Setting up Roles and Permissions in ASM

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Roles and Permissions in the Advanced Social Media Module control exactly what each team member can see and do in the platform. Every user has a role, and every role carries a specific set of permissions.

Why this matters: As more people touch your social publishing - marketing, contractors, agencies, regional teams - you need a way to let people do their job without giving them access to billing, integrations, or account settings they don't need. Roles keep that access appropriately scoped.

By default, the Advanced Social Media Module offers four basic Roles that fit most scenarios:

RoleDescription
OwnerThe user who created the account; has access to all functions
AdminAccount administrator; has access to all functions
PublisherHas access to all publishing and analytics functions. Does not have access to account settings, integrations, roles and permissions.
ContributorCan compose in draft mode but cannot approve posts. Does not have access to account settings, integrations, roles and permissions.
ReadRead-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:

PermissionDescription
AccountGeneral account settings
AccountAccount billing information and receipts
CampaignsCreate, edit and delete campaigns
Campaign TagsView and assign tags to campaigns
ContentCreate, edit and delete content interests
InboxAccess to view the social inbox
IntegrationsConnect, disconnect and edit integrations
MessagesCreate, edit and delete message assets
PostsCreate, edit, delete and approve posts
ProfilesConnect and delete social profile
ReportsAccess to view reports
RolesCreate, edit and delete roles
StreamsAccess to view streams
UsersAdd, 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.

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