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How to Manage Team Members?

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As an Account Owner or an Admin, you can change the permissions and roles of your team members or even remove them from your SocialPilot account.

In This Article

  1. How Do I Edit the Role of a Team Member?
  2. How Do I Manage Team Members’ Access?
  3. How to Remove a Team Member From Your Account?
  4. Does Every Team Member Have a Separate Socialpilot Account?

How Do I Edit the Role of a Team Member?

Follow these steps:

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

  1. You'll see the 'Users' page.
  2. Click on the ' Edit' icon.

  1. Go ahead and edit the role and add permissions for the member's role to an Admin, Manager, Content Scheduler or Client by clicking on the respective radio button. Each role comes with default abilities, and certain features are only accessible to specific roles if the Owner/Admin grants them permission.

How Do I Manage Team Members’ Access?

To change any user's access, your role has to be that of an Owner or Admin. Managing the team members' access can be done from the Edit User window, from where you can change and edit the roles of a user. Here is the scope of access you can give a user for each role:

  • Content Scheduler: Other than the abilities attached to the role, you can grant permission to them to access View Analytics and Social Inbox. 
  • Manager: They can access View Analytics and Social Inbox on a permission basis.
  • Admin: They have all-around access and do not need any permission.
  • Client: They, by default, have access to view and comment on posts and can connect social accounts from platforms they have been given access to. You can allow them to create and edit posts by enabling Publish Post. And like other roles, View Analytics, Social Inbox, and View Library are on a permission basis. You can also enable Approve Posts and Auto-Approve permissions, which allow for a more extensive client's involvement in the content publishing process.

Note: You can customize library access for every role to a granular level. For each role, when you activate library access, next you’ll need to select the specific library folders the invited user is going to have access to.

Next, you can select whether the user will have edit access or view access to each library you select.

How to Remove a Team Member From Your Account?

1. Click on Profile Icon > Users from the top bar.

2. Click on the 'Delete' icon to delete that member from the team:

💡 Even if the account owner deletes a team member, "Queued Posts" from this user account will remain intact and be published as scheduled.

Does Every Team Member Have a Separate Socialpilot Account?

Yes. However, they can use this account only to access the social accounts within the team(s). They will not be able to use this account to manage his/her own social accounts. 

📋 Note: 

  •  A Manager can connect the account if they are given access.
  • A Manager can remove social accounts (that he/she has access to) and they'll be removed permanently. The team will not be able to access these accounts. 
  • A Content Scheduler can remove social accounts (that he/she has access to). Only he/she will lose access to those accounts - other team members will still be able to access them.
  • All team members (Owner, Admin, Manager, Content Scheduler) can enable/disable notifications for Instagram Posts from their Notification Settings.