By selecting which of your Engage users are permitted to publish and view content to each of your social profiles you can help segment your profiles based on the roles and responsibilities of your team members.
Users who have been assigned to a social profile will be able to see data for that profile within Conversations, Publish, and Social Analytics, while others who haven't been assigned will not. Users will not be assigned to any social profiles and will see no data in Engage until they have been assigned to profiles.
This article will cover:
Prerequisites
Before assigning Engage permissions to other users, confirm that you are set up as an Administrator. If you are set up as a Viewer, reach out to an Administrator on your account to update your user role or complete the next steps. Learn more about Adding, Removing, and Updating User Settings.
Next, ensure other users are added to your Meltwater account in the Manage Users section.
Click the Account drop-down in the left-hand navigation bar
Click Manage Users
Select Add User if there is a user not added to the account yet
Navigate to the Engage Permissions section
Select Admin
Click Add user
Lastly, connect your owned social accounts. Learn more about Connecting Your Owned Social Accounts.
Assigning User Permissions
After confirming you are an Admin on the account, you can give or change users’ Engage permissions. To do so, follow these steps:
Click the Account drop-down in the left-hand navigation bar
Click Social Connections
Navigate to Owned Connections
Navigate to the connected account you want to add a user to
Click the + sign under Assigned Users
Hover over the user(s) who should have access to this account
Adjust their permissions by clicking the drop-downs
Click Assign
Permission Types
Full Access
Available for Conversation, Publish, and Social Analytics
This is the highest level of permission and allows users to complete all tasks
Posts must be approved by a user with the Approver toggle on (more information below)
Needs Approval
Available for Publish only
This is the second highest level of permission and allows users to create new posts
Posts must be approved by a user with the Approver toggle on (more information below)
View Only
Available in Conversation and Publish only
Allows users to view and perform most internal actions
Does not allow actions that could send posts/engagements to native channels on behalf of the brand
User has access to the social connection but unable to take any action
No Access
Available in Conversation, Publish and Social Analytics
Users with this setting will not see the social connection in the account picker for the product areas they are set to No Access
Approver
Available in Publish
Approver gives users the ability to approve a draft in Publish
Users marked as Approvers will show up in the ‘Assigner’ dropdowns within Publish
A user may only have approver status if they are set to Full Access or View Only for Publish
Permissions in Publish
Create Content Changes
If a user has VIEW ONLY permissions to all assigned accounts, that user will not see the ‘create content’ button. They also won’t be able to click on the calendar to create a post.
On step one of the publish flow, only accounts where the user has FULL ACCESS or NEEDS APPROVAL will be available.
Applying Permissions to Post Groups
The assignment level of a post group is based on the lowest level assigned to any account in that message group, barring no access accounts.
Examples:
Approval Flow Changes
If a user is marked as an APPROVER on all accounts in the post group:
They are included in the approver dropdown
They will see the ‘Approve’ and ‘Reject’ buttons on relevant post groups
For users with NEEDS APPROVAL permissions to a post group, they must assign an approver on the post group. This means these users are unable to ‘Post Now’ as well.
Actions on Post Groups
Users will only be able to perform the following actions on VIEW ONLY post groups:
Tag
Assign
Clone and Edit
Full access and No access: no change.
Permissions in Conversations
Content Stream Changes
The content stream will show content relating to VIEW ONLY accounts with the following changes:
A new ‘View Only’ badge has been added to the content card
No ability to mark as complete (or New)
No ability to hide on FB or IG
No ability to ban on FB
No ability to send a TW direct message from a reply
Reading Pane Changes
The right pane will show content relating to VIEW ONLY accounts with the following changes:
A new ‘View Only’ badge has been added to the parent post-level
No ability to comment/reply to the thread or the parent post
No ability to like or retweet
No ability to mark as complete (or New)
No ability to hide on FB or IG
No ability to ban on FB
No ability to send a TW direct message from a reply
Social User Profiles Modal
The social user profile modals relating to VIEW ONLY accounts will display, but users will not be able to change the Twitter follower status.
Full access and No access: no change
Limitations
Account Admins will be allowed to make new connections and change user assignments.
Account Viewers will not be able to make new connections or update user assignments.
Account Viewers will be allowed to reconnect accounts they have been assigned to with both the View Only and Full Access permissions.
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