User Permissions

In Contentstack Personalize, 'users' are anyone who has been granted access to work on a project. These users can either contribute to the project's content and functionality or manage the project settings.

To control what each user can do, Contentstack Personalize utilizes 'roles.' These roles determine the specific actions a user is allowed to perform within the project based on their assigned level of access.

Essentially, roles define the boundaries of a user's permissions and responsibilities.

Roles and Capabilities

User Permissions

The following table outlines the permissions for each role across various resources:

Managing Users

To manage users in a Personalize project, you must be an Organization Owner or Organization Admin or a Project Owner.

Invite a User to the Project

To invite a user to a Personalize project, follow the steps below:

1. Log in to your Contentstack account.
2. In the top navigation bar, click the App Switcher icon and then click Personalize.
3. On the Personalize landing page, click the preferred project.
4. From the top panel, click the Settings icon.
5. In the Users section, click the + Invite User button.
6. In the Invite User modal, enter the user's email address and an optional message for the invitee and then click Invite to send the invitation.

7. You can invite multiple users by entering their email addresses.The invited user will receive an email. Once they accept the invite and are authorized, their status will update to Accepted.

Remove a User from the Project

To remove a user from a project, follow the steps below:

1. Go to the preferred project and click the Settings icon from the top navigation panel.
2. In the Users section, locate the user you want to remove.
3. Click the vertical ellipses under Actions and click Remove.
4. Click the Remove button to successfully remove the user.