User Roles

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

Please bear in mind that the user roles for Ad Accounts are separate from all user roles described in this article. No user can access or create advertising content unless they have been assigned an Ad Account role separately from their general Falcon user role. Find out more about Advertise user roles here.

The Five Types of User Roles


A typical Administrator would be a person who has an 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, Measure and Audience.
  • Access to all teams within the organization.
  • Can create teams, add users, connect Channels, and connect Ad Accounts.
  • Can create/manage templates across all teams.
  • Can create Measure Reports, Measure Dashboards, Listen Projects, and Listen Saved Searches.
  • Can create an Audience in Listen.
Team Leader

A Team Leader could be either a user responsible for a specific market or a head of a department such as Marketing or Customer Services. It is an extra layer to an already existing user role within a team, so a user can be both an Editor and a Team Leader for example.

  • Control and have access to their team settings area.
  • Can access all platform sections: Engage, Publish, Listen, Measure and Audience.
  • Can connect both Channels and Ad Accounts to Falcon.
  • Can create Measure Reports, Measure Dashboards, Listen Projects, and Listen Saved Searches.
  • Can create/manage templates for the channels that are within the team.

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: Engage, Publish, Listen, Measure and Audience.
  • Has full publishing permissions.
  • Can approve the content of a Content Creator.
  • Can only view Measure Reports, Listen Projects, and Listen Saved Searches.
  • Can create Measure Dashboards and Listen Quick Searches.
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 organization'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, Listen Projects, and Listen Saves Searches.
  • Can create Measure Dashboards and Listen Quick Searches.

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.
  • Can only respond to messages in Engage.
  • Can only view the Publish calendar, Measure Reports, and Listen Projects.
  • Can create Measure Dashboards and Listen Quick Searches.


Measure Reports can only be created by Team Leaders and Admin users and will be visible to all users. However, Measure Dashboards can be created by any user with access to Measure and these are unique to each user.

Furthermore, any user can create, update, and delete Publish Campaigns, as well as create, update, and archive Publish stock items.


Administrators can edit a user's role for a specific channel.

The Three Types of Advertise Users

In addition to the above organization-wide roles, users can also be assigned a specific role for each connected Ad Account. Giving a user access to an Ad Account can be done as follows:

  1. Go to Ad Accounts in the the Settings menu.
  2. Click the Edit button to make changes to a specific ad account.
  3. Choose one or more users in the drop-down list, and click Add.
  4. Find the added user in the list of assigned users, and set the correct role for them (either Advertiser, Promoter, or Analyst).

You can find more information on the three Advertise user roles here.

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