If you are setting up OSD for the first time, follow these steps in the sequence 1-4 below. Each step depends on the previous one.
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Step |
What to do |
Why |
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1 |
Presets define what a role can and cannot do in the editor. You need them before you can configure stages. |
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2 |
Stages represent the workflow steps in your standards process. Each stage links roles to presets. |
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3 |
When a user has more than one role, the priority list determines which role is active by default. |
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4 |
Users can only be added once presets and stages are in place, so their roles and permissions are correctly assigned from day one. |