How do I add users (admins, authors, reviewers, viewers) to a guideline?

← Administrate and publish content

You can collaborators to a guideline draft in the Permissions. You can read more about the four types of permissions (Admins, Authors, Reviewers and Viewers) to decide which is most appropriate. You can add users with MAGICapp accounts, and users who have not created MAGICapp accounts yet. You can also add users to only specific versions of your guideline.

Adding a user with a MAGICapp account

To add a user with an existing MAGICapp account, you can use the "Permissions" feature under the Settings menu.

Image: https://help.magicapp.org/assets/244241879/Screenshot%202024-08-27%20at%208.53.45%20AM.png

Search for their username, and add their permission level (Admin, Author, Reviewer, Viewer). They will automatically be added to the guideline.

Image: https://help.magicapp.org/assets/244242008/Screenshot%202024-08-27%20at%209.04.05%20AM.png

Adding a user without a MAGICapp account

To add a person who has not created a MAGICapp account yet, you can use the "Invite users" feature (both under "Settings" and in the "Permissions" dialog).

Image: https://mcusercontent.com/cc77691bb7ac0710d6e577042/images/e1322a29-deb7-0050-6a55-297fa56bb991.png

Image: https://mcusercontent.com/cc77691bb7ac0710d6e577042/images/baa842ce-6db1-793b-6093-7876f3c77fa7.png

You will be asked for their email, to assign them their Permissions level, and an optional note in the invitation. Users will receive an email and be directed to make an account, and will be added to the guideline Permissions once they have their account.

Image: https://mcusercontent.com/cc77691bb7ac0710d6e577042/images/44fd637d-7903-0736-83f0-9b39aa250b29.png

Image: https://mcusercontent.com/cc77691bb7ac0710d6e577042/images/44fd637d-7903-0736-83f0-9b39aa250b29.png

Giving users access to specific versions of a guideline

In MAGICapp, each guideline has a permanent ID that never changes with subsequent published versions (i.e. permalink), but the guideline draft and all previously published versions of the guideline have their own separate IDs, and permissions lists. That means you can give users access to only certain guideline versions.

Once a user is included in the permissions list of a draft, they will be in that list in all subsequent versions, until they are manually removed. If they are added to the current most recent published version, they will not have access to the draft, and not to subsequent versions. To give authors permission to previously published versions, go to that guideline version (from the Publishing, version history, and subscriptions menu option) and add them under permissions in the same way as for the currently published version.

See more about published versions and drafts.