Profile Roles

Profile roles define what a user is allowed to do with specific profiles in the Emplifi Suite and their content (view content, create and publish content, approve other users' content, like/pin content, follow profiles, and so on).

For more information about user roles and permissions in general, see User Roles and Permissions.

Profile roles and permissions in Suite modules

In a profile role, you can set up permissions for the following Suite modules or groups of modules:

• Analytics, Dashboard, Content
  Set up whether a user can view the profile content in these three modules.
  A profile role controls visibility of the profile content in these modules altogether. Setting visibility for each module separately is not supported.

• Community
  Set up the level of access to the profile content (view, create, and others - see further in this article) and whether a user can perform specific actions (such as like/pin content, follow profiles, and so on).

• Publisher
  Set up the level of access to the profile content (view, create, and others - see further in this article) and whether a user can see all content or only the content assigned to them.

You can set the levels of access to profile content in Community and Publisher as follows:

• View Only
  A user can only view profile content.

• Create
  A user can view and create profile content/replies, but needs approval for publishing/answering.

• Create, Publish
  A user can view, create, and publish profile content/replies without approval.

• Create, Publish, Approve
  A user can view, create, publish, and approve profile content.

• (Publisher only) Approve
  A user can only view and approve profile content.

Users and profile roles

A user has a profile role defined for each profile in the account (compare to the account roles where a user always has only one account role assigned; see Account Roles). Depending on business requirements and the user’s tasks in the account, the user can have the same profile role set for all the profiles in the account or can have different roles for different profiles.

When a user is being added to the account, they get assigned the default profile role. The default profile role is applied to all profiles that exist in the Suite at the moment of adding the user and will be applied to any profiles that will be added to the Suite in the future. After the user has been created, you can customize their profile roles for each existing profile.

You can change the user’s default profile role any time later (see further in this article).

Predefined profile roles

By default, the Suite provides the following predefined profile roles:

• Page Admin
  This is the most powerful profile role. Users with the “Page Admin” profile role can:

  • Access and see all the profile content in Analytics, Dashboard, Content, and Publisher

  • Create, publish, and delete content in Publisher

  • Approve the content that other users want to publish to the profile in Publisher
    To learn about setting up users, roles, approval stages, and more for custom approval workflows, see How To Set Up Approval Flows.

  • Manage the profile and its content in Community (create, publish, approve, delete, and hide content, like/pin other users' content, follow other profiles on Twitter, and so on)

• Content Creator (Does Not Need Approval)
  Users with the “Content Creators (Does Not Need Approval)” profile role can:

  • Access and see all the profile content in Analytics, Dashboard, Content, and Publisher

  • Create, publish, and delete content in Publisher

  • Manage the profile and its content in Community within certain limits (like/pin and delete content, and follow other profiles on Twitter)

• Content Creator (Needs Approval)
  Users with the “Content Creators (Needs Approval)” profile role can:

  • Access and see all the profile content in Analytics, Dashboard, Content, and Publisher

  • Create content to be published after approval (but not publish it themselves) in Publisher

  • Delete content in Community
    
    Users with the “Content Creators (Needs Approval)” profile role cannot approve the content that other users want to publish to the profile in Publisher.

• Customer Care
  Users with the “Customer Care” profile role can:

  • Access and see all the profile content in Analytics, Dashboard, Content, and Publisher

  • Manage the profile and its content in Community within certain limits (create content, like other users' content, follow other profiles on Twitter, and ban other profiles on Facebook)
    
    Users with the “Customer Care” profile role cannot create, publish, approve, or delete content in Publisher.

• Client (External User)
  Users with the “Client (External User)” can access, see, and approve the content that was assigned to them in a profile.
  They cannot create, publish, or delete content in Publisher or manage the profile and its content in Community.

• Page Viewer
  Users with the “Page Viewers” can access and see all the content in a profile.
  They cannot create, publish, approve, or delete content in Publisher or manage the profile and its content in Community.

Review a profile role

Find out what scope of permissions a profile role has.

To be able to review the profile roles, you must be an Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Roles & permissions.

2. Click the Profile roles tab.

3. Click the profile role that you want to review.
   The role permission panel slides out.

   

4. Review the permissions the profile role has.

5. Once done, click Cancel.

Create a new profile role from scratch

To be able to create a new profile role from scratch, you must be an Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Roles & permissions.

2. Click the Profile roles tab.

3. Click +Add Profile Role.
   The role permission panel slides out.

4. Click the pencil icon next to the placeholder role name, rename the role, and press Enter.

   

5. Set up the permissions that the profile role should have.

6. Once done, click Save.
   The role is created and appears in the list of the profile roles. The new role is immediately available for assigning to users in the account.

Create a new profile role by duplicating an existing role

To be able to create a new profile role by duplicating an existing role, you must be an Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Roles & permissions.

2. Click the Profile roles tab.

3. Hover over the profile role that you want to duplicate, and click Duplicate.

   

   A new duplicate role is created and appears in the list of the profile roles.

4. Click the newly created role.
   The role permission panel slides out.

5. Click the pencil icon next to the placeholder role name, rename the role, and press Enter.

   

6. Select and de-select the permissions to define the scope of permissions that the new profile role should have.

7. Once done, click Save.
   The role is saved with the defined permissions. The new role is immediately available for assigning to users in the account.

Delete a profile role

To be able to delete a profile role, you must be an Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Roles & permissions.

2. Click the Profile roles tab.

3. Hover over the profile role that you want to delete, and click Remove.

   

4. Confirm the deletion.
   The profile role is deleted.

Change a user’s profile role

You can change a user’s profile role for a specific profile, or the default profile role that the user has, or both.

Typically, you would want to change a profile role for an owned (private) profile.
You can also set up profile roles for public profiles. However, because public profiles are not visible in Community and Publisher, the only permissions that are going to be applied are those that control a user’s access to the Analytics, Dashboard, Content modules. The permissions set for Community and Publisher are going to be ignored.

To be able to change the profile role for another user, you must be an Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Users.

2. Find and click the user in the list on the left.

3. Click the Profiles tab.

4. Change the profile role:

   • To change the default profile role, select the new profile role in the Default Profile Role dropdown.

     

     The change is automatically applied and saved.
     The new default profile role will be set only for the profiles that will be added after you have set this new default profile role. Changing the default profile role does not change the profile roles set for the existing profiles.

   • To change the profile role for a specific profile, find the profile and select the new role in the dropdown for this profile.

     

     The change is applied and automatically saved.

Find out what profile role a user has

You can check for a user’s profile role for a specific profile, or the default profile role that the user has, or both.

To be able to find out what profile role a user has, you must be an Account User or Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Users.

2. Find and click the user in the list on the left.

3. Click the Profiles tab.

   

   • The default profile role is displayed in the Default Profile Role field of the user’s profile.

   • The profile role for a specific profile is displayed in the dropdown next to the profile.