Team and roles

Invite your team and your clients to your workspace. Each person has a role, and you can choose which brands they can access.

Roles

• Owner: everything, including billing, brands and the team.
• Editor: plans, publishes and answers the inbox. No billing, team or API keys.
• Client: sees the calendar, analytics and dashboards, and leaves notes. Changes nothing.

Invite someone

1. Press your name at the bottom of the side bar and open Team.
2. Under Invite someone, write their email and choose the role: Editor or Client.
3. If you have several brands, leave All brands or pick only the brands they'll work on.
4. Press Send invite.

The person gets an email with a link that works for 14 days. If they have no account, they create one with the email you invited; if they already have one, they sign in with that email. Invites not yet accepted show under Invites waiting, where you can Send again or Cancel.

Change someone's role or brands

Under Members, change each person's role in their drop-down. To make someone an owner, invite them as an editor or client first and change their role once they've joined.

Each editor's or client's brands show below their name. Press them to pick others, then press Save. Owners always see every brand.

Remove takes someone off the team, and anyone can Leave on their own. A workspace needs at least one owner.

Approvals

Turn on Editors need approval so editors send their posts for approval instead of scheduling them. More in Approvals.

Which plan includes it

Inviting members is part of the Pro and Custom plans. On other plans, the Team page offers to change your plan.

If you belong to several workspaces, switch between them from the same menu under your name, in Workspaces.