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GETTING STARTED
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Get the lowdown on how we keep your people and information safe on Workplace with added technical terminology.
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                                  Security and Governance

                                  Understand how your organization can control and protect your accounts.

                                  Overview

                                  Overview

                                  Workplace administrators have access to account controls and system settings, so it's important to choose administrators carefully, and to limit administrator capabilities using administrator roles.

                                  Roles and Permissions

                                  Roles and Permissions

                                  Default administrator roles

                                  There are four different types of default administrator roles that a user can belong to:

                                  • System Administrator
                                    • Manages all company data, including system settings, administration roles, content and accounts.
                                    • Manages reported posts and messages across all groups.
                                    • Adds and removes people from Workplace.
                                    • Uses reports of company activity and individual accounts to drive growth.
                                  • Content Moderator
                                    • Manages reported posts and messages across all groups.
                                    • Adds and removes people from Workplace.
                                    • Uses reports of company activity and individual accounts to drive growth.
                                  • Account Manager
                                    • Adds and removes people from Workplace.
                                    • Uses reports of company activity and individual accounts to drive growth.
                                  • Analyst
                                    • Uses reports of company activity and individual accounts to drive growth.
                                  ?
                                  It's best to have at least two users assigned with System Administrator roles on Workplace. This will allow for redundancy in securing the Workplace instance for vital maintenance tasks such as resetting API access token, configuration of Single Sign-On (SSO) settings, ensuring users have the proper permissions for creating groups or editing their own profiles.

                                  Permissions

                                  Workplace offers the possibility to create custom roles by combining a set of permissions to assign to a specific administrator in the instance:

                                  • Administration permissions: Add and remove email domains, Change company settings, Add and remove accounts.
                                  • Content permissions: Manage group membership, Moderate inappropriate content.
                                  • Access permissions: Contact Workplace support, See activity statistics.
                                  ?
                                  As an example, if you're considering to create admin roles for your support team, you can create a custom role and only assign Contact Workplace support permission to it. Users will only be able to file support tickets to Workplace support as part of their admin capabilities.
                                  Assign a user an Admin Role

                                  Assign a user an administrator role

                                  You can manage admins by logging in as a System Administrator. Once you're logged in as an Administrator with this permission, you can complete the following steps to assign an admin role:

                                  1
                                  Go to the Admin Panel.

                                  2
                                  Click Administrators.

                                  3
                                  Go to the Admins tab.

                                  4
                                  To add a new administrator, type in the person's name in the Create a new administrator search bar.

                                  5
                                  From the pop-up, select the correct admin role and click Save.

                                  6
                                  To edit permissions or remove admin access for a user click the Change Role button next to the admin.
                                  Create a custom Admin Role

                                  Create a custom administrator role

                                  You can manage admins by logging in as a System Administrator. Once you're logged in as an Administrator with this permission, you can complete the following steps to create a custom administrator role:

                                  1
                                  Go to the Admin Panel.

                                  2
                                  Click Administrators.

                                  3
                                  Go to the Roles tab.

                                  4
                                  Click on New Role button.

                                  5
                                  Name your new admin role and select the permissions for the role then click Create.

                                  6
                                  To edit permissions or delete a custom role click the Edit button next to the role.