Team Management

Collaborate with your team by inviting members to your workspace. Assign roles to control who can create, edit, approve, and publish content. Set up approval workflows, communicate through comments, and manage media annotations.

Inviting Team Members

Add collaborators to your workspace by email. They receive an invitation to join and can start working immediately after accepting. You can assign a role during the invitation process or change it later.

1. Go to Settings and select Team Members.
2. Click "Invite Member" and enter their email address.
3. Assign a role: Admin, Editor, or Viewer.
4. The invitee receives an email with a link to join your workspace.
5. Pending invitations are shown in the team list until accepted.

Roles and Permissions

Control what each team member can do by assigning the appropriate role. Each role has a specific set of permissions designed for different levels of responsibility within the team.

1. Admin: Full access including billing, team management, all content, workspace settings, and connected accounts.
2. Editor: Can create, edit, and schedule posts, manage media, and use the AI assistant. Cannot manage billing, team members, or workspace settings.
3. Viewer: Read-only access to calendars, analytics, and published content. Cannot create or edit posts.
4. Approval permission: Editors with the "canApprove" flag can approve or reject posts in the approval workflow.
5. Change roles at any time from the Team Members settings page.

Approval Workflow

Require posts to be reviewed before they can be published. The approval workflow follows a clear lifecycle: Draft, Needs Approval, Approved, Scheduled, and Published. This ensures quality control and brand consistency across all published content.

1. Enable the approval workflow in Workspace Settings.
2. Editors create posts and submit them for review by changing the status to "Needs Approval".
3. Users with approval permission (Admins and designated Editors) receive a notification for each pending post.
4. Review the post content, media, and scheduling. Approve it to move it forward, or reject it with feedback.
5. Approved posts move to "Scheduled" status and enter the publishing queue at the specified time.
6. Rejected posts return to "Draft" status with the reviewer's feedback attached.

Post Comments and Threads

Communicate with your team directly on posts using threaded comments. Discuss content ideas, request changes, and provide feedback without leaving the post editor. @mention team members to get their attention.

1. Open any post and navigate to the Comments tab.
2. Type your comment in the text box and submit it.
3. Reply to any existing comment to create a threaded discussion.
4. Use @mention (e.g., @john) to notify a specific team member about your comment.
5. Add emoji reactions to comments for quick acknowledgement.

Media Notes

Annotate specific media files in your library with collaborative notes. This is useful for providing feedback on visuals, requesting edits, or marking assets as approved for use in campaigns.

1. Open a media file from the library to view its details.
2. Click "Add Note" to create a new annotation on the file.
3. Team members receive a notification about the new note.
4. Reply to notes to create threaded discussions about the asset.
5. Click "Mark as Seen" to indicate you have reviewed the note or the asset.

Switching Between Workspaces

If you belong to multiple workspaces (for example, managing different clients or brands), switch between them from the workspace selector in the sidebar. Each workspace has its own accounts, content, team, and settings.

1. Click on the workspace name in the top-left corner of the sidebar.
2. Select the workspace you want to switch to from the dropdown.
3. The entire interface updates to show the selected workspace's content.
4. Your notifications are workspace-specific, so check each workspace for updates.

Removing Team Members

Remove team members from your workspace when they no longer need access. Their previously created posts and comments remain in the workspace, but they lose the ability to create, edit, or view content.

1. Go to Settings and select Team Members.
2. Find the member you want to remove and click the options menu.
3. Select "Remove from Workspace" and confirm the action.
4. The member immediately loses access to the workspace.
5. Posts and comments created by the removed member are preserved.