How to Collaborate on Drafts With Team Members?
Draft sharing is one of the SocialPilot features that enhances team productivity and brand consistency by allowing seamless integration and diverse contributions from team members. However, it is the choice of the Account Owner or the Admin whether they want to enable the draft sharing or keep it private. No other team member or Client can change the visibility of drafts.
Let's see how to make drafts in SocialPilot sharable.
In this article
How to Enable Draft Sharing?
SocialPilot offers robust options for managing the visibility of drafts, enhancing both privacy and collaboration within teams. This feature allows team leaders to control how drafts are shared and edited within their organization.
Follow the steps below to enable Draft Sharing on SocialPilot:
- Go to the SocialPilot dashboard and from the left sidebar click on Setup.
- From Setup, click on Draft Sharing.
- Now choose Draft Sharing preferences:
- Keep Drafts Private: If you prefer drafts to be accessible only by the creator.
Enable Collaboration: Select this to allow team members who have access to the associated accounts to view and collaborate on the drafts.
- After selecting your preferred option, click Save to apply the changes to your account.
From now on, all the drafts will be shareable.
📋 Note: Drafts created by a Client are not open for collaboration. The option of Enable Collaboration is applicable to the drafts created by the team members only.
How to Collaborate on Drafts?
The process of creating a draft is quite similar to that of creating a post. You can save a post that you create as a draft or directly go to the Drafts section and create a new one.
To see how both of these ways work, click here.
Now let's see who can access drafts that are open to collaboration.
- If a draft is created without assigning any accounts to it, all of your team members can access that draft.
- If a member can see a draft, they can edit it, schedule it to be published or delete that draft altogether.
- When a draft is assigned to certain social media accounts, it will only be visible to those members who have access to those accounts.
- A team member can take a draft and schedule it to be posted, but only for the accounts they have access to.
📋 Note:
The creator of a draft can lose access to their own draft. This can happen if another team member either deletes the draft or assigns it to an account to which the creator does not have access to.
Collaboration also involves exchanging feedback. To do so on drafts in SocialPilot, you get a dedicated space to post your comments for your team members to see.
Comments on Drafts
- Once a draft is shared with your team members, comments on drafts will be active.
The first comment in the comment space will be a system-generated one, showing the date and time when the draft was created as well as the name of its creator.
If another member edits the draft, a system-generated comment will record that information for other members to see as well.
Users can leave comments as their feedback which can be seen by other team members who have access to that draft in real-time.
- You can mention the team members using the @ in the comment if they have access to the account the draft has been created for.
- All the comments written for a draft by team members will be carried forward when the draft is scheduled, and it becomes a queued post.
- All the system-generated comments on a draft will disappear from the comment space when it is scheduled to be published.