User Roles

There are five types of user roles available for Falcon users, each with a unique level of permission and access to the platform. In addition to the five user roles available, a Team Leader add-on role can be provided, allowing non-Admin users to help manage teams.

Please bear in mind that Ad Account user roles are separate from Falcon user roles. No user can access or create advertising content unless they have been assigned an Ad Account role separately from their general Falcon user role.

The Five Types of User Roles

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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 entire organizations' settings area.
  • Access to all teams within the organization.
  • Can create teams, add users, connect Channels, and connect Ad Accounts.
  • Can create Engage templates across all teams.
  • Can create Measure Reports, Measure Dashboards, Listen Projects, and Listen Saved Searches.
  • Can create an Audience in Listen.
Editor

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

  • Must be assigned to at least one team. Can access Channels and data only from assigned team(s).
  • Can publish content without approval
  • Can approve the content of a Content Creator.
  • Can interact in Engage.
  • Can create Measure Dashboards and Listen Quick Searches.
  • Can view (but not create or edit) Measure Reports, Listen Projects, and Listen Saved Searches.
  • Can not access team settings, configure channels, users, or templates (unless Team Leader add-on is provided).
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.

  • Must be assigned to at least one team. Can access Channels and data only from assigned team(s).
  • Can create content in Publish which must be approved by an Editor, Team Leader or Administrator.
  • Can interact in Engage.
  • Can create Measure Dashboards and Listen Quick Searches.
  • Can view (but not create or edit) Measure reports, Listen Projects, and Listen Saves Searches.
  • Can not access team settings, configure channels, users, or templates (unless Team Leader add-on is provided).
Moderator

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

  • Must be assigned to at least one team. Can access Channels and data only from assigned team(s).
  • Can access Publish, but cannot create, approve, or publish content.
  • Can interact in Engage.
  • Can create Measure Dashboards and Listen Quick Searches.
  • Can view (but not create or edit) Measure reports, Listen Projects, and Listen Saves Searches.
  • Can not access team settings, configure channels, users, or templates (unless Team Leader add-on is provided).
View-only

A View-only user may require an overview of the team’s content, conversations, and performance without having the need to create content or interact.

  • Must be assigned to at least one team. Can access Channels and data only from assigned team(s).
  • Can access Publish, leave notes, and copy existing posts, but cannot create, approve, or publish content.
  • Can access Engage and leave notes, but cannot interact.
  • Can create Measure Dashboards and Listen Quick Searches.
  • Can view (but not create or edit) Measure reports, Listen Projects, and Listen Saves Searches.
  • Can not access team settings, configure channels, users, or templates (unless Team Leader add-on is provided).

Tip:

Administrators can adjust a user's role for each individual Channel by following the steps described here.

Team Leader Add-on

In addition to the five user roles described above, any Editor, Content Creator, Moderator, and View-only user can also be provided with the option to manage the team's settings via the Team Leader add-on.

When the Team Leader add-on is provided, the permissions specified above for each user role regarding moderation and ability to publish without approval will not change. However, those with the Team Leader add-on can achieve the following:

  • Can access team settings.
  • Can add or remove existing users from teams (though only Admins can add brand-new users).
  • Can add, refresh, and delete Channels.
  • Can add, refresh, and delete Ad Accounts.
  • Can create Measure Reports, Measure Dashboards, Listen Projects, and Listen Saved Searches.
  • Can create Engage templates for the Channels within their team.

The Three Types of Advertise Users

In addition to the Falcon user roles at the top of this article, users can also be assigned a specific role for each connected Ad Account.

No role
Users can see whether promotion was added to a post in Falcon (in the calendar, content by state, and the post editor). However, they will not see information about the promotion or be able to edit the promotion.
Analyst
Analysts can see the detailed information about a post's promotion, such as the Ad Account, Ad Set, settings, and performance. However, Analysts can not create or edit promotions.
Promoter
Promoters can promote posts in Publish using existing Ad Sets. However, they will not be able to create or edit Ad Sets and Campaigns.
Advertiser
Advertisers can view promotions, promote with existing Ad Sets, and create and edit Campaigns and Ad Sets.
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