This document explains what different levels of user within Simpplr can do. For a quick explanation of Simpplr's different roles and privileges, see this video:
Roles
Privileges (these are responsibilities users can be assigned outside of normal roles)
All roles can be configured directly within Simpplr, except for System admin, which must be configured in Salesforce. For more information on configuring roles, contact your IC or CSM.
Roles
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Search for people, sites, content and files |
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View, like, favorite, share, and download files |
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Post and reply on Feed* |
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Share posts and content in Feed* |
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View, like, and favorite content |
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Add, edit, and publish content (End users must submit content for approval) |
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Promote content to the site carousel |
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Send notifications for content |
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Make content must read |
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Curate and promote content from all sites |
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Unpublish content |
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Approve content submissions (if App manager enables) |
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Connect site integrations, including file storage and messaging |
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Manage site settings, folders, membership, and analytics |
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Set site access level (public, private or unlisted) |
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Add/remove Site managers |
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Move content to another site managed by the same user |
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Upload native Simpplr site files (depends on Manage application > Governance > File upload permissions settings) |
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Manage site dashboard (if Site control is set to Site owner/manager in Manage application > Governance) |
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Add site categories |
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Create and manage newsletters, alerts and social campaigns |
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Control Home layout, carousel and tiles for all users (if Home is set to App manager controlled) |
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Create and manage subscriptions |
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Create audiences |
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Upload new versions of files they don't own and delete other people's files |
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Upload profile photos for other people and change their time zones in Simpplr (Note: This user must have both System admin and App manager permissions) |
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View all Salesforce reports |
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* = If Feed is enabled
√* = Contingent on Privileges setup (controlled by App manager)
Privileges
As well as the above roles within Simpplr, users can be granted the following privileges. They work in unison with the user’s role. For example, one user may be a Site manager with Social campaigns control, but another user could be a Standard user with Newsletter control.
Unlisted Site administrator
- View and manage unlisted sites
Home manager
- Manage carousel
- Control Home layout and tiles for all users (If Home is set to App manager controlled)
Segment manager
- Branding for their own segment
- Set Home defaults for their own segment
- Manage Home for their own segment
- Featured sites for their own segment
- Create, edit, and delete subscriptions for their own segment
Alerts
- Create and manage Alerts
Analytics
- View all analytics
Influencer
- Their blog posts will be given more prominence
Newsletter
- Create and manage Newsletters
Social Campaigns
- Create and manage Social campaigns
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