Inviting someone
- Open Settings, Team and roles.
- In the “Invite someone” section, enter an email address, choose a role and click “Invite”.
- The person gets a link valid for 7 days. They join with an account created for the same email address.
You can withdraw an unused invitation in the “Pending invitations” section with “Withdraw invitation”. You change roles in the “Team members” list, which also has “Remove from team”. The number of people doesn’t change the price on any plan.
Roles
- Owner: everything, including the plan and billing, data export and deleting the workspace.
- Administrator: the same as the Owner, except billing, export and deleting the workspace.
- Manager: the team within their brands, shared dashboards, the inbox including deleting comments, post approval, automations and sending reports.
- Editor: replies in the inbox and writes posts. When the workspace requires approval, sends them for approval.
- Moderator: replies to, hides and deletes comments. Doesn’t write posts.
- Analyst: dashboards and statistics, read-only inbox. Creates reports but doesn’t send them.
- Client: receives reports and has no access to the inbox.
The Owner and Administrators can assign any role except Owner. Managers can assign the Editor, Moderator, Analyst and Client roles within their brands.
Next to each person you can see whether they have two-factor authentication (2FA) turned on. The workspace can require it for everyone.