Step 2: Add Users and Approval Permissions

Any users who will need to be able to create posts, approve posts, monitor comments, or view analytics will need to be added to your Yext account. You can add users by navigating to Account Settings > Users. To learn more, see the How to Create Users training unit .

Once these users are added to the account, you can assign permissions based on whether you want them to create posts freely, post with approval, approve posts, or manage settings. To quickly set up post approvals, we recommend assigning users to the built-in roles with the proper permissions set up by default:

To quickly set up Social approvals, we recommend assigning users to the built-in roles with the proper permissions set up by default:

For users that can approve posts and comments: Full Control or Account Manager
For users that need approval to post and comment: Customer Care Requester AND Tasks and Workflow Only

Please ensure these roles are added to the users with the appropriate location scopes for the locations they should have access to.

You can learn how to set up custom social permissions and user roles in the Approval Permissions documentation .

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