Understanding User Roles

User roles in Qorus determine the features that a user is able to access by default, and the four roles available are:

• Admin
• Standard
• Designer
• Guest

The roles that you see in your Qorus Content Hub depend on the plan you're on:

• Premium: All four of the above roles are available.
• Essential: The Admin, Standard and Guest roles are available. You won't see the Designer user role because designing smart content is a Premium-only feature, and not available on the Essential plan.
• Free: The Admin and Standard roles are available. Here again, the Designer user role is not available since Free customers don't have access to advanced design features. There's also no concept of a free Guest because, well, all users are already free on the Free plan.

You should also know that it's possible to override the default permission levels for the Admin, Standard and Designer roles. You can find the permission override settings in Hub Central here:

A user can only belong to one role at a time, and users can be added to the Admin, Standard or Designer roles in the User Management area, under Settings in Hub Central.

To learn about adding Guest users, go to the Guest user role section below.

The Admin User Role

If you’ve signed up for a Qorus Hub, you are automatically assigned to the Admin user role.

The Admin user role carries the highest level of permissions and has access to all Qorus features, across all of Qorus. There are no limits to the number of Admin users you can have.

In cases where there is more than one Admin user in your Qorus Content Hub, you can choose who you'd like to make the 'Primary Admin'. The 'Primary Admin' receives join requests and notices about upcoming subscription renewals.

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The Standard User Role

The Standard user role has access to all the features available within the Qorus Add-ins, with the exception of the 'Design' pane in the Word and PowerPoint add-ins.

Standard users do not have the ability to configure and manage your Qorus Content Hub. For instance, Standard users can't add new users, can view but can't add or make changes to Content Sources, or create campaigns.

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The Designer User Role

This is almost the same as the Standard role, but with one important difference: Designer role users can design smart content and have access to the 'Design' pane in the PowerPoint and Word Add-ins. Other than that, Designer users have access to the same features Standard users do, and they do not have the ability to manage or configure your Qorus Content Hub.

Usually, users belonging to the Designer role are content managers or power users who create and manage smart content and templates used by the rest of the organization.

Please note that the Designer user role is only available for customers on the Qorus Premium plan.

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The Guest User Role

For customers on a paid Qorus subscription (either on the Essential or Premium plans), there's no limit to the number of free guest users you can have.

Guest users have limited access to your Qorus Content Hub, and can only do the following:

• Install and use the Qorus Add-ins
• Access the Home pane features in Hub Central and in the Add-ins
• Access the Search pane features in Hub Central and in the Add-ins
• Collaborate with you and work on assignments allocated to them (Important: Guest users can only have up to five concurrent active assignments at a time, across all documents, and across all of Qorus)

Guest users don't get added to your Qorus Content Hub in the same way as you would add Admin, Standard or Designer role users in Hub Central.

Here are the two ways guests can get added: 

1. Microsoft Teams member sync

2. Collaboration with Document Assignments

1. Microsoft Teams member sync 

You can synchronize users that are part of a Team you belong to in Microsoft Teams, and add them to your hub as guest users.

On the Search pane, click on Microsoft Teams to bring up a list of Teams you have access to, and then hover your mouse over the name of the Team and click on the sync icon:

This will bring up a new window, listing all the members of that Team, while indicating which ones are already users on your Qorus Content Hub and which ones are not. Check the boxes next to the Teams users you'd like to synchronize to Qorus:

When you're done, you should see a success message, like this one:

After you click on the 'Ok' button, the Team members you've added to your hub will receive a Welcome email from Qorus, inviting them to get started by installing the Qorus Add-ins.

They will also show up under Settings > User Management in Hub Central as Guests. From there, you can manage them like you would any other licensed user - including disabling their access, if needed, or upgrading them to a paid license role.

2. Collaboration with Document Assignments

Using the Qorus Add-in for Word, you can create document assignment for any of your coworkers, even if they are not Qorus Content Hub users.

You can learn more about creating assignments here.

After you've created their first assignment, the Guest user will receive a Welcome email from Qorus, inviting them to get started by installing the Qorus Add-ins. They will need the Add-in for Word in order to collaborate with you, and respond to the assignment you've allocated to them.

They will also show up under Settings > User Management in Hub Central as Guests. From there, you can manage them like you would any other licensed user - including disabling their access, if needed, or upgrading them to a paid license role.

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