Two layers
An agency role says what somebody is to the agency: an owner can do everything including billing and appointing other owners; an admin runs the team and settings but cannot make or unmake an owner; a member has no agency-level powers. A content role (creator, reviewer, publisher) is an optional default for approvals where no brand role applies.
A brand role says what somebody may do on one brand. Every agency starts with the five presets below and owners can create custom roles from the same permission keys. Where a brand role exists it is authoritative: an owner without review_posts on a brand cannot approve there.
The presets
| Permission | Client | Analyst | Content Creator | Editor | Manager |
|---|---|---|---|---|---|
analytics_view
|
No | Yes | Yes | Yes | Yes |
analytics_summary
|
Yes | Yes | Yes | Yes | Yes |
inbox_view
|
Yes | Yes | Yes | Yes | Yes |
inbox_edit
|
No | No | Yes | Yes | Yes |
planner_view
|
Yes | Yes | Yes | Yes | Yes |
planner_edit
|
No | No | Yes | Yes | Yes |
schedule_and_publish
|
No | No | No | Yes | Yes |
schedule_pending_review
|
No | No | Yes | No | No |
review_posts
|
No | No | No | No | Yes |
brand_manage
|
No | No | No | No | Yes |
ads
|
No | No | No | No | Yes |
smartlinks
|
No | No | Yes | Yes | Yes |
hashtag_tracker
|
No | Yes | Yes | Yes | Yes |
website_view
|
Yes | Yes | Yes | Yes | Yes |
website_manage
|
No | No | No | No | Yes |
- Client — Read-only view of performance and content for external clients.
- Analyst — Views analytics and content plans, no editing.
- Content Creator — Drafts posts and submits them for review.
- Editor — Creates and schedules content directly.
- Manager — Full access, including reviewing posts and managing brand settings.
What each key allows
analytics_view- Open the analytics pages for the brand.
analytics_summary- See the brand's headline numbers on the dashboard and in reports.
inbox_view- Read comments, messages and reviews in the inbox.
inbox_edit- Reply to, assign and resolve inbox items.
planner_view- See the calendar and every scheduled post.
planner_edit- Create and edit drafts in the composer.
schedule_and_publish- Schedule and publish posts directly, without review.
schedule_pending_review- Submit posts for review; they publish only once approved.
review_posts- Approve or reject posts waiting for review.
brand_manage- Change brand settings, connections and the brand profile.
ads- Bind ad accounts and create, pause, resume or change the budget of paid campaigns. Reading paid results needs only brand membership.
smartlinks- Create, edit and delete the brand's SmartLink pages. Viewing them and their analytics needs only brand membership.
hashtag_tracker- Add, edit and remove the brand's hashtag watches. Viewing the tracker needs only brand membership.
website_view- See the brand's Website module: audits, uptime, search, rankings and reputation.
website_manage- Add or link the brand's website, change what is monitored and who is alerted, and start checks that use paid data.
Roles are assigned per brand on User Management. Changing a role, granting access or removing it is written to the audit log.