Adding users and setting up permissions

With Vista Social, you have the flexibility to assign user permissions based on what you want them to have access to. Currently, we have two types of users:

• Admin
  • Account admin- full access to the entire account including the ability to close it
  • Profile Group admin- full access to a specific profile group only, no ability to close the account (can be assigned under Restricted User permissions).
• Restricted user- user will have specific feature permissions or read-only access to everything

🎥Video Guide 

How to add a user to your organization:

Check out the interactive demo below for steps, or scroll down for our written guide.

1. Go to Quick Add > Add team member

2. Add the name, email address, and account role and click Save/Continue. 

3. Choose their account role

• Invite as Admin: the user will have full access to the entire account including the ability to close it
• Invite as Restricted user: you will have 3 options:
  • Profile Group Admin- full access to selected profile groups
  • Read-Only - user will be able to view everything in the account but not make any changes
  • Restricted user per feature- grant permissions to the user per feature

If you select the Restricted user per feature, note that you will have 3 permission options - No Access, View, and Manage.

The publish feature has additional Contributor permission where users are able to schedule posts but will require review.

4. Assign the permission per feature and click Save once done.

5. The user then receives an invitation via email that he needs to confirm to be able to complete the process. Advise the user to click the Accept Invitation in the email.

6. The user will be asked to complete the process by creating a password. Click Save and Continue.

7. The user will then be redirected to the dashboard, and the features available to them are based on the permissions you've assigned!