Manage Talk Admin Roles

Administrator roles determine the permissions and privileges assigned to a user to monitor and manage Talk activities. Role permissions ensure that Talk admins have control over the information they share, management of members, groups, activities, and other administrative actions.

From the Roles page you:

  • View role access and the names of all users assigned roles.
  • Assign a role to a user and remove users from roles.
  • Edit what a user can do within a role. For example, for Group Admin, you can set their permissions to access only certain groups.
  • Create custom roles.
Note: If a user role is changed in the parent product, that change will be reflected in Talk after the next sync. But changes to a role made in Talk will not be overwritten.

There are three default categories of administrator-level roles available and each has built-in permissions to perform some or all of the administrator actions. Default roles and permissions:

  • Content Admin. Manage how content is published and who sees it. Pin and unpin posts. View analytics. Moderate reported posts and comments. Review published content from the Content Calendar.
  • Group Admin. Manage groups, including member access and join requests. Create automated rules to generate groups in bulk.
  • Organizational Admin. Perform all administrator activities. Considered the "super user" because this role has permissions to manage all activities and actions available to Talk admins. Users are assigned admin roles by the Organizational Admin.

Note the following guidelines:

  • Default roles cannot be edited or deleted, but role permissions can be customized on a per-user basis. For example, one Group Admin may have permissions to manage all groups on the tenant while another Group Admin may have permissions limited to specific groups.
  • Additional custom roles can be created, configured, and edited to support your organization's hierarchical structure and requirements.
  • Admins with limited roles and permissions see only the tabs, buttons, and functionality allowed them by those roles. For example, the Group Admin has access to create automated rules and see the Groups page while the Content Admin does not.
  • Users can be assigned more than one role.

To assign roles to users

From the Roles page, you assign one or more users to a role.

  1. Go to the Roles page.
  2. Click Assign Role.
  3. Select the role and click Continue.
  4. In the All Users list, select the user or users you want assigned to the role and click Continue.
  5. Specify whether the users have permissions for all groups or selected groups. For Selected groups, select the groups from the drop-down list.
  6. Click Finish.

To create a custom role

  1. Go to the Roles page.
  2. Click Create Role.
  3. Enter a Role Name and Description.
  4. Click Continue. The Choose permission for New Role page displays.
  5. Select the permissions appropriate for the role. These permissions can be edited later.
  6. Click Save.

To edit and delete a custom role

  1. Go to the Roles page and click the Roles tab. Details about the roles display, including the number of admins assigned to the role and the role permissions.
  2. Do the following as needed:
    • Click Edit to update the role name, description, and permissions.
    • Click Delete to remove the role from Talk. It will no longer be available from the Roles tab.

To view role details for a user

  1. Go to the Roles page and click the Admins tab. A list of current admin users displays along with their assigned roles.
  2. Click the more menu for an admin user and select View Detail. Permissions for each role assigned to the user display.

To edit role permissions for a user

  1. Go to the Roles page and click the Admins tab. A list of current admin users displays along with their assigned roles.
  2. Click the more menu for an admin user and select Edit. The Assigned Roles page opens.
  3. Click Edit to update the user's permissions for a role. For example, a Group Admin may only need access to a subset of groups instead of all groups on the tenant.
  4. When you finish the edits, click Update.

To remove a user from a role

  1. Go to the Roles page and click the Admins tab. A list of current admin users displays along with their assigned roles.
  2. Click the more menu for an admin user and select Edit. The Assigned Roles page opens.
  3. Click Remove. Click Yes to confirm this change. The user will no longer be assigned the role.

    You can also remove the user from a role from the Roles tab.

To view admin roles and remove a user from a role

From the Roles tab on the Roles page, you can view the permissions of each role and the number of admins currently assigned the role.

  1. Go to the Roles page and click the Roles tab. Details about the roles display, including the number of admins assigned to the role and the role permissions.
  2. Click Number of Admins. The names and details of admins assigned a role display.
  3. To remove admins from a role, select one or more rows and click Delete Garbage pail delete icon for Talk.. To remove a single admin, you can also click Delete Garbage pail delete icon for Talk.for the row.