Setting Social profile roles for team members

Supported Plans

BusinessEnterprise

This section explains how to set Social profile roles for Team members and restrict operations they can perform on Social profiles.

What you can do

• Restrict functions Team members can operate.
• Allow only Drafts creation for specific members.
• Prevent accidental Post to Social profiles outside of their responsibility.

Social profile roles

There are two types of roles that can be set for each Social profile:

Social profile administrator

• Approval of Posts
  • Approval requests cannot be made.
• All operations related to the Social profile are possible, except for approval requests.

Post editor

• Creation and Edit of Drafts.
  • Creation of scheduled Posts and Post now are not possible.
• Functions other than Post (such as Analytics, Keyword Monitor, Followers management) can be used without restrictions.
• Request for Post approval

tip

• Immediately after linking a Social profile, the Team member who linked it is automatically set as Social profile administrator, and other Team members are set as Post editor.
• Even if your Team role is Owner or Administrator, if your Social profile roles is not Social profile administrator, you cannot use functions only available to a Social profile administrator.

Functions available for each Role

Post permissions

Function	Social profile administrator	Post editor
Add Drafts	✔︎	✔︎
Edit Drafts	✔︎	✔︎
Delete Drafts	✔︎	✔︎
Add scheduled Posts	✔︎
Edit scheduled Posts	✔︎
Delete scheduled Posts	✔︎
Move scheduled Posts to Drafts	✔︎
Configure Posting times	✔︎
Add Posts to Posting times	✔︎
Post now	✔︎
Delete Posts from Post history screen	✔︎
Re-Post error Posts	✔︎
Delete error Posts	✔︎
Add RSS Auto post	✔︎
Edit RSS Auto post	✔︎
Delete RSS Auto post	✔︎

Approval-related Post permissions

Function	Social profile administrator	Post editor
Request approval		✔︎
Withdraw approval request		✔︎
Approve	✔︎
Changes requested	✔︎
Edit Awaiting approval Posts	✔︎
Edit Changes requested Posts	✔︎	✔︎
Move Changes requested Posts to Drafts	✔︎	✔︎
Delete Changes requested Posts	✔︎	✔︎

Change Social profile roles

The Owner or Administrator of the team can change the Social profile roles of Team members.

1. Click the team icon at the bottom left of the screen → Team members.
2. Click the member whose Role you want to change.
3. Select Social profile administrator or Post editor for Social profile roles.

tip

• Social profile roles can also be set when you Invite a user. For details, see Invite other users to a team (Manage multiple Social profiles).
• Team members whose Team role is "General user" cannot view the Team members screen, and therefore cannot check information about other members or Social profile specific information.