Configuring Hub Management Permissions

Each user role comes with a predefined default set of permission levels that give them access certain features in QorusDocs. 

As an Admin, you can use the Permissions tab in Hub Management to enable or disable access to a feature, and it will impact all user roles where this feature is enabled by default.

In this article we will explain:

1. How to Access Hub Management Permissions
2. Understanding the Permissions Matrix
3. Key Actions Explained
4. Roles Overview 

How to Access Hub Management Permissions

1. In the left menu, click Settings (gear icon).
2. Select Hub Management.
3. Go to the Permissions tab at the top.
4. After making your changes, click Save at the bottom to apply.

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Understanding the Permissions Matrix

The matrix lists actions (rows) down the left side and roles (columns) across the top.

Actions / Capabilities (Rows): These are specific things a user might do in QorusDocs, such as creating assignments, managing pursuits, or sharing documents.

Roles (Columns): These are predefined QorusDocs roles (Admin + QPilot, Admin, Designer + QPilot, Designer, Standard + QPilot, Standard, Guest).

Symbols inside the matrix:

● (dot) = Permission granted (this role can perform the action).

× (cross) = Permission denied (this role cannot perform the action).

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Key Actions Explained

Here are some of the most important actions you can control:

All Pursuits View
Gives a unified, filterable view of all projects in Hub Central.

Create Assignments
Allows users to create new assignments, receive assignments from others, and track insights related to them.

Create Campaigns
Users can build and launch both regular campaigns and featured campaigns that get more visibility.

Display My Pursuits
Controls whether the Pursuits tab is visible in the QorusDocs Add-In for the user.

Guest Pursuits
Allows guest users access only specific Pursuits that have been shared with them (with limited functionality).

Manage All Assignments
Grants permission to view and edit all assignment data, including assignments created by other users.

Manage All Pursuits
Grants full access to view and edit all Pursuits in the system, regardless of who created them.

Manage All Shared Documents
Users can edit documents that have been shared across the hub and track their usage activity (e.g., who opened/viewed them).

Manage My Pursuits
Users can view, activate and also use Pursuits while creating, assigning and sharing documents.

Manage Pursuit Types
Allows users to create new Pursuit categories (types) and edit existing ones to keep content organized.

PowerPoint Assignments
Enables users to create and assign Pursuits directly within PowerPoint presentations using the QorusDocs Add-In.

Receive Assignments Only
Allows a user to only receive assignments from others; they cannot create or manage assignments.

Refresh from Source
Updates content in QorusDocs so it matches the most recent version of the original source document.

Refresh to Source
Pushes updates made inside QorusDocs back to the original source file or repository (for example a SharePoint document). In short, it writes changes from QorusDocs to the source.

Share and Track
Allow users to share documents with others and monitor how those documents are being used (e.g., tracking views, engagement).

View Campaigns
Users can browse and access all standard and featured campaigns.

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Roles Overview

• Admin + QPilot – Full system access including QPilot automation.

• Admin – Full administrative control but without QPilot capabilities.

• Designer + QPilot – Content/design privileges with QPilot functionality.

• Designer – Create and manage templates, campaigns, content, but no QPilot access.

• Standard + QPilot – Regular user permissions with access to QPilot features.

• Standard – Day-to-day user role, limited to creating and collaborating on documents, searching, and using content.

• Guest – Minimal access limited to receiving assignments (max of 20 assignments at a time).

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