User Role Permissions

  1. Happeo
  2. Getting started
  3. Getting started for administrators
Table of contents

This article explains the different user roles and their associated permissions.

What are Happeo’s user licenses?

Happeo offers four different user license levels to cater to user needs and access requirements:

  1. Admin – Provides full administrative privileges, allowing users to manage the Happeo environment, its settings, and user and group permissions
  2. Seated – Grants standard access to the platform, including features like creating, contributing to, and viewing channels and pages, as well as using integrations
  3. Deskless – Provides restricted access to Google Workspace integrations. This type of license is typically used for users who do not require the full suite of Google Workspace tools and services
  4. Unseated – Grants no access to Happeo's features and integrations. These users are essentially excluded from the platform and cannot participate in any Happeo-related aspects, such as pages and channels

User permissions

Admins can grant users specific permissions within Happeo to control their level of access and capabilities. These permissions include:

  • Create channels – Allows users to establish new channels and manage them
  • Create pages – Enables users to create and manage pages
  • Access analytics – Provides access to Happeo's analytics tool, allowing users to view insights into channel, page, influencer, contributor performance, etc. Users can also export this data for further analysis. Learn more

To learn more about how to give users these permissions, you can refer to this article.

Admin

In a Happeo environment, there are users with administrative privileges. These platform admins have access to the Admin Settings, which allow them to manage various aspects of the platform, including:

  • User and group management – Adding, removing, and modifying users and groups
  • Access and security – Controlling who can access the platform and setting security policies
  • Permissions – Defining user permissions for different parts of the platform
  • Etc.

Platform admins can access the Admin Settings by clicking their avatar in the main navigation and selecting Admin Settings. Additionally, they can enable Admin Mode by clicking their avatar and toggling the switch. Admin Mode allows them to make adjustments to any channel or page content.

What are page and channel user roles?

Happeo offers distinct user roles for pages and channels, allowing for control over permissions and access. Below is a brief overview of these roles. For more detailed information, please continue reading.

Pages

  1. Owner – Has full control over the page, including editing, deleting, and managing permissions
  2. Editor – Can create and edit existing content in the page group. They can also manage user permissions
  3. Author – Has complete editing privileges for the pages and subpages they are assigned to
  4. Viewer – Can only view the content on the page

Channels

  1. Owner – Has full control over the channel, including managing members, settings, and content
  2. Editor – Can create and edit content within the channel, as well as manage members
  3. Participant – Can view and interact with content within the channel

Pages

Owner

A page group owner is a user who creates a page group. They have full control over the page group, including:

  • Managing permissions – Setting access levels for other users
  • Editing pages and subpages – Modifying content within the page group
  • Archiving pages – Removing pages or subpages from active use

Important to note:

  • Only one owner can exist per page group
  • The owner cannot be changed after the initial creation
  • Platform admins can find the page group owner in the Admin Settings > Pages

Editor

A page editor can modify content within specific pages and subpages within a designated page group. Their permissions may vary depending on the level of access granted.

Editor privileges:

  • Managing permissions – Setting access levels for other users to specific pages, subpages, or the entire page group.
  • Editing pages and subpages – Modifying content within assigned pages and subpages
  • Archiving pages – Removing pages or subpages from active use.

Note: While page editors can perform many of the same actions as page owners, their permissions are typically more restricted. They may only have access to a subset of pages and subpages within a page group. Alternatively, they may also have access to an entire page group, which grants them more control over it.

Author

A page author is the initial creator of a page or subpage within a page group. You can identify a page's authors by going to the Page Settings menu in the page editor.

Author privileges:

  • Full edit rights – Authors have complete control over the pages and subpages they are authorized to edit
  • Profile visibility – If a user is an author of a page, this will be indicated in their user profile

Important notes:

  • Not all authors have editing privileges for the entire page group
  • You can change an author by clicking the Change button next to their name in the Page Settings menu

Viewer

A page viewer has limited access to a page group. As determined by their assigned permissions, they can only view the content of specific pages and subpages within that group.

Channels

Owner

The channel owner, who creates a channel, has extensive control over its members and settings. They can:

  • Manage members – Add, remove, or assign editor or viewer permissions to users and user groups
  • Approve join requests – Receive email notifications for user join requests and decide whether to approve or deny them
  • Customize settings – Adjust various settings, including:
  • Basic information – Name, description, hashtags, etc.
  • Tools – Discussion forums, file sharing, calendars, etc.
  • Integrations – Slack, Google Chat, and other third-party apps
  • Discoverability – Who can find the channel
  • Restrictions – Posting and commenting limitations
  • Content creation and collaboration:
    • Post and comment – Even with restrictions, the owner can always post and comment
    • Draft and collaborate – Create post drafts and work with channel editors before publishing
    • Announce – Post important announcements to the channel

Editor

Channel editors have significant control over a channel's content and membership. They can:

  • Manage members – Add and remove users and user groups
  • Assign permissions – Determine who can edit and view the Channel
  • Configure settings – Adjust various channel settings, such as:
    • Basic information – Name, description, hashtags, etc.
    • Tools – Discussion forums, file sharing, calendars, etc.
    • Integrations – Slack, Google Chat, and other third-party apps
    • Discoverability – Who can find the channel
    • Restrictions – Posting and commenting limitations
  • Create and collaborate on content:
    • Post and comment – Even with restrictions, editors can always post and comment
    • Draft and collaborate – Create post drafts and work with other editors before publishing
    • Announce – Post important announcements to the channel

Participant

Channel participants can post and comment on the Channel, subject to the specific posting and commenting restrictions set by the channel owner or editor.

To adjust these restrictions:

  1. Navigate to the channel and click Settings from the channel’s navigation
  2. Scroll down to the Restrictions section.

Here are the available restriction options:

  • Open – Anyone can post and comment
  • Moderated
    • Anyone can post and comment, but posting an announcement is restricted to channel editors
    • Anyone can comment, but posting is restricted to channel editors
  • Closed – Only channel editors can comment and post
Previous
Next
7397425116817