Overview of Simpplr roles

There are three types of roles within Simpplr:

• System roles (App manager or Standard user)

  • This is your starting point. Everyone added (provisioned) to Simpplr will be either an Application manager or a Standard user.

• Site roles (Site owner, Site manager, Content manager, member/follower)

  • You will use site roles to determine who should manage sites and content. Members and followers are subscribers to your site content.

• Access Control Group roles (Feature owner, Feature admin, Feature manager)

  • This is covered in another article, Overview of Access Control Groups

  • You will use Access Control Groups to grant additional permissions so people can send newsletters, alerts, etc.

System roles - definition and configuration

Everyone who is added (provisioned) into Simpplr will have exactly one primary role: Application manager or Standard user. IT will set up the provisioning method, either via an integration or by creating a CSV file. You can also manually add people to your Simpplr intranet by going to Application settings > Users.

• Most customers start with 2-3 Application managers to ensure cross-functional representation from the business (e.g., Internal communications, HR, and IT). Everyone else will be a Standard user, and you can easily upgrade them to another role, such as site manager, content manager, or feature manager.

There are two system (primary) roles built into the platform: Application manager and standard user:

• Application managers are your intranet administrators and hold all the “keys to the kingdom”. Application managers can manage all features, and can promote standard users into additional roles within the intranet.

• Standard users are your everyday employees. Standard users can be promoted into Site roles or Access Control Group roles.

Finding your list of App managers in Simpplr

You can find your list of App managers and Standard users in Application settings > Users.

• Click on the Filter option and click on Application manager. Click on View results.

• You will see your list of Application managers in this view.

  ⭐️ Note: You can update someone's primary role from Manage users - either by changing them from an App manager to a Standard user or vice versa.

Downloading a list of users in Simpplr

You can download your list of users in Application settings > Users

• Click on Export

• Download the CSV list

Site roles - definition and configuration

Site roles are configured at the individual site level. There are three site roles:

• Site owner: Manages a site and can add Site managers or Content managers to their site. Site owners can create and manage all site content, site files, page templates, page categories, and the Site dashboard.

  • Each site has exactly one (1) Site owner. We recommend that a department lead or manager be your Site Owner.

• Site manager: Manages the Site and can add Site managers or Content managers to their site. Site managers can create and manage all site content, site files, page templates, page categories, and the Site dashboard. Sends notifications and reviews content validations if needed.

  • Each site can have multiple Site managers. Most customers have two (2) Site managers at most per site.

• Content manager: Manages site content, site files, page templates, and page categories. Can send notifications and manage content validation and feedback.

  • Each site can have multiple Content managers. Most customers have a specialized SME managing content for a page category or multiple page categories on a site.

• Members/followers: These are your site subscribers who can receive content notifications and see your site's recently published content in their feeds.

  • Members and followers engage with your site dashboard and content.

Adding/removing a Site manager or Content manager in Simpplr

Find your Site owner, Site managers, and Site content managers by going directly to that site.

• Click on Manage site

• Click on People

• Search for the person's name (they must be a member of the site)

• Click on the drop-down arrow next to their name. Select Make Site Manager, or Content manager.

• To remove someone as a Site manager or Content manager, click on the drop-down arrow once more and select Remove Site manager or Content manager.

You can view your Site managers and Content managers on the People tab of your site.

Downloading a report of Site roles for all sites in Simpplr

Download a report in Global Analytics to see your full list of Site Owners, Site managers, and Content managers across your intranet.

• Go to Analytics > Application

• Click on the Sites tab

• Click on the download button within the Total sites distribution tile

This report will download as a CSV and include the following details:

• Site name, Site category name, User name, Role (Owner, Manager, Content manager), Site type, Email, Broadcast only, Is featured.

Site Role permissions - detailed descriptions

Site owners and managers can access site setup, people, content, audiences, page templates, page categories, questions and answers, and analytics. Only Site owners can access external apps.

⭐️ Site setup permissions

⭐️ Site people permissions

⭐️ Site page templates, page categories, questions & answers, analytics, external apps permissions

⭐️ Site content, files, and dashboard permissions

⭐️ Site feed permissions