There are five types of user roles available for Social Media Management users, each with a unique level of permission and access to the platform. If not an Administrator, users can also be assigned a specific role for each channel within their team.

In addition to the five user roles available, a Team Leader add-on role can also be provided to non-Admin users so they can help manage settings for specific teams.

In Advertise, users must be assigned an Advertise-specific user role within each Ad Account.

In this article, we'll cover the types of permissions available for each user role and specific permissions in each module of Social Media Management.

Types of user roles

Administrator

An administrator has an overview of the organizational structure and is responsible for delegating various tasks across multiple teams.

Organization-level permissions:

• Full control and access to the entire organization’s settings.
• Access to all teams within the organization.
• Can create teams and add, edit, and delete users.
  

  Tip:

  Administrators can adjust a user's role for each individual channel by following the steps described in our Managing Teams article.

• Can add, refresh, and delete channels.
• Can create and edit channel groups.
• Can add, refresh, and delete ad accounts.
• Can create, edit, and delete labels in Settings > Label Management.

Editor

An Editor is often a user responsible for the interactions with customers and is familiar with the organization's social communication guidelines.

Organization-level permissions:

• Must be assigned to at least one team. Can access channels and data only from their assigned team(s).
• Cannot view or manage team settings or configure teams, channels, users, and templates (unless the Team Leader add-on is provided).

Content creator

A Content Creator could be a user who "lives" in the social sphere and knows what topics are current, but is not experienced or familiar with the organization's social communication guidelines and strategy.

Organization-level permissions:

• Must be assigned to at least one team. Can access channels and data only from their assigned team(s).
• Cannot view or manage team settings or configure teams, channels, users, and templates (unless the Team Leader add-on is provided).

Moderator

A typical Moderator is often a user who only deals with inquiries from customers, e.g. a Customer Service team employee.

Organization-level permissions:

• Must be assigned to at least one team. Can access channels and data only from their assigned team(s).
• Cannot view or manage team settings or configure teams, channels, users, and templates (unless the Team Leader add-on is provided).

View-only

A View-only user may require an overview of the team’s content, conversations, and performance without having the need to create content or interact with customers.

Organization-level permissions:

• Must be assigned to at least one team. Can access channels and data only from their assigned team(s).
• Cannot view or manage team settings or configure teams, channels, users, and templates (unless the Team Leader add-on is provided).

Team leader add-on

Any Editor, Content Creator, Moderator, and View-only user can also be provided the Team Leader add-on to gain additional permissions to manage settings for their assigned team(s).

When the Team Leader add-on is provided, the user will retain the existing permissions for their assigned user role, but also gain the following organization-level permissions:

• Can access and manage the settings for their assigned team(s).
• Can add or remove existing Social Media Management users from teams (though only Admins can invite brand-new users to Social Media Management).
• Can add, refresh, and delete channels.
• Can create and edit channel groups.
• Can add, refresh, and delete ad accounts.
• Can create and edit labels in Settings > Label Management (as long as labels access is not restricted to Admins only).

Module-specific permissions

Publish

Please see the table below to check Publish permissions for each user role:

Advertise

In addition to having an overall Social Media Management user role, Advertise users can also be assigned a specific Advertise role in each connected ad account.

No role

Users can see whether promotion was added to a post in Social Media Management (in the calendar, content by state, and the post editor). However, they will not see information about the promotion or be able to edit the promotion.

Analyst

Analysts can see the detailed information about a post's promotion, such as the ad account, ad set, settings, and performance. However, Analysts can not create or edit promotions.

Promoter

Promoters can promote posts in Publish using existing ad sets. However, they will not be able to create or edit ad sets and campaigns.

Advertiser

Advertisers can view promotions, promote with existing ad sets, and create and edit campaigns and ad sets.

Audience

Please see the table below to check Audience permissions for each user role:

Engage

Please see the table below to check Engage permissions for each user role:

Listen

Please see the table below to check Listen permissions for each user role:

Measure

All user roles can create, schedule, export, and internally and externally share Measure dashboards.