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User Roles: Administrators, Managers, Moderators, and Users

There are 3 roles for the Rali Product Suite:

Administrator

Administrators have access to and can perform all “manager” tasks across the organization. They have access to the Manager, Insights, and Admin Apps. Admins are identified by a teal color ring around their user avatar.

Manager

Managers have access to the Manager App. They create and moderate conversations. They have access to the Manager App. Managers are identified by a pink color ring around their user avatar.

User

There are 2 kinds of “users”:

  • Moderators: Moderators can moderate conversations they are moderators for but they cannot create conversations. They have access to the Manager App. Moderators are identified by a yellow color ring around their user avatar.

  • Users do not have access to the Rali Product Suite as they cannot access the Manager and Admin apps. Users who are not moderators will not have a colored ring around their user avatar.

User role icons

Users list with identifying colored rings

breakdown of user roles / access


How do I add Admins and Managers to the organization?

Admins and Managers can be added a few different ways:

  • If the user exists in the organization:
    • promote them to the new role by going to the user’s User Detail screen and assigning them the role.
    • go to Users in the Admin App, click Create Invite, select role (Administrator / Manager), enter the person’s email address, and hit Send Invite.
  • If the user does not exist in the organization:
    • invite the user via email to the organization. The user will receive an automated email with the link to log in to the organization.
    • go to Users in the Admin App, click Create New User, select their role (Admin / Manager / User), enter the person’s First and Last Names, email address, and password (can be changed later), and then hit Create User.

Users screen from Admin App

Create New User Account screen


How do I create a Moderator Group?

Moderator Groups are a quick way to add multiple moderators to a conversation. A manager creates a group with the users, and then that group can be easily added to moderate a conversation. A manager creates a Moderator Group by clicking on the Moderators box on the Manager Home Screen and clicking “Add New Moderator Group”.

Moderators screen from Manager App

New Moderator Group screen – enter a group name then click Select Users

Add Users to Group screen

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