Table of Contents

Role Capabilities

Access to Opal and your team's content is determined by the role your account is assigned. Learn more about each role, and its capabilities below.

Functionality

Opal is a flexible and dynamic platform with a wide range of features. Listed below are many of the commonly used features available to each user role.

Action

Viewer

Limited

Standard

Admin

Join or Leave a Workspace

✅

✅

✅

✅

Keyword Search

✅

✅

✅

✅

Apply Filters

✅

✅

✅

✅

Play a Presentation

✅

✅

✅

✅

Chat & Activity

✅

✅

✅

Download Assets

✅

✅

✅

Create a Presentation

✅

✅

✅

Share a Presentation

✅

✅

✅

Complete Assigned Tasks

✅

✅

✅

Approve/Decline Content

✅

✅

✅

Export CSV of Campaigns, Moments, & Content

✅

✅

✅

Create, Edit, Delete a Campaign, Moments, & Content

✅

✅

Duplicate or Move Moments & Content

✅

✅

Add, Edit, or Delete Notes

✅

✅

Start Workflows

✅

✅

Create, Edit, or Delete Templates

✅

✅

Invite Colleagues

✅

✅

Manage Users

✅

Manage User Groups

✅

Manage Labels and Label Sets

✅

Manage Channels & Accounts

✅

Manage Workspace Workflow

✅

Manage Workspace Permissions

✅

Manage Shared Labels & Label Sets

✅

Create, duplicate, and edit strategic plans from campaigns to tactics

✅

✅

Create block types and define connections for top down planning

✅

Views

Your experience in Opal is often based on your role within your organization, and that will impact what you need to see daily or weekly. Listed below are many of the commonly used views available to each user role.

View

Viewer

Limited

Standard

Admin

Approved Content

✅

✅

✅

✅

Chat & Activity

✅

✅

✅

Approved Marketing Plans

✅

✅

✅

✅

Personal Panel

✅

✅

✅

✅

Content Edit History (snapshots)

✅

✅

✅

✅

Content Preview

✅

✅

✅

✅

Plans

✅

✅

✅

✅

Boards

✅

✅

✅

✅

Flighting

✅

✅

✅

✅

Placements

✅

✅

✅

✅

Workspaces

✅

✅

✅

✅

All Campaigns

✅

✅

✅

✅

All Moments

✅

✅

✅

✅

All Content

✅

✅

✅

✅

Asset Library

✅

✅

✅

Content Collaborators

✅

✅

✅

✅

Draft Content

✅

✅

✅

✅

Declined Content

✅

✅

✅

✅

Tasks & Approvals

✅

✅

✅

People / User Directory

✅

✅

✅

Opal Insights

✅

✅

✅

Composer

✅

✅

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