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--- hortus:audience_roles [2026/04/01 11:59] – created savino.frisardi
+++ hortus:audience_roles [2026/04/08 10:52] (current) – savino.frisardi
@@ Line 1: / Line 1: @@
 ===== Audience and roles =====
-HORTUS supports multiple user roles, each with different capabilities.
+HORTUS is public-first, but capabilities expand after sign-in and role activation.
-==== Visitor ====
+^ Role ^ What you can usually do ^ Typical chapters ^
-  * Can browse public content:
+| Visitor | Browse published projects, events, experts, marketplace items, News, public support content, and a large part of the public shell. | Ch. 1-3, 9 |
-    * projects
+| Signed-in user | Manage a profile, receive notifications, use messaging, save favourites, follow searches, and work in personal workspace areas. | Ch. 1-6, 9 |
-    * events
+| Contributor / researcher | Create resources, propose metadata formats, create project/event/news content where permitted, submit items to moderation, and track lifecycle status. | Ch. 3-8 |
-    * experts
+| Maintainer / project lead | Steward project pages, manage membership, organise events, curate linked content, and work with moderated contribution queues. | Ch. 3, 5-9 |
-    * marketplace resources
+| Moderator / administrator | Approve or reject pending items, supervise quality gates, and keep user-facing content consistent and supportable. | Ch. 7, 9 |
-    * news
-  * Cannot create or interact with restricted features
-==== Signed-in user ====
-  * Can:
-    * manage personal profile
-    * receive notifications
-    * use messaging
-    * save favourites
-    * access personal workspace
-==== Contributor / Researcher ====
+==== Important after registration ====
-  * Can:
+    * Creating an account does not always activate contributor rights immediately.
-    * create research resources
+    * After registration, send an activation request to service-desk@itserr.it.
-    * propose metadata formats
+    * Use that email to request the role and permissions you need, such as contributor, researcher, or project-related rights.
-    * create projects, events, and news (where permitted)
+    * If a creation or moderation-related button is missing, verify your role activation before assuming that the feature is unavailable in your environment
-    * submit items for moderation
-    * track lifecycle status
-==== Maintainer / Project lead ====
+==== Manual map ====
-  * Can:
+Use this quick map when you know the task you want to complete but not the chapter name.
-    * manage project pages
-    * organise events
-    * manage members
-    * curate linked content
-    * oversee contributions
-==== Moderator / Administrator ====
-  * Can:
-    * approve or reject submissions
-    * manage moderation workflows
-    * ensure quality and consistency
-----
+^ Go here when you need to… ^ Chapter ^
+| Access HORTUS, register, sign in, activate a role, or understand how moderated publication works. | 1. Start here |
-===== Important after registration =====
+| Recognise the main navigation, search bar, top-menu tools, tabs, filters, and action panels. | 2. Navigate the interface |
+| Browse or evaluate projects, events, news, experts, and marketplace resources. | 3. Discover research content |
-Creating an account does **not automatically grant contributor permissions**.
+| Build, enrich, export, or update your public profile with ORCID or manual entry. | 4. Build your public profile |
+| Use conversations, page discussions, favourites, follows, notifications, and the social feed. | 5. Conversations, Discussions, and Notifications |
-To activate advanced roles:
+| Organise folders, create documents, manage sharing, and work with versioned materials in My Workspace. | 6. Work in My Workspace |
+| Create, submit, moderate, and publish resources, metadata, projects, events, and news items. | 7. Create, submit, and publish research outputs |
-  * Register or sign in
+| Export, disseminate, share, and position outputs for FAIR-oriented reuse and impact tracking. | 8. Dissemination, FAIR data, and impact |
-  * Contact the service desk (service-desk@itserr.it)
+| Get help, find manuals and FAQs, or recover from blockers. | 9. Get help |
-  * Request the appropriate role
-  * Explain your intended activities (e.g. publishing, project management)
-If certain features are not visible:
-  * Verify role activation before assuming the feature is unavailable
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