This guide is designed to assist IT teams in planning and implementing UpSlide by outlining the various user roles and their corresponding permissions. For enterprise deployments, you can architect the roles and permissions to satisfy role-based access control (RBAC) requirements.

Overview of user roles

UpSlide designates three primary user roles, each with unique permissions and responsibilities:

• Normal users
• Administrators: Library and Templates. Important preread How the Library works and What is a template?
• Portal managers

Permissionable areas overview

There are three areas to consider:

• Library content area
  • Optional segregation: Restrict read and edit access to some UpSlide Library content for specific teams/groups.
  • Optional segregation: Create a dedicated area for content suggestions to be made by Normal Users to Library Administrators.
• Customization path for templates
  • Optional segregation: Restrict edit access to specific brand managers who control the overall branding and themes used.
• Portal manager
  • Optional segregation: Access to the Portal as a Portal Manager to authorise the purchase of additional licenses.
  • Optional segregation: Access to the Portal as a Portal Manager to adjust registration and revocation of other Portal Managers.

User roles in detail

Normal users

Normal users are the primary end-users of UpSlide in Microsoft Office.

Permissions

• Read access: Essential for viewing and using Library content.
• Optional read access segregation: You can assign restricted visibility to specific content using read access permissions.
• Optional feature: Enable write access to a different path so users can make content suggestions.

Setting up permissions

Grant normal users read permissions for the relevant Library path(s).

Administrators: Library and Templates

The administrator option sits on top of a pre-existing normal user license. Administrators curate:

• the UpSlide Library content accessed by normal users, ensuring resources remain current and organized,
• the core templates and overarching brand rules applied to all users in Office.

Permissions

• Read and edit access: Library administrators need both read and write access to the library path area(s) relevant to their remit. This enables them to add, update, and delete content as necessary. By default you can provide access to the Customization path too so they can optionally update the core templates and brand rules.
• Optional segregation: Apply read/write restrictions to manage specific library content visibility and editing rights if restricted visibility content is deployed.

Setting up permissions

Assign read and write permissions to Library Administrators for the specific Library paths they manage.

Portal managers

Portal managers handle the operational administration of UpSlide, including user license management and default setting configurations. They do not need an UpSlide license themselves, and we do not charge for adding additional Portal managers or for optional SSO enablement.

Permissions

• Enterprise rollouts maximising RBAC: No UpSlide license or Library path access is required for portal managers.
• Non-enterprise deployments: Portal managers may also assume Library administrator duties.

Setting up permissions

Portal managers can manage licenses and configure settings via the UpSlide Portal. They can also automate user management with Microsoft Entra ID and the provisioning system.