In ZoomSphere, each user has his role to make sure he has the right permissions, sees (or doesn’t see) the sensitive data, and can publish on managed Pages. This article will show you what roles ZoomSphere has, how to set them up, and what their permissions are. 

There are two kinds of roles in ZoomSphere:

Publisher role – for the Scheduler App

Reply roles – for the Community Management App

user's role settings

Both roles are assigned to every user for each social media account connected to Scheduler App or Community Management App. Roles can be granted in the User’s settings of your Master Account.  

roles settings

Scheduler Roles

In Scheduler, you have three roles differing in what each user can see in the post’s discussion panel. 

Client – can only see Discussion with client (and after the post is published, they can see the Post performance menu). They cannot see Internal comments.

editor

Editor – can see both: Discussion with client and Internal comments. They also see the Post performance menu. The editor doesn’t have the “Publish now” button.

internal comments

Admin – can see both: Discussion with client and Internal comments. They also see the Post performance menu. Admin has the “Publish now” button.

post performance

publisher role

Besides that, every role can be assigned Read/Write permissions to each status. If a teammate with a certain role has both Read and Write permission for the particular status, they will be able to view and edit a post in this status. 

Read=View

Write=Edit

status settings

👉 Example: Your client can view and edit posts only for status “To be Approved”. Anything before that (for example, Draft, In Progress, etc.) is hidden for him/her. 

Community Management Roles

In the Community Management App, you have three roles for each user, giving them different permissions to reply and publish the response on connected pages. 

Editor – users with this role are not allowed to publish their responses to social media channels directly. They can draft their reply and send it for approval to their manager, who can approve and post, edit or delete the draft.

community editor

Operator – users can create a reply and directly send it to the social platform.

Manager – users can create a response and directly send it to the social platform, plus they can approve drafts from editors. 

community manager

💡Tip: Besides the above mentioned, Managers can grant internal rating, provide feedback, and assess the quality of the replies. 

rating

Both Reply and Publisher roles are super-beneficial in the social media management workflow and ensures smooth communication between teammates and their capabilities. Do you need more help with setting them up? Visit this article for Reply roles or this one with Publisher roles tips.