How To Migrate CMS Workflows And Permissions
AdvancedQuick Answer
TL;DR
Migrating CMS workflows and permissions requires documenting your current editorial workflows (draft to review to publish), user roles, and permission rules, then recreating them in your new CMS. Most workflow logic doesn't transfer automatically — you'll need to configure roles, define document-level permissions, and set up approval chains from scratch. Use the migration as an opportunity to simplify overly complex permission structures that accumulated over time.
Key Takeaways
- Document existing roles, permissions, and workflow states before migration
- Map old roles to new CMS role/permission capabilities
- Recreate editorial workflows (approval chains, publishing rules) in the new system
- Simplify permissions — migrations are a good time to clean up role sprawl