[Publish] Inviting team members
The option to invite team members is only available on our Business Plans. Learn more about our plans and pricing here.
|IN THIS ARTICLE|
|Summary||Inviting your team members|
|Assigning permissions in bulk|
Inviting team members to contribute to the content that is shared on social media, can be a crucial asset in achieving your social media goals. Team members will be able to create and share draft posts, and you can define which team members will need to have their posts approved. One of the key benefits is that team members’ posts will still be shared within your preset schedule, thus preventing over-sharing or any disruption to your sharing flow.
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Inviting your team members
Start by clicking on the Admin link at the top of your dashboard and then clicking on Team Members.
From there, click on Invite a New Team Member and then enter their name and email address.
If you'd like your team member to be able to connect and manage social accounts, as well as invite other team members, you can provide them with full Admin Access by switching the toggle to Yes. Please note, team members with Admin Access will have full control over all of the social accounts you’ve already connected, so this level of access should be used sparingly.
You're then able to decide which of your social accounts the team member should be invited to. Click inside the box below "Let’s assign a social account to your new team member" and start typing the first few letters of the social account you'd like to invite them to. Once a social account has been selected, you can set the level of access the team member should have.
- If a team member is invited with Approval Required Access, they will be able to create posts in Drafts, and once ready, move them to Approvals, pending review.
- If a team member is invited with Full Posting Access, they will be able to create posts both directly in the Queue and within Drafts. They are also able to approve posts submitted by team members with Approval Required Access.
You can then continue assigning the team member to as many social accounts as you’d like.
Finally, click on Invite Team Member. They will receive an email invitation and will be required to create their own login. Once logged in, they will have access to any of the social accounts you've invited them to, and they'll be able to start adding posts right away!
Assigning access and permissions in bulk
If you are managing lots of social accounts, you may prefer to assign permissions in bulk. This can be done by visiting the team member's profile and clicking the assign in bulk link.
From there, select the social accounts the team member should have access to on the left hand side, and then choose the level of access they should have. Finally, click Save Changes.