Tag Archives: sitecore roles

Sitecore built-in security roles

As the title suggested, gathered from the cookbooks

Client Configuration

Sitecore Limited Content Editor

  • Limits features to provide a simplified Content Editor interface.

Sitecore Limited Page Editor

  • Limits features to provide a simplified Page Editor interface.

Sitecore Minimal Page Editor

  • Removes the ribbon from the Page Editor.

Author

  • Provides access rights to the /sitecore/content branch of the content tree.
  • Member of Sitecore Client Authoring.

Designer

  • Provides access rights to the areas of the content tree required when making design changes.
  • Member of Sitecore Client Designing.

Developer

  • Provides access rights to the areas of the content tree required during site development and maintenance.
  • Member of Author, Designer, Sitecore Client Developing, Sitecore Client Maintaining, and Sitecore Client Configuring.

To eliminate unnecessary features in the user interface and minimize the potential for users to invoke features by mistake, users should be members of the fewest possible roles. The only exception to this rule is the limited and minimal roles described previously; users should be members of these roles whenever possible. Most users should only be members of the Sitecore Client Authoring role. When users require additional functionality, security administrators can give them additional roles.

DMS

Client Authoring 

  • Access to the Marketing Center.

Analytics Reporting

  • Access to the Marketing Center, Engagement Plan Monitor and to the Executive Dashboard.
  • Requires membership of the Client Authoring role.

Analytics Maintaining

  • Access to the Marketing Center, Engagement Plan Designer and Supervisor.
  • Requires membership of the Client Authoring role.

Analytics Testing

  • Access to the Test Lab in the Marketing Center as well as access to the test functionality in the Page Editor and in the Content Editor.
  • Requires membership of the Client Authoring role.
  • Members of this role can create and edit test variations.
  • Users who are not members of this role can switch test variations.
  • Members of the Minimal Page Editor role cannot switch test variations.

Analytics Personalization

  • Access to the personalization functionality in the Page Editor and in the Content Editor.
  • Requires membership of the Client Authoring role.
  • Members of this role can create and edit personalization rules.
  • Users who are not members of this role can switch personalization variations.
  • Members of the Minimal Page Editor role cannot switch personalization variations.

Analytics Content Profiling

  • Access to the content profiling functionality in the Page Editor and in the Content Editor.
  • Requires membership of the Client Authoring role.

All of the analytics roles are members of the Client Users security role

WFFM

Sitecore Client Form Author

  • The Sitecore Client Form Author role gives the user access to the minimum features of the Web Forms for Marketers module. All the other roles expand the user’s access rights. This role allows the user to:
    • Insert a new form.
    • Edit an existing form.
    • View the Summary report

Sitecore Client Developing

  • The Sitecore Client Developing role allows the user to use the Export to ASCX button in the Form
    Designer

Analytics Maintaining

  • Use the Analytics page in the Create a New Form wizard
  • Use the Analytics section on the Form Designer ribbon
  • Use the Analytics section on the Content Editor ribbon
  • Use tags

Analytics Reporting

  • View the Dropout report.
  • View the Usability report.
  • View the Save Failures report

Sitecore Marketer Form Author

  • The Sitecore Marketer Form Author role inherits access rights from the following roles:
    • Sitecore Client Form Author
    • Analytics Maintaining
    • Analytics Reporting

Sitecore Client Securing

  • The Sitecore Client Securing role allows the user to:
    • Edit the Create User save action.
    • Edit the Edit Role Membership save action.
    • Edit the Change Password save action