Assign permissions and user roles


Microsoft Social Engagement will be discontinued on January 16, 2020. Additionally, starting October 1, 2019, the service will no longer support Twitter as a data source. For more information, see Changes coming to Dynamics 365 Market Insights preview and Microsoft Social Engagement.

Manage user permissions by assigning user roles for newly licensed users and editing user roles for existing users. Learn how to contact licensed users by email in Microsoft Social Engagement.


You must be a Social Engagement Administrator to perform these tasks.

Assign a role to a new user

  1. Navigate to Settings > User Management.

  2. In the Users pane, select Newly invited from the Configuration role drop-down menu.

  3. Select the check boxes for the users you want to assign a role to and click the Edit Edit button button.

  4. In the Edit User Role pane, select the user roles from the drop-down menus.

  5. To confirm your assignment, click Save Save button.

Change a role for a user

  1. Navigate to Settings > User Management.

  2. In the Users pane, select the list entry you want to edit.

  3. In the Edit User Role dialog box, select the user role from the drop-down menus.

  4. Click Save Save button.


You can use the Search for users input field to find licensed users of your Social Engagement solution. Additionally, you can filter for users with a specific role by choosing a role in the Configuration role or Interaction role drop-down list.


The specified user will receive an email with the updated user roles and permissions.

Bulk editing user roles is limited to newly invited users.

Users that are listed as Delegated Administrator always have Administrator and Manager user roles in Social Engagement. A lock icon Lock button next to the user’s name indicates that you can’t change the permissions. More information: Enable a partner as a delegated admin, Understand user roles

Send email to users

Use your email client to send email to Microsoft Social Engagement users. You don’t need to research a user’s email address. The email opens with the recipient’s address already filled in.

  1. Navigate to Settings > User Management.

  2. Identify the user you want to contact and click the Email Send message button in Social Engagement button in the Users list.

Privacy notice

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See Also

Administer Microsoft Social Engagement
Understand user roles
Integrate Social Engagement with Office 365