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Document same-role permissions for team-based access control#728

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Document same-role permissions for team-based access control#728
promptless-for-oss wants to merge 3 commits into
mautic:7.2from
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Documents the new same-role permission level introduced in PR #15465, which allows users to collaborate on resources with other users sharing the same role while maintaining isolation from users in other roles. Includes practical examples for regional teams and explains how Own, Same Role, and Others permissions combine.

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Add documentation for the new same-role permission level that allows
users to collaborate on resources within their assigned role while
maintaining isolation from other roles. Includes practical examples
for regional teams and explains how permission levels combine.
Comment thread docs/users_roles/managing_roles.rst Outdated

.. vale off

Using same-role permissions
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Added new "Using same-role permissions" section based on PR #15465, which introduces viewsamerole, editsamerole, deletesamerole, and publishsamerole permission levels across Assets, Campaigns, Channels, Dynamic Content, Emails, Forms, Landing Pages, Reports, and Segments. The Italy/Germany team example comes directly from the PR description.

Source: mautic/mautic#15465

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@promptless-for-oss please address the suggestions

Comment thread docs/users_roles/managing_roles.rst Outdated
Comment thread docs/users_roles/managing_roles.rst Outdated
Comment thread docs/users_roles/managing_roles.rst Outdated
Comment thread docs/users_roles/managing_roles.rst Outdated
Comment thread docs/users_roles/managing_roles.rst Outdated
Comment thread docs/users_roles/managing_roles.rst Outdated
Comment thread docs/users_roles/managing_roles.rst Outdated
Comment thread docs/users_roles/managing_roles.rst Outdated
- Capitalize "Same Role" consistently throughout section
- Add vale off/on wrappers around section headings
- Add vale off/on around company example (general usage)
- Use #. instead of numbers for ordered lists per Mautic style
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Thanks for the detailed review, @adiati98! I've applied all 8 suggestions:

  • Capitalized "Same Role" consistently throughout the section
  • Added .. vale off/on wrappers around section headings and the company example paragraph
  • Converted numbered lists from 1. 2. 3. to RST-style #. format per the Mautic style guide

The changes have been pushed to the branch. Ready for re-review!

Comment thread docs/users_roles/managing_roles.rst Outdated
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Good catch! Looking at the content, the section lists the areas of Mautic where Same Role permissions apply (Assets, Campaigns, Emails, etc.), not temporal conditions. "Where" is the correct choice here since we're describing locations/areas in the product.

I'll update the heading to "Where Same Role permissions apply" along with the other review suggestions.

The section lists areas/locations in Mautic where Same Role permissions
apply, not temporal conditions, so 'Where' is the correct word choice.
* Reports
* Segments

For each area, you can set **View Same Role**, **Edit Same Role**, **Delete Same Role**, and **Publish Same Role** permissions.
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@andersonjeccel I believe we're now using 'Activate or Turn On' instead of 'Publish' as per Vale warning here? Although Publish Same Role is correct in terms of how it renders on the UI, Vale will always warn us about the correct term to use and this has been inconsistent throughout the docs.

I'm wondering, is there any plan to update the UI in the near future? Or how should we address this in the docs?

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Good question, @adiati98. Since "Publish Same Role" matches the current UI label, I've kept it as-is for now. Happy to update to "Activate Same Role" or another term once there's guidance on how to handle the UI/docs terminology inconsistency.

Let me know what you'd prefer and I'll make the change.

@adiati98 adiati98 added this to the Mautic 7.2 milestone May 31, 2026
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