How to Migrate CMS Workflows and Permissions
AdvancedQuick Answer
TL;DR
Migrating CMS workflows and permissions requires documenting your current editorial workflows (draft → review → publish), user roles, and permission rules, then recreating them in your new CMS. Workflow logic doesn't transfer automatically — you'll configure roles, define document-level permissions, and set up approval chains from scratch. Treat the migration as an opportunity to simplify permission structures that accumulated over years of ad-hoc changes.
Key Takeaways
- Document every existing role, permission rule, and workflow state before you touch the new system
- Map old roles to new CMS capabilities — they won't be a 1:1 match
- Recreate editorial workflows (approval chains, publishing rules) explicitly in the new system
- Simplify during migration — role sprawl is common and migrations are the best time to clean it up