This document explains what users can do in the Orlo platform settings area.
Permissions are split into two types:
- Company Permissions: Control settings for the entire company (billing, users, settings, reports).
- Account Permissions: Control what a user can do on individual social media accounts (posting, replying, managing ads).
Key Terms:
- Administer: Full control.
- View: See information only.
- Manage: Add, edit, or delete items.
- Validate: Approve content before posting. "Un-Validated" means no approval needed.
- Account Types: Which social media platforms a permission applies to.
Example: Someone with the "Post" permission enabled for Facebook can post to that Facebook account. Someone with "Administer Company" permission can manage all company settings.
Permission List: The following table provides an overview of all permissions available within the Orlo platform.
Permission |
Description |
Permission Type |
Administer Company |
Full control over company settings. Includes viewing Survey reports, managing company files, webhooks, vanity domain, office hours, audit log, company configurations (currency, UTM tracking, link shortening, managed files), tags, external integrations/CRMs, automation (triggers), inbox/outbox exports, campaign/post approvals/inbox/marketing/team/account/benchmarking reports, profanity filter, custom link shortener, company preferences (login methods, policy links, strong password, two-factor authentication, exclude last out of hours, offensive post deletion, social policy), company lockdown, lockdown access, email notifications (account/post deletion). |
Company |
View Team Report |
View the Team Report. |
Company |
View Survey Reports |
View Survey Reports. |
Company |
View Monitoring Streams |
View monitoring streams. |
Company |
View Monitoring Search Streams Premium |
View premium search streams. |
Company |
View Marketing Analytics |
View Marketing Analytics. |
Company |
View Insights |
View Orlo Insights. |
Company |
View Engagement Analytics |
View Engagement Analytics. |
Company |
View Competitor Analytics |
View Competitor Analytics. |
Company |
View Campaign Analytics |
View Campaign Analytics. |
Company |
View Account Report |
View Account Report. |
Company |
Validate Posts |
Validate posts from users. Enables email notifications. |
Company |
Push Mode Administrator |
Manage online statuses of users in Push Mode. |
Company |
Manage Public Drafts |
Manage Public Drafts. |
Company |
Manage Monitoring Streams |
Add, edit, or delete monitoring streams. |
Company |
Manage Competitor Analytics |
Add, edit, or delete competitors/reports. |
Company |
Manage Campaigns |
Add, edit, or delete campaigns. |
Company |
Administer Accounts |
Add, edit, or delete social accounts. Manage chatbots. |
Company |
Administer Group Permissions |
Add, edit, configure, or delete groups/permissions. |
Company |
Administer Users |
Add, remove, disable, or delete users. |
Company |
Billing |
Manage company billing information. |
Company |
Can Redact |
Ability to redact inbox content. |
Company |
Configure Surveys |
Configure Surveys. |
Company |
Manage Company Files |
Manage company files. |
Company |
Lockdown Access |
Allow access during company lockdown. |
Company |
Post Image Un-Validated |
Post images without approval. |
X, Facebook, Google+, LinkedIn, YouTube, Instagram, Instagram Business, Twilio WhatsApp, Facebook Group, TikTok, Nextdoor Agency, Nextdoor Agency US, TikTok Business, Threads, Bluesky |
Administer Friends |
Un-follow and follow friends. |
X, Instagram, Facebook, Bluesky |
Post |
Publish content. |
X, Facebook, Google+, LinkedIn, YouTube, Instagram, Instagram Business, Twilio SMS, Twilio WhatsApp, Facebook Group, TikTok, Nextdoor Agency, Review Trackers, Nextdoor Agency US, TikTok Business, Threads, Bluesky |
View Inbox |
View incoming messages. |
X, Facebook, Google+, LinkedIn, YouTube, Instagram, Live Chat, Instagram Business, Twilio SMS, Twilio WhatsApp, Facebook Group, Review Trackers, Nextdoor Agency, Nextdoor Agency US, TikTok Business, Threads, Bluesky |
Post Un-Validated |
Post without restrictions/approval. |
X, Facebook, Google+, LinkedIn, YouTube, Instagram, Instagram Business, Twilio SMS, Twilio WhatsApp, Facebook Group, TikTok, Nextdoor Agency, Review Trackers, Nextdoor Agency US, TikTok Business, Threads, Bluesky |
Validate Account Posts |
Validate posts on this account. |
X, Facebook, LinkedIn, Google+, YouTube, Instagram, Instagram Business, Twilio SMS, Twilio WhatsApp, Facebook Group, Nextdoor Agency, Nextdoor Agency US, TikTok Business, Threads, Bluesky |
Reply Un-Validated |
Reply without approval. |
X, Facebook, LinkedIn, YouTube, Instagram Business, Twilio SMS, Twilio WhatsApp, Review Trackers, Nextdoor Agency, TikTok Business, Nextdoor Agency US, Threads, Bluesky |
Reply |
Reply to messages (requires approval). |
X, Facebook, LinkedIn, YouTube, Instagram Business, Twilio SMS, Twilio WhatsApp, Review Trackers, Nextdoor Agency, TikTok Business, Nextdoor Agency US, Threads, Bluesky |
Delete Comment |
Delete messages and comments. |
Facebook, Instagram Business, Facebook Group, Threads, Bluesky |
Post Edit |
Edit published posts. |
|
Update Status |
Post on the account. |
Google+ |
Administer Connections |
Search and add people (circles). |
Google+ |
Create Ad |
Create advertisements. |
LinkedIn Ads, Facebook Ads, |
Create Ad Unvalidated |
Create advertisements unvalidated. |
LinkedIn Ads, Facebook Ads, |
Validate Ad |
Validate advertisements. |
LinkedIn Ads, Facebook Ads, |
Agent |
Participate in LiveChat. |
Company |