'Redactor' role
With the Redactor role, you have access to the following icons in the left-hand panel:
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access to the list of folders and documents
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access to the knowledge base
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access to the online help
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access to your profile information
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log out
'Account manager' role
If you have the Account Manager role, you can manage user groups, accounts, and roles within XaitProposal. You will then see the following icons in the left-hand panel:
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access to group management
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access to user account management
Click here to learn more about managing groups and accounts : Groups and Accounts Management
'Content manager' role
With the Content Manager role, you can manage masters, merge fields, the homepage articles, and the toolbox in XaitProposal. You will then have access to the following icons in the left-hand panel:
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access to merge field administration
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access to masters
📌The “My Latest Masters” section in the central panel lets you access the latest masters you opened. Just click on the master’s name to open it.
You can also create a new master from this section or view the full list of all masters.
Note: If you have the XaitWebProposal product, the corresponding tab will show the most recent microsite masters (Web masters).
📌 The “News” section in the right-hand panel is used to communicate with XaitProposal users. Click here to read the full article: How to manage the news?
📌 The “Toolbox” section in the right-hand panel lets you share resources and tools with users.
Click here to read the full article: How to manage the toolbox
'Knowledge-base manager' role
With the Knowledge-Base Manager role, you can manage medias in the knowledge base (KB).
Click the knowledge base icon to access it.
- Click here to read the full article: What can I do in the knowledge base?
'Supervisor' role
If you have the Supervisor role, you can access the supervision feature by clicking the corresponding icon
- Click here to read the full article: Introduction to supervision
'Layout-manager' role
This role is only available if you already have the Content Manager role.
With the Layout Manager role, you can access and manage the layouts of your instance by clicking the layout icon .
- Click here to read the full article: How to manage layouts