When you first start using ClearView Social, you may notice that our software is split into two sections—Sharing & Results, and Admin Controls. Admins can have the ability to create and manage Users, Groups, Queues, and Company Pages, which is quite a bit of power! For larger teams, or teams that want more control over what admins are able to do within the software, we offer Group Permissions.
Group Manager and Permissions
When you are ready to start editing and granting permissions to admins, you can access this feature in the Group Manager. When you create a new group (or edit an existing one) you will see available Permissions:
These permissions cover the following admin abilities:
- Creating New Queues – If you want to segment admins into those that manage Queues and those that manage other features of the software.
- Approving Queues for sending – If you want a specific Group to proofread or make final edits to a Queue before sending.
- Adding/Removing Articles in Queues – If you wish to limit the number of Users that can add content to a Queue before approval.
- Sending Queues to Everyone – With great power, comes great responsibility. Only enable this if you intend to email everyone on your team!
- Sending Queues to the Company Page – Usually for Power Administrators, this permission will allow posting content to the Company’s LinkedIn, Twitter, or Facebook accounts.
- Managing Company Pages – Also a feature for Power Admins, usually those also responsible for managing the Company’s LinkedIn, Twitter, or Facebook accounts.
- Managing Groups – This will grant admins the ability to set Group Permissions. This is the highest tier of responsibility, meant for your Power Administrators!
- Adding Users to specific Groups – Also a feature for larger teams with regional offices, this prevents Users from accidentally being added to Groups to which they should not belong.
- Sending Queues to specific Groups – For larger teams that may have regional offices, this prevents one office from being able to accidentally email Queues to another office!
- Resending login e-mails to all Pending Users – A feature for the Power User, this grants you the ability to send a new login e-mail to all Users that have not yet logged into the software.
When you build a Queue, you must select recipients. If you have permissions to send Queues to Everyone, then you may select that option. You will also be able to select Groups (and Virtual Assistant Groups) for any Groups to which you are permitted sending Queues.
You may edit Queues that are being drafted to send to any Groups for which you have permissions.
Queueing to the Company Page
If you are allowed to send Queues to a Company Page, you may select them as a Queue Recipient as well:
Any current admins may create a new User, however they may only add a new User to Groups for which they have permissions.
Introducing Group Permissions to Your Team
Group Permissions will fundamentally change the way current admins use the software, and we want to give folks the time to get used to this new feature! To help introduce permissions we are creating a new Power Administrators group for each team, which will give all current admins full permissions to the software. Primary admins for your team should take the opportunity to create additional Groups to restrict specific access where needed, and add admins to those Groups after removing them from Power Administrators.
Adding New Groups
When you are adding a new Group to the software, by default that Group will not be able to receive Queues. You will also not be able to add a User to that Group from the User Management page. To send Queues or add Users to a new Group, you must first add the relevant permissions to an existing Group from the Manage Groups page. If you’ve kept your Power Administrators Group in the software, this is a great place to add them:
Once the new Group has been added to Group Permissions, they are now available to receive Queues:
Additional Troubleshooting Tips and FAQs
I added a new user, but they aren't able to create any Queues?
- New admins by default have very limited permissions, and are unable to create Queues. If you want them to inherit full administrator permissions, add them to the Power Administrators group when you create them.
If there is anything else we can assist you with, you can contact ClearView Social Support either by emailing email@example.com or through the Intercom chat button in the bottom right of the site.