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Permissions by Role in Capture Manager

Pages created via Capture Manager dynamically change permissions based on the role of the user and Visibility selected for the page.

This solution is custom-configured for each client by MindTouch Professional Services. Elements and labels may differ from what is documented.

This solution became generally available April 5, 2019 and is only implemented by request for each MindTouch site.

Permissions and Roles for Capture Manager are designed to support KCS Methodology.

Permissions overview

  • Permissions should be applied at the Guide level so as pages are created within the Guide, permissions propagate down.
  • The Role of the user viewing the page and the Capture Manager Classification Visibility selected determine permissions for the page.
  • For example, KCS Customers should be added as a Viewer at the Guide level, but new pages are set to Visibility: Internal and Confidence: WIP. Only when a user with appropriate permissions changes the Visibility, will the Customer or Partner group be able to view the page.
  • KCS Viewer is an exception, as it is meant to be an internal role and will have view access regardless.

Group naming conventions

The syntax required for Group names is KCS [optional qualifier] [KCS License Type]. For example, KCS CandidateKCS ContributorKCS Publisher.

To permission different sections with similar License levels, Group names can include qualifiers as long as Group names begin with KCS and end with [KCS License Type]. For example, KCS Product-A CandidateKCS Product-B Candidate.

Capture Manager Group Permissions Example.jpg

Role assignment

KCS Groups map to appropriate MindTouch Roles:

  • KCS Viewer - Viewer role
  • KCS Candidate - Creator role
  • KCS Contributor - Author role
  • KCS Publisher - Editor role
  • KCS Customer - Viewer role
  • KCS Partner - Viewer role

Candidates

A Candidate is a knowledge creator who is a beginner at contributing content. Candidates can create new articles and modify existing articles that they created but they cannot edit another author's article.

Actions:

  • Can create a new article
  • Can edit an article created by self
  • Cannot edit an article created by other users
  • Can view Confidence and Visibility
  • Can view if the Flag is on
  • Can Flag an article and leave Flag details
  • Cannot change Visibility
  • Cannot change Confidence to Validated or Archived
  • Can change Confidence from WIP to Not Validated on an article created by self
  • Cannot remove the Flag from an article

Capture-Manager-WIP.png

Capture-Manager-Not-Validated-Internal.png

Capture-Manager-Not-Validated-Flag.png

Contributors

Actions:

  • Can create a new article
  • Can edit an article created by self or other users
  • Can change Confidence to any option except Archived
  • Can change Visibility from Internal to Partners
  • Can Flag an article and leave Fag details
  • Can remove the Flag from an article if user has Edit capabilities

Capture-Manager-Not-Validated-Partners.png

Capture-Manager-Validated-Partners.png

Publisher

Actions:

  • Can create a new article
  • Can edit an article created by self or other users
  • Can change Confidence
  • Can change Visibility
  • Can flag an article and leave Flag details
  • Can remove the Flag from an article

Capture-Manager-Validated-Public.png

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