User Roles in SRM
User roles in SRM give your users permissions in the SRM platform. Each role has specific permissions for each part of the platform, with seven roles total:
·Admin
·Editor
·Author
·Moderator
·Listen Editor
·Reader
·Media Manager
·Analyst
·Brand Designer
·Designer
All these user roles have the same permissions for Analyze. All these permissions are explained below. Users will only have these permissions on the streams they have access to.
Assigning a User a Role
You can assign a user to a single role or multiple roles, depending on the permissions you want the user to have. On the Users tab, click on the User role drop-down next to the user's name, and select the box next to the role/roles you want the user to have.
If a user appears in a team or bundle, you can assign that user to a different user role to suit what they are doing in that team or bundle. This will only affect that team or bundle - their main role will affect everything else they do in the rest of the platform.
User Roles and Permissions
Let's go through each role and what permissions the role grants.
Admin
Admins have full administrative access to the account.
Workflow & Automation
- Add new users and social properties to any team or bundle
- Create new teams and bundles
- Set permission levels/user roles for individual users on their account
- View and create Workflow templates
- Add paid partner accounts
Publish
- Create, schedule, target, publish, and edit posts
Content & Apps
- Create and add Facebook apps
- Create and publish Views
- Attach Views to Facebook Pages
- Create and edit brand templates, template CSS, and View-level CSS
- Access contests links
- Restrict users with no roles from obtaining contests links
Engage
- View, assign, label, archive, reply, hide, delete, and lock messages
Listen
- Access to Historical Data
- Access to CDSA API keys
- Access to Facebook Pages Management
- Create, edit, clone, activate, deactivate, and delete topics and indicators
- Create and edit topic alerts and email digests
- Create and edit notes on topics
- View dashboard
- Export charts
Editor
Workflow & Automation
- Access only to My Profile page
Publish
- Create, schedule, target, and publish posts
Content & Apps
- Add modules to, edit, and publish Views.
- Access contests links
- Restrict users with no roles from obtaining contests links
Author
Workflow & Automation
- Access to the My Profile page
Publish
- Create posts, but can only save them as drafts
Content & Apps
- Edit and add content to existing Views
- Cannot publish Views
- Restrict users with no roles from obtaining contests links
Moderator
This role only has permissions for the Workflow & Automation and Engage sections of the SRM platform.
Workflow & Automation
- Access to the My Profile page
Engage
- View, assign, label, archive, reply, hide, and delete messages
Listen Editor
In May 2017, there will be a new role in the SRM called Listen Editor. This role only has permissions for the following Listen pages: Topics, Indicators, and Dashboards.
Topics and Dashboards Tabs
- Create, edit, clone, activate, deactivate, and delete their own topics
- Create and edit topic alerts and email digests
- Create and edit notes on topics
- View dashboard
- Export charts
Indicators Tab
- Create, edit, clone, and delete their own indicators
Note: Users can be put into bundles or teams and will only have permissions in the bundles or teams they are in.
Reader
This role only has permissions for the Workflow & Automation and Engage sections of the SRM platform.
Workflow & Automation
- Access to the My Profile page
Engage
- View, assign, label, and archive messages
Media Manager
This role only has permissions for the Workflow & Automation and Publish sections of the SRM platform.
Workflow & Automation
- Access to the My Profile page
Publish
- Promote published and unpublished posts
- Create, publish, and delete unpublished posts
Analyst
This role only has permissions for the Workflow & Automation and Analytics sections of the SRM platform.
Workflow & Automation
- Access to the My Profile page
Listen & Analyze
- View and download reports for the Resources they have been assigned to
Brand Designer
This role only has permissions for the Workflow & Automation and Content & Apps sections of the SRM platform.
Workflow & Automation
- Access to the My Profile page
- Create Views
- Cannot assign Views to bundles or add users to the View
- Create and publish Views
- create and publish brand templates
- Create and edit View-level CSS
- Access the Style tab for individual Views
- Access contests links
- Restrict users with no roles from obtaining contests links
- Access to the My Profile page
- Create Views
- Cannot assign Views to bundles or add users to the View
- Create and publish Views
- Create and edit View-level CSS
- Access to the Style tab for individual Views
- Access contests links
- Restrict users with no roles from obtaining contests links
- View all data
- Download reports
- View all data
- Download reports
Content & Apps
Designer
This role only has permissions for the Workflow & Automation and Content & Apps sections of the SRM platform.
Workflow & Automation
Content & Apps
Analyze
All user roles have the following permissions: