Custom roles are user-defined permission templates that can be applied at the organization level and to individual social profiles. Custom roles follow the same structure as default roles, and provide more granular control over feature access.
For more information on the difference between organization and social profile, take a look at our Team Settings Explained article.
In this article we will cover:
Social Profile Roles:
Organization Roles:
Please Note: The ability to create custom roles is only available to users as an add-on for Custom subscription plans. Please reach out to our support team if you would like access to this feature.
How to create a custom social profile role
Custom social profile roles are created and managed in Team settings within the Social profile roles tab. Once a role is created, it can be assigned to specific team members and applied to individual social profiles.
To create a custom role at the social profile level:
Click your avatar in the bottom-left corner of your screen
Select Organization settings
Click the Team sub-menu
Select the Social profile roles tab
Click Create new custom role
Complete the following fields:
Enter a Name (e.g., “Analyst”, “Junior Publisher”).
(Optional) Add a Description (optional) to clarify the purpose of the roleUnder Permissions, select which features this role should be allowed to use
Click Save role to finalize the custom role creation
Once a custom role has been created, it will appear in the Custom roles section. You may follow the instructions within the Team Settings Explained article to assign the custom role to a team member.
What granular permissions are available for custom social profile roles?
When creating a custom role, you can define exactly which actions a user may take across the Inbox, Publishing, and Analytics for a specific social profile.
If a feature is not toggled on during configuration, the user will not have access to that feature. If the feature is toggled on but no specific permissions are selected, the user will have read-only access to that section.
The list below outlines all available granular permissions by feature. Each permission can be enabled or disabled individually when setting up a custom role.
Note: Enabling certain granular permissions will automatically activate related permissions required to complete the action. For example, selecting Manage posts will also enable Send posts for approval, as this is a necessary part of the post management workflow.
Inbox Granular Permissions
Inbox management:
Manage moderation rules (Create, edit, delete)
Manage saved replies (Create, edit, delete)
Manage Inbox labels (Create, edit, delete)
Index Inbox items (Mark as read, etc.)
Export selected conversations to CSV
Moderation:
Moderate items (Review, like, hide, remove items & repost etc.)
Reply using templates (saved replies)
Ban users
Assign Inbox items to others
Edit sentiment
CRM Permissions:
Create leads and contacts
Publishing Granular Permissions
Post management:
Manage drafts (Create, edit, delete)
Bulk import to CSV
Import posts from .CSV (Schedule under calendar)
Manage posts (Create, edit, publish, approve, un-queue, duplicate & delete posts)
Add approval & review team members on posts
Post review:
Review posts (Approve, reject, comment)
Force approval or reject of post
Queues:
Queue settings (Managing queue settings & time slot settings)
Analytics Granular Permissions
Reports management:
Export reports
Manage custom reports (Create, edit, delete, schedule reports & export)
Competitor analysis:
Activate (add) competitors
Settings:
View and manage the Analytics settings
How to manage custom social profile roles
Custom roles can be updated or deleted at any time from the Social profile roles tab.
You may need to make changes to a role's name, description, or permissions as your workflows evolve. If a role is no longer in use, it can be deleted and a fallback role can be assigned to users who already have the role assigned.
How to edit a custom social profile role
Click your avatar in the bottom-left corner of your screen
Select Organization settings
Click the Team sub-menu
Select the Social profile roles tab
Locate the custom role under the Custom roles section
Click Edit role to update the role and make any necessary changes
Click Save changes
How to delete a custom social profile role
If a custom role is no longer needed, you can remove it from your organization’s list of available roles. Before deletion, you will be prompted to assign a fallback role to any users currently using the custom role.
To delete a custom social profile role:
Click your avatar in the bottom-left corner of the screen.
Select Organization settings
Click the Team sub-menu
Select the Social profile roles tab
Locate the role under the Custom roles section
Click the three dots icon (···) next to the role and select Delete role
Choose a fallback role from the drop-down to reassign any users currently assigned to the role being deleted
Click Confirm fallback role to finalize the deletion
How to create a custom organization role
Custom organization roles are created and managed in Team settings within the Organization roles tab. Once a role is created, it can be assigned to specific team members.
Organization-level roles cannot grant more access than the default Member role. Instead, they allow you to restrict or hide features from Members as needed.
To create a custom organization role:
Click your avatar in the bottom-left corner of your screen
Select Organization settings
Click the Team sub-menu
Select the Organization roles tab
Click Create new role
Complete the following fields:
Enter a Name (e.g., “Publisher”).
(Optional) Add a Description (optional) to clarify the purpose of the roleUnder Permissions, select which features this role should be allowed to use
Click Save role to finalize the custom role creation
Once a custom role has been created, it will appear in the Custom roles section. You may follow the instructions within the Team Settings Explained article to assign the custom role to a team member.
What permissions are available for custom organization roles?
When creating a custom organization role, you can select which features can be accessed by the user. If a feature is not toggled on, then this feature will not appear.
The list below covers which features can be toggled on or off:
Inbox
Publishing
Reports
Listening
Advocacy
Note: Organization-level roles take precedence over Social Profile Roles.
If the feature toggle is disabled, the feature will be completely hidden from the user, regardless of their Social Profile Roles applied to the social profiles they manage in Agorapulse.
How to manage custom organization roles
Custom roles can be updated or deleted at any time from the Organization roles tab.
You may need to make changes to a role's name, description, or permissions as your workflows evolve. If a role is no longer in use, it can be deleted, and a fallback role can be assigned to users who already have the role assigned.
How to edit a custom organization role
Click your avatar in the bottom-left corner of your screen
Select Organization settings
Click the Team sub-menu
Select the Organization roles tab
Locate the custom role under the Custom organization roles section
Click Edit role to update the role and make any necessary changes
Click Save changes
How to delete a custom organization role
If a custom role is no longer needed, you can remove it from your organization’s list of available roles. Before deletion, you will be prompted to assign a fallback role to any users currently using the custom role.
To delete a custom organization role:
Click your avatar in the bottom-left corner of the screen
Select Organization settings
Click the Team sub-menu
Select the Organization roles tab
Locate the role under the Custom roles section
Click the three dots icon (···) next to the role and select Delete role
Choose a fallback role from the drop-down to reassign any users currently assigned to the role being deleted
Click Confirm fallback role to finalize the deletion
