Understand user roles

You can assign roles with appropriate permissions for your Microsoft Social Engagement solution users. Every user can be assigned two sets of roles: configuration roles and interaction roles. This gives administrators flexibility to manage user roles and permissions, and give users the functionality they need.

Every invited user should be assigned both types of roles.

An administrator needs to confirm the automatically-assigned Analyst and Reader role for an invited user, or update the user role.

To assign and edit user roles, go to Settings > User Management.

Note

This Settings page is visible to administrators only.

Important

User roles set in Dynamics 365 don’t apply to Social Engagement. You’ll need to set roles in both Social Engagement and in Dynamics 365. A user can have a different role in each solution.

If there are Newly invited (Analyst/Reader) users in the solution, administrators will receive a notification when accessing the Settings area.

Configuration user roles

The configuration role defines permissions to set up search topics and to configure the application.

The following table shows the Analyst, Power Analyst, and Administrator configuration roles and their permissions.

Permissions Analyst Power Analyst Administrator
View all analysis Yes Yes Yes
Edit sentiment value for posts Yes Yes Yes
Delete posts No Yes Yes
Exclude/delete authors No Yes Yes
Create and edit search topics No Yes. Can only edit search topics created by himself Yes
Create and manage categories No Can only edit owned categories Yes
Manage custom sources No No Yes
Create and edit location groups No Can only edit owned location groups Yes
Manage user roles No No Yes
Exclude sources and terms No No Yes
Set up connections to Dynamics 365 No No Yes
Create and manage alerts Yes Yes Yes
Define global settings No No Yes
Create and edit activity maps Yes Yes Yes
Manage automation rules No No Yes
Manage event hub connections No No Yes
View event hub connections No No Yes
Promote custom tags to auto tags, rename custom tags, delete custom tags No No Yes
Edit search topic owners No No Yes

Interaction user roles

The interaction role defines permissions to collaborate with other solution users and to engage on social media from within the solution.

To let users interact with a post from Social Engagement, administrators can assign the appropriate interaction roles. Typically, a user with a Manager role defines streams and shares them with other users. Readers just want to keep track of the conversations and posts assigned to them, while Responders tend to take action on a post.

Permissions Reader Responder Manager
View streams Yes Yes Yes
Manage social profiles No Yes Yes
Edit labels on posts No Yes Yes
Edit post assignments No Yes Yes
Manage streams No No Yes
React on a post No Yes Yes
Publish a new post No Yes Yes
Create a Dynamics 365 record from a social post No Yes Yes
Unlink a post from a Dynamics 365 record No No Yes
View record details Yes Yes Yes
View automation rules Yes Yes Yes
Create custom tags No Yes Yes
Edit tags on posts (confirm tags, add tags, remove tags) Yes Yes Yes

See Also

Administer Microsoft Social Engagement
Integrate Social Engagement with Office 365
Assign permissions and user roles