Roles and tasks

Episerver is designed for interaction with website visitors, and collaboration between users of the platform. In the following we describe typical roles and related tasks used in scenarios in this documentation. See Setting access rights to configure user groups and roles in Episerver.

Visitor and customer

A visitor is someone who visits a website to find information or to use services. If the website is an e-commerce site, the visitor can be a customer with purchasing intentions. Purchasing on an e-commerce website can be done "anonymously" (payment and shipping details provided), or by registering an account. Visitors may also contribute to website content as community members, which usually requires registration of an account profile.

Community member and moderator

Content may be added by visitors or community members, if social features and community functionality are available for the website. This content includes forum and blog postings, reviews, ratings and comments, in which case there might be a need for monitoring this type of content on the website. Monitoring can be done by an editor, or a specific moderator role for large websites and online communities.

Recipient

A recipient is an individual who has opted-in to receive emails from a business, for example when purchasing from the website. Recipients and their associated data are managed in recipient lists, used for omnichannel marketing. Recipient actions such as clicking on links in an email, can be tracked and analyzed, providing input to website owners and users for further marketing actions.

Website owner

A website owner is someone with overall business and/or technical responsibility for the content and performance of one or more websites. May monitor website activities such as page conversions, customer reviews or sales progress. Rarely creates content but can be involved in the approval of content created by others. A website owner may also have administrative access, and be the owner of mailing clients used for organizing campaign mailings.

User

A user is someone who logs in to the Episerver user interface to work with different parts of the platform. Can belong to one or more user groups and roles, depending on which parts of the Episerver platform they use, their tasks, and the size and setup of the organization.

Content editor

A content editor is someone with access to the editorial interface who creates and publishes content on the website. Content editors with good knowledge of the website content work with search optimization for selected content in search results. Editors may also want to follow-up on content with unusually high or low conversion rate to update or delete this content.

Marketer

A marketer creates omnichannel campaigns and content with targeted banner advertisements to ensure that customers get a consistent on-site experience. Furthermore, the marketer monitors campaign KPIKey Performance Indicator (also known as a conversion goal); the measurement of actions on web pages. The actions can be completed purchases, pages visited, time spent on site and so on.s to optimize page conversion. A marketer with good knowledge of the website content may also optimize search for campaigns, and promote content using personalization features.

Merchandiser

A merchandiser typically works with stock on an e-commerce website to ensure that the strongest products are put in focus. This role may create landing pages, enrich product content, set product pricing, coordinate cross-product selling, oversee delivery and distribution of stock, and deal with suppliers. May want to identify search queries with unusually high or low conversion rates, to adjust the search. May also work with product promotion using personalization features.

Administrator

An administrator works with configuration of various system settings from the administration user interface, including search, languages, personalization, and user access. Administrators usually have extended access rights compared to other user groups, and can access all parts of the Episerver platform. They may also have administration access to integrated 3rd party systems. The administrator may also be the contact person for communication with the developers maintaining the website.

Developer

A developer is someone with source code access and programming skills. Developers work with website configuration, implementation, maintenance and development of new functionality. They create the rendering templates for content and product catalogs, configure e-commerce settings, and manage indexing and customized search features. Developers may also install integrations and 3rd party extensions. Developers may be associated directly with the organization owning the website, or with an external partner company.

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