Account & User Settings
Adding Team Members as Users on Your Account
How to Add Your Team Members as Users on Your Account
Socialtility allows you to add separate logins for different members of your team. This ensures that each team member only has access to the features and assets relevant to their role.
Video Guide
Watch the video below for a step-by-step walkthrough on adding and managing team members.
Steps to Add a Team Member
Navigate to the top-right corner and click Workspace Users.
Click Add New.
Enter the user's details:
- Full Name
- Email Address
Choose the User Role:
- Admin: Full workspace access, but cannot manage billing.
- Standard User: Access to all workspace features, but cannot manage users or workspace preferences.
- Restricted User: Limited access to specific features and social profiles.
Configure User Permissions (if adding a Restricted User):
- Select which features and assets the user can access.
- Restrict specific social profiles.
- Set post approval requirements (if needed).
Send the Invitation:
- Click Send Invitation to email the user a setup link.
- The user will receive a customizable invitation message prompting them to create a password.
Understanding User Roles and Permissions
| Role | Can Manage Users | Can Access All Features | Can Approve Posts | Can Restrict Social Profiles |
|---|---|---|---|---|
| Admin | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
| Standard | ❌ No | ✅ Yes | ✅ Yes (if enabled) | ✅ Yes (if enabled) |
| Restricted | ❌ No | ❌ No (Limited Access) | ❌ No (Approval Required) | ✅ Yes |
Customizing User Restrictions
- Social Profile Restrictions: Prevent users from accessing specific social profiles.
- Feature Restrictions: Remove or add access to tools like mailing lists, AI writer, or customer data.
- Post Approval Workflow: Require approval before a user’s posts go live.
Once a Restricted User logs in, they will only see the features and content assigned to them.
Invitation Email
The invitation email sent to new users includes a setup link where they can create a password.
You can customize this email before sending it.
Need More Help?
If you're experiencing issues, have questions or need assistance feel free to reach out to our Support Team or consult our FAQs.