The functionality of adjusting the permissions for your agency employees and designating their roles offers a significant advantage for agency owners. It provides a platform for agency owners to manage their organizations with increased effectiveness. By tailoring permissions and roles, they can gain a more nuanced control over what their employees can access and do, thus establishing a more organized and efficient management system. This approach not only improves the overall operational efficiency but also ensures a higher level of security and accountability within the agency. Let's delve deeper into how this powerful feature operates.
How to set up the employees' roles?
To start, proceed to the Roles and permissions page and click on the + icon on the top right of the page or on Create role.
After doing so, you will be presented with the screen that would allow you to add the role name, and permissions the employees under this role have and assign your agency employees for this role.
What are the permissions I can give to the roles?
The concept of permissions is a tool that provides you with the ability to manage the level of access your employees have to the administrative accounts associated with them. In its default state, all permissions are set to disabled. This means that initially, your employees won't have any special access or administrative privileges.
However, you can change this status easily. If you wish to grant specific permissions to an employee, you can do so by clicking on the switch icon. This icon is conveniently located to the left of each permission's name, making it easy to identify and use.
Upon enabling permission, you will likely notice two additional icons appearing - these are the 'View' and 'Edit' icons. These icons represent two different levels of access that you can grant to a manager.
Clicking on the 'View' icon (icon with an eye on it) will give the manager the ability to simply view the specific feature inside the creator admin without making any changes. This is useful for situations where you want your manager to be informed, but not necessarily have the power to alter any content or publications.
On the other hand, clicking on the 'Edit' (icon with a pencil on it) icon will give the manager the power to make adjustments to the settings. This is beneficial for situations where you trust your manager's judgment and want them to have an active role in altering and managing content, publications, or messaging with subscribers.
Once you have defined the permissions for a particular role, the next step is to assign employees to this newly created role. Keep in mind that permissions will vary based on the assigned role. For instance, if a manager who previously only had access to messaging is assigned a role with access to posts, they will gain that access.
At their next login, the managers will notice new buttons appearing beneath the creator's name upon clicking on it. These are indicators of the expanded access they now have as a result of their new role.
