(Legacy) Roles and Permissions in Simpplr

This document explains what different levels of user within Simpplr can do.

There are two system roles built into the platform; application manager and standard user. All other roles are custom and configurable by the app manager, and can be assigned permissions as needed.

There are also site roles titled site owner, site manager and site content manager. These users will have governance permissions over their specific sites, but outside those sites are still considered standard users.

App managers and standard users have default permissions assigned to them, shown in the table below, but can be customized with certain permissions to fit your org's needs. Site owners and managers are not customizable, and can be configured at the site level when assigning members to the site.

As shown below, the primary difference between site owners and managers is that owners can connect third-party file storage integrations to their sites.

Roles

Permissions App manager Site owner Site manager Site Content manager Standard user
Search for people, sites, content and files
View, like, favorite, share, and download files
Post and reply on Feed*
Delete site Feed posts (if user is Site owner/manager)    
Delete home dashboard Feed posts √* √*    
Edit others' Feed posts (everyone can edit their own Feed posts)        
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  
Validate content via auto-governance engine  
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,  membership, and analytics    
Set site access level (public, private or unlisted). Note, app managers must request membership to private sites first before being able to manage them.    
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) √* √*    
Add site categories    
Create and manage social campaigns √* √* √* √*
View app wide analytics √* √* √* √*
Control Home layout, carousel and tiles for all users (if Home is set to app manager controlled) √* √* √* √*
Create and manage subscriptions        
Create audiences        
Manage branding        
Remove files (click link for difference b/t removing and deleting files) √ (if this user uploaded it) √ (if this user uploaded it)
Delete files (click link for difference b/t removing and deleting files) √ (if this user uploaded it) √ (if this user uploaded it) √ (if this user uploaded it) √ (if this user uploaded it)  √ (if this user uploaded it)
Upload profile photos for other people and change their time zones in Simpplr  √         

* = If Feed is enabled

√* = Contingent on Privileges setup (controlled by app manager)

 

Permissions in Simpplr 

Utilize permissions in Simpplr to create custom roles for your users. Below are definitions of what each permission allows, as well as best practices for creating user roles in your intranet. 

For some permissions, clicking one automatically enables another (or multiple) that acts as a prerequisite to use the selected permission.

User and Role Management

Permission What to do with this permission Prerequisites and Additional comments
Edit users Users will be able to make changes to any user's profile from Edit in Manage users menu. View users and View roles permissions will be enabled.
Manage user sessions Users will be able to view a session list which has details of people logged to the tenant using which operating system and browser. View users permission will be enabled.
Change user status Users having this permission will be able to change the status of any user from active, inactive and freeze. View users permission will be enabled.
Create users Users with this permission will be able to create other users in the application. View users and View roles permissions will be enabled.
Login as Users with this permission will be able to login to the application as any user.  View users permission will be enabled.
View users Users with this permission will be able to see the list of users present in the system. View roles permission will be enabled.
Create role Users will be able to create new custom roles in the system. View roles permission will be enabled.
Update role Update role permission allows the user to make permission changes in any of the custom roles created. View roles permission will be enabled.
Edit application   View application permission will be enabled.
Delete role Users with this permission can delete existing custom roles in the application.

View roles and Update roles permissions will be enabled.

Note: System roles like Application Manager and End User cannot be deleted.

Manage password policy This is the permission where users can make changes in the password policy from Manage > Application > Security> Password policy, according to which users need to set their passwords. View application permission will be enabled.
Manage OAuth client applications Users with this permission can manage OAuth client applications. View application permission will be enabled.
People edit profile Users with this permission can edit other users' profile field values.  
Profile fields    
View application Users with this permission will be able to access the manage application all tabs.   
User integration    
Branding customization Users with this permission will be able to make changes in the look and feel of the application along with color and fonts logo etc.  
Attribute values    
Manage audience    
View roles This permission allows users to see the list of roles present in the system.  
Manage expertise User will able to perform add/edit/delete/merge expertise.  
Manage sandboxes    
Google Analytics This option should allow users to configure Google Analytics under Manage > Application > Integrations > Analytics.  
View account details User will be able to view account details (Click the User Profile icon > Manage > Manage Account).

With this privilege, the user has an option to view details for the account.

To edit - Visit Tenant Admin portal

 

Site and content management

Permission What to do with this permission Additional comments
Add sites User will be allowed to add any public/private/unlisted site.  
Manage all sites User will be allowed to manage all site related activities (under Manage sites). Users cannot manage Unlisted sites with this option.
Manage subscriptions User will be allowed to add new Subscriptions using Audiences and edit those Subscriptions  
Home management User will be allowed to edit and configure home dashboard layout when it's set to "App manager controlled", still restricting edit access to other End users  

 

Topic management

Permission What to do with this permission Prerequisites and Additional comments
Merge topic Users will be able to merge topics.  
Delete topic Users will be able to delete topics.  
Update topic Users will be able to edit already created topics.  
Listed managed topics Users will be able to see a list of all topics.  
Add topic Users will be able to add new topics in the system.  

 

Analytics

Permission What to do with this permission Additional comments
Analytics Users with this permission will be able to see the analytics of all content types.  

 

Social campaign

Permission What to do with this permission Additional comments
Manage social campaign Users with this permission will be able to create and manage social campaigns for the organization to promote on their social media profiles like Facebook and LinkedIn. 

 

 

 

Recognition

Permission What to do with this permission Additional comments
Manage recognition Users with this permission will be able to create and manage awards in the Recognition Suite add-on feature.  

 

 

 

 

Newsletter

Permission What to do with this permission Additional comments
Manage newsletter Users with this permission will be able to create and manage newsletters on the Employee Newsletter add-on feature.  

 

Employee Listening

Permission What to do with this permission Additional comments
Manage sentiment check Users with this permission will be able to create and manage sentiment checks within the Employee Listening add-on feature.  
Manage survey Users with this permission will be able to create and manage Pulse and All-purpose surveys within the Employee Listening add-on feature.  

 

Public, Private and Unlisted Site Permissions

Public sites

  Non member Member Site manager
  View Manage View Manage View Manage
System admin
System admin + Unlisted site admin
App manager
App manager + Unlisted site admin
Standard user

 

Private sites

  Non member Member Site manager
  View Manage View Manage View Manage
System admin
System admin + Unlisted site admin
App manager
App manager + Unlisted site admin
Standard user

 

Unlisted sites

  Non member Member Site manager
  View Manage View Manage View Manage
System admin
System admin + Unlisted site admin
App manager
App manager + Unlisted site admin
Standard user
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