How do I set roles and responsibilities for my Site?


Question: 

How do I set roles and responsibilities for my Site? 

Answer: 

  • Setting Roles and Responsibilities in the Site Setup > Users Tab in Site
  • Log into your campaign as an Administrator and navigate to Setup > Users
                            
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  • There are several roles available within a campaign, each one with the following access levels and responsibilities:
    • Site Sponsor – No administrator responsibilities. Sponsor-specific responsibilities for this specific Site (includes but is not limited to Sponsor Feedback Form and Sponsor Email Notifications).
    • Site/Pipeline Administrator – Full administrator responsibilities for this specific Site (includes but is not limited to access to SwitchBoard, Blog Interface, Widget Editing, Idea Management, and Site Settings).
    • System Administrator – Full administrator responsibilities for the entire system including this Site (includes but is not limited to everything listed above AND access to Enterprise, SwitchBoard, and PipeLine, where relevant).
  • Note: You can only add administrators with access level equal to or lesser than yourself.
    • For example, Site administrators can add additional Site administrators, but not system administrators.
  • To add a new administrator, begin typing their name in the specified field until a blue popup box appears. Click on the user you wish to add and then click "Add Administrator"

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  • Enterprise functionality contains all of the roles/responsibilities listed above in addition to an Affiliate Sponsor, who was the affiliate creator and has full administrator access across the affiliate.
  • Additionally, these roles and responsibilities cannot be customized to include/exclude particular duties at this time.

 

 

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