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. In addition, three user roles can be set for Ad Accounts separately.

The five types of user roles

Administrator

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.
  • 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 Listen projects.
  • 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 add channels to the team.
  • Can create Measure reports and Listen 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: Engage, Publish, Listen, Measure and Audience.
  • Has full publishing permissions.
  • Can approve the 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 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 and Listen 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.
  • Can only respond to messages in Engage.
  • Can only view the Publish calendar or projects in Listen and Measure.

Note:

Any user in Falcon with access to Measure can create Dashboards. Measure reports can only be created by Team Lead and Admin users.

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

Tip:

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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