📘 Best Practices: Creating Author and Expert Custom Roles

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Access required

Only Admins (or users with a custom role that includes role management permissions) can create and manage custom roles.

Accessing the custom roles settings

To learn how to set up a custom role, see: Creating custom roles in Guru

Setting up the Author role to match legacy permissions

To replicate the previous Author role, we recommend enabling the following permissions in the custom role management page:

Under Collections, folders, and cards:

• View content
• Create Card Drafts
• Create card drafts from existing cards
• Publish cards
• Archive cards
• Delete cards
• Manage card settings
• Manage card permissions
• Verify cards
• Unverify cards
• Comment on cards
• Send card announcements
• Manage tags and tag categories
• Create folders
• Delete folders
• Manage folder settings
• View author analytics

Under Pages:

• View page
• Edit page

Setting up the Expert role to match legacy permissions

To mirror the legacy Expert role, enable the following permissions in the custom role management page:

Under Knowledge Agents:

• View agent
• Manage questions asked of the agent