How to Activate Profiles for Community & How to Set Up Profile Roles
This guide will walk through the key steps to complete in order to be set up in Community successfully. Here, learn how to activate profiles for Community and how to set up a Profile Role (see Profile Roles).
How to Activate Profiles for Community
The number of Community profile slots available to you depends on your Emplifi plan. You can activate any Facebook, Instagram, LinkedIn and/or Twitter profile monitored as private (owned) in your Emplifi Account.
The process is very simple:
Login to your Emplifi Account;
Go to Profiles Menu;
Select the profile you want to activate;
Switch ON the Community Management toggle;
Now that you know how to activate profiles for Community, the next step is to confirm whether permissions are set properly for a user to use this profile in Community.
How to Check your Profile Role
Let’s start with checking what your profile role is. There are two ways of finding the Profile Role per profile a user has:
Users Settings:
Go to Account Settings → Users;
Pick a user;
Inside Users, press the Profiles submenu.
In this submenu, you’ll find all the profiles assigned to the user, as well as the Profile Role Assigned.
You will notice that only the owned profiles have roles. This is because you can’t use Emplifi to publish to profiles other than those with connected publishing tokens.
Profiles Settings:
Go to Settings → Profiles;
Pick the profile;
Go to the Users submenu.
In this submenu, you’ll find all the users assigned to this profile, as well as the profile roles assigned to each.
It’s important to always check your profile role in Emplifi because it’s often forgotten, and a known reason why many users are not able to reply to messages in Community.
Now you know how to check a user’s profile role in Emplifi. Now let’s see how to set it up.
How to Set Up a Profile Role for Community
You may know the profile role assigned to a user, but you can’t tell which permissions it grants through the Profiles/Users menus.
To check the deeper into the profile roles in Emplifi, you need to go to the Roles & Permissions Menu.
Go to Account Settings → Roles & Permissions;
Profile Roles section;
In the Profile Roles section, you will see all the default and the created profile roles for this Account.The blue dots represent the access level of the profile role. The access level indicates in which platform modules is a profile visible to a user based on their profile role; it doesn’t tell you the exact permissions.
Pressing a profile role from the list will pop-up a menu with all the permissions this role grants for each platform module.
Let’s take the default Content Creator (Does Not Need Approval) role as an example:As you can see in the print above, this profile role will give you visibility over the profile, in Analytics, Dashboard, Content Hub, Audiences, Community and Publisher.
Now, regarding Community and Publisher modules, there are a few more options available. These are the permissions a user will have to the profile(s) with this profile role assigned:
View Only - Can only view its content.
Create - Can view, and create content/replies, but needs approval for publishing/answering.
Create, Publish - Can View, Create and Publish/reply without approval.
Create, Publish, Approve - Can View, Create, Publish and Approve content.
Approve (for Publisher only) - Can only view and approve content.
If you have enough Account privileges (Account Role), you can edit/delete/add a profile role. If you can do neither, ask an Account administrator to do the task. You can check who’s an account administrator by checking Account Settings → Users, as shown below:
From here, you can check the user(s) email(s), unless your account role doesn’t allow you to.
To wrap up, the first steps you need to take to start using Community include:
Activate your profiles for Community;
Check your Profile Roles;
Set up your Profile Role, if needed;
You’re good to go if you have the correct Profile Role assigned to the profiles.