisher or Content Editor, you’re directed to the visual editor dashboard by default when you log in. If you have issues logging in, contact Support.
  2. Select your project from the visual editor dashboard.

  3. In the top right of your project, select Share.

  4. Under Add member, enter the member group name, then select Grant access.

  5. Next to the member group, choose whether you want members to have the editorial permissions of their default roles or whether you want to give all the people in the member group the same set of editorial permissions.

# Invite members to team

To add new members to a project, they must first be invited to the Netlify team. To invite new members to the Netlify team, you must be an Owner and have access to team settings or have admin access to the identity provider that manages SCIM for your Netlify team.

Learn more about managing team members.

# Remove members

To remove members from projects in the visual editor but to prevent someone from ever getting adding to a project, you must remove them from your Netlify team. To remove members from the Netlify team, you must be an Owner and have access to team settings or have admin access to the identity provider that manages SCIM for your Netlify team.

Learn more about managing team members as a Team Owner.