To draft permissions on roles:

  1   Navigate to Permissions.

  2   In Content Access, choose the roles for which you want to grant or change permissions by clicking on the selection boxes in the Roles panel.

  3   Click Edit > Draft.

  4   Update permissions as desired according to Permissions.

• Permissions bars with pending updates appear with a yellow background
• To view current live permissions set on a permissions bar with pending updates, place your cursor over the bar; hover text appears displaying live permissions
• To remove pending permissions prior to saving, click Cancel Update

  5   To save your updates as a draft, click Save. These updates are saved in the Draft Permissions area but are not reflected in the live project.

  6   To apply ALL drafted updates to the live project, click Publish. To apply drafted permissions for a single role only, click the options menu (3 dots) associated with the role and choose Publish Role Permissions.

  7   To discard ALL pending updates, including those that may have been drafted by other users, click Delete Draft.


Viewing drafted permissions:

• Within the Drafted Permissions interface, roles with pending permissions appear with a yellow background in the 'Roles' sidebar
• If there are no highlighted roles, then no permissions exist in a drafted state

  4   Select roles with yellow highlights to view specific settings in the center viewing panel. A yellow background indicates index items with unpublished permissions in a drafted state.

Export Permissions Settings

Click Export  to export the Excel report.

Opening the report reveals two tabs:
 

• Live Permissions - Displays live permissions settings for all  roles across the entire project
• Draft Permissions - Shows the entire index by row, with each role displayed in its own column. Role columns display live permissions for each index entry, and pending (drafted) permissions. Cells containing draft permissions display the current and pending permissions in the following example format: Hidden -> View. These cells are highlighted to aid review and navigation

In the permissions drafting area, role permissions can be updated and held in a drafted status, allowing changes to be reviewed prior to saving/publishing them.