Note: This article only applies to Brand Super Admins or applicable custom roles. For more details on Studio access, please refer to the Defining Roles and Restrictions article.
In addition to Firstup's default roles, Brand Super Admins are able to create custom roles from a set of detailed permissions. This allows customers to get the exact access they need for their Studio users for their specific use cases. Custom roles were designed for users with very specific goals outside of the standard user that may require access to specific areas of the platform, such as an IT Admin or Analyst.
Roles are created using permissions toggles broken down into groupings with sub-permissions within the following areas of Studio:
Note: Topic and audience restrictions are not set at the role level. These restrictions are set at the user level on the User Details page.
When determining an individual's custom role, some important considerations are:
- Publishing: Does this communicator need to publish content or just create it?
- Audience: What employee groups will this communicator need to reach?
- Channels: Does this communicator need to send emails, push notifications, or Assistant notifications?
- Priority: Is this communicator responsible for Critical messages?
- Features: What features/capabilities does this communicator need to use to achieve these goals? Access to Insights? Create Audiences? Moderate comments?
Create a Custom Role
- Sign in to Studio as a Brand Super Admin or an applicable custom role.
- Navigate to Configure > Roles.
- Click the + Role button.
- Name the custom role and give it a description. (The use case for this example is a user who we want to only be able to create and manage library assets. This is a non-publishing role.)
- Enable the toggles for your custom role.
- Save the role.
- Your custom role will now be displayed on the roles page.
Assign a Custom Role
A custom role can be assigned to a current user or when creating a new user under the Permissions section of the User Details page. Select the role from the drop-down Role menu and then assign any topics, audiences, campaign templates, or sender accounts. Once the role has been assigned, click Save to assign the custom role.
Now, using our Design Admin example above, when a Design Admin signs in to Studio, they will only see the Library tab on the left-hand menu.
Campaigns & Calendar - Compose and edit content for community
|Send Email||Send email notifications to community Members|
|Send Push||Send push notifications to community Members|
|Publish Campaign||Publish content to Member feed|
|Send to Assistant||Send content to Member Assistant|
|Moderate Comments||Moderate and hide user comments for content|
|Set as Critical||Set content as critical, this will affect other communication|
|Create Private Drafts||Create private content drafts|
Insights - View insights for content creators and their audiences and campaigns
|All Reports||View insights for all audiences and all campaigns|
|Content Publisher Reports||View limited subset of scoped reports for content publishers|
People - View audiences and users in the community
|Add/Import Users||Create and add new users to the community|
|Create Audience||This gives the user the ability to create and save new audiences|
Library - Manage your community library
|Create Templates||Create and edit templates that can be used by the community|
|Manage Fonts||Manage fonts within your community library|
|Manage Library Assets||Manage categories and images within your community library|
Configure - Access to the “Configure” tab in the navigation for the community
|Security||Access to the “Security” section on the 'Configure' page, including Legal, Sessions Options, and User Access|
|Administration||Edit admin settings for the community, including Account, Advocacy, and Roles|
|Content||Access to the Content section on the Configure page, including Email Alias, Feeds, Initiatives, Topics, and User Imports & Exports|
|Connect||Access to the Connect section on the Configure page, including Workflows|
|Experience||Access to the Experience section on the Configure page, including Assistant, Branding, Custom Feed, Shortcuts, and Microapps|
|Enabling this permission will override any restrictions set on the user, including topics and audiences. This permission gives users full access to all the content, topics, audiences, and sender accounts|