Our out-of-the-box setup allows editors to submit changes to text pages, courses, degrees, and personnel pages to an approver for review and publication. Below is an outline of the basic roles, restrictions, and stages of our default user workflow setup.

Overview of Workflow Process:

1. Catalog Editors will edit a page and save as Ready for Review
2. Catalog Admins will receive an email notification for the page submitted as Ready for Review with a link to the Inline Revisions to review changes.
3. The Catalog Admin will review the page and submit the page as one of the following:
   1. Revisions Needed: this will send an email notification to the initial submitter indicating changes are needed.
   2. Published: this will publish changes to the content and the changes will be visible to the public.

Basic Roles

These are the tasks the following roles can do:

• Catalog Editor:
  • Create new content
  • Edit their assigned content
  • Submit new/edited content as Ready for Review
• Catalog Admins:
  • Create new content
  • Edit any content
  • Publish any content
  • Admins are also notified for content that has been marked as Ready for Review, so they know to go ahead and review that content for publication

Basic Restrictions

These are the tasks the following roles cannot do:

By User

Catalog Editor:

• Content types:
  • ****Create or edit Table of Contents (TOC) pages
• Functions:
  • Clone
  • Delete (permanently remove content)

Catalog Admins:

• Content Types:
  • None — admins can edit all content types
• Functions:
  • Delete (we can grant access for Admins to permanently delete if needed, but will typically recommend Archiving pages instead)

By Stage

Catalog Editor: