Advanced Plan: How do I create customized user roles?
Table of Contents
If you are an Advanced Plan member, you can create custom organizational roles to quickly add permissions that are specific to the features your Sprout users need access to, rather than applying permissions to users at an individual level. More information on Multi-Role and Preset Organizational roles can be found here.
If you’re not on the Advanced Plan, see this article instead.
This article contains the following sections:
User role FAQs
Certain users are listed with "Custom Permissions" within their Organizational Role and Profile Permission sets. What does that mean?
This will indicate that the user has not been assigned a set Org Role or Profile Permission Set, and instead has been granted permissions that fall outside the set roles in place. To ensure you are able to easily manage permissions and roles going forward, we would recommend updating your custom Organizational Roles and ensuring each user has an assigned role.
What permission do I need to create Custom Organizational Roles
Manage Permissions & Manage Users
What plan do I need for user roles?
Advanced
I see a role but can’t apply it to a user or modify it, why?
This could mean the role is a legacy Custom Role, which cannot be assigned to new users or adjusted. It could also mean the role you’re viewing contains permissions higher than your level of access. In order to apply or modify the role, you need the appropriate profile or feature permissions. Get in touch with your Sprout Account Owner to discuss.
I sent an invite to a new Sprout user, how do I apply a role or update their permissions?
To do this:
- Navigate to Roles & Team Members.
- Search for the user under the Team Members section.
- Click the dropdown for Organizational Role
- Assign the most appropriate role.
Who can create Custom Organizational Roles?
Users with Manage Profiles on the Advanced Plan can manage Roles & Team Member permissions.
How do I create custom Organizational Roles?
First, verify that you have the Manage Profiles & Manage Users permission by checking your settings. If you have this permission, then:
- Navigate to Settings > Account > Roles & Team Members
- Within the Roles & Permissions Tab view the Organizational Roles widget at the top
- Select Create New Organizational role in the upper-right corner
- Apply the necessary Company Permissions, name, and description for the role
To apply the custom Organizational Role to users:
- Navigate to the Teams and Members tab
- Scroll to the Team Members section and select the intended role from the Organizational Role dropdown.
You can also let your Identity Provider assign your users their Sprout role based on their group/role assignment in the IdP. To learn more, click here.
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