Members are users who are part of a Community, from the administrative team to invited contributors who participate in the publishing process. A Member is someone who has permission to manage a part of your Community. Members can be given different permission levels. Members can be given different permission levels, from view-only to full admin access. Members can be added to Communities, Stages or Pubs, allowing you to give specific people permissions to work on the entire Community, or just specific parts of it.

Roles

Roles determine the access and permissions of the Member within a Community. Generally, these roles can be summarized: 

• A Member with the admin role can do anything at a given level: create/view/edit/move Pubs, run Actions, and add additional Members to a Pub
• A Member with the  editor role can view/edit most things at a given level: create/view/edit Pubs, run Actions, and add additional Members to a Pub
• A Member with the  contributor role can do few things at a given level: create/view/edit Pubs and other public-facing content that are linked to them at a given level, and add additional Members with the contributor role to a Pub

By default, new Members are assigned the role of editor. New Members added via a MemberSelect field via a Form are assigned contributor.

Edit/Access Level

Depending where a Member is added, Roles can be applied on a Pub, Stage, or Community level. 

• At the Pub level, the responsibilities of a given role only apply to that Pub. For example, a Member with a contributor role will only be able to view the Pub, and will only see Fields added to the Default Pub Form for this Pub Type. Members can be given Pub-level access via a Pub Details page. 

• At the Stage level, the responsibilities of a given role only apply to that Stage. For example, a Member with a contributor role will only be able to view Pubs in this stage, and will only see Fields added to the Default Pub Form for Pub Types. Members can be given Stage-level access via a Members tab in a Stage's sidebar on the Workflows Dashboard.

• At the Community level, the responsibilities of a given role apply to the entire Community. For example, a Member with a contributor role not be able to create any Pubs, and will only be able to see Pubs for which they have Pub-level or Stage-level access. Members can be given Community-level access via the Members Dashboard.

A Member with an admin role at the Community level has the least restrictions, while a Member with a contributor role at the Pub level has the most restrictions.

Forms

Need to give additional permissions for Community Members? Consider using Edit/Access Levels to further control Member access via Forms. When adding a new Member, Members with the admin & editor roles can select the Forms via which this Member contributor can edit and view Pubs. 

• At the Pub Level, the Member can use selected Forms to edit and view this specific Pub.
• At the Stage level, the Member can use selected Forms to edit and view Pubs in this Stage. 
• At the Community level, the Member can use selected Forms to create Pubs.  

Add Member

New Members can be added to a Community in several places in PubPub Platform:

• Via a Pub Details page, to guarantee Pub-level access.
• Via a Members tab in a Stage's sidebar on the Workflows Dashboard, to guarantee Stage-level access.
• Via the Members Dashboard, to guarantee Community-level access.
• Via the MemberSelect Field in a Form, to guarantee Community-level access.

Add Member

To add a member, select Add Member. A pop-up will appear, where users can enter the email address of the new Member to invite to the community.

 

If the email is associated with a Platform account, their full name and email will appear at the bottom of the pop-up screen. Users can select a Role from the dropdown menu (admin, editor, or contributor). Select Add Member to add member to the Community.

 

If the email is not yet associated with a Platform account, additional information is required to invite the new Member:

• First Name: the first name of the Member
• Last Name: the last name of the Member
• Role: the access and permissions of the Member within the Community. Select Admin, Editor, or Contributor from the dropdown menu. By default, new members are assigned Editor. Admin can do anything within the Community; Editor can edit most things; Contributor are only able to see the forms and other public-facing content that are linked to them.
• Edit/View Access: If the Contributor role is selected, this field will appear. Selecting Forms will give the Member the ability to create Pubs in the community using the selected forms. If no Forms are added, the Member will not be able to create any Pubs, and will only be able to see Pubs they have access to either directly or at the stage level.

Select Invite to send an email invitation to the Member.