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How to invite users to your team?
How to invite users to your team?
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Written by Support
Updated over a month ago

Whether you want to show the workflow to clients or manage the distribution of responsibilities within the team, Sociality.io helps you to stay organized. 🙌

Here is how to invite team members to Sociality.io ⤵️

  1. Click 'Settings,' and you’ll land directly in the 'Workspaces' section on the next screen.

  2. Navigate to the ‘Team’ section under Organizations. Click ‘Add user’ to invite your teammates. On this screen, you can also easily edit or delete users and manage pending invitations.

  3. Enter the email address of the teammate you want to add. Then, select the user role among Member, Manager or Admin from the ‘Role’ section.


    What are the roles are available on Sociality.io?

    Sociality.io allows you to invite new users and assign permission beforehand. By choosing a ‘User Type’ you select access level to new users' email addresses.

    Member: Use this option to give users access to specific workspaces with limited actions.


    For teammates with ‘Member’ status, you’ll have a table displaying their specific access levels: ‘No Access,’ ‘Collaborator,’ or ‘Supervisor.’

    • No Access: Restricts the user from viewing or managing any pages.

    • Collaborator: Allows teammates to view pages and perform limited actions.

    • Supervisor: Grants viewing access, along with permissions to manage actions such as replying to or deleting messages.

    Manager: Choose this role to add a user to manage a specific workspace without giving them access to all workspaces.

    Teammates with ‘Manager’ status are granted permission to perform tasks and manage assigned workspaces. This includes adding or removing owned pages, competitors, tokens, and topics, allowing them to fully support workspace activities and goals.


    Admin: Use this option to add a user who can manage your Sociality.io account like an owner, but with some limits.


    As the Admin of your main account, you have full control over team management. Admin privileges allow you to manage member permissions, add/edit/remove users, adjust account settings, access the Billing page, modify user roles, access the Developers page, and temporarily deactivate accounts if needed.

  4. Click ‘Send invitation’ and you are all done! ✨

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