Annotum Users, Roles and Permissions

Adding Users

Annotum’s workflow is based around the `Articles` custom post type and a few custom user permission levels: Author, Reviewer, Editor, and Admin.

About Roles

Annotum and WordPress Roles

Annotum and WordPress Roles

  1. Admin aka publication staff. Admins can perform all functions and see all comments. They can add and remove reviewers and coauthors, change authors, approve/reject/request revisions on articles, and publish approved articles. Create admins by granting them the “Admin” WordPress user level.
  2. Editor. Editors can do everything except publish articles (move from `review complete/approved` to `published`). Create Editors by granting them the “Editor” WordPress user level.
  3. Author. Authors can create articles, add and remove coauthors, and submit articles for review. Authors cannot see review comments on their articles, nor do they see who the reviewers are. Authors can be added with either the “Contributor” or “Author” WordPress user level. If “Author” is used, the user will be able to create regular posts and pages via the built-in WordPress functions. Note that Co-authors are defined at the article level (not user level) when they are added by the article author. They can be any level from Contributor on up.
  4. Reviewer. Reviewers can submit review comments and view replies to their own review comments only. Reviewers are defined at the article level when they are added by the editor. They can be any level from Contributor on up.
  5. Subscriber. Essentially a site viewer, they can make comments on published articles.

Note on Roles

If you want to solicit articles from a broad array of submitters, you can use the default role settings (Settings>General from the dashboard) to enable anyone to register and set the new user default role to “Contributor”



However, please note that on a WordPress MultiSite (multiple sites on one installation), a plugin is required to set a default role. Please see the “User Access” section of the Create a Network article on WordPress.org.

Annotum Permissions

The following figures show, for each article ‘state’, the actions allowed for each Annotum role.

Draft – Article created and being edited.

Draft

Submitted – Article has been submitted for review.
Submitted

In Review – Reviewers assigned.
In Review

Review Complete – All reviews complete.
Review complete

Final – article accepted, rejected, or returned to draft

Editor has accepted or rejected the article. If the editor chooses “request revisions”, the article is returned to a `DRAFT` state.

Final

Published – Article has been published live.

Published

Feedback and Knowledge Base