1. Publishing House ERP
  2. Roles and access
Reference

Who can do what in Publishing House ERP

Give editorial, production, rights and finance owners the records they need to act on.

How permissions work

Name the decision owner

A rights agreement review and a content version approval need an identified person. Bind the approver's People record to their user before the first approval.

Keep preparation and decision visible

Managing Editor prepares content for review; Rights Reviewer checks current coverage and decides the version approval.

Review project scope

Publishing Director owns the title plan. Production Lead follows assigned work, and Finance Lead reviews costs recorded against that title.

Who can do what

Permissions by role
RolePublishing projectsManuscript reviewContent productionRights and approvalPrint editionsCosts and reporting
AdminEditEditEditEditEditView
Publishing DirectorEditViewViewViewViewView
Managing EditorViewEditEditViewViewView
Production LeadEditViewEditEditEditEdit
Rights ReviewerViewViewApproveApproveView—
Finance LeadView—View—ViewEdit

Each role in detail

Admin

Maintains access and reference records for the publishing team.

Can

  • Manage Users, People
  • View Projects, Manuscripts, content items, rights agreements, print editions, production tasks, project costs, content files, approval operations

Publishing Director

Owns publishing project decisions and reviews the portfolio.

Can

  • Manage Projects
  • View Manuscripts, content items, rights agreements, print editions, production tasks, project costs

Starts on: Project Pipeline

Managing Editor

Assigns editors and manages editorial and content progress.

Can

  • Manage Manuscripts, content items
  • View Projects, People, content files, production tasks, rights agreements

Starts on: Manuscript Intake Inbox

Production Lead

Coordinates project tasks, content files and edition records.

Can

  • Manage production tasks, content files, print editions
  • View Projects, Manuscripts, content items, People, rights agreements

Starts on: Project Pipeline

Rights Reviewer

Checks agreement coverage and decides content version approval.

Can

  • Manage rights agreements, approval operations
  • View People, Projects, Manuscripts

Reviews and approves

  • Approve content files, content items

Starts on: Content Approval Inbox

Finance Lead

Maintains project cost entries and reviews budget exposure.

Can

  • Manage project costs
  • View Projects, production tasks, print editions

Starts on: Unsettled Project Costs

Set up Publishing House ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started