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User setup.

Utilize Falcon's user setup for your workflows.

 

In order to support both employee empowerment and governance models, Falcon offers five different user roles, where each one of them has different access and permission levels.

 

OVERVIEW: THE FIVE TYPES OF USER ROLES.

 

Administrator:

A typical Administrator would be a person who has overview of the organizational structure and is responsible for delegating various tasks across multiple teams.

  • Full control and access to the whole organizations' settings area.
  • Access to all platform sections: Engage, Publish, Listen, BuildMeasure and Audience.
  • Can create teams, add users and channels across all teams within the organization.
  • Can create/manage templates across all teams
  • Can create Measure reports and Listening projects.
  • Can create an Audience. in Listen.

 

Team Leader:

A Team Leader could be either a user responsible for a specific market or the head of a department such as Marketing or Customer Services. It is an extra layer to an already existing user role within a team to:

  • Control and access to their team settings area.
  • Can access all platform sections: EngagePublishListenBuildMeasure and Audience.
  • Can add users & channels to the team
  • Can create Measure reports and Listening projects.
  • Can create/manage templates for the channels that are within the team.

 

Editor:

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

  • Access to all platform sections: EngagePublishListenBuildMeasure and Audience.
  • Has full publishing permissions.
  • Can approve content of a Content Creator.
  • Can only view Measure reports and Listening projects

 

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 organisation's social communication guidelines and strategy.

  • Access to all platform sections.
  • Cannot publish, but can create content for publishing that must be approved by either an Editor, Team Leader or Administrator.
  • Can only view Measure reports and Listening projects

 

Moderator:

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

  • Can access Home, Engage, Listen, Publish and Measure sections.
  • A Moderator can only respond to messages in Engage,
  • Can only view the Publish calendar or projects in Listen and Measure.

 
Hot tip: Administrators and Team Leaders can edit a user's role for a specific channel as well. 

The access level in Build is based on individual permissions and not tied to use roles. Read more