Admin How To: Managing Accounts and Roles
UPDATE:
The Accounts & Roles page of the Admin section is where Admins can add employees, invite employees, assign roles and edit roles.
There are three levels of roles:
1. Employee = An Employee title is attached to their avatar in your Get Satisfaction site so that users know that they have an internal perspective. They do not have access to other tools or the Admin section. They can not mark a reply as the "Best answer from the company" or set the status on their replies.
2. Official Rep = An Employee title is attached to your avatar in your Get Satisfaction site and your topic posts and replies within your own site are accompanied by an Official Rep badge which indicates that you are an official voice of the company. You can set your reply and other employee replies as the "Best answer from the company" or set the status on your replies. If you have a paid account, you have access to the moderator tools.
3. Admin = Same controls and advantages of an Official Representative. You also will have access to the Admin tools via the Admin link.
Adding employees:
- If you have an official email domain, add it by following the instructions under "Add a company website". Any employees already registered in Get Satisfaction with their official email address will automatically show up in the list above as an Employee. As new employees create Get Satisfaction user accounts with their official email addresses they will also be added as employees.
- To add individual users add their email address under "Upgrade one person to employee status" and click the "Upgrade" button. If they're already in the system with that email address they'll show up as an employee in the list above. If they're not, you'll be prompted to send them an invite to Get Satisfaction.
- Managing the roles: Once you have your list of employees under "Manage roles" you can change their role status or remove them. Removing their employee affiliation will not delete their user account.
The Accounts & Roles page of the Admin section is where Admins can add employees, invite employees, assign roles and edit roles.
There are three levels of roles:
1. Employee = An Employee title is attached to their avatar in your Get Satisfaction site so that users know that they have an internal perspective. They do not have access to other tools or the Admin section. They can not mark a reply as the "Best answer from the company" or set the status on their replies.
2. Official Rep = An Employee title is attached to your avatar in your Get Satisfaction site and your topic posts and replies within your own site are accompanied by an Official Rep badge which indicates that you are an official voice of the company. You can set your reply and other employee replies as the "Best answer from the company" or set the status on your replies. If you have a paid account, you have access to the moderator tools.
3. Admin = Same controls and advantages of an Official Representative. You also will have access to the Admin tools via the Admin link.
Adding employees:
- If you have an official email domain, add it by following the instructions under "Add a company website". Any employees already registered in Get Satisfaction with their official email address will automatically show up in the list above as an Employee. As new employees create Get Satisfaction user accounts with their official email addresses they will also be added as employees.
- To add individual users add their email address under "Upgrade one person to employee status" and click the "Upgrade" button. If they're already in the system with that email address they'll show up as an employee in the list above. If they're not, you'll be prompted to send them an invite to Get Satisfaction.
- Managing the roles: Once you have your list of employees under "Manage roles" you can change their role status or remove them. Removing their employee affiliation will not delete their user account.
Follow this update to get notifications on your dashboard.
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Inappropriate?One of our employees just signed up and I see her listed as an employee on our admin page. I'd like to make her an official rep, so I click that radio button but nothing happens. I don't see a save or submit button, so I'm not sure how to execute the change. There is a "downgrade" link showing up there but I want to upgrade her, not downgrade. I even tried clicking "downgrade" but nothing happens.
Just now as I went to type this reply, the smiley face things suddenly moved up and obscured the entry box. I had to click a smiley face in order to get that section to move back down the page. I'm seeing lots of issues like this, with page elements overlapping one another, things jumping around a lot, etc.
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Inappropriate?When I just tried to submit the response above, the "post reply" button turned into "posting" with an animation on it and it just stayed there forever. I eventually closed my browser and came back to the site using Firefox, thinking I would have to re-submit my post (above). But it looks like the site did in fact capture what I wrote, so I think you just need to figure out why the posting animation never went away.
I generally use IE 7.0 on Vista, btw, in case that's helpful in diagnosing the problem I described above. -
Inappropriate?Hi scotth -- Yeah, we just discovered the bug ourselves with trying to change employee role status. We're working on it as I type.
I'll pass along the jumpy page elements. That could be a browser issue however, we've been debugging for browser compatibilty and IE 7 is definitely in our list of targetted browsers.
We're formally launching tomorrow so as you can imagine there is a LOT of work and deploying being done on the site today. Thanks for the de-bugging help!
I’m sorry about our pre-launch buggyness.
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Inappropriate?Yeah, we identified, fixed and deployed the fix for this bug this morning. If you just saw this happen it could be a browser caching issue. Could you try refreshinig your browser and replying again? If it happens again please let us know.
I’m hopeful that this has been fixed.
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Inappropriate?Congrats on launching tomorrow -- and good luck! I definitely know the chaos you guys must be experiencing right now. But you guys have built a really cool site so it should all be worth it. :-)
I did clear my cache and came back to this page -- sadly, the smiley faces are still covering up the input box. They go away when I click on one of them, but it's still kind of a pain that they are in the way. I'm about to click "post reply" so we'll see if it hangs again this time...
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Inappropriate?It did hang again this second time around. I was able to click a blank spot on the screen and that made the "posting" go away but the button changed back to "post reply." So I clicked it a second time and this time the page refreshed right away and I saw my previous post on the site.
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Inappropriate?Hi Scott, a fix for updating employee status deployed with our launch last night so this should be working now. Let me know if you have any further problems with it.
I’m happy to be post-launch now.
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Inappropriate?I'm still seeing the same problem. Our second employee is listed as employee status and there's a "downgrade" link showing up. When I click the official representative radio button, nothing happens. I navigate away to a new page and then back to the admin area and she is back at employee status -- the official rep selection isn't sticking.
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Inappropriate?I think it must have been a caching issue for you. I just successfully upgraded her for you. However, if you see this again, please let us know.
Thanks for your bug reporting! -
Inappropriate?Hmm. Doesn't look like I am an Admin for my company. Can you please up my access to Me.dium?
Thanks -
Inappropriate?Hi Dean. I just did.
FYI, you can also ask the person/people who is/are admin(s) to do this for you. And now that you're an admin you can change the status of the other roles. -
Inappropriate?Thank you.
I was making changes to whose those folks are, so asking them to up my permissions wasn't an option.
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Inappropriate?Hi guys - Was actually trying to do similiar to above, just upgrading someone who already was added as an employee to Admin status. There wasn't a button visible (in IE 7 or Firefox 2) to confirm the changes made in the radio buttons and nothing auto-saved when I changed it.
What I did do (counter-intuitive) to get it to work was, changed the radio button and put their email address in the "Upgrade" field. That seemed to do it for some reason.
I’m hopeful
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Inappropriate?I claimed our domain - got a confirmation message with a link to the admin dashboard, but when I click on it, I get a "AccessDeniedError" message (and logging out and back in doesn't help). Am I missing something?
I’m confused
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Inappropriate?Sounds like a bug. I'll have our developers take a look in the morning! Thanks for letting us know.
I’m hoping we can un-confuse you
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Inappropriate?Devin, Are you still having issues accessing your dashboard?
I’m hoping you have access now
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Inappropriate?Glad to hear it!
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Inappropriate?It would be nice to be able to send staffers an invite to join, is that possible?
I’m undecided
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Inappropriate?Allison, you are reading our minds. We are testing a new invite feature out today! We should have it up sometime next week, hopefully at the beginning of the week. This will allow you to invite people to join Get Satisfaction.
Right after we release that, we're going to make a special version of that tool for company admins to invite their fellow employees to join. So, we definitely hear you, and we're working on it.
I’m sensing a psychic connection
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Inappropriate?But, I should also add that there is a slightly wonky way you can accomplish this until we have our updated invite system in place. It occurs when you upgrade employee statuses in your admin section. If you enter an e-mail address of someone from your company who doesn't exist as a user in Get Satisfaction (e.g., bobby@yourdomain.com), you'll be prompted to invite them. Like this:

It's not as easy or seamless as it should be, but as I say, by next week it will be easier, and then easier still in the special admin version.
Thanks for your patience!
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@Eric: Thanks for your help with this, I look forward to a slick new feature soon. :) -
Inappropriate?can you post a link to the management panel where i can add people? i just can't find it.
I’m stupid and arrogant or used to excellent usability
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Inappropriate?It will be here: http://getsatisfaction.com/yourcompan...
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Inappropriate?thanks, but the link to get there on the company page is kinda small and hidden.
I’m sad
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Inappropriate?Hello there to all who've created and keep this great place running:) My question, I hope, will be a simple one (with an answer I must've just overlooked in process of signing up and into this program of company/customer relations) I would like to know if the process of getting one's company on board with GS and its many users would be best accomplished by having one individual (ulitmately, the owner of the business) sign up as the business, and then create a separate account as an individual who is an employee of the company, and then invite all other employees to join GS?
I'm just having problems sorting out just how best to go about the process to provide optimal visibility of my company to both my staff and current as well as future customers.
Again, this is a great site/board and we'll be glad to be a part of it, so I do very much look forward to any help in streamlining the signup process:)
~SPD
OnCall
President/CEO
I’m a bit confused, but very interested in GS's available uses:)
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Inappropriate?Note that anyone can add a company, so you don't have to be the owner to add your business. Your personal Get Satisfaction account will be linked to your company's account when you claim as the admin.
Once you're an admin, you can add employees from your admin panel (provided they already have Get Satisfaction accounts), or they can go through the same process you did: sign up for a Get Satisfaction account and "claim" their employee status here on your company home page:

Click on "i'm an employee" and we'll make sure they are added.
Once you've done that, if you really want to build your community, you can announce it to your users, put a badge up on your site, or place a widget on your site. Those are also available from the admin area. -
Inappropriate?hi: can employees merge topics or is that reserved for admins and "official reps"? followup question: is there a list of what each role can do somewhere?
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Inappropriate?Here you go:
Employees get a badge.
Official Reps get a badge + can mark replies as "official" + can use moderation tools.
Admins get a badge + can mark replies as "official" + can use moderation tools + get access to the back-room details.
Note that the moderation tools are usable by any company that purchases a package: http://getsatisfaction.com/features
I’m hoping this helps!
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Inappropriate?thanks eric, i understand now that employees, official reps and admins can all merge topics, would be nice if:
i) there was a non-employee role like "community helper" that could merge topics (sounds like you have thought about this, is there a rationale for people having to be "employees" to merge topics? link to a topic on this would be awesome)
ii) "Which roles can do What" were summarized in some sort of tabular format for quick reference
And the reason I am asking all these questions is because I am the newly hired technical support lead of Mozilla Messaging and so I need to understand all the nuances of GS 2.0 so I can implement it for them.
I’m happy, thankful and excited to use GS 2.0 for Mozilla Messaging
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Inappropriate?We have the Champion role. They get a badge. I'll definitely share the need for a chart to explain the roles. My own opinion is that it's just too complicated. If you need a chart, maybe it's too complicated.
Only people with access to the moderation tools can take actions on topics. That's basically the way it works. We could get all folksonomical-like and distribute this moderation in the way you propose. You're Mozilla, so that sounds a lot like the way you'd do things!
Personally, I'd like to flatten these roles out so there are only three roles in our system: employee and customer and champion. Employees would all have the same access/power, and champions could be granted access/power by employees. But, that's just me.
We're big fans of Mozilla, so please do call on us for anything you need.
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Inappropriate?Welcome, Roland! I actually do have an internal spreadsheet that maps out what each employee role can do. But as Eric says below, it's far more complicated right now than it needs to be. We do plan to re-think employee roles at some point.
I’m glad you're here
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Inappropriate?Thanks Eric and Amy, I'll live without a spreadsheet and chart for now :-)
so just to recap:
- Only official reps and Admins have moderation tools
- Only roles with moderation tools can merge topics, so only official reps and Admins can merge topics
We can definitely live with the above!
Next step, I am looking for a How To on white label customization and sorry but after extensive searching I can't find it. I guess I need to work with a designer to come up with HTML and CSS and other stuff, but I figure it's documented in a HOW TO somewhere.
So, please post a link to a white label customization HOW TO, thanks!
I’m glad to be here!
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Here's a link to the customization doc: http://getsatisfaction.tv/customization/ -
Yes, you've got the roles figured out, Roland. :)
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