Overview of Users, Roles, and Project Teams

The Users, Roles, and Teams menu walks you through the process of inviting users, assigning a role, and assembling a team.

To access this menu, click on Groups.






Smart Author Groups




Users are individuals who have access to one or more projects in your publisher.


Roles are the permissions that allow users to perform tasks in the projects to which they are assigned. 


Projects are organized around teams. Teams are assembled by the Customer Admin. A team consists of (1) all the users in an organization who work on a project, and (2) each user's role assignment within the project. Until the Publisher Admin has added a user to a team, the user will not see any projects.