Siteimprove roles and permissions

Roles

There are five user roles available within Siteimprove, two of which are custom for the University of Waterloo:

Account Owner – All view and action permissions.
- Assigned to the Siteimprove support team
Website lead (Administrator) – All view permissions and most action permissions.
- Assigned to Website leads (custom role)
Content author (User) – All view permissions and action permissions, but no access to settings.
- Assigned to general Site maintainers (custom role)
Read Only – Only view permissions and no action permissions.
Report Recipient – No view or action permissions.

Note: Administrators, Account Owners, and users cannot delete their own access account. If you want to delete user access, please contact an Account Owner or your Website lead (Administrator), based on your user role.

Permissions based on user role

Below is a breakdown of the permissions for each of the Siteimprove roles.

General settings

Permission	Report recipient	Read only	Content author (User)	Website lead (Admin)	Account owner
Export (CSV / PDF)	✖	✔	✔	✔	✔
Export to report template	✖	✔	✔	✔	✔
Schedule Reports	✖	✖	✖	✔	✔
Recheck single pages/pdfs	✖	✔	✔	✔	✔
Recheck own groups	✖	✖	✔	✔	✔
Re-crawl entire website	✖	✖	✖	✔	✔
Add and delete single page checks	✖	✖	✔	✔	✔
View graph annotations	✖	✔	✔	✔	✔
Manage annotations	✖	✖	✖	✔	✔
Siteimprove Frontier	✖	✔	✔	✔	✔
View DCI menu items	✖	✔	✔	✔	✔
Manage, Create Dashboard	✖	✖	✖	✔	✔
Add, edit and delete page tags	✖	✖	✖	✔	✔

Quality assurance

Permission	Report recipient	Read Only	Content author (User)	Website lead (Admin)	Account owner
View QA data	✖	✔	✔	✔	✔
Dismiss/Confirm broken links	✖	✖	✔	✔	✔
Manage misspellings for all pages/sites	✖	✖	✖	✔	✔
Manage misspellings for your own pages/sites	✖	✖	✔	✔	✔
Upload words to the dictionary	✖	✖	✖	✔	✔
View readability data	✖	✔	✔	✔	✔
Manage readability actions	✖	✖	✔	✔	✔
View inventory	✖	✔	✔	✔	✔
Manage inventory	✖	✖	✔	✔	✔

Accessibility and Accessibility NextGen

Permission	Report recipient	Read Only	Content author (User)	Website lead (Admin)	Account owner
View accessibility data	✖	✔	✔	✔	✔
Set a site target	✖	✖	✖	✖	✔
Set account-wide site target	✖	✖	✖	✖	✔
Review potential issues	✖	✖	✔	✔	✔
View accessibility data	✖	✔	✔	✔	✔
Ignore at page level	✖	✖	✖	✔	✔
Ignore issue at site level	✖	✖	✖	✔	✔
Re-calculate issues	✖	✖	✖	✔	✔
Change responsibility	✖	✖	✖	✔	✔

Policy

Permission	Report recipient	Read Only	Content author (User)	Website lead (Admin)	Account owner
View Summary, Policies, Items with Policy Matches	✖	✔	✔	✔	✔
View Policy library	✖	✔	✔	✔	✔
View My Sites	✖	✔	✔	✔	✔
Create and edit policies for individual sites	✖	✖	✔	✔	✔
Create policy for all sites	✖	✖	✖	✔	✔
Add policy from library	✖	✖	✔	✔	✔

Manage users

Permission	Report recipient	Read Only	Content author (User)	Website lead (Admin)	Account owner
View user details	✖	✔	✔	✔	✔
Manage users	✖	✖	✖	✔	✔
View own profile	✖	✔	✔	✔	✔
Edit own profile	✖	✔	✔	✔	✔
View roles	✖	✖	✖	✔	✔
Manage Account Owner role	✖	✖	✖	✖	✔
Manage Administrator, User, Report recipient, Read-only and Custom user roles	✖	✖	✖	✔	✔
View password policy	✖	✖	✖	✖	✔
Manage password policy	✖	✖	✖	✖	✔

Settings

Permission	Report recipient	Read Only	Content author (User)	Website lead (Admin)	Account owner
Account information	✖	✖	✖	✖	✔
View sites	✖	✖	✖	✔	✔
Manage sites	✖	✖	✖	✔	✔
Add/delete sites	✖	✖	✖	✖	✔
Edit/add exclusions and aliases	✖	✖	✖	✔	✔
View groups	✖	✖	✔	✔	✔
Manage groups	✖	✖	✖	✔	✔
View readability settings	✖	✖	✖	✔	✔
Manage readability test for all sites	✖	✖	✖	✔	✔
View PDF check	✖	✖	✖	✔	✔
Manage PDF checking	✖	✖	✖	✔	✔
View analytics filters	✖	✖	✖	✖	✔
Manage filters	✖	✖	✖	✖	✔
Parameters	✖	✖	✖	✖	✔
Manage parameters	✖	✖	✖	✖	✔
View feedback settings	✖	✖	✖	✖	✔
Manage feedback surveys	✖	✖	✖	✖	✔
View tags	✖	✖	✖	✔	✔
Manage tags	✖	✖	✖	✔	✔
View API keys	✖	✖	✖	✖	✔
Manage API keys	✖	✖	✖	✖	✔
View SSO settings	✖	✖	✖	✖	✔
Manage SSO	✖	✖	✖	✖	✔
Manage Share Widget	✖	✖	✖	✖	✔
Add Jira connections	✖	✖	✖	✖	✔
Connect URL shortener Integrations	✖	✖	✖	✖	✔
Create Manage/Jira issues	✖	✖	✖	✖	✔
View Crawler Management	✖	✖	✖	✔	✔