How To Add Team Members on SocialPilot Reviews?

Team collaboration is essential for managing a positive brand image as it allows you ans your team members to have a coordinated effort in monitoring, engaging with, and responding to online feedback and interactions. Moreover, collaborating allows for quicker response times to customer inquiries, comments, and feedback, demonstrating proactive engagement and dedication to customer satisfaction.

To add team members, you have to click on the profile icon on the top-right corner and then on 'Users.'

Upon clicking on the Users, now, on the top, locate 'Invite User' and click on it.

To invite others and build a team, your access role must be either 'Account Owner' or 'Admin.' You can add members and assign them roles as 'Admin,' 'Manager,' or 'Client.'

  • Admin: Can add new users and has all permissions except billing.
  • Manager: Can manage locations, campaigns, and reviews.
  • Client: Can view and comment on posts and connect a new account.

Now add the email IDs of people you want to add as team members and assign them the role you want to give them - Admin, Manager, or Client. After this click, click on 'Send Invite.'

If you select the campaign check box for clients, they can manage the campaigns that are running.

If you are also a SocialPilot user, your "Invite User" screen will display options for both SocialPilot and SocialPilot Reviews.

If your team members already use SocialPilot and you want to give them access to Reviews, too, you can simply click on 'Edit' next to their names, navigate to SocialPilot Reviews, click 'Edit' again, and assign them their roles.

👉 Note

  • On the 'Invite User', you can click on the arrow beside it to either send a direct SocialPilot Client Invite link by clicking the copy button, or you can edit it to send it to the client.
  • You can invite as many team members as you want on SocialPilot Reviews.
  • You can invite team members for SocialPilot and Reviews from either of the platforms, too.

You can select which brands and specific locations the new team member can access. This allows precise control over user permissions, ensuring they only have access to relevant areas of the business. You can specify the brands and the locations within those brands they are allowed to access, offering a granular level of access control.

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