Article updated: September 06, 2023
Assign permissions (Business and Enterprise)
Control management of your social media with permissions. You can control off-brand or accidental communications by assigning specific accounts to teams or members. You can assign permissions at the organization, team, and social account levels.
Plans: This topic applies to Business and Enterprise plans. For Team plans, see Assign permissions (Team plan).
New organization members are assigned Default permissions.
Assign organization permissions
Control who can add and manage members, teams, social accounts, and organization assets (like tags and vanity URLs).
The paying account owner who creates the organization is the assigned super admin. They are the only person who can manage billing for the account and delete the organization. The paying super admin can grant other members super admin permissions.
The following table summarizes the actions permitted for each role.
| Organization permissions | Paying super admin | Super admin | Admin | Default |
|---|---|---|---|---|
| Create and delete an organization | ✓ | |||
| Manage the organization profile | ✓ | ✓ | ||
| Create and manage vanity URLs | ✓ | ✓ | ||
| Add and manage members, teams, and social accounts | ✓ | ✓ | ✓ | |
| Grant organization permissions to other members | ✓ | ✓ | ✓ | |
| Create and manage link settings, content library, and tag library assets for the organization | ✓ | ✓ | ✓ | |
| Create and manage link shorteners for the organization | ✓ | ✓ | ||
| Enterprise only: Create and manage automation and content campaigns | ✓ | ✓ | ✓ | |
| Access Inbox 2.0 (See also Assign Inbox 2.0 permissions) | ✓ | ✓ | ✓ |
Note: Super admins and admins inherit admin permissions for all of the teams in the organization. But they are not automatically added as team members. To view a team's assignments or analytics, a super admin has to add themselves as a team member.
Manage organization permissions
Super admins and admins can manage organization permissions at this level.
- Go to My profile
, and then select Manage accounts and teams. - Select Manage.
- Point to a team member, select Settings
, and then select Manage permissions.
- On the Permissions tab, select the Organization permissions for the member.
- To grant custom permissions, select Custom, select each setting the member is allowed to manage, and then select Save. Point to Information
for details on each setting. For additional information, see Overview of custom permissions.
Assign team permissions
Use team permissions to determine who has access to manage teams within your organization.
The following table summarizes the actions permitted for each team role.
| Team permissions | Admin | Default |
|---|---|---|
| Add and manage team members and permissions | ✓ | |
| Manage vanity URLs for the team | ✓ | |
| Create and share content libraries, and manage library content | ✓ | |
| View other team members, social accounts, vanity URLs, and library content for the team | ✓ | ✓ |
| Access Inbox 2.0 Analytics, and filter, sort, and assign conversations to agents in Inbox 2.0 (See also Assign Inbox 2.0 permissions) | ✓ |
Note: Team admins inherit Editor social account permissions for their team.
Manage team permissions
Super admins, admins, and team admins can manage team permissions.
- Go to My profile, and then select Manage accounts and teams.
- Select Teams.
- Select a team, and then set the team-level permissions for each team member.
- To grant custom permissions, select Custom, select each setting the member is allowed to manage, and then select Save. Point to Information for details on each setting. For additional information, see Overview of custom permissions.
Assign social account permissions
Use social account permissions to determine who has access to manage and publish content to social accounts in your organization. These are set for each social account that a member has access to. Members assigned the None role do not have access to that social account.
Each social account permission level can do the following:
| Social account permissions | Advanced | Editor | Limited | Responder |
|---|---|---|---|---|
| Reconnect and manage the social account | ✓ | |||
| Grant member access to and manage permissions for the social account | ✓ | |||
| Promote posts for the Facebook Page, LinkedIn Page, or Instagram Business account | ✓ | |||
| Publish content to the social account | ✓ | ✓ | ||
| Comment and reply to posts | ✓ | ✓ | ✓ | |
| Manage contacts (follows in Streams) for the Twitter profile | ✓ | ✓ | ||
| Approve and reject posts pending approval for the social account | ✓ | ✓ | ||
| Add and remove ad accounts for the Facebook Page, LinkedIn Page, or Instagram Business account | ✓ | |||
| Read-only access to the social account | ✓ | |||
| Requires approval before publishing posts, comments, or replies to the social account | ✓ | |||
| Requires approval before publishing posts | ✓ | ✓ | ||
| Requires approval before sending Inbox 2.0 comments or replies (See Assign Inbox 2.0 permissions) | ✓ | ✓ | ||
| Reply to messages in Inbox (see Assign Inbox 2.0 permissions for details on how the Responder permissions work in Inbox) | ✓ | ✓ | ✓ |
Important: Because approval workflows are not available for publishing to YouTube, members assigned the Limited role do not have access to your YouTube social accounts.
Manage social account permissions
- Go to My profile, and then select Manage accounts and teams.
- Select Social Networks.
- Select a social account, and then set the social account-level permissions for each team member.
- To grant custom permissions, select Custom, select each setting the member is allowed to manage, and then select Save. Point to Information for details on each setting. For additional information, see Overview of custom permissions.
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