Managing Your Workspace Team

Managing your workspace team in Socialtility allows you to collaborate with others and assign roles to manage your social media accounts more effectively. With team management, you can add new members, update their roles, and control access to your workspace.

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Workspace Team Management Overview

On the Workspace Team page, you can:

• Add New Team Members: Invite team members to join your workspace.
• Assign Roles: Control the permissions of each member by assigning roles such as Admin, Editor, or Viewer.
• Remove Team Members: Remove users who no longer need access to your workspace.

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Steps to Manage Your Workspace Team

1. Navigate to Workspace Settings from the dashboard menu.

   

2. Click Team to view and manage your workspace team.

3. Add a New Team Member:

   • Click Invite Member.
   • Enter the team member’s email address.
   • Assign a role to the member (Admin, Member,... etc).
   • Click Invite to invite the member to your workspace.

4. Edit Team Member Roles:

   • Click the Edit button next to a member’s name to update their role.
   • Select a new role from the dropdown (Admin, Editor, Viewer).
   • Click Save to apply the changes.

5. Remove a Team Member:

   • Click the Remove button next to the team member you want to remove from the workspace.
   • Confirm the removal when prompted.

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Roles and Permissions

• Admin: Full access to all workspace settings, including the ability to add or remove members.
• Member: Can access and edit everything except managing accounts.

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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.