Roles and Permissions allow you to define your team member's access to each function inside the platform. Each user in your account has a role, and each role has certain permissions.
By default, the Advanced Social Media Module offers four basic Roles that fit most scenarios:
|Owner||The user who created the account; has access to all functions|
|Admin||Account administrator; has access to all functions|
|Publisher||Has access to all publishing and analytics functions. Does not have access to account settings, integrations, roles and permissions.|
|Contributor||Can compose in draft mode but cannot approve posts. Does not have access to account settings, integrations, roles and permissions.|
|Read||Read-only access to publishing and analytics functions.|
However, you can also create and define custom Roles and Permissions based on your specific needs.
- Go to the Roles tab under account settings and add a new Role
- Click on the newly created Role to open the Permissions selection window and assign it with permissions
Once the new Role is ready, simply edit each user and assign it with the new Role.
Each Role contains permissions that symbolize functions and access levels to each function. The five available access levels are Read, Create, Update, Delete and Approve, and the permission types are described below:
|Account||General account settings|
|Account||Account billing information and receipts|
|Campaigns||Create, edit and delete campaigns|
|Campaign Tags||View and assign tags to campaigns|
|Content||Create, edit and delete content interests|
|Inbox||Access to view the social inbox|
|Integrations||Connect, disconnect and edit integrations|
|Messages||Create, edit and delete message assets|
|Posts||Create, edit, delete and approve posts|
|Profiles||Connect and delete social profile|
|Reports||Access to view reports|
|Roles||Create, edit and delete roles|
|Streams||Access to view streams|
|Users||Add, edit and delete account users|
When creating a new role you can define the access level to each function by checking off the appropriate checkbox. If a checkbox is missing from certain permission, that means that this permission does not apply to that specific function.