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How to Set Up User Roles

Written by Amanda Stançani

Updated at September 18th, 2024, by Ivanna Parra

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Table of Contents

What are User Roles? Set Up User Roles New User Existing User Permissions by User Role

User roles are predefined by Helpjuice and they determine what actions users can perform within the Knowledge Base. This includes customization, access to analytics, writing/editing content, adding users, and more!

What are User Roles?

Helpjuice provides five user roles, which help maintain your Knowledge Base.

  • Super Administrator - Has access to everything! Even to private content.
  • Administrator - Has full access to customization, analytics, adding content, adding users, and all other administrative options. 
  • Collaborator - Has access to creating, editing, and publishing articles.
  • Draft Writer - Has access to creating and editing articles. Draft Writers cannot publish any articles, only submit them for review.
  • Internal Viewer - Only has access to viewing content.

Set Up User Roles

New users added to the Users page are assigned the default role of Internal Viewer. You can adjust this before adding the user or you can adjust the User Role of an existing user: 

New User

  1. Log Into Helpjuice
  2. Click on the Users button 
  3. Click on “Add New User”
  4. Fill in the user's information and set the User Role
  5. Click on “Add New User”

Existing User

  1. Log Into Helpjuice
  2. Click on the Users button 
  3. Hover over the user you would like to update the User Role of
  4. Click on the “Edit” icon
  5. Set the User Role
  6. Click on “Edit User”

Permissions by User Role

Features Super Admin Admin Collaborator Draft Writer Internal Viewer
Backup & Restore  ✔️ ✖️ ✖️ ✖️ ✖️
View Private Content without being added to the Existing Accessors list ✔️ ✖️ ✖️ ✖️ ✖️
Export Data ✔️ ✔️ ✖️ ✖️ ✖️
Analytics ✔️ ✔️ ✖️ ✖️ ✖️
Customize Area ✔️ ✔️ ✖️ ✖️ ✖️
Users Page ✔️ ✔️ ✖️ ✖️ ✖️
Swifty Settings ✔️ ✔️ ✖️ ✖️ ✖️
Settings ✔️ ✔️ ✖️ ✖️ ✖️
Billing/Receipts ✔️ ✔️ ✖️ ✖️ ✖️
Review Content ✔️ ✔️ ✔️ ✖️ ✖️
Publish Articles ✔️ ✔️ ✔️ ✖️ ✖️
Archive Content ✔️ ✔️ ✔️ ✖️ ✖️
Delete Content ✔️ ✔️ ✔️ ✖️ ✖️
Create Content ✔️ ✔️ ✔️ ✔️ ✖️
Move Content ✔️ ✔️ ✔️ ✔️ ✖️
Create Comments in the Article Editor  ✔️ ✔️ ✔️ ✔️ ✖️
Article Planner ✔️ ✔️ ✔️

✔️

(Can't move articles to the Published Articles column)

✖️
View Internal Content ✔️ ✔️ ✔️ ✔️ ✔️

 

 

 

 

 

 

 

 





 

assign assign role set up permission permission

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