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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 week ago

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

Here is how to invite team members to for successful collaborations on managing social presence. ⤵️

  1. Click on “Settings” and it will directly navigate you to the "Brands" section on the following screen.

  2. Navigate to the “Users” menu.

  3. Click “+ Add New User” to invite your teammates. On this screen, you can also easily edit or delete users and manage pending invitations.

  4. Define the user role from the “User Type” and add the email address of the teammate you want to add.​ allows you to invite new users and assign permission beforehand. By choosing a "User Type" you select access level to new users' email addresses.

    If you select “User”:

    For new teammates with "User" status, you’ll see a table with specific accesses to either view only or participate in the processes.

    For example, you can open access to your client by selecting View Posts, Conversations, Mentions, and Reports. This way, your client will see posts, conversations, mentions, and reports related to his/her brand only.

    Also, you can open access to your team members by selecting only to view and reply/delete/hide conversations under the specific brand so that he/she will be responsible only for engaging with a brand’s audience.

    If you select “Admin”:

    For new teammates with "Admin" status, you agree to permit them to perform all the actions from the list. Thus, the list that includes permission will disappear. All you need to do is write down the email address and click “Add.”

  5. Click "Add" and you are all done! ✨

👉 Note that: Your main account is considered as "Owner." Thus you have permission to manage other members. Owner status allows you to change users' status and deactivate it for some time. You can also Edit or Delete users.

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