social.plus Portal
Account Management
Comprehensive team management and access control in social.plus Portal with role-based permissions, user invitations, and collaborative workspace administration.
Account Management
Manage your organization’s social.plus Portal access with comprehensive team management capabilities. Control user permissions, facilitate collaboration, and maintain security through role-based access control and user management features.Account Management enables teams of up to 50 users to collaborate effectively on social.plus applications with granular permission controls and secure access management.
Overview
Team Management
Invite team members and manage collaborative access to applications
Role-Based Access
Control access with five distinct role levels and granular permissions
User Invitations
Streamlined invitation process with email-based user onboarding
Security Controls
Authentication methods and access control for organizational security
Team Collaboration
Collaborative Workspace
Team Benefits:- Support for up to 50 team members per organization
- Simultaneous access for multiple users
- Collaborative application management
- Shared dashboard and analytics access
- Coordinated development and operations
- Real-time activity sharing
- Audit trails for all actions
- Team notification systems
- Shared resource management
- Coordinated permission management
- Department-based access control
- Project-specific team assignments
- Cross-functional collaboration support
- External consultant access management
- Temporary access provisions
Roles & Permissions
Permission Levels
Analyst
Analyst
Dashboard-Focused Role:
- Primary Access: Dashboard and analytics only
- Use Cases: Data analysis, reporting, performance monitoring
- Restrictions: No application management or billing access
- Ideal For: Data scientists, business analysts, reporting specialists
- View comprehensive analytics dashboards
- Generate and export reports
- Monitor key performance indicators
- Track user engagement metrics
- Analyze platform usage trends
- Read-only access minimizes risk
- No configuration change capabilities
- Limited exposure to sensitive data
- Focused access scope
- Audit trail for all activities
Developer
Developer
Technical Implementation Role:
- Primary Access: Application configuration and technical details
- Use Cases: SDK integration, API management, technical configuration
- Restrictions: No dashboard, billing, or member management access
- Ideal For: Software developers, technical integrators, DevOps engineers
- View and manage API keys
- Configure application settings
- Access technical documentation
- Monitor integration health
- Manage development environments
- Safe environment for technical changes
- Separation from business analytics
- Focus on implementation tasks
- Reduced distractions from non-technical features
- Clear technical responsibility boundaries
Moderator
Moderator
Content & Community Management:
- Primary Access: Applications and dashboard for community oversight
- Use Cases: Community management, content moderation, user engagement
- Restrictions: No billing, member management, or financial access
- Ideal For: Community managers, content moderators, customer success teams
- Monitor community health metrics
- Access user engagement analytics
- View application performance data
- Track content and interaction trends
- Generate community reports
- Balanced access to operational and analytical tools
- Community health monitoring
- User behavior analysis
- Content performance tracking
- Engagement optimization insights
Admin
Admin
Operational Management Role:
- Primary Access: Full application management and team coordination
- Use Cases: Project management, team coordination, operational oversight
- Restrictions: No billing or plan management access
- Ideal For: Project managers, team leads, operations managers
- Create and edit applications
- Manage team members and invitations
- Access comprehensive dashboard analytics
- Coordinate development and operations
- Oversee project execution
- Team member invitation and management
- Application lifecycle management
- Cross-project coordination
- Resource allocation oversight
- Performance monitoring and reporting
Super Admin
Super Admin
Full Organizational Control:
- Primary Access: Complete platform access including financial management
- Use Cases: Organizational leadership, financial oversight, strategic planning
- Capabilities: All features including billing and user role management
- Ideal For: C-level executives, financial managers, organizational leaders
- Full financial oversight and billing management
- Complete user role management
- Strategic planning and resource allocation
- Organizational policy enforcement
- Vendor and partner relationship management
- Comprehensive business intelligence access
- Financial performance tracking
- Strategic decision-making support
- Organizational compliance oversight
- Long-term planning and forecasting
User Management
Team Member Onboarding
1
Access Member Management
Navigate to Account → Manage Members in the social.plus Portal
2
Initiate Invitation
Click “Invite Members” button in the top-right corner
3
Configure User Details
Enter email address and select appropriate role for the new team member
4
Send Invitation
Click “Invite Member” to send invitation email
5
Monitor Acceptance
Track invitation status and follow up as needed
Invitation Management
Invitation Process
Invitation Process
Email-Based Invitations:
- Automated invitation email delivery
- Secure invitation links with expiration
- Role-specific onboarding information
- Clear instructions for account setup
- Support contact information included
- Sent invitation monitoring
- Acceptance status tracking
- Resend capabilities for expired invitations
- Bulk invitation management
- Integration with HR systems
- Time-limited invitation links
- Email verification requirements
- Domain-based restrictions
- Multi-factor authentication setup
- Access audit trail initiation
User Limits & Quotas
User Limits & Quotas
Organization Limits:
- Maximum 50 users per organization
- Role-based distribution recommendations
- Active user monitoring
- Seat management and optimization
- Expansion planning guidance
- Current user count tracking
- Available seat monitoring
- Usage optimization recommendations
- Upgrade guidance for larger teams
- Cost optimization strategies
- Team growth projections
- Role distribution strategies
- Seasonal access requirements
- Contractor and consultant access
- Client collaboration needs
Security Features
Secure Access Control
Authentication Options
Authentication Options
Super Admin Authentication:
- Single Sign-On (SSO) integration
- SAML-based authentication
- Multi-factor authentication (MFA)
- Domain-based access controls
- Corporate identity provider integration
- Email and password authentication
- Strong password policy enforcement
- Account lockout protection
- Password reset and recovery
- Session management and timeouts
- Conditional access policies
- Risk-based authentication
- Device registration and management
- Geographic access restrictions
- Time-based access controls
Security Policies
Security Policies
Access Control Policies:
- Role-based access control (RBAC)
- Principle of least privilege
- Regular access reviews and audits
- Automated provisioning and deprovisioning
- Compliance monitoring and reporting
- Industry standard compliance (SOC 2, ISO 27001)
- Data protection regulation adherence (GDPR, CCPA)
- Security audit trail maintenance
- Incident response procedures
- Security awareness training
- Failed authentication monitoring
- Suspicious activity detection
- Access pattern analysis
- Real-time security alerts
- Comprehensive audit logging
Best Practices
Team Organization
Team Organization
Effective Team Structure:
- Role Alignment: Match user roles to actual job responsibilities
- Minimal Access: Apply principle of least privilege consistently
- Regular Reviews: Conduct quarterly access and role reviews
- Clear Responsibilities: Define role boundaries and expectations clearly
- Documentation: Maintain current role and access documentation
- Create cross-functional teams for projects
- Establish clear communication channels
- Define escalation procedures for issues
- Implement regular team sync meetings
- Foster knowledge sharing and mentoring
Security Management
Security Management
Security Best Practices:
- Access Reviews: Conduct regular access audits and reviews
- Strong Authentication: Implement MFA for all users
- Monitoring: Monitor user activity and access patterns
- Training: Provide regular security awareness training
- Incident Response: Maintain clear incident response procedures
- Understand regulatory requirements for your industry
- Implement data protection and privacy controls
- Maintain comprehensive audit trails
- Regular compliance assessments and reviews
- Document security policies and procedures
Operational Excellence
Operational Excellence
Management Optimization:
- Automation: Automate routine user management tasks
- Scalability: Plan for team growth and changing needs
- Efficiency: Streamline onboarding and offboarding processes
- Performance: Monitor and optimize team collaboration
- Continuous Improvement: Regularly assess and improve processes
- User satisfaction with access and tools
- Time to productivity for new team members
- Security incident frequency and resolution
- Compliance audit results
- Team collaboration effectiveness
Getting Started
1
Assess Team Needs
Evaluate your organization’s structure and determine role requirements
2
Plan Role Distribution
Design role assignments based on job functions and security requirements
3
Configure Security
Set up authentication methods and security policies
4
Invite Team Members
Send invitations with appropriate role assignments
5
Monitor and Optimize
Track usage, gather feedback, and optimize team collaboration
Effective account management balances security with usability. Regularly review role assignments and access patterns to ensure optimal team collaboration while maintaining security standards.