Skip to main content

How Do I Assign Roles and Permissions to Different Users?

Updated over a month ago

BrandMentions lets you control who can see what and who can do what inside your account.


You can assign:

  • Roles to define a user’s general access level

  • Permissions to fine tune what each user is allowed to do

A clear roles and permissions setup keeps your workspace secure, focused, and efficient.

How to assign roles and permissions

You can assign roles and permissions in two main situations:

  • When you invite a new team member

  • When you edit an existing team member

Assigning roles and permissions when inviting a new team member

  1. Open the Invite a team member modal

    • Go to Team Members in the left sidebar

    • Click + Add member


  2. Select a User Role

    • In the User Role dropdown, choose the role you want to assign

    • For example, Standard User or administrator or custom roles


  3. Fine tune individual permissions (optional)

    • Scroll to the Permits section

    • Use the toggle switches to adjust access for this specific user

    • You can override the default role settings for:

      • Create Project

      • Mentions

      • Analytics

      • Other available sections


  4. Complete the invite

    • Configure project access as needed

    • Click Send Invite

The new team member will join with the role and permissions you configured.

Editing roles and permissions for an existing team member

  1. Go to Team Members

    • In the left sidebar, click Team Members


  2. Find the user you want to update

    • Locate them in the list

    • Click the Edit icon next to their name


  3. Change their role

    • In the User Role dropdown, select a different role if needed


  4. Adjust individual permissions

    • In the permissions area, turn on or off specific permissions for this user

    • This lets you keep the role as a base, but still customize access for special cases


  5. Save your changes

Roles vs. Permissions: What is the difference?

Before you start configuring access, it helps to understand the two key concepts.

Roles

Roles are pre-defined collections of permissions.

You can think of a role as an access template:

  • Instead of manually turning individual permissions on or off every time

  • You assign a role, which automatically applies a set of permissions

BrandMentions includes at least one default role, such as Standard User, and you can also choose between custom or administrator roles.

Permissions

Permits are the specific actions a user is allowed to perform in BrandMentions.

Examples include:

  • Create projects

  • View mentions

  • Access analytics

  • Manage reports

  • Change account or billing settings

BrandMentions provides a set of granular permission toggles that you can turn on or off for each user.

The updated role and permissions take effect for that user as soon as you save.

By using roles as templates and permissions for fine tuning, BrandMentions lets you build a secure, efficient, and easy to manage collaboration environment, where every user has exactly the access they need, and nothing more.

Did this answer your question?