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User Roles in Reach

Access levels, seats and approval settings in Social.

Written by Austin Carroll

Roles in Social control who can create, review, approve and publish content. Whether a given post needs a reviewer at all depends on how your company has configured approvals, which is covered below.

Two things decide what someone can do: whether they have a Social seat, and what access level they hold in Warrant.

Social seats

Social is seat based. Only people with a seat see the Social workspace, and only their content appears in it.

Anyone already in your Warrant account can be given a seat by turning on their Social Reach switch in Settings, then Members. Social members, under the Social Reach heading, lists everyone who currently holds a seat. You can give out as many seats as your company has purchased. For someone new, invite them to Warrant first, then toggle their seat on. Turning a seat off removes their access to Social without removing them from Warrant.

Access levels

Everyone on your team needs a Social seat to get into the workspace. From there, their access level decides what they can do, from creating posts to approving them and managing your setup.

  1. Member
    Draft, generate and submit posts. Publish their own posts once approved. Delete their own posts if your company allows members to delete, but not once published. Review and approve posts when named as an approver in a flow.

  2. Admin
    Everything a Member can do, plus: create and configure approval flows. Manage Social settings and AI policies. View the list of team members, invite members, change access levels and give out Social seats. Delete any post.

  3. Super Admin
    Everything an Admin can do, plus: give someone the Super Admin access level and change the access level of other Super Admins.

Reviewing is set by your approval flows rather than by access level. Anyone named as an approver on a flow can approve or request changes on posts that reach their stage. If your company enforces capability roles (Settings, then Roles), a person's roles can further limit what they can do. For example, the Creator role can submit posts for approval but cannot approve or delete.

Super Admin

Admin

Member

Draft, generate and submit posts

Yes

Yes

Yes

Publish their own approved posts

Yes

Yes

Yes

Review, approve and request changes

When named as an approver

When named as an approver

When named as an approver

Create and configure approval flows

Yes

Yes

No

View the list of team members

Yes

Yes

No

Invite members and change access levels

Yes

Yes

No

Manage Social settings and AI policies

Yes

Yes

No

Delete any post

Yes

Yes

No

How approvals are configured

Approvals are set up in Settings, then Approvals, and there is no single rule for when a post needs review. You decide.

Whether approvals are on at all. Approvals can be switched off, in which case anyone with a seat publishes their own posts.

What needs reviewing. With approvals on, you choose the scope. That can be every post, only posts with risk flags at the level you choose, or only posts that fall below a compliance score you set, so clean content moves without a reviewer and anything risky is held.

Whether Social follows the rest of Warrant. By default Social inherits the approval settings you use for assets. You can give Social its own setting instead, including its own score threshold, when social content needs a tighter or looser bar than the rest of your content.

Posts that clear automatically are recorded as system auto approvals, so the decision is still in your audit trail.

Admins set up the flows posts run through, deciding who reviews, whether reviewers sign off one after another or all at once, and whether one approver is enough or all of them must agree. Any flow can be made available in Social, with one set as the default so submitting is a single click. Admins can also require a minimum compliance score before a post enters a flow, so reviewers only see content that has cleared the baseline.

What happens when a post is submitted

  1. When a draft is submitted for approval, it moves to In Review and the approvers are notified.

  2. Approvers approve it or request changes. A post with changes requested returns to the author with comments to edit and resubmit.

  3. Once approved, the author can publish or schedule it.

Approvers can filter the Approvals view to social content only, or clear the filter to see social and asset approvals together in one queue.

Managing access

You need Admin access to change someone's access level, Social seat or groups.

  1. Go to Settings, then Members under the Members heading. Social members, under the Social Reach heading, shows only the people who already hold a seat.

  2. Turn the Social Reach switch on or off for anyone in the list.

  3. To change groups, select the groups cell in the member table, or open the member's detail page.

  4. When inviting someone new, set their access level and their groups in the invite dialog. Groups are applied when they accept.

Need Help?

For further assistance, contact our Support Team at [email protected]

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