User Management Overview
Modified on: Wed, 25 Jan, 2023 at 10:07 PM
In order to add a user, you must have System Administrator privileges. To add a new user,
- Select the person icon from the upper right-hand corner of the screen select Settings.
- select User Management from the Settings menu.
- Click Add New User on the right-hand side of the User Management screen.
- Complete the User Profile. The following fields are required field are required and are denoted with an asterisks (*): username, display name, country, time zone, email, password, permissions, and data groups.
The expiration date can be entered to limit a user’s access to the system after a specific date.
The following definitions are useful when assigning permissions. A more extensive description of how these definitions apply to each functional area of the system is provided in the next section of this document:
- System Administration – User has full access to the system.
- Standard User – User has full access to the system excluding Administration.
- Read-Only – User can view all information but cannot add to, delete from, or edit the system.
A user may be given access to one or many data groups. To give a user access to a data group or groups, place a check in the box preceding each data group.
Click Save to add the user to the system once the User Profile is complete.
At the end of the profile page, you can select which page within the platform should be your default landing page. Click on the upside down triangle to view and select landing page options.
Once you have completed the profile, click the Save button in the upper right-hand corner.
User Privileges by Area
Contacts/Outlets/Social Influencers Permissions
Sys Admin | Standard | Read Only | |
Search > Results > Add to or Remove from List (bulk action) | ✔ | ✔ | |
Search > Results > Add to or Edit List (detail pane) | ✔ | ✔ | |
Contact Search > Results | ✔ | ✔ | |
Add Notes (detail pane) | |||
Search > Saved Searches (create / edit name / delete) | ✔ | ✔ | |
My Lists > Manage List (edit name / delete) | ✔ | ✔ | |
My Lists > Social Stream Engagement | ✔ | ✔ | |
My Lists > Notes (add / edit) | ✔ | ✔ | |
Detail Page > Add to or Edit List | ✔ | ✔ | |
Detail Page > Notes Adding / Editing | ✔ | ✔ | |
Detail Page > Edit Private Information | ✔ | ✔ | |
Detail Page > Add Activity | ✔ | ✔ | |
Detail Page > Edit Activity | ✔ (can edit all) | ✔ (can edit their own) | |
Detail Page > Social Stream Engagement | ✔ | ✔ | |
Outlet Detail Page > At this Outlet > Bulk Add List | ✔ | ✔ | |
Outlet Detail Page > At this Outlet > Detail Pane > Edit or Add to List | ✔ | ✔ | |
Private records > Create Contact or Outlet | ✔ | ✔ | |
Private records > Edit contact or outlet details | ✔ | ✔ | |
Private records > Delete contact or outlet | ✔ | ✔ |
Campaigns Permissions
Sys Admin | Standard | Read Only | |
My Activities > Cancel a Scheduled Event | ✔ (can cancel all) | ✔ (can cancel their own) | |
My Activities > Edit Existing Activity | ✔ (can edit all) | ✔ (can edit their own) | |
My Activities > View Draft | ✔ (can view all) | ✔ (can view their own) | |
Create Activity > Create Email | ✔ | ✔ | |
Create Activity > Edit Email | ✔ (can edit all) | ✔ (can edit their own) | |
Replicate Email | ✔ (can replicate all) | ✔ (can replicate their own) | |
Create Activity > Create PRWeb | ✔ | ✔ | |
PRWeb > Edit Draft Release | ✔ | ✔ | |
PRWeb > Send Sent or Scheduled Release Back to Draft | ✔ | ✔ | |
Create Activity > Create or Schedule a Social Post | ✔ | ✔ | |
Create Activity > OAuth to Social Network in Modal | ✔ | ✔ | |
My Activities > Unschedule and Delete Social Post | ✔ | ✔ | |
Campaigns > Create a new campaign | ✔ | ||
Campaigns > Edit an existing campaign | ✔ | ||
Campaigns > Delete an existing campaign | ✔ | ||
Campaigns > Add items to existing campaign | ✔ (can assign all activities to a campaign) | ✔ (can only assign their own activities to a campaign) | |
Campaigns > Remove items from a campaign | ✔ (can remove all) | ✔ (can only remove their own) | |
Streams > Create & Delete / Engage | ✔ | ✔ |
News Permissions: My Coverage
NOTE:* Standard users may only edit an item they created | Sys Admin | Standard | Read Only |
Delete Article (Individual & Bulk) | ✔ | ✔ | |
Edit Custom Fields (Individual & Bulk) | ✔ | ✔ | |
Edit Individual Article Pub Value, Audience Reach, Tone, Outlet and/or Contact | ✔ | ✔ | |
Add/Remove Tags from Individual Clip | ✔ | ✔ | |
Bulk Add Tags | ✔ | ✔ | |
Create Saved Search | ✔ | ✔ | |
Edit / Delete Saves Searches You Created | ✔ | ✔ | |
Create Clipbook | ✔ | ✔* | |
Add Article to Campaign (Individual & Bulk) | ✔ | ✔ | |
Edit Advanced Analytics (Individual & Bulk) | ✔ | ✔ | |
Bulk Edit Tone | ✔ | ✔ | |
Edit Headline | ✔ | ||
Edit Article Text | ✔ | ||
Connect Website Analytics | ✔ | ✔ | |
Export Clips | ✔ | ✔ | |
Export Clip Template (Create/Edit/Delete) | ✔ | ✔ | |
Create RSS Feed | ✔ | ✔ | |
Create Manual News Forward | ✔ | ✔ | |
Edit & Save Critical Mention Clip | ✔ | ✔ |
News Permission: Other
Sys Admin | Standard | Read Only | |
Search My Coverage | ✔ | ✔ | |
Search All News | ✔ | ✔ | |
All News > Add Articles to My Coverage | ✔ | ✔ | |
Add New Item to My Coverage | ✔ | ✔ |
Analytics Permissions
Sys Admin | Standard | Read Only | |
Analytics > Top Outlets > Add to List / Create List | ✔ | ✔ | |
Analytics > Create New Views | ✔ | ✔ | |
Analytics > Edit Existing Views | ✔ | ✔ |
Insights Permissions
Sys Admin | Standard | Read Only | |
Facebook Insights – Connect Account | ✔ | ||
Twitter Insights – Connect Account | ✔ |
Settings Permissions
Sys Admin | Standard | Read Only | |
See List of User Accounts | ✔ | ||
Add New User Account | ✔ | ||
Edit Existing User Accounts | ✔ | ||
Edit Own User | ✔ | ✔ | ✔ |
See Internal User Accounts (manager and AE) | |||
Social OAuth > Access / Connect / Delete | ✔ | ||
Third Party Integrations | ✔ | ||
Alert Management > Access (can only edit own alerts) | ✔ | ✔ | |
Keyword Searches > Access / Send Message | ✔ | ||
Analytics Profile > Access / Add / Edit / Remove | ✔ | ||
Clipbook Management > Access | ✔ (can edit/delete all) | ✔ (can only edit/delete their own) |
Expiring a User’s Access to the System
To remove an existing user’s access to the system, you will need to assign the user an Expiration Date that has occurred in the past. This will terminate a user’s access to the system immediately.
To access a User’s Profile, follow the Gear icon to Settings. In the User Management section, you will notice that users are organized by alphabetical order within their role. Double click on a user’s name to open their User Profile.
Only System Administrators may change a user’s password by opening the User’s Profile from the User Management screen of the Settings.
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