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Groups

C
Written by Cary Olson
Updated over 3 months ago

When your organization has a large number of members and social profiles, OneSight’s Groups feature helps you manage them more efficiently and systematically. It allows you to quickly assign the appropriate social profiles to each member and precisely control their permission levels, ensuring the security of your data assets. Groups can be created based on function (e.g., PR, Marketing, Customer Support), region (e.g., Southern Asia, Middle East), or language (e.g., English, Chinese).

When your OneSight account is created, the system will automatically create a default group with the same name as the account. If your organization is a small organization and the number of members or social profiles that need to be managed in the organization is small, you can add all members and social profiles to the default group without creating other groups.

1. Adding a Group

When You Create a OneSight Account, the system requires at least one group to be retained. Upon initial account creation, the system automatically generates a default group named the same as your account.

Default Group Behavior:

  • The default group can be renamed or deleted.

  • If you change the account name, the default group name will not automatically update — you need to manually modify it.

  • Any newly created groups will be empty by default and require manual addition of social accounts and members before they can be used.

Permission: Only members with any of the following permissions can add a group:

  • Super Administrator (Super Admin)

  • Account Admin

  • Members with the manage groups permission

Steps:

  1. Click Settings > Groups.

  2. Click the Add Group button.

  3. Enter the group name in the pop-up window, and click Add.

  4. After a group is successfully added, it will appear in the group list.

2. Deleting a Group

When you delete a group, any members or social profiles that belong exclusively to that group will be deleted along with it. Be sure to review their group assignments before proceeding.

Note: All members and social accounts must belong to at least one group.

Permission: Only members with any of the following permissions can delete a group:

  • Super Administrator (Super Admin)

  • Account Admin

  • Members with the manage groups permission

Steps:

  1. Click Settings > Groups to enter the group management page.

  2. Select the group to be deleted from the list, then the information of selected group would be displayed on the right side of page.

  3. Click the Delete button at the top right corner of page.

  4. Click OK in the pop-up window, then the group would be deleted.

3. Adding Members to a Group

Explanation of System Rules:

  1. Super Admin Auto-Join

    The Super Administrator is automatically added to all groups in the account. No manual action is required.

  2. Eligible Members

    Only members with the status "Joined" can be added to groups.
    Members who are in "Invited" or other pending states will not appear in the selection list.

  3. Auto-Assignment of Social Accounts:

    All authorized social accounts within the group will be automatically assigned to the newly added member(s).

  4. Default Permission Settings:

    1. For Super Admins, Account Admins, and Group Admins:

      The system automatically grants the highest permission level: Social Account Administrator.

    2. For other members:

      The system defaults to "view only" permission, which can be changed in bulk or individually later.

  5. Where to Modify Permissions:

    To adjust social account permissions for specific members, go to:
    Settings > Members.

Permission: Only members with any of the following permissions can add members to group:

  • Super Administrator (Super Admin)

  • Account Admin

  • Members with the manage groups permission

Steps:

  1. Click Settings > Groups to enter the group management page.

  2. Select a group from the group list to add members. The group details will appear on the right side of the page.

  3. Click Assign members in the group "Members" tab.

  4. Select members in the pop-up window, and click OK.

  5. After a successful addition, the newly added members will appear in the group member list.

4. Removing Members from a Group

Permission: Only members with any of the following permissions are allowed to remove members from a group:

  • Super Administrator (Super Admin)

  • Account Admin

  • Members with the “manage group” permission

Steps:

  1. Click Settings > Groups to enter the group management page.

  2. Select the group from which you want to remove members. The group details will appear on the right side of the page.

  3. Select the member to be removed in the "Member" tab, and click Remove.

  4. Click Remove in the pop-up window, then the member will be removed from that group.

  5. You can also select multiple members for bulk removal.

Note:

  • Super Admin Cannot Be Removed: The system does not allow the Super Admin to be removed from any group.

  • If a member belongs to only one group, the system does not allow them to be removed from that group to ensure account integrity and continuity of management.

5. Adding Social Profiles to a Group

Permission: Only members with any of the following permissions are allowed to add social profiles to a group:

  • Super Administrator (Super Admin)

  • Account Admin

  • Members with the “manage group” permission

Steps:

  1. Click Settings > Groups to enter the group management page.

  2. Select a group from the group list to add social profiles. The group details will appear on the right side of the page.

  3. Click Assign social profiles in the group "profiles" tab.

  4. Select social profiles in the pop-up window, and click OK.

  5. After a successful addition, the newly added social profiles will appear in the group’s social profile list.

Explanation of System Rules:

  • Selectable Social profiles: Only social accounts that have already been added to the account can be selected.

  • Assign with Authorization (for authorized social accounts):
    You can use the toggle switch to control whether to assign authorization capabilities (e.g., viewing authorized data, publishing content) to the group along with the social account.

  • System Default Behavior:

    • All newly added social accounts to the group will be automatically assigned to all members of that group.

    • For Super Admins, Account Admins, and Group Admins, authorized social accounts will be assigned with “Social Profiles Permission” by default.

    • For other members, the default permission is “View Only”. This can be configured uniformly or modified later.

  • Permission Configuration: To modify the default social account permissions assigned to members, go to Settings > Members.

6. Removing a Social Profile from a Group

Permission: Only members with any of the following permissions are allowed to remove social profiles from group:

  • Super Administrator (Super Admin)

  • Account Admin

  • Members with the “manage group” permission

Steps:

  1. Click Settings > Groups to enter the group management page.

  2. Select the group you want to manage from the group list on the left.

  3. Select the social profiles to be removed in the group "Profiles" tab, and click the Remove button.

  4. Click Remove in the pop-up window, then the social profiles will be removed from group.

  5. You can also select multiple social profiles for bulk removal.

Note:

  • To ensure each social profile belongs to at least one group, profiles that are only assigned to a single group cannot be removed from it.

  • Once removed, the social profile will no longer be managed under the permissions of that group's members.

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