Member Roles And Responsibilities

Kapost members have various responsibilities defined by their roles. Below is a breakdown of responsibilities by roles such as:

Administrator (Admin)

  1. Work closely with the Kapost team to setup and maintain your Kapost instance and enable all user roles to efficiently plan, create, distribute and consume content.
  2. Lead by example by being a Kapost power user. Educate users on the Kapost platform and best practices.
  3. Provide a feedback channel on Kapost settings to keep Kapost efficient and up to date as processes change and manage any needed updates.
  4. Use Kapost in daily marketing efforts to plan, create and distribute content everyday in Kapost.
  5. Stay updated on product changes and new features and communicate necessary information to users.

To see what admins can do, refer to Member Permissions.

Editor

  1. Provide feedback on how well Kapost is customized to match internal people and process.
  2. Lead by example by being a Kapost Power User. Share platform knowledge amongst the team.
  3. Use Kapost daily to manage marketing efforts to plan, create and distribute content using the studio.
  4. Share experience by leveraging Kapost with the wider team.

To see what editors can do, refer to Member Permissions.

Contributor

Contributors use Kapost to manage contributions, communication, collaboration and all other content-related tasks.

To see what contributors can do, refer to Member Permissions.

Consumer

  1. Use the gallery to find and consume content created by the marketing team.
  2. Share and download content created by the marketing team.
  3. Submit ideas when content gaps exist.
  4. Provide background to marketing team that can be used to improve the gallery experience.

Note: Consumer users do not have access to the studio, insights, or members pages.

  • Consume and view content in the gallery.
  • Access the content gallery from a shared collections group URL, from an embedded view in SFDC or from their own portal.
  • Build a favorites folder and share customer-facing content through email and social media channels.
  • Submit ideas for review via a shared gallery collection group page.

Source

Source members are non-licensed collaborators who can submit ideas through a crowdsourcing form or interact with a content record through a shared task using the Email approver feature. When the user submits a crowdsourcing form or a task that was shared with them, Kapost creates them as a source member.

  • Submit ideas/content using Crowdsourcing form.

    • Access the Idea after it is submitted via the proposed email.

    • View and edit the submitted idea and custom fields.

    • Be @mentioned, @mention licensed users within comments and receive the @mention email.

    • Add comments and respond to comments.

  • Check off the assigned tasks via Email approver feature.
  • Add or download attachments in the assigned task, see Email approver feature.