Check Your Permissions

Permissions

Interest Areas & Categories

Under Permissions, you’ll first see the Categories, Interest Areas and possibly Social Media Areas you’re assigned to, as well as the roles and permissions you have in these areas. Settings here determine which Dialogues will appear in your inboxes and how you’ll interact with Customers.

If you are a Category owner, you have reporting and data access to all Interest Areas under the Category.

If you are an Interest Area owner, you can access a link for the direct Dialogue form for your Interest Area(s) under the Link column.

Please note: Changes to these assignments and settings can be made by System Administrators under the Users section of Settings.

An overview of permission levels associated with each User type appears below.

Permission Levels

Role: System Administrator

• Function: Control Settings.
• Specifics: Full access to Settings to customize account, including Interest Areas, (with the exception of Private Interest Areas) Users, and Dialogues.
• Permission: View all Dialogues, reports.

Role: Global User

• Function: Overview of account.
• Specifics: Limited access to Settings.
• Permission: View all Dialogues, reports.

Role: Category Owner

• Function: Overview of Interest Area Category.
• Specifics: Limited access to Settings, Full access to Users, Dialogues and Interest Areas under the owned Category, (including Private Interest Areas).
• Permissions: View all Dialogues and reports under the Category.

Role: Team Owner

• Function: Point person for content area.
• Specifics: One per team, receives alert for new Dialogue and determines action, along with limited access to Settings.
• Permission: View only team Dialogues, reports.

Role: Team Member

• Function: Content area expert.
• Specifics: Available to help respond to Dialogues, as determined by team owner.
• Permission: View only team Dialogues, reports.

Role: Recorder

• Function: Enter new content.
• Specifics: Not responsible for follow-up, and limited access to Settings.
• Permission: Views only Dialogues he/she has entered.