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How to add other team members to co-manage the site?

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HelpLook supports multi-person collaboration and co-management of sites, as follows:

Add team members

Click Setup->USER AND SECURITY ->Invite Teammates and select "Add team members" or "import team members in batches".

*Only the super administrator has permission to edit and remove teammates.


Configure Role Permissions

  • Different project roles view different functional modules in the Dashboard.
Project RolePermissions
Project OwnerFull access to all permissions.
AdministratorAccess to all permissions except "Delete Site."
OperatorAccess to "Workspace," "Content," "Analytics," and "AI Widget" modules in the dashboard.
WriterAccess to "Workspace" and "Content" modules in the dashboard.
VistorOnly has access to the Web Portal.

  • Different content roles provide varying levels of content management permissions.
Content RolePermissions
NoneCannot view, add, or edit content in the "Content" section of the dashboard.
EditorCan view, edit, and publish content. Can review submissions from authors and set content access permissions for content under their responsibility.
WriterCan view and edit content. Cannot publish content or set content access permissions.

Configure Content Editing Permissions

After assigning content roles, you can further configure content-specific permissions:

  • Select "All": Grants the user editing access to all content.

  • Select "Specific Content": Allows assigning editing permissions for specific documents to the user.

Content Review and Publishing

  • All roles can only see content in the Dashboard for which they have permissions.
  • Writer can write articles and submit them for review by clicking Submit for Review.
  • Project Owners and Editors with "All Content" or equivalent content permissions will receive review notifications in the dashboard. They can then choose to Approve and Publish the content.


Learn More: What are Team Members and Visitor Users?

Frequently Asked Questions

  1. Which roles can have "Export Backup" permissions?

Only Project Owners and Administrators with access to all content can use the "Export Backup" function.

  1. Which roles can have "Translation" permissions?

Only Project Owners, Administrators and which person with access to all content can use the "Translation" function.

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Last modified: 2024-12-20Powered by