How can we streamline user and folder management for local and social products?

To simplify the management of users in accounts that have both Local and Social products enabled, we've developed a centralized User Management and Folder Management system. This new system is accessible through the User Management dashboard and offers impactful features for users with Admin roles:

Create and Manage Users:

Admins can easily create new users and assign them to specific locations and brands. This allows for precise control over who has access to which parts of the business.

Granular Control of Features and Permissions:

Admins can define the features and permissions available to each user based on the product lines (Local or Social) they have access to. This ensures that users only interact with the tools and data relevant to their roles.

Organize Locations and Brands:

For better visibility and streamlined management, Admins can organize locations and brands into folders. This helps in categorizing and managing large sets of data, making it easier to find and manage specific locations or brands.

Create and Manage Users:

 User roles:

This section provides detailed information to Admins about the access and permissions associated with each user role. To view and manage these roles, follow these steps:

Navigate to the User Roles Tab:

• Click on Settings.

• Select People.

• Move to the User Roles tab.

Here, you can see the various roles available within your account and the specific permissions each role grants.

Role Differentiation:

User roles are specific to either Local, Social, or both product lines. These roles are easily identified by distinct icons, which help differentiate between the different product lines. The icons used are as follows:

If the predefined roles don't meet your specific needs, you have the option to create custom roles tailored to your organization's requirements. To do this:

Navigate to the User Roles Tab:

• Click on Settings.

• Select People.

• Move to the User Roles tab.

Create a New Role:

• Click on Create New Role.

• This will open a form where you can define the role's name, specify the permissions, and select the product lines (Local, Social, or both) that the role will have access to.

Users: 

In the Users tab, you can view a comprehensive list of all existing users within the account. The information displayed includes:

• Name: The full name of each user.

• Email: The email address associated with each user.

• Roles: The specific roles assigned to each user, indicating their access level and permissions.

• Locations/Brands: The locations or brands to which each user has been granted access.

• Status: The current status of each user, such as active or inactive.

Managing User Access Control:

Admins can also manage user access directly from this tab. By selecting a user, Admins can edit their roles, update their assigned locations or brands, adjust their permissions, and change their status as needed.

This centralized view and control make it easier for Admins to efficiently manage user access across the platform.

Inviting New Users

To add new users to the platform, follow these steps:

Initiate the Invitation Process:

• Click on the Invite New Users button. Alternatively, you can bulk-add users by uploading a CSV file.

Assign User Permissions:

• During the setup process, Admins must select the appropriate permissions for each new user. You can choose from:

• Local: Access to Local products only.

• Social: Access to Social products only.

• Local + Social: Access to both Local and Social products.

Selecting the correct permissions is a mandatory step in the user invitation process.

• Assign Locations and Brands:

• Admins can also assign specific locations and brands to the new users during this step. This ensures that users have access only to the areas relevant to their roles.

Folder Management - 

Users now can add both locations and brands to folders, making it easier to manage the segregation of local operations and social media efforts for their business. Follow these steps to add locations and brands to a folder:

1. Create a New Folder:

• Navigate to the Settings page.

• Under the Folders section, click on the Create New Folder button.

2. Configure the Folder:

• A pop-up window will appear where you can set up your new folder.

• Enter the Name of the folder.

• Choose a Parent Folder if you want to nest this folder within an existing one.

• Select the Locations and/or Brands you want to include in this folder.

3. Save Your Folder:

• After configuring the folder with the desired locations and brands, save your changes to finalize the setup.

By organizing your locations and brands into folders, you can efficiently manage different aspects of your business, ensuring that both local operations and social media efforts are well-segregated and easily accessible.