Whether you want to adjust an existing role, or create a new custom role, it can sometimes be difficult to decide what options are best suited for your specific workflow. To assist in this process, the following list provides the name of each privilege as listed on "Privileges" section of the Settings page, and a brief explanation of their function.
To learn more about user roles, how to manage them, and which privileges are available for which role, please visit the articles "An introduction to user roles" and "How to: Manage user roles".
Content
Create Folder and Album |
Enables users to create new folders and albums in the Main Library. Additionally, users with this privilege are able to set an image asset as the cover of an album. Please see the following articles for more information. |
Delete Folder and Album |
Enables users to delete folders and albums in the Main Library. Please see the article "Remove Folders or Albums" for more information. |
Approve Content |
Enables users to change the approval status of an asset. Please see the article "Approval Status Options" for more information. |
Upload Content |
Enables users to upload assets to the Main Library. Please see the article "Upload to Main Library" for more information. |
Delete Content |
Enables users to move assets from the Main Library to the Trash Bin. Please see the article "Delete a Folder or Album along with its Assets" for more information. |
Edit Content |
Enables users to edit assets and asset metadata in the Main Library. Additinally, this privilege grants access to certain AI enabled functions that would edit metadata fields, for example Facial Recognition and Optical Character Recognition (OCR). Please see the following articles for more information. |
Curate Content |
Enables users to create curated views for albums. Please see the article "Curated View" for more information. |
Download Content |
Enables users to download content from the Main Library. Please see the following articles for more information. |
Relate Content |
Enables users to relate assets to one another. Please see the article "Relate Files" for more information. |
Move to Main Library |
Enables users to move items from a Workspace to the Main Library. Please see the article "Move Assets/Folders/Albums from a Workspace to the Main Library" for more information. |
Assign Content to Album |
Enables users to add assets to an album. Please see the article "How to: Add assets to an album" for more information. |
Add Comments |
Enables users to add comments on folders, albums, and assets. Please see the article "Annotation Marks" for more information. |
Message Board |
This privilege currently has no function. In a previous version of Canto, it allowed users to receive messages. For more information, please visit the article "View messages". |
Follow |
Enables users to follow a folder, album, or asset, which means that they will receive notifications whenever the item is commented on, modified or deleted. Please see the article "Follow Assets, Albums or Folders" for more information. |
Viewing
View Custom Fields |
Enables users to see Custom Fields on the Preview and Information Page of a folder, album, or asset. Please see the article "Custom Fields" for more information. |
View Description |
Enables users to see the "Description" field on the Preview and Information Page of a folder, album, or asset. Please see the following articles for more information. |
View Albums |
Enables users to see the "In These Albums" field on the Preview and Information Page of a folder, album, or asset. Please see the following articles for more information. |
View Tags |
Enables users to see the "Tags" field on the Preview and Information Page of a folder, album, or asset. Please see the following articles for more information. |
View Details |
Enables users to see the "Details" field on the Preview and Information Page of a folder, album, or asset. Please see the following articles for more information. |
View Comments |
Enables users to see the "Comments" field on the Preview and Information Page of a folder, album, or asset. Please see the following articles for more information. |
View Keywords |
Enables users to see the "Keywords" field on the Preview and Information Page of a folder, album, or asset. Please see the following articles for more information. |
View Versions |
Enables users to see the "Versions" field on the Preview and Information Page of a folder, album, or asset. Please see the following articles for more information. |
View PDFs/Docs |
Enables users to open the document viewer for PDF, Microsoft Word, and InDesign documents from the Preview page. Please see the following articles for more information. |
View HTML |
Enables users to open and view HTML documents from the Preview page. Please see the article "Preview Page" for more information. |
View Direct URLs |
Enables users to see the "Direct URLs" field on the Information Page. Please see the article "Access an Asset's Information Page" for more information. |
View Web Banner |
Enables users to open and view Web Banners from the Information page. Please see the article "Access an Asset's Information Page" for more information. |
View File Status |
Enables users to see the "Status" field on the Preview and Information Page. Please see the article "Access an Asset's Information Page" for more information. |
View Document Text |
Enables users to see the "Document Text" field on the Information Page. Please see the article "Access an Asset's Information Page" for more information. |
View Reports |
Enables users to access the Admin Dashboard and view the reports. Please see the article "View Admin Dashboard" for more information. |
View Files without Watermark (if applied) |
Enables users to view and download assets which have had a watermark applied without the watermark being visible. Additionally, this privilege enables users to adjust the Digital Rights Management field on the Preview and Information Page. Please see the articles in the section "Digital Rights Management (DRM)" for more information. |
Sharing
Share by Email |
Enables users to share folders, albums, and assets by email. Additionally, this privilege grants the ability to create, edit, and delete Share Links from the Settings page. Please see the article "E-Mail-Sharing" for more information. |
Share using Links |
Enables users to generate a Share Link for folders, albums, and assets. Additionally, this privilege grants the ability to create, edit, and delete Share Links from the Settings page. Please see the article "Share Link" for more information. |
Share to Box |
Enables users to share albums and assets to Box. Please see the article "Share Assets via Box" for more information. |
Share to Dropbox |
Enables users to share albums and assets to Dropbox. Please see the article "Share Assets via Dropbox" for more information. |
Share to Twitter |
Enables users to share albums and assets to Twitter. Please see the article "Share Assets via Twitter" for more information. |
Share to Facebook |
Enables users to share albums and assets to Facebook. Please see the article "Share Assets via Facebook" for more information. |
Share to Vimeo |
Enables users to share video assets to Vimeo. Please see the article "Connect Canto to Vimeo and share Videos" for more information. |
Share to Pinterest |
Enables users to share albums and assets to Pinterest. Please see the article "Share Assets via Pinterest" for more information. |
Share to YouTube |
Enables users to share video assets to Youtube. Please see the article "Connect Canto to YouTube and share Videos" for more information. |
Share to Slack |
Enables users to share assets to Slack. Please see the article "Share Assets via Slack" for more information. |
Share to Egnyte |
Enables users to share albums and assets to Egnyte. Please see the article "Migrate files from Egnyte" for more information. |
Share to LinkedIn |
Enables users to share assets to LinkedIn. Please see the article "Share Assets via LinkedIn" for more information. |
Share to OneDrive |
Enables users to share albums and assets to OneDrive. Please see the article "Migrate files from OneDrive" for more information. |
Share to SharePoint |
Enables users to share albums and assets to SharePoint. Please see the article "Migrate files from Sharepoint" for more information. |
Share to Google Drive |
Enables users to share albums and assets to Google Drive. Please see the article "Migrate files from Google Drive" for more information. |
Advanced
Manage Portals |
Enables users to create, edit, and delete Portals. Please see the articles in the section "Portals" for more information. |
Manage Style Guides |
Enables users to create, edit, and delete Style Guides. Please see the article "Style Guide - Overview" for more information. |
Manage Workspaces |
Enables users to create, edit, and delete Workspaces. Please see the articles in the section "Workspaces" for more information. |
Manage External Connections |
Enables users to set up, edit, and delete connections to third party services. Please see the article "Set up External Connections" for more information. |
Manage Upload Links |
Enables users to create, edit, and delete Upload Links. Please see the articles in the section "Upload Link" for more information. |
Manage Share Links |
Enables users to edit and delete Share Links. Please see the article "Share Link" for more information. |
Manage Workflows |
Enables users to create new Workflows, clone existing Workflows, and delete Workflows. Please see the articles in the section "Workflows" for more information. |
Export Metadata |
Enables users to export asset metadata. Please see the article "Metadata Export" for more information. |
Import Metadata |
Enables users to import asset metadata. Please see the article "Metadata Import" for more information. |
Manage Asset Requests |
Enables users to approve or decline Asset Requests sent through a portal. Please see the article "Asset Request" for more information. |
Manage Cold Storage Content |
Enables users to move assets in and out of Cold Storage. Please see the article "Cold Storage - Overview" for more information. |
Manage Canto Connect Settings |
Enables users to access the "Duplicate Check for Canto Connect File/Folder Uploads" in Canto Connect. Please see the following articles for more information. |
Manage Curated Content |
Enables users to create curated views for albums. Please see the article "Curated View" for more information. |
Manage Metadata Templates |
Enables users to create, edit, and delete Metadata Templates. Please see the articles in the section "Metadata" for more information. |
Manage Digital Rights Management |
Enables users to adjust the Digital Rights Management settings under the tab "Configuration Options" on the Settings page. Additionally, this privilege enables users to adjust the Digital Rights Management field on the Preview and Information Page. Please see the articles in the section "Digital Rights Management (DRM)" for more information. |
Manage Custom Configuration |
Enables users to access the "Custom Configuration" section in the tab "Configuration Options" on the Settings page. This allows them to edit the layout of the Metadata Editor for uploads and bulk edits, Preview page, Information Page, and Filter Panel. Page. Please see the article "Custom Configuration - Overview" for more information. |
Manage Thumbnails |
Enables users to change the Thumbnails for specific assets. Please see the articles in the section "Change the Preview/Thumbnail of an Asset" for more information. |
Manage Users and Groups |
Enables users to access the sections "Users" and "Groups" in the tab "Users & Groups" on the Settings page. This allows them to create, edit, and delete users and groups. Please see the articles in the section "Users & Groups (User Roles)" for more information. |
Manage Keywords |
Enables users to access the section "Keywords" in the tab "Configuration Options" on the Settings page. This allows them to create, edit, and delete asset keywords. Please see the articles in the section "Keywords" for more information. |
Manage Custom Fields |
Enables users to access the "Custom Fields" section in the tab "Configuration Options" on the Settings page. This allows them to create, edit, and delete Custom Fields and sections, as well as adjust their layout, and metadata mapping. Please see the article "Custom Fields" for more information. |