Team Roles in Social Cascade
Overview
Social Cascade uses team roles to decide who can create content, publish it, and manage the team. Your role is set per team, so you can be an Admin on one team and a Viewer on another.
This article covers the web app (app.socialcascade.co) and the Social Cascade Teleprompter app.
Before You Start
- Sign in with the email address your team invited.
- If you belong to more than one team, pick the right team first: in the web app header, or in the Teleprompter app.
- Only a team Admin can change your role.
Team Roles
| Role | Summary |
|---|---|
| Admin | Everything an Editor can do, plus connect social profiles, manage team members and roles, change team settings, and reply in the Inbox. |
| Editor | Create, schedule and publish content; record and save videos; write scripts; manage Streams, post frequency and the weekly digest. |
| Viewer | View only: the calendar, scheduled posts, analytics, Inbox comments, Streams and scripts. Viewers can't create, record, publish or change anything. |
Web App Permissions
Content and Publishing
| Action | Admin | Editor | Viewer |
|---|---|---|---|
| View the calendar and scheduled posts | ✓ | ✓ | ✓ |
| Create and schedule posts | ✓ | ✓ | |
| Edit, reschedule or delete posts | ✓ | ✓ | |
| Upload media (images, videos) | ✓ | ✓ | |
| Edit post frequency | ✓ | ✓ | |
| Configure the weekly digest | ✓ | ✓ |
Streams
| Action | Admin | Editor | Viewer |
|---|---|---|---|
| Browse and search Streams | ✓ | ✓ | ✓ |
| Follow organizations and subscribe to topics | ✓ | ✓ |
Analytics and Inbox
| Action | Admin | Editor | Viewer |
|---|---|---|---|
| View analytics | ✓ | ✓ | ✓ |
| Change Analytics Options | ✓ | ||
| View Inbox comments and reviews | ✓ | ✓ | ✓ |
| Reply to or delete comments, and manage Inbox rules | ✓ |
Team and Settings
| Action | Admin | Editor | Viewer |
|---|---|---|---|
| Connect social profiles | ✓ | ||
| Edit the Link in Bio page | ✓ | ||
| Invite or remove team members | ✓ | ||
| Change team member roles | ✓ |
Teleprompter App Permissions
| Action | Admin | Editor | Viewer |
|---|---|---|---|
| Read scripts | ✓ | ✓ | ✓ |
| Create, refine, edit or save scripts | ✓ | ✓ | |
| Delete team scripts | ✓ | ✓ | |
| Hide a script from your own list | ✓ | ✓ | ✓ |
| Record and save videos (including Save to My Stream) | ✓ | ✓ | |
| Post Now or Schedule | ✓ | ✓ | |
| Change Practice Info and Use your practice's website for context | ✓ |
Viewers can open the app and read the team's scripts, but recording and saving videos and creating, refining or saving scripts need the Admin or Editor role. If you need to record, ask a team Admin to make you an Editor.
Social profiles are connected in the web app. If no platforms appear when you post from the Teleprompter app, an Admin needs to connect them there first.
Organization Roles
Organizations also have roles, separate from team roles. They control organization-wide settings.
| Organization role | What it controls |
|---|---|
| Organization Owner | Billing and subscription, the organization avatar, and everything an Organization Manager can do. |
| Organization Manager | Edit organization details. On Enterprise organizations, also add clinics (teams) and manage the organization Members page. |
| None | No organization access. You use your teams through your team role. |
When a new team is created, every Organization Owner and Organization Manager is added to it as an Admin. Partner-network organizations have a single team.
How to Change a Team Member's Role
- Sign in to the web app as a team Admin.
- Click your avatar (top right) and choose Account Settings.
- If your organization has several teams and you're an Organization Owner or Manager, pick the team from the menu at the top of the team column.
- Scroll to Team Members.
- Use the role menu next to the team member to choose Admin, Editor or Viewer. The change applies right away.
You can't change your own role, and Organization Owners and Managers can't be changed from this list.
Default Roles
- New invites default to Viewer. You can change it in the invite or afterwards.
- Organization Owners and Organization Managers are added as Admin on every new team.
Troubleshooting
| Issue | Cause | Fix |
|---|---|---|
| I can't record, save videos or edit scripts in the Teleprompter app | Your role is Viewer | Ask a team Admin to change your role to Editor. |
| I don't see Post Now or Schedule in the Teleprompter app | Your role is Viewer | Ask a team Admin to change your role to Editor or Admin. |
| I can't create or schedule posts in the web app | Your role is Viewer | Ask a team Admin to change your role to Editor or Admin. |
| I can't connect social profiles | Only Admins can | Ask a team Admin to connect the profile. |
| No platforms to choose when posting | No social profiles are connected to the team | An Admin connects them in Account Settings > Social Profiles. |
| I can't change someone's role | You're not an Admin, or they're an Organization Owner or Manager | Ask a team Admin. Organization roles are managed at the organization level. |
| Wrong scripts or posts | The wrong team is selected | Switch teams in the web app header or in the Teleprompter app. |
FAQ
Q: Can I have different roles on different teams?
A: Yes. Roles are set per team.
Q: What's the difference between a team role and an organization role?
A: Team roles (Admin, Editor, Viewer) control what you can do in one team. Organization roles (Organization Owner, Organization Manager) control organization-wide settings such as billing and adding teams.
Q: What role should I give new team members?
A: Viewer for people who only need to see content and analytics. Editor for people who create posts, record videos or write scripts. Admin for people who manage the team, connect social profiles or handle the Inbox.