Permissions

Interest Areas & Categories

Under Permissions, you’ll first see the Categories, Interest Areas and possibly Social Media Areas you’re assigned to, as well as the roles and permissions you have in these areas. Settings here determine which Dialogues will appear in your inboxes and how you’ll interact with Customers.

If you are a Category owner, you have reporting and data access to all Interest Areas under the Category.

If you an Interest Area owner, you can access a link for the direct Dialogue form for your Interest Area(s) under the Link column.

Please note: Changes to these assignments and settings can be made by System Administrators under the Users section of Settings.

An overview of permission levels associated with each User type appears below.

Permission Levels

RoleFunctionSpecificsPermission
System Administrator Control settings Full access to Settings to customize account, including Interest Areas, (with the exception of Private Interest Areas) Users, and DialoguesView all Dialogues, reports
Global User Overview of account Limited access to Settings View all Dialogues, reports
Category OwnerOverview of Interest Area CategoryLimited access to Settings, Full access to Users, Dialogues and Interest Areas under the owned Category, (including Private Interest Areas).View all Dialogues and reports under the Category
Team Owner Point person for content area One per team
Receives alert for new Dialogue and determines action
Limited access to Settings
View only team Dialogues, reports
Team Member Content area expert Available to help respond to Dialogues, as determined by team owner
View only team Dialogues, reports
Recorder Enter new content Not responsible for follow-up
Limited access to Settings
Views only Dialogues he/she has entered

Languages

In this section, you’ll be able to see any languages for which you’ve been assigned as a Translator.

Please note: Changes to these assignments and settings can be made by System Administrators under the Translators section of Settings.