Getting started

Invite your team

Give colleagues and clients their own login, with a role and the brands they may reach.

The three roles

RoleCanCannot
Team memberWrite, schedule and publish posts, upload media, connect accounts, run campaigns, answer comments and reviews — for all brands or the ones you choose.Billing, Team, new brands.
ClientRead the calendar, posts, campaigns, analytics and reports of its brands; approve posts or ask for changes.Publish or change anything else.
OwnerEverything, billing and team included.—

Send an invitation

Screen: Invite your teamJustCasterLPLe Petit Café ▾Search posts, messages, reports…+ Create PostENCMHomeDashboardCreateCreate PostAI StudioMedia LibraryPublishCalendarPostsCampaignsEngageInboxReviewsLeadsAnalyzeAnalyticsCompetitorsReportsGrowAutomationsLink in BioAdsWorkspaceAll brandsBrandSocial AccountsTeam
Team
Who can sign in to this account, and what each login can reach.
Invite team member
E-mail
They get an e-mail with a link to choose a password (valid 72 hours).
1
First name
Julien
Last name
Moreau
Team member
2
Client
Owner
All brands, including new ones
3
✓
Le Petit Café
Boulangerie Rose
Send the invitation
4
Cancel
The numbers match the steps below.
  1. Open Team (owners only) and select Invite team member. Type the e-mail address, and the first and last name if you wish.
  2. Choose the Role: Team member, Client or Owner.
  3. Choose the Brands: keep All brands, including new ones, or untick it and tick each brand the person may see.
  4. Select Send the invitation. The e-mail is in the language of your app; its link opens a page to choose a password, valid 72 hours.

Manage the members

  • The Members card shows each login with its role, brands, status (Invited or Active) and last activity, and Logins: n / max for your plan.
  • Send the link again sends a new invitation link; Edit changes the role or the brands.
  • Remove asks for a confirmation, then the person can no longer sign in and every session ends at once. Their posts stay.
  • The account always keeps at least one owner, and you cannot change your own role. When every login of your plan is used, Send the invitation is disabled and the form says so.

What to do next

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