Common Questions about Team Members

In the Article

1. Can my team members view my drafts?
2. Can my team members view/manage my ‘Groups’?
3. Is it possible to send Instagram Push Notifications to my team members?
4. Is there a limit to the number of members I can add to my team?
5. Why is my team member unable to see my accounts?
6. Why is my team member unable to invite clients?
7. How can a member access his/her individual SocialPilot account?
8. Can I give a member admin access to my SocialPilot?
9. Can a content scheduler edit or delete the posts?
10. As a Client, how can I manage my notifications frequency?
11. What are Approve On-the-Go Links, and how do they work?
12. How do I share my Calendar with Clients without them logging in?

Can my team members view my drafts?

Yes, your team members can see your drafts. If the Account Owner or Admin enables the “Draft Sharing” functionality, you can share your drafts with them.

1. Log into your SocialPilot account.
2. On the Left Navigation Bar, click on 'Setup'. 
3. Now select the option that says 'Draft Sharing'

Now select “Enable Collabration” and click on Save. This will allow you to share your drafts with the team members who have access to the relevant accounts, making for a smoother workflow.

Can my team members view/manage my ‘Groups’?

The Group feature in SocialPilot is currently 'user specific.'

Hence, you will not be able to see the Groups created by your team members. Similarly, your team members cannot view/manage your Groups in SocialPilot.

Is it possible to send Instagram Push Notifications to my team members?

To receive Instagram push notifications, ask your team member to go to his/her Notification Settings. He/She will find an option to enable Instagram updates (as shown below).

Is there a limit to the number of members I can add to my team?

The maximum number of members you can add to your team varies as per the plan you've selected.

The 'Agency' plan allows you to add 6 members to your team (the highest).

Please check SocialPilot's plans to know more.

Why is my team member unable to see my accounts?

You probably didn't give that member access to those accounts.

Click here to learn how you can give access to those accounts to your team members.

Why is my team member unable to invite clients?

Managers, Content Schedulers, and Clients won't be able to invite clients.

Only you (the Owner) and the Admin can invite clients using your SocialPilot account.

How can a member access his/her individual SocialPilot account?

When the Owner or Admin invites a team member, a new SocialPilot account is created for that team member. This account allows them to manage the social accounts they've been given access to—as part of a team or multiple teams. 

If members wish to manage their own social accounts, they must sign up for a SocialPilot plan and upgrade after the 14-day trial ends. They will be required to provide SocialPilot with a different email address (different from the one they use for their team member accounts) to access their individual account. They can set the password and use this individual account to manage their own social accounts. 

Can I give a member Admin access to my SocialPilot?

Yes, you can make a member an Admin except for Clients. To make a team member into an Admin, go to the Profile > Users.

Click on the Edit icon.

Now, select the radio button ' Admin' as shown below, to make your team member an Admin:

Can a content scheduler edit or delete posts?

In case the posts are not approved by the manager, the admin, or the owner of the SocialPilot account, the content scheduler can still edit them from their own "Pending Approval" section; however, once the posts are approved, they cannot be edited, or deleted by a content scheduler. The editing or deleting has to be done by a manager, an admin, an owner, or the client of the SocialPilot account.

As a Client, how can I manage my notifications frequency?

You can change the notification frequency in your SocialPilot workspace very easily. This is how you can adjust your notification settings:

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

3. Go to the Pending Review menu and change the settings as per your requirement:

• You can set your Notification frequency to either Immediately or Daily Summary.
• Set the medium of receiving notifications to either Push notifications, Emails or both.
• You can also select the criteria for when you will receive notifications which include posts seeking client approval, or client is mentioned.

4. Now you just have to click on Save to complete the Notification setting changes.

What are Approve On-the-Go links, and how do they work?

Approve On-the-Go links are shared with people with Client roles in a SocialPilot account. Clients can use these links to review posts that require their approval without signing into their accounts.

When a team member invites a Client to their account, they receive the invite links along with a unique link.

Clicking on these links will take them to a page that will show all the posts pending review. From this page, Clients can review the posts, approve them to be published, send them back for more edits, and access the calendar view to see the queued and delivered posts on their accounts.

Now, after the initial invite mail, the Client will receive emails with Approval links every time a new post is scheduled that needs their approval. The default setting of the notification frequency is Immediate.

An Approval link does not expire until you go to your Users list and refresh. So, if you click on a link after it has been refreshed, the action will trigger a new mail with the new link to be sent to the client.

You can also send Client Portal links manually to your Clients through any other preferred network than the mail. You can do that by following these steps:

1. Go to the Profile > Users section.

   

2. Next, find the client’s name from the list of all team members.

3. If you hover over their names, the Client Portal link will be visible on the right side of their status.

   

4. Copy the link, and then you can send it to your client manually by any means.

How do I share my Calendar with Clients without them logging in?

You can share your content calendar with clients without them having to log into SocialPilot with the help of Client Portal links. 

These links are sent to clients so they can approve posts before you queue them for publishing. However, clients can only see the posts in the calendar created for the accounts accessible to them. They can't make any changes in the scheduled posts.

To be precise, you can share your calendar with clients while giving them access to the posts for their accounts only.

1. Once your client clicks on the Client Portal link, they are taken to the Pending Posts list.

2. To access the calendar view, go to the top-right-hand side and click on any of the given views- Day, Week, Month.

   

3. This will take the client to the Calendar view.

Here's the Monthly view of the calendar:

Similarly, you can also see the week-wise or day-wise view as well.