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, check out this video:

Role Summaries

Roles and Permissions

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.

Role Summaries

System administrators: System admins are responsible for most setup on the Salesforce backend of Simpplr. Since Simpplr is powered by Salesforce, there are certain actions that must be completed before any other users can access Simpplr features. These include (but are not limited to):

• Setting up SSO
• Provisioning and syncing users
• Enabling integrations
• Adding App managers and other System admins as necessary

Configured within Salesforce

Application managers: Application managers control Simpplr settings across the board. They manage app-wide configurations, home dashboards, user permissions and special features in Simpplr like newsletters, social campaigns, analytics and more. 

Configured within Simpplr by other App managers and System admins

Site owners/managers: These users are responsible for maintaining sites throughout Simpplr. Depending on your org’s settings, you may have the ability to create sites. Once appointed a Site owner or manager, you can control all content on your site, configure your site dashboard and more. Site owners can enable and manage site integrations and files, while managers cannot. Other than that, the roles are virtually the same. 

Configured within Simpplr at the site level by App managers and other Site owners/managers

Content managers: Content managers can create, edit and publish content. They can also approve content submissions from site members or End users.

Configured within Simpplr at the site level by Site owners/managers

End users: Most of your organization will fall into this user type. End users are the primary consumers of content published across Simpplr. They can create content and submit it for approval to Content managers and Site managers.

Not a configured role. By default, anyone who is not one of the roles listed above is an End user.

Roles

* = 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