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Reviews and listings

Reviews roles: Admins, Managers and clients

Give workspace members a Reviews role, choose a client's features, assign brands and locations including future ones, and see what each role can do.

Last updated 3 min read

On this page
  1. Give someone a role
  2. What each role can do
  3. Client features
  4. Brands and locations
  5. Sign-in security

Reviews has its own roles, separate from the roles in SocialApp. The account owner always has every permission. Other members can open Reviews only once they have a Reviews role.

Give someone a role

  1. Invite the person to the workspace first, in Settings > Users of SocialApp.
  2. In Reviews, open Setup > Users. It lists every member with their workspace role.
  3. Pick their Reviews role: Admin, Manager, Client or No access.
  4. For a Manager or a Client, choose their brands and locations (below), and for a Client their features.

Team members and clients are part of Pro and the trial. On Starter, only the account owner uses Reviews.

The account owner and Admins manage the users. Only the account owner makes someone an Admin or changes an Admin.

What each role can do

  • Account Owner: everything, including the Reviews subscription.
  • Admin: everything except the subscription, in every brand and location.
  • Manager: locations, review platforms, listings, contacts, campaigns, widgets, QR codes, reviews, tags and reports of the brands and locations assigned to them. Managers do not add, edit or delete brands.
  • Client: the review platforms of their locations, plus the features switched on for them.

Client features

  • Add Brands (also switches on Add Locations). A client who adds a brand is given it with all its locations.
  • Add Locations (also switches on Listings, Contacts, Campaigns, Reviews and Access Reports).
  • Listings, Contacts, Campaigns, QRs, Widgets & Forms (feedback forms are not available yet) and Reviews (the Reviews Inbox, replies, reply templates and Automate Replies).
  • Access Reports, and View Only to see reports without creating or changing custom reports. Clients never see Platform Reports.

New clients start with Reviews, Access Reports and View Only switched on.

A switch that is off hides that part of Reviews from the client: its menu entries and its data, such as lists, details and CSV files. A link to it shows Access needed. Contact e-mail addresses and phone numbers need Contacts wherever they appear, so campaign recipients, Enroll Contacts and Campaign History with its download need both Contacts and Campaigns, QRs, Widgets & Forms, and so does Quick Request.

When a client adds or deletes locations or a brand, the account owner and the Reviews Admins get an e-mail.

Brands and locations

For each brand a Manager or Client works in, choose:

  • All locations (includes future locations): every location of the brand, also those added later; or
  • Chosen locations: only the ticked ones.

Anything outside their assignment does not appear for them. In Reviews Reports they see only the Location Reports of their locations. A custom report that also covers other locations shows only their part and is view-only for them; they can duplicate it, unless they are a client with View Only.

Sign-in security

Reviews uses the same sign-in as SocialApp. If two-factor authentication is required in the workspace's security settings, it applies to Reviews as well.