How Do I Add Members to My Team?

SocialPilot's 'Team' feature is available for its Small Team, Agency, and Agency+ plan users. This feature enables users to seamlessly collaborate with others and work perfectly as a team to achieve all their social media goals.  

Check out this quick overview on how to invite a team member:

In order to invite others and create a team, your access role needs to be either 'Account Owner' or 'Admin.' You will have the ability to add members and assign them roles of 'Admin,' 'Manager,' 'Content Scheduler,' and 'Client.' 

• As an 'Account Owner,' you can invite your team members to join a team. Just add the email addresses of those users, select the accounts and social platforms they need access to, and assign them the roles you want. 
• If you wish to give the entire responsibility of handling the team (including managers and content schedulers) to someone, you can make them the team's 'Admin.' The Admin of your team will be able to control all members' access and activities (except your SocialPilot account's membership and billing).
• Like an Admin or an Account Owner, a Manager can add updates to your SocialPilot account. They have the authority to create, edit, approve, boost & comment on posts and connect new accounts. They can also make changes to the posting schedule and connect or remove the social media accounts from your team account (if the Connect Account access is given).
• The Content Scheduler has limited access. They can create, edit, and delete posts, but these posts won't be added to the queue. They'll be added under a different category called 'Pending Approval'. Only if an Admin or Manager approves these posts will they be added to the queue.
• The Client in a team can view and comment on posts and connect new accounts. However, the ability to publish posts, access analytics, and access the social inbox is restricted and permission-based. 

Here is an at at-a-glance map of permission to features in SocialPilot for every role available:

The places where "Optional" is visible, the access is permission based. That means whoever has invited the member can give selective access to that member to these features.

The 'Team' feature helps you maintain an approval system. Moreover, you can coordinate with colleagues better without granting complete access to everyone.

How to invite a team member or a client?

SocialPilot lets you invite multiple people into your team, be it members or clients. You can send an invite up to 10 people at a time. 

Here is the flow :

1. Log into the SocialPilot panel.
2. From the Profile icon on the top right corner, click on Users.

3. You'll see the 'Users' page.

4. To add team/clients, Click on the top right ‘Invite User’

5. You'll see the 'Invite User' page.

6. Fill in the email ID of the person you want to invite. You can send an invite to up to 10 people at a time. 

7. You can choose the role for your team member as Admin, Manager, Content Scheduler, or Client. 

Remember, all the people you are inviting at a time will get the same role you select. You can change these roles later from 'Profile > Users.'

8. Under each role, there are optional permissions mentioned. When creating the invite, you can give these members access to the features mentioned under their roles. You can check the table given above to see the optional permissions for each role. Check the corresponding boxes to grant these permissions. 

9. You can choose the accounts you want to grant access to your team members or clients, so the role will align with the accounts you allow your team member to handle. 

10. If you have selected the Client role for the invitee, the Social Media Platforms tab will become active under the Link Accounts section. You can select the platforms from which the invited client can connect accounts. 

11. Click on the ' Send Invite' button, and you have successfully invited members to your team.

How do I know when someone has accepted my invitation and joined my team?

You can manage and see all your team members in the 'Manage Team Members and Client' under the Team and Client section in the left menu bar. 

The status of each member or potential member you have sent an invite to can be seen under the 'Status' column. The ones who are active members of your team will have a green-colored 'Joined' status. 

The ones who are yet to accept your invitation will have 'Pending' status. You can resend them the invite email again in case they have not received it the first time.  

For Clients, regardless of whether they have signed up or not, they will be able to approve posts with the help of Approve On-the-Go links.

If you have invited more users than your existing plan allows, the extra users will be locked out of your team and show a 'Locked' status. 

Using the Client Invite Link to Invite

You can use a multi-use link to invite multiple members to your account. You have to click on the drop-down beside the Invite User button to access the SocialPilot Client Invite Link .  The link will be copied to clipboard

You can update the settings for this link any time you want. You have to click on the drop-down beside the Invite User button to access the Edit SocialPilot Client Invite Link. 

Now, here are all the changes you can make to the Client Invite Link from the Edit Link menu:

• Disable the link for any amount of time so no new user can use it to join your team.
• Refresh the link to change it into a new one so the old link will become inactive. 
• Manage permissions for the client to publish posts, view analytics or manage social inbox. 
• Allow social platforms access so the client joining with this link can connect accounts from only the allowed platforms. 

The configuration you set for the invite link for the time will be applicable to every user joining with that link. Only when you edit the link settings again will this configuration change. 

You can use one link to invite multiple clients. Clients can click on the Client Invite link you sent and use it to sign up on SocialPilot. After that they can use the functions of the tool they have access to, like connecting accounts, viewing analytics or monitoring social inbox, publishing posts, etc.

However, a Client can participate in the post-approval process even without signing in. They can view posts, approve them, or send them back for further edits and leave comments as well using Approve On-the-Go links.

How can my team members or Clients get started with their accounts?

1. After you're done with the steps for inviting a team member, the member will receive an email. 

However, for a Client, the invite link is accompanied by an Approve On-the-Go link. This link enables the invited client to view and approve posts without even signing into SocialPilot.

2. They need to click on the "Register Now" button to create a password for their SocialPilot account. 

3. After confirming the password, they are directed to their profile dashboards:

4. They can view the accounts and connect them from the platforms for which access is given. They can even create posts if they have access to it. 

How can team members create a post?

The process of creating a post is more or less the same for every team member. But the matter of approval depends on the creator's role. A post created by a manager or admin or owner can be directly added to the queued posts without the requirement of any approval. 

But a post made by a content scheduler goes into the 'Pending Review' queue. It needs to be approved by the manager, admin or owner to be published.