Managing user permissions is key to maintaining security and ensuring control over your social media channels. Learn how to assign roles and customise permissions to suit your team's needs.
Benefits of customising permissions 🙌
- Customisation: Allow access to certain features based on job roles or ability, e.g. controlling access to features such as posting, outbound messages and analytics
- Mitigate Risk: Manage permissions for social media accounts so users have access to what social media accounts they are authorised to post to, helping to mitigate any risks of content going out on the wrong channels
- Approval: Allows admins to add a layer of control to minimise error and improve brand consistency
Things to consider ✅
- Users must have social media accounts and permission assigned to them before they can log into Orlo
Setting up user permissions:
1) Navigate to the menu drop-down in the top right-hand corner and click on the 'Settings' button.
2) Under Company Settings, click on Manage Users ➡️ Permissions for the user you want to set the permissions for.
3)To enable a specific permission, select the user's chosen permission and click on 'Enable.' Alternatively, you can choose 'Enable All' to grant all permissions within that section or 'Disable All' to remove all permissions in the section.
Company Level vs Social Account Permissions
Company Level Permissions- Overarching permissions for the defining admin levels and access to platform areas settings include:
Admin functionality:
- Adding, deleting, and editing social accounts
- Managing users
- Managing Billing
- Company lockdown for your account
- Manage the approval process
Feature Control:
- Manage areas of the platform that users can access, e.g, View Analytics
Social Account Permissions - Define access levels per social media account for users to be able to interact with the account
- Post out on the account
- Manage and reply to inbound messages
- Post out and reply with or without approval
- delete comments
Recommendation 💡
If you plan to add multiple users, consider organising them into teams and assigning permissions on a team level. This approach can streamline the process and save time if users need the same access levels. For guidance on setting up teams and managing their permissions, please refer to our guide on Setting Up Teams.
For a full list of all permissions and functions, please see our guide to understanding permissions in Orlo.