User Roles and Capabilities

There are two types of users for the archive, Account Owners and System Administrators (Admin). The different user types grant varying levels of access, which should be considered when adding users to the archive.

Account Owners

Account owners are responsible for connecting social media accounts to the archive. When invited to Login, they also have the following capabilities:

Oversee the social media accounts they connected
Track and resolve disconnections
Run searches and exports
Set up custom alerts and run analytics reports (RMA Required)

System Admins

System Admins manage the archive.

The Primary Admin

The primary contact for your archive. Typically, the person using the archive the most.
This must be an individual, both in name and email.

There are two levels of permissions for System Admins.

Full Access Admins may utilize all features of the archive:
1. Browse, Search, and Export records across all connected social media accounts.
2. Add and remove other Admins and Account Owners.
3. Setup Alerts and run analytics reports (RMA Required)
4. Tag records and add annotations.
5. Transfer and deactivate accounts.
Read Only Access Admins have reduced management capabilities (No Configure Tab):
1. Browse, Search, and Export records across all connected social media accounts.
2. Cannot manage users nor accounts, tag records, manage alerts, or modify settings.

Login Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
Log in using ArchiveSocial Username and Password	Yes	Yes	Yes	Yes

Dashboard Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
View social media accounts and web snapshot URL	All Accounts	All Accounts	All Accounts	Owned Accounts
View notifications	All Accounts	All Accounts	All Accounts	No
View record volumes	Yes	Yes	Yes	Owned Accounts
View subscription information	Yes	Yes	Yes	No

Account Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
View subscription information (and request an upgrade)	Yes	Yes	No	No
Contact us about the subscription plan	Yes	Yes	No	No

Global Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
View Help Center	Yes	Yes	Yes	Yes
Edit Profile: Information First and Last Name	Yes	Yes	Yes	No
Edit Profile: Access Level (Full Access or Read-Only)	No	No	No	No
Edit Profile Notification Preferences: "Important information regarding your subscription and archive"	No	Yes	Yes	No
Edit Profile Notification Preferences: "Immediate notification of errors preventing accounts from being archived	Yes	Yes	Yes	No
Edit Profile Notification Preferences: "Helpful tips and feature announcements"	Yes	Yes	Yes	NO

Configure Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
Social Media Accounts: View Account Owners	Yes	Yes	No	No
Social Media Accounts: Add Account Owner	Yes	Yes	No	No
Social Media Accounts: Add Account Owner (Bulk)	Yes	Yes	No	No
Social Media Accounts: Edit Account Owner Details	Yes	Yes	No	No
Social Media Accounts: Remove Account Owner	Yes	Yes	No	No
Account Owners: View personalized link to connect accounts	Yes	Yes	No	No
Account Owners: Connect the account on behalf of the Account Owner	Yes	Yes	No	No
Account Owners: Configure the account on behalf of the Account Owner (Monitor Toggle)	Yes	Yes	No	No
Account Owners: Transfer the account on behalf of the Account Owner	Yes	Yes	No	No
System Admins: View System Admins	Yes	Yes	No	No
System Admins: Add System Admin	Yes	Yes	No	No
System Admins: Reset System Admin Password	Yes	Yes	No	No
System Admins: Edit System Admin Information	Yes	Yes	No	No
System Admins: Edit System Admin Type (Full Access or Read-Only)	Yes	No	No	No
System Admins: Edit System Admin Notification Preferences	Yes	Yes	No	No
System Admins: Remove System Admin	Yes	Yes	No	No
System Admins: Change Primary System Admin	Yes	No	No	No
Monitoring and Alerts: View Alerts	Yes	Yes	No	No
Monitoring and Alerts: Add Alert	Yes	Yes	No	No
Monitoring and Alerts: Toggle Alert on or off	Yes	Yes	No	No
Monitoring and Alerts: Edit Alert	Yes	Yes	No	No
Monitoring and Alerts: Remove Alert	Yes	Yes	No	No
View Web Snapshots	Yes	Yes	No	No
Web Snapshots: Transfer Owner	Yes	Yes	No	No
Web Snapshots: Add Sitemap	Yes	Yes	No	No
Web Snapshots: Toggle Dynamic on or off for Sitemap	Yes	Yes	No	No
Web Snapshots: Enable/disable Sitemap	Yes	Yes	No	No
Web Snapshots: Add Site URL	Yes	Yes	No	No
Web Snapshots: Toggle Dynamic on or off for Site URL	Yes	Yes	No	No
Web Snapshots: Enable/disable Site URL	Yes	Yes	No	No
Retention Rules: Add Default Retention Rule	Yes	Yes	No	No
Retention Rules: Add Retention Rule	Yes	Yes	No	No
Unified Archiving: Connect to Office 365 Security and Compliance	No	No	No	No

Browse Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
View account owners, accounts, and monitors	All Accounts	All Accounts	All Accounts	Owned Accounts
View Entries: View Record Details	Yes	Yes	Yes	Yes
View Entries: View Record Details - Export this record	Yes	Yes	Yes	Yes
View Entries: View Record Details - Tag record (with existing tags)	Yes	Yes	No	No
View Entries: View Record Details - Tag record (by creating new tags)	Yes	Yes	No	No
View Entries: View Record Details - Create Annotation	Yes	Yes	No	Owned Accounts
View Entries: View Record Details - View Annotation	Yes	Yes	Yes	Owned Accounts
View Entries: View Record Details - Delete Annotation	Yes	Yes	No	No

Search Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
Quick and Advanced Search	All Accounts	All Accounts	All Accounts	Owned Accounts
View Results - Save search	Yes	Yes	Yes	No
View Results - Tag results (with existing tags)	Yes	Yes	No	No
View Results - Tag results (by creating new tags)	Yes	Yes	No	No
View Results - Export results	Yes	Yes	Yes	Yes
View Results - Export results - Schedule Recurring export	Yes	Yes	Yes	No
View Results - View Record Details	Yes	Yes	Yes	Yes
View Results - View Record Details - Export this record	Yes	Yes	Yes	Yes
View Results - View Record Details - Tag record (with existing tags)	Yes	Yes	No	No
View Results - View Record Details - Tag record (by creating new tags)	Yes	Yes	No	No
View Results - View Record Details - Create Annotation	Yes	Yes	No	Owned Accounts
View Results - View Record Details - View Annotation	Yes	Yes	Yes	Owned Accounts
View Results View Record Details - Delete Annotation	Yes	Yes	No	No

Report Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
View Reports - Error and Connected Accounts	All Accounts	All Accounts	All Accounts	Owned Accounts
View Reports - Social Network Usage (RMA)	All Accounts	All Accounts	All Accounts	Owned Accounts
View Reports - General Sentiment Trend (RMA)	All Accounts	All Accounts	All Accounts	Owned Accounts
View Reports - Top Commenters (RMA)	All Accounts	All Accounts	All Accounts	Owned Accounts
View Reports - Social Media Activity Comparison (RMA)	All Accounts	All Accounts	All Accounts	Owned Accounts
View Reports - Alert History (RMA)	All Accounts	All Accounts	All Accounts	Owned Accounts
View Reports - Top Conversations by Sentiment (RMA)	All Accounts	All Accounts	All Accounts	Owned Accounts
View Reports - Record Volumes and Plan Usage	All Accounts	All Accounts	All Accounts	No

Export Permissions

Permission	Primary System Admin	System Admin	Read Only Admin	Account Owner
View user’s scheduled exports	Yes	Yes	Yes	No
View the user’s recent export history	Yes	Yes	Yes	No
View all scheduled exports	No	No	No	No
View all recent export history	No	No	No	No
Remove a user’s scheduled exports	Yes	Yes	Yes	No
Download user’s exports	Yes	Yes	Yes	No
Export Archive	All Accounts	All Accounts	All Accounts	No
Schedule recurring export	All Accounts	All Accounts	All Accounts	No