One of the great features of Involver's Audience Management Platform is the ability to allow people in a variety of different roles and teams use the same platform. In this section you will learn how to create and optimize different roles and teams, which you will then assign all your user’s to.
The “Permissions” section, found under “Settings” in the Audience Management Platform, splits into two main sections: Roles and Teams. Each user listed in the “Members” section will be need to be assigned a role on a specific team (or multiple roles on multiple teams). There is where admins will define those roles and teams.
Roles
A role defines what different capabilities a specific user in your AMP account will have. Once you define these roles, you will create teams and then assign each user a specific role on a specific team in the “Members” section. To learn more about the Members section, go here.
There are five predefined roles, all of which are editable except for the admin role. Here is how those five roles are defined:
- Admin: access to everything.
- Team Lead: access to everything except the “Settings” section.
- Contributor: access to only the publishing section, with only the ability to write posts. This role cannot publish content.
- Publisher: access to both the publishing and monitoring section, will full capabilities in each. They also have access to the monitored content report in “Data Export”.
- Developer: access to only the “Social Apps” section, with full capabilities, and the Social Apps report in “Data Export”.
In addition to the predefined roles, you also have the ability to define your own at a very granular level. To do, simple enter a role name in the blank textbox, such as “Intern”. Next, go through the list of capabilities listed in each section of the platform and choose what functions you’d like to allow that role to do. For example, if you’d only like the “Intern” role to be able to assign posts to different users in the monitoring section, only check the box under Monitoring labeled “assign”. If you want someone to only be able to view the Analytics tab and nothing else, check the box under Analytics labeled “view”. 
To edit a role, click “edit” underneath that role name and change capabilities as desired. Please note that changing any capabilities of a role will change those functions for any user listed as that role in the Members section. To delete a role, select the blue x. The admin role is not editable, and cannot be deleted.
Teams
A team is a group of outlets (channels you can publish to), sources (channels you are monitoring), and social app pages (channels you can add social applications to). If you do not have a lot of channels in your AMP account, you may want to skip this section and just use the predefined global team (more information below).
You can choose to setup Teams in many different ways; for example, we could make an “Involver” team full of all the Involver-related outlets and sources, a “Twitter” team full of just the Twitter outlets, etc. Once roles have been defined, you will define teams here and assign each user a specific role on a specific team in the “Members” section.
There is only one predefined team in your AMP account, the “global” team. The global team includes every outlet, source, and social app page that has been added to your account. This team is not editable, and cannot be deleted.
In addition to the global team, you have the ability to define your own teams. To do, simply enter the team name in the textbox, such as “Team A”. Next, click on the “add channel” button. A pop-up will appear prompting you to select an outlet, source, or social app page. Either type the name of the channel or select the dropdown to choose a page from the list. Select add. To add more pages to this team, repeat the above. 
Once you have added all the necessary outlets, sources, and social app pages to your team, click “save” to save your work. To edit a team, click “edit” underneath that team name and change channels as desired. Please note that changing any channels within a team will change the access for any user listed as a role on that team in the Members section. To delete a team, select the blue x.
Channel Glossary in Teams Section
In order to differentiate between different types of outlets, sources, and social app pages, we have listed the different channels in the Teams section much more specifically than just “outlet”, “source”, or “social app page”.
If the outlet is this, it will say this:
Facebook Fan Page -> (Fan Page/Open Graph outlet)
Facebook Open Graph Site -> (Fan Page/Open Graph outlet)
Twitter Account -> (Twitter outlet)
WordPress Blog -> (WordPress outlet)
If the source is this, it will say this:
Twitter Account -> (Twitter source)
Twitter Search -> (Twitter Search source)
Twitter Mentions -> (Twitter Mentions source)
Facebook Fan Page Wall -> (Fan Page source)
Facebook Search -> (Fan Page Search source)
RSS Feed -> (RSS source)
If there are fan pages added to social apps, they will be called “Social App page”.
Have questions? Visit our Support Site to browse our Knowledge Base or submit a support request for any unexpected behavior. Our Support Team is happy to help!
