Role permissions are an essential aspect of managing your team effectively. By creating and assigning account roles on Infloww, you can ensure that each team member in your agency has the appropriate level of access and responsibilities.
Here’s how to manage your team by creating and assigning account roles via the Role Settings page.
To add a role:
Click on Add Role
Enter the Role name (ex. Admin, Manager, Chatter)
Describe the role (optional)
Click Submit
To edit a role:
Under Operations, click Edit
Adjust the Role name and Description
Click Submit to confirm changes
You can adjust and set your employees' permissions under the Operations tab.
To adjust permissions:
Click on Set Permissions
Grant or revoke access to each category and page by clicking on the corresponding radio button
Expanding the radio buttons allows you to further customize permissions (e.g. Giving Chatters access to the Messages or providing them access to Infloww Share for Share)
Adjust Data Permissions by clicking on one of three buttons (All data, Self and subordinates, and Data about self)
Data about self: Employees can only view the sales revenue information they generated for the creators they are assigned to, allowing them to track their own progress (recommended for Chatters)
Data about self and subordinates: Managers have access to the sales revenue data generated by their subordinates, as well as their own, as per the Employee Management Org Chart. This allows managers and team lead to monitor their team's performance (recommended for managers/team leads).
All data: Employees can view sales revenue data for all Creators added by the agency, giving them an in-depth understanding of their team’s performance (recommended for admins)
Click on Submit to finalize permission settings
What's next? Learn how to manage employees on Infloww.