Table of contents

In this article, you will learn what user roles are and the differences between the abilities of each role.

The user licenses and roles

Happeo has four different levels of user licenses:

  1. Admin
  2. Normal
  3. Google Deskless
  4. Unlicensed

This determines the user's access level to the Happeo platform. In addition, there are different user roles for Pages and Channels.

In general, the user roles within Happeo include:

Pages

  1. Owner
  2. Author
  3. Editor
  4. Viewer

Channels

  1. Owner
  2. Editor
  3. Participant

Admin

In an environment, there is at least one user with Administrator rights, which means they have access to the Happeo Platform Administration sections, controlling topics such as access, security, permissions, and Analytics.

Additionally, Platform Admins can access a so-called “Admin Mode." This enables them to adjust the settings of any Channel and content of a Page. You can read more about this by browsing our Admin Guide

Channels

Owner

The user who has created the Channel (the Owner) has the ability to add users and user groups. The Owner also has the ability to assign editors.

The Owner gets an email notification when a user requests to join the Channel. The Owner can also assign user permissions and adjust additional settings such as:

  • Basic settings (name, description, hashtags, etc.)
  • Tools (discussion, files, calendar, etc.)
  • Integrations (Slack, Google Chat, etc.)
  • Discover (who has the ability to discover the Channel)
  • Restrictions (posting and commenting restrictions)

When the Channel has posting and commenting restrictions turned off, the Owner can still post and comment.

Moreover, the Owner can create post drafts and collaborate with the Channel editors before posting and can post Announcements to the Channel. You can read more about Channels in our article or our document called Channel Owner Guide.

Editor

Editors are able to add users / groups, assign permissions, and set Channel settings.

When posting and commenting restrictions are turned on, the Editor can still post and comment. Editors also have the ability to create post drafts and collaborate with other Editors before posting and also post Announcement Posts to the Channel.

Participant

Participants are able to post and comment on the Channel as long as the posting and commenting restrictions are set appropriately. 

These restrictions can be altered by navigating to:

  1. Channel settings
  2. Scroll down to Restrictions

The types of posting and commenting restrictions include:

  • Anyone can post and comment
  • Anyone can post and comment, but posting an announcement is restricted to channel editors
  • Anyone can comment, but posting is restricted to channel editors
  • Only channel editors can comment and post

Pages

Owner

Owners are users who created a Page Group. These users have full editing rights to a Page Group (e.g. managing permission settings, editing all Pages and Subpages within the Page Group, etc.). Page Group owners can be found in the Admin Settings Pages. There can also only be one Page Group owner and this owner cannot be changed.

Author

The Author, who is also an editor of a Page Group, is the initial creator of a Page (or multiple Pages) within a Page Group. Authors of a Page can be visible in the Page Settings menu when editing a Page.

The author has full edit rights to the Pages and Subpages they have been given access to edit (such as the Page(s) they are an author of). Additionally, if you add a User Profile to the Page with the source Author, it will show the Author’s details. 

Authors can be changed by clicking on the Change button below an Author's name in the Page Settings menu.

Editor

The Editor also has full editing rights to change the content and Widgets displayed in a Page Group (depending on which Pages and Subpages they have been given access to). They also have the ability to archive Pages and provide access to other users to view or edit specific Pages. 

Viewer

Viewers only have the ability to view the content of a Page Group (depending on which Pages and Subpages they have been given access to view). 

You can read more about Pages in the Page Owner Guide

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