New Gear Update Part 3: Account Hierarchy
As part of the launch of Rallyverse last weekend, we’ve launched a slew of new features and capabilities. Not to mention a really sleek UI. Over the next few days, we’ll be releasing a series of blog posts introducing the new elements of our product and service. See Part 1: The RallyDeck here and Part 2: Automated Publishing here. This is…
Part 3: Account Hierarchy
In Part 1, we introduced the RallyDeck and gave you an overview of how it works. In Part 2, we described how you can use the RallyDeck to automate the way you publish Facebook posts and Tweets. In Part 3, we're changing speeds and introducing our new method for organizing your social media presences and sharing work with other members of your team: the Rallyverse account hierarchy.
Many of our clients -- both large marketers and agencies -- have complex brand hierarchies and teams working to support those brands in social media. Managing, tracking and reporting on who and what those teams do in social media is really hard. But don't worry, Rallyverse can help.
The Rallyverse account hierarchy is designed to help marketers and agencies easily...
Add and manage new brand or client personas;
Add and manage team members to work on each of those brand and client personas;
View aggregate reporting across the client or agency organization;
Report on the performance of different accounts and profiles;
Report on the performance of individual team members;
Track actions of team members for compliance and auditing purposes.
With that in mind, we created a simple, three-level hierarchy that allows marketers and agencies to easily manage multiple accounts and divide responsibilities for those accounts among members of their team:
An Organization is a collection of Profiles and Users that maintains many-to-many access rights to data and publishing.
Examples of an organization may include a marketer with multiple products and social media presences or an agency that managers multiple client accounts.
A profile is distinct publishing entity that posts unique content to Facebook and/ or Twitter via the RallyDeck. Each profile has its own set of content sources and its own queue of pending and approved content items in the RallyDeck. A profile can only be associated with a single Twitter account, but can publish to multiple Facebook pages that are managed by a single Facebook user (that is, all the Facebook pages to which that user had admin rights). A profile can only belong to one organization, but can have multiple users.
Examples of Profiles include individual Twitter or Facebook presences (@Rallyverse, @gabe_bevilacqua).
A user is an individual with a distinct login and a set of associated management and publishing rights within an organization. Each user logs in with a distinct email address and password. Users can access multiple profiles. Note that in order to manage the access to each Profile within an Organization, the Organization Admin User (at least one per Organization) can assign each user to the appropriate Profiles within Rallyverse.
Make sense? Let's take a look at a simplified example for a hypothetical social media marketer, Social Media Co:
Social Media Co. is a leading social media marketer. They maintain two different Twitter and Facebook presences: one handle focuses on industry news (@SocialMediaNews) and the other focuses on deals and offers (@SocialMediaDeals). They have four employees who work on these accounts: Joe, Gabe, Guy and Jason.
In this example, the Organization is “Social Media Co.” Under it, there are two Profiles, @SocialMediaNews and @SocialMediaDeals. Finally, there are four Users, Joe, Gabe, Guy, and Jason. Note that in the example above, Joe and Gabe work on @SocialMediaNews, and Guy, Jason, and Gabe have access to @SocialMediaDeals — meaning that Gabe is able to access both Profiles via his login.
Simple enough, right? Now let's look at a slightly more complex example:
Joe's Donuts is a leading coffee and donut shop with local donut shops across the US. They maintain 21 different Twitter and Facebook presences: one for corporate (@JoeDonutsHQ) and one for each of their top 20 markets (@JoesDonutsNYC, @JoesDonutsPhilly, etc). They have four employees who work on these accounts: Joe, Sally, Sara, Tim and the local franchise marketing lead for each DMA.
In this example, the Organization is "Joe's Donuts." Under it, there are 21 Profiles (only 3 are shown), @JoeDonutsHQ, @JoeandDonutsNYC, @JoesDonutsPhilly, etc. Finally, there are 25 Users (only 6 shown): Joe, Sally, Sarah, Tim and the managers of each of the local franchises. Note that in the example above, each of the four users who work on the @JoeDonutsHQ account can also work on the local accounts.
Coming soon will be Part 4: Optimizing Your Account.
