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How to Add and Manage Team Members on SocialPilot Reviews?

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Team collaboration is essential for managing a positive brand image. It allows you and your team members to coordinate your efforts in monitoring, engaging with, and responding to online feedback and interactions.

Check out a how you can add team members on SocialPilot Reviews in this quick video.

Here is how you can add team members to SocialPilot Reviews.

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

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

  3. Your access role must be either Account Owner or Admin to invite others and build a team. 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 create and manage brands, locations, campaigns, widgets, QRs, and reviews. They can manage chosen features for allotted and self-created brands.

  • Now, add the email IDs of the users you want to add as team members and assign them the role you want to give them. After this click, click on Send Invite.

⚠️ Note:

  • If you select the campaign check box for clients, they can manage the campaigns that are running.
  • If you are an existing SocialPilot user, your 'Invite User' screen will display options for both SocialPilot and SocialPilot Reviews.
  • If you enable "Add Brands" or "Add Locations" under client permissions, the rest of the permissions will be automatically enabled.
  • In the event of any major actions taken by a client, the admin will be alerted with an email. The scenarios include :
    • When a location is deleted directly by a client.
    • When a location is deleted because the parent brand was deleted by the client.
    • When a location is added directly.
    • When a location is added while adding a brand by the client.

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

    👉 Note

    • On the 'Invite User' page, you can click on the arrow beside it to either send a direct SocialPilot Client Invite link by clicking the copy button or 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 SocialPilot Reviews from either of the platforms, too.

  1. 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 to have a granular level of access control.

Note: Admin has access to all brands and locations.

Note: You can add up to 21 users to a single SocialPilot Reviews account.

  1. Report access is also role-based. Owners and Admins can view and manage all reports, while Managers and Clients can only access reports for the brands and locations assigned to them. Clients do not have access to Platform Reports or Custom Reports if they have view-only permissions.