Skip to main content

How do I Invite a Client?

Last updated on

Introduction

SocialPilot's Team and Client Management feature enables you to add clients to your team and give them access to review scheduled posts, social inbox conversations, analytics reports, and connect accounts from social platforms to which they are given access.

In This Article

  1. How to Invite a Client Manually?
  2. How to Invite a Client Using the Client Invite Link?
  3. How Do I Remove Clients?

How to Invite a Client Manually?

The first way to add a client to your SocialPilot account is with a custom invite. This is how you invite a client:

  1. Log into the SocialPilot panel.

  2. From the Profile icon on the top right corner, click on Users.

  3. On the Users page, click on the top right ‘Invite User.’

  4. On the Invite User page, fill in the email ID of the person you want to invite.

  5. You have to choose the role of Client for this invite.

⚠️ Note: You can not change the role of a Client to that of a team member. This means once you invite someone to your SocialPilot workspace as a client, you can not change their role to a Manager, Content Scheduler, or Admin.

However, you can change the role of a team member to a different one, but they can’t be made into a Client.

  1. Under the Client role, there are permissions you can grant to the person whom you are inviting. Check the corresponding boxes to grant these permissions. The permissions available for a client to have are:

    ->>View and Comment on posts (available to clients by default)

    ->>Connect Accounts (Optional, admin-controlled; configurable account connections)

    ->>View Analytics

    ->>Social Inbox

    ->>Library Access (Select specific libraries and give edit or view access to the user)

    ->>Approve Posts

    ->>Auto-Approve

  2. Enabling Approve Posts means the accounts this client will have access to will need the approval of the client to publish posts.
  3. The Auto-Approve toggle is to bypass the Client Approval requirement. This means if Auto-Approve is enabled, posts awaiting client approval will be automatically published if not approved one hour before the scheduled time.
  4. Enable all the permissions for the client you want to grant them.
  5. Now scroll down and click on the Link Account drop-down.

  6. You can give access to selective accounts to the client under the Existing Accounts tab.

  7. You can also grant access to the client on the basis of platforms.

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

You can add clients if you are the team's Owner or Admin. When you invite a Client to SocialPilot and give them access to particular social media accounts, they occupy the role of a Manager by default with view-post access. 

Follow these steps to invite a Client to your SocialPilot workspace:

  1. Log into the SocialPilot panel.

  2. From the Profile icon on the top right corner, click on Users.

  3. In the 'Users' page, click on the dropdown beside the Invite User button to access the SocialPilot Client Invite Link.

How to Update The Client Invite Link

  1. 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.

  2. Now, here are all the changes you can make to the Client Invite Link from the Edit Link menu:
    • Enable/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. 

  3. 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.

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.

✔️ If you enable the 'Publish Post' access for a client, they will be counted as a team member. Say you are on the Agency plan, which allows 5 team members and the owner. If you have added 5 clients with Publish Post permission, you will not be able to add any more members as all those clients will be counted as team members. Thus you will have reached your plan's limit.

⚠️Note: Your clients cannot permanently disconnect/delete their accounts. This limitation prevents you from losing all your data for an account in case a client deletes/disconnects that account. 

How Do I Remove Clients?

You can delete clients and other members if you are the Account Owner or Admin.

  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. Click the Delete icon for a client you want to remove him/her from your team.

    To delete multiple members, select the checkboxes for them and click 'Delete'.