The management and maintenance of a SharePoint site requires several different types of users with varying levels of responsibility and permission. When creating, editing, and managing your agency site, users are organized into three different roles: author, reviewer or approver.
Authors
Content Authors create pages, populate content into pages, link pages to other content, upload files (including images), check out and edit existing pages, and submit content (files and pages) for approval. Content Authors cannot approve content and therefore cannot directly publish content to the “live” site.
- Have SharePoint permission/access to enter and edit content
- Attend SharePoint training provided by NIC Wisconsin
- Create and/or maintain agency web content in the CMS
- Are responsible for adhering to the policies, procedures, and guidelines established by the agency
Approvers
Content Approvers have the ability to edit and approve content (including their own) and therefore to publish it to the live site. All content must be approved before it will appear on the live site.
- Have SharePoint permission/access to enter and edit content, as well as approve it
- Receive SharePoint Approver training
- Review and approve or reject content (files and pages) submitted for approval in the CMS, according to the review timelines established by the agency
- Add/Modify resources in Document or Image Libraries
- Are responsible for upholding the standards and guidelines for content established by the agency by rejecting or correcting content as necessary
NOTE: Users may have multiple roles. For example, a user can serve as an Author and an Approver. Users MUST be an Approver to approve.
