The difference between Application roles, Organization roles, and Channel permissions
Application Roles: Publishers, Consumers, or None
Organization Roles: User Admin or Billing Admin
Channel Permissions: Can Edit, Can View, Author
Important Notes: Application roles occupy a licensed seat on a plan, Organization roles do not.
It is not required to have an Application role in order to have an Organization role or vice versa.
Application Roles
Application roles are set in the Users tab of the AVAIL Manage Portal, unless the account is configured with SSO*.
Learn more about How to Change a User's Roles.
- Publisher – Publishers have the ability to create Channels and manage those Channels. Publishers are able to use AVAIL Harvest for Revit.
Publishers cannot edit all Channels, only Channels they have created or explicitly been give Can Edit permissions. - Consumer – Consumers can view and consume content from Channels that have been shared with them. On a per-channel basis they can be given Can View or Can Edit permissions to the Channel.
- None – Setting a user to None will remove a user's access to the application but keep them associated to the account. A user set to None does not occupy a licensed seat. This is the recommended setting if you would like to assign a user as a User or Billing Admin, but they don't need access to the application.
*SSO-Enabled Accounts
For accounts with Single Sign-on enabled, Application roles are determined by your Active Directory and will override the Manage Portal Application role settings. Users will automatically be given the Consumer role unless they are a member of the AVAIL Publisher Active Directory group which is configured during the SSO set-up process.
Organization Roles
- User Admin – User Admins are able to adjust account settings. They can add or deactivate users from the plan, set Application and Organization roles, and manage account settings. They also have access to AVAIL Analytics.
- Billing Admin - Has access to the Billing Portal and is included in billing communications.
Channel Permissions
- Can Edit - User is able to add or remove content from the Channel, manage tags, manage Key Cards, use Channel specific AVAIL Lenses, and share the Channel with other users.
- Can View - User is able to view, search, and use content
- Note: View permission to a Channel does not override file system level permissions. If a user does not have read/write access to the content on the file system, they will not be given read/write access via AVAIL.
- Author - The creator of a Channel. The Author is always able to add or remove content from the Channel, manage tags, manage Key Cards, use Channel specific AVAIL Lenses, and share the Channel with other users.
- The Author of a Channel is viewable by right-clicking on a Channel and selecting View Channel Details.
- If the Author of a Channel(s) needs to be transferred to a new user, say because that person is no longer with the company, please have a User Admin reach out to AVAIL Support for assistance.
Important Notes: Channels are only visible to the Author of the Channel, and those they have shared the Channel with.
A user can only edit a Channel if they are the Author or they have been made an Editor on the Channel. Having the Publisher role does not convey edit permissions to all Channels.
Consumer Plus
Consumer Plus is an account-wide setting which gives all Consumers the ability to create personal Channels, but these Channels are not able to be shared with other users.
Indexed content can only be copied from Channels in which the user has Can Edit permissions.
This setting is can be enabled or disabled from the Settings tab of the Manage Portal.