Team members, user roles & permissions

Team members, user roles & permissions

In DotSimple, user roles can be assigned to individuals to determine their level of access and responsibility within the application. The platform offers a range of user roles that enable the account administrator to add team members who can assist in managing the account and workspace effectively.

Adding a Team Member in DotSimple

To include a team member in the app, the account administrator has the ability to add one or more individuals and assign them specific user roles. To initiate the invitation process, the admin must activate this feature within their account settings. The names and email addresses of each team member need to be provided, along with the selection of appropriate permissions for their roles.

Configuring Permissions in DotSimple

Within DotSimple, permissions can be customized for each user role to define the level of authority and access granted to team members. These permissions establish the boundaries and limitations of each team member's capabilities within the application. The following options are available for setting up permissions:

  1. 2nd level Administrator: This user role can be granted the same permission levels as the account owners, but they are unable to modify account billings and plans, which remains solely within the account-owners control.

  2. Collaborator: Collaborators have the ability to edit posts, and additional permissions can be configured individually for each collaborator based on their respective roles.

  3. Approver: Users with the approver role possess the capability to review and approve posts, focusing primarily on the application's calendar functionality.

Configuring Collaborator Permissions

In DotSimple, it is effortless to establish distinct permissions for each collaborator. The available permissions include:

  • Social Accounts: Assigning specific social accounts to team members, granting them sole access and management privileges.

  • Caption Templates: Adding, editing, or removing caption templates.

  • Hashtag Templates: Adding, editing, or removing hashtag templates.

  • Social Account Management: Managing team members' access to social accounts.

  • RSS Feed Management: Granting team members access only to relevant RSS feeds based on their designated social accounts.

  • AI Writer Access: Enabling or restricting access to the AI writer feature.

  • Inbox and Community Management: Permission to handle inbox messages and community interactions.

  • Team Member View/Edit/Management: Access and control over other team members' information.

  • Analytics Dashboard: Access to the analytics dashboard for monitoring performance metrics.

  • Designer/Studio: Permissions related to design and studio functions.

  • Content Categories: Managing and organizing content into different categories.

By configuring these permissions, DotSimple ensures that each team member has appropriate access and responsibilities tailored to their specific role within your team and the application.

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