Note: This article only applies to Brand Super Admins or applicable custom roles. For more details on Creator Studio access, please refer to the Defining Roles and Permissions 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 the exact access Creator Studio users need 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 Creator Studio:
- Campaigns & Calendar
- Insights
- People
- Library
- Configure
Note: Topic and audience restrictions are not set at the role level. These restrictions are set at the user level by Brand Super Admins.
Role Considerations
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 Creator 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 an IT Admin, a user who we want to only be able to manage security configurations and branding 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, if applicable, assign any topics, audiences, campaign templates, email aliases, or author aliases. Once the role has been assigned, click Save to assign the custom role.
Note: If a restricted user only has assigned topics, and no assigned audiences, campaign reporting in Insights will not be available for campaigns published only to those topics. However, reporting will be available for campaigns published to assigned topics if the campaigns were also published to assigned audiences.
Now, using our IT Admin example above, when an IT Admin signs in to Creator Studio, they will only see the Configure areas they have permission to access.
Toggles
| Toggle | Description | |
|
Campaigns & Calendar -Create, compose, and save campaign drafts
|
Assistant Notifications | Enable and manage assistant (in-app) notifications on campaigns |
| Enable and manage email notifications on campaigns | ||
| Push Notifications | Enable and manage push notifications on campaigns | |
| Publish Campaigns | Publish campaigns to the feed and assigned delivery channels | |
| Send to Assistant | Send content to Assistant | |
| Moderate Comments & Content | View, manage, and delete comments and content | |
| Set as Critical | Set campaigns to critical priority | |
| Create Private Drafts | Create private campaign drafts that are not visible to other users | |
| Personalized Fields |
Enable use of personalized user data as variables within campaigns. |
|
|
Insights -View all reports in the Content Publisher collection in Insights
|
All Reports | View all reports in Insights, including community-wide data around adoption, search, commenting, polls, and campaigns |
|
People - View audiences and users in the community
|
Add Users | Add and invite new members to the community, individually or via bulk import |
| Create Audiences | Create and edit audiences | |
|
Library - Manage the assets available to Creator Studio users in your community library
|
Manage Templates | Create and manage campaign templates |
| Manage Fonts | Upload custom fonts and manage standard fonts | |
| Manage Images | Create and manage categories and images | |
| Manage Blocks | Create and manage custom blocks | |
|
Configure - View and manage community configurations
|
Security | Access to the “Security” section on the 'Configure' page, including Legal, Sessions Options, and User Access |
| Administration | Manage administrative settings including roles, account settings, and advocacy | |
| Content | Manage content settings including topics, initiatives, feeds, email aliases, and user imports and exports | |
| Workflows | Manage workflows including user onboarding and welcome emails | |
| Campaign Settings | Manage campaign settings (i.e. campaign threshold) | |
| Experience - Assistant, Branding, and Custom Feeds | Manage experience settings including branding, feed customization, Shortcuts, and Assistant | |
| Experience - Microapps | Create, enable, and manage microapps | |
|
No Restrictions
|
Access to all campaigns, topics, audiences, templates, email aliases, and author aliases |
Additional Resources
Video
For visual learners, check out our video on how to create and assign custom roles.
Training
To dive deeper into custom roles, we encourage you to check out the following course in the Firstup Training Center:
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