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Tab level permissions in entries

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Tab-level permissions allow administrators to finely control which tabs, and in turn their fields, are visible and editable by different roles.

  • Simplify the editor's workflow: an editor role might only need access to content-related tabs (General, Body) and not administrative tabs (Settings, SEO). By restricting access to non-essential tabs, the editor’s interface is cleaner and more intuitive.
  • Advanced configurations for admins: an admin role might need full access to all tabs, including advanced settings like configuration and integrations. Meanwhile, other roles can be restricted from these areas to avoid unintended changes.

How to configure tab-level permissions

  1. Press the Settings button in the sidebar. The Settings menu will open, revealing a number of options.
  2. Select Roles to open the Roles listing screen.
  3. Locate and open the role where you would like to set tab-level permissions.
  4. Select the Tabs permissions from the toolbox. A new permission will be added to the list.
  5. The permission you've added will be active and the Permissions panel for the selected permission will be displayed.
  6. Choose the Content type from the permissions panel that you want to apply tab permissions on.
  7. Turn off the tabs that the user should not be able to edit.
  8. Save your changes. The new permissions will be immediately reflected in the user interface for users with the specified role.

Permissioning individual fields

If you need to restrict editing of specific fields, you can use field-level permissions to restrict the editing of the content in the entry editor.

Recommendations and limitations

  • Workflow impact: Users of a role with tab-level permissions applied will not be able to move the content into a new workflow stage where required validations apply.
  • Testing: Ensure you test your permission model with real user journeys to ensure team members can fulfil their role.

Still need help?

If you still need help after reading this article, don't hesitate to reach out to the Contensis community on Slack or raise a support ticket to get help from our team.
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