Editor X: Working With Roles and Permissions
Using Editor X, you can invite people to help edit your site and limit their editing permissions based on the areas they handle. The editor is automatically adjusted to each person's role so that any unauthorized action is either hidden or disabled.In this article, learn more about:
Inviting people to collaborate Creating and managing roles Managing permissions per page Performing unauthorized actions in the EditorUsing a Team Management account?Editor X permissions are also available for team accounts. When creating a custom role, look for the Editor X category. Inviting people to collaborateInvite people to work with you on a site directly from the Editor. After entering their email address and choosing a role, invitees get an email with a link to start collaborating. Tip:You can also invite people while creating and managing your roles. Learn howTo invite people to your site:
Click Invite at the top right of Editor X. Enter the email address(es) of the person you want to invite. Select a role from the drop-down menu. Click Send Invite.Learn about concurrent editing:Editor X lets you edit the same site simultaneously and see each other's changes in real-time. Learn moreCreating and managing rolesYou can manage your site's roles at any time. Create and edit custom roles, delete roles that you no longer need or duplicate predefined roles to adjust their permissions. What permissions are specific to Editor X?When creating a new role, you can add the following permissions that are specifically related to site editing: 
View Site: Can view all pages and preview the site before publishing.  Add Comments: Can add comments on elements and pages and tag other people. Edit Site Structure: Can add new pages, Masters, elements and dynamic content. Edit Layout & Design: Can use layout tools, edit breakpoints and design assets.  Edit Content: Can edit text, links and media sources (e.g., images, videos, etc).  Edit Code: Can write code and manage collections.  Manage Page SEO: Can edit SEO and social share settings per page, and add alt text to media. Edit Site Advanced: Can delete Masters and restore an older site version. To create and manage roles:
Go to Settings in your site's dashboard. Click Roles & Permissions. Do one of the following:Create a new role
Click Manage Roles. Click + Create New Role at the top right. Fill in the details of your custom role:
    
Enter a title under Role Title. (Optional) Add a description that outlines the new role.   Select the checkboxes next to the relevant actions for this role.
Note: While most Editor X permissions are available under Editor X, the ability to publish a site can be found under Editor.  When ready, click Save at the top right.Notes:
You can select specific permissions within the categories, or tick Select All. Certain actions that you select automatically enable other permissions. For example, if you let someone manage your orders, they can view your contacts by default. Use the Filter... search bar to find actions to assign to your custom role.Edit an existing role
Click Manage Roles. Hover over the relevant role and click Edit. Edit the role as you wish:
    
Rename the role or change its description. Add permissions by selecting more checkboxes. Remove permissions by de-selecting their checkbox.   When ready, click Save.Learn MoreInvite people to work on this site
Click the Show More icon  next to the role you want to assign. Select Invite People. Enter the person's email address.
Tip: To add multiple invitees, enter each email separated by a comma. Select the checkbox next to the role(s) you want to assign. Click Send Invite.Learn MoreNote:At this stage, Editor X permissions are not enforced on server-level.Tip:When hovering over their avatar at the top left, users can see their own role(s) in the system:Managing permissions per pageIn addition to site and team roles, site owners can apply another type of permission that controls pages and masters. Site and team roles control the actions people can perform, while permissions per page control the pages and master sections they're allowed to work on. Performing an unauthorized action in the EditorEvery user has a specific role in the system with permissions that the site owner can change at any time. Areas that aren't included in your permissions appear in grey and are not clickable. You can also see specific notifications as in the example below.To access a feature that is currently disabled, contact the site owner and ask them to add the relevant permission(s) to your role.Want to learn more?Check out our lesson on roles and permissions in the Editor X academy.