Roles in Simpplr

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

Permissions

System admin

App manager

Site owner

Site manager

Content manager

End user

Search for people, sites, content and files

View, like, favorite, share, and download files

Post and reply on Feed*

 

Share posts and content in Feed*

 

View, like, and favorite content

 

Add, edit, and publish content (End users must submit content for approval)

 

√*

Promote content to the site carousel

 

 

Send notifications for content

 

 

Make content must read

 

√*

√*

 

 

Curate and promote content from all sites 

 

 

 

 

 

Unpublish content

 

 

Approve content submissions (if App manager enables)

 

 

Create sites

 

√*

√*

√*

√*

Connect site integrations, including file storage and messaging

 

 

 

 

 

Manage site settings, folders, membership, and analytics

 

 

 

 

Set site access level (public, private or unlisted)

 

 

 

Add/remove Site managers

 

 

 

Move content to another site managed by the same user

 

 

 

Upload native Simpplr site files (depends on Manage application > Governance > File upload permissions settings)

√*

√*

√*

√*

√*

Manage site dashboard (if Site control is set to Site owner/manager in Manage application > Governance)

 

√*

√*

 

 

View site and page analytics

 

 

Add site categories

 

 

 

Create and manage newsletters, alerts and social campaigns

 

√*

√*

√*

√*

View app wide analytics

√*

√*

√*

√*

Control Home layout, carousel and tiles for all users (if Home is set to App manager controlled)

 

√*

√*

√*

√*

Manage and access all segments

 

 

 

 

 

Create and manage subscriptions

 

 

 

 

 

Create audiences

 

 

 

 

 

Manage branding

 

 

 

 

 

Upload new versions of files they don't own and delete other people's files

 

 

 

 

 

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)

√ 

 

 

 

 

View all Salesforce reports

 

 

 

 

 

 

* = 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

Analytics

  • View all analytics

Influencer

Newsletter

Social Campaigns

 

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