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RocketLevel Admin

Understanding Admin Portal

The Admin Portal serves as the control center for managing users, user groups and client’s sites. These three elements are closely connected and define how access and permissions are structured across the system.

Users

Section titled “Users”
  • A user could be either Admin User or Client User or External User. You can tell which is which by looking at their User Group.
  • An Admin User is invite-only, added by Super Admin.
  • A Client User is created automatically once a client’s site is created.
  • An External User is created when a client invites their team into the app.
  • An Entitled User is Admin User with more limited permissions and can only be granted access to client’s site by users of higher roles.

User Groups

Section titled “User Groups”
  • A user group helps Admin Users organize users into separate segments and easily link them to a specific role.
  • When you want to assign a role to a user, you should add the user to a user group of that role.
  • Client User is automatically added to the Client group. Changing the group of Client User is not recommended.
  • External User is automatically added to the External Users group. Changing the group of External User is not recommended.
  • Users need to be in either Editor or Social Team group in order to be assigned as Entitled User.

Client’s Site

Section titled “Client’s Site”
  • A client’s site represents an individual client account, registered using the client’s email.
  • Through their site, clients can access the app and use the features such as Insights Hub, Social, .etc
  • Admin User can access both Admin portal and client’s site but a Client User can only access the client’s site of their own.
  • External Users can only access a client’s site they’re invited to.

Subscriptions

Section titled “Subscriptions”
  • Each Subscriptions represents a product on Stripe. It also defines which features are available to the client.
  • To enable specific features for a client, their client’s site must be assigned to a subscription via Stripe platform.
  • When a client’s site is created within Admin portal, it’s automatically assigned to RocketLevel Lite.
  • In order to switch to other subscription, a user from Billing team has to do it on Stripe or a client manually upgrades in their client’s site.