As Admins, you can choose what your users can do in the Denim Social platform using Roles and Role Permissions. This feature is customizable to the needs of your institution. Below is a step by step guide of how to set up a Role, the Roles commonly used in Denim Social, information about the individual Role Permissions, and how to troubleshoot common Role issues.
Here are the quick links to the sections in this article:
Creating and Modifying Roles
A Role in Denim Social is made up of selected Role Permissions to manage what your users are able to do in Denim Social. Often your institution will have our two most common Roles - Full Access Admin and End User. There are a few different Role Permissions that you can modify to suit your needs. Here is a quick guide to create and modify existing Roles.
Begin by clicking the Administration tab on the left hand menu and then click "Roles." On the "Roles" page, you will see any existing roles in your institution. To create a new Role, click the "Create Role" button at the top right hand corner.
On the "Create Role" page, you will see two text boxes at the top. Here you will name the Role and add a quick description of that Role. Next you will choose the Role Permissions for this Role. These Role Permissions are divided into sections relating to what they manage. Here is the list of individual Role Permissions with more details.
Once you have selected your Role Permissions, click "Create" at the bottom of the page to create this Role.
To modify an existing Role, simply click on the "Edit" action icon to the right of that Role. On the "Edit Role" page, you can change the name, description, or update the selected Role Permissions and then click "Save."
To delete an existing Role, click the Trash Can icon next to the Role. Click "Delete" to confirm this action in the pop up window.
Common Roles in Denim Social
While there are many options when selecting Role Permissions, the two most common Roles are Full Access Admins and End User. Here's a quick look at each of those Roles and some variations that may be right for your institution.
The Full Access Admin Role gives that user full access to all the features in Denim Social. This Role allows the user to manage all the Social Networks connected to Denim Social, all the posts, the Content and Media libraries, alerts and reports, institution settings and users. The only Role Permission not selected for Full Access Admins is "Social Networks: Manage Owned and Shared" because this Role can already view all connected Social Networks.
The End User Role is most commonly used for all non-Admin users. This Role allows the user to connect and manage their own connected social networks, as well as create and view their own posts in Denim Social.
End users can not view any other connected Social Networks unless that Social Network has been shared with them. If another Social Network appears on their "Social Network Accounts" page, check to make sure this Social Network wasn't shared accidentally.
Here is an example of the common End User Role Permissions.
Here are some examples of other common Roles. A Compliance Role would have permission to view posts needing approval, but may not have permission to modify the institution setting or users. A Team Admin Role could create content, but not have permission to approve posts or modify the users or institution settings. A Marketing Role could be set up similarly to the Team Admin Role. See our list of Role Permissions below for more details of each Role Permission.
List of Role Permissions
Here is a detailed list of what each Role Permission allows a user to do.
Social Networks
Social Networks: Manage All-typically only a full access admin permission, enables an admin to manage (post for, monitor, add, remove, etc.) every network page connected
Social Networks: Manage Owned and Shared- typically end user permission, allows user to post to their own networks or networks that are shared with them
Social Network: View Activity- enables a user to see posts from their networks within Denim Social
Social Network: View Details- enables a user to see the details of their network page within Denim Social
Social Networks: Respond- enables a user to respond to comments on their page within Denim Social
Publishing
Posts: View Pending / Approved- enables a user to see their pending or approved posts
Posts: Create Content- enables a user to create a post within Denim Social, this permission is required to approve and deny posts in a Admin, Marketing, or Compliance permission
Posts: Manage Approval Workflow-typically only an admin or compliance permission, allows a user to both create approval groups and approve posts
Content Library: Manage - typically only an admin or marketing permission, allows user to view and manage the Shared Content Library Engine and Collections
Content Library:View Collections - Allows users to view the Shared Content Library Engine and Collections
Media: Manage - typically an admin or marketing permission, allows admin to create folders in the media library and share with particular users
Reviews: Manage - Users are able to view their own reviews from experience.com - Only available if institution has an Experience.com account and has the Denim Social integration turned on
Tags: Tag Posts - Users who can view the already created Tags and add a tag to a post.
Administration
Setup Menu: Manage- typically only a full access admin permission, allows an admin to manage all administration functions in the left toolbar
Users: Manage- typically only a full access admin permission, enables admins to create and modify users
Tags: Manage - Users who can access “Manage Tags'' in Administration. Where they can create new Tags and Assign Roles who can access/add the tag to a post.
Institution Settings: Manage- typically only a full access admin permission, allows users to change password requirements and enable MFA for the entire organization
Other Permissions
Searches: Manage - typically only an admin, marketing, or compliance permission, enables admins to set up searches when a keyword is mentioned on Twitter or Google to be added to their alerts or summary reports
Searches: View Results- typically only a full access admin, compliance, or marketing permission. Allows the user to view the search results.
Alerts: Manage- typically only a full access admin, compliance, or marketing permission that enables admins to set up alerts for posts that fit within specified parameters
Summary Reports: Manage- typically only a full access admin, compliance, or marketing permission, enables admins to set up summary reports for anyone in their institution using Denim Social
Analytics: View - typically only an admin, marketing, or compliance permission,, users who can View the Analytics feature on the left hand menu
Compliance: View - typically only an admin, marketing, or compliance permission, users who can view the Compliance - Archive Report on the left hand menu