Desktop Version

As an owner, you always have full access when it comes to creating a new workspace or making changes to one. Once you have created a new Workspace, you can start adding new members or clients, specifying their roles, and assigning accounts to them.

Learn more about the Client role and how it can help you here.

To add a new Client on the Workspace:

Click on the Members on the left panel.
Once you are on the members page click on Invite Member



Choose Client.


Enter the email of the Client and specify the access you want the Client to have.
Choose if you want them to add social accounts and create, edit and delete posts, or both or neither.
Moreover, specify if you want Two Factor Authentication to be required for them when using this workspace.

If you only give them access to add social account they will be able to add accounts, see the posts for all the accounts assigned to them, and if specified by the owner at the end, approve the posts.
If you give them access to create/edit/delete posts, they will be able to also create, edit, and delete posts for the assigned social accounts, and if specified by the owner at the end, approve the posts.
If you don't tick either option, they will only be able to view posts, and if specified by you at the end, approve the posts. This is also known as the read-only mode.
If you want to ensure a secure connection for the client, make sure to tick the Two-Factor Authentication option.



Once you click Next you will be prompted to assign social accounts to the Client:



For assigned social account you can specify if the Client should or should not approve post.
If you have specified that the Client should be able to create/edit/delete posts, then you will be able to choose whether they will Post using owner or member credentials.

If you choose for them to "use Owner's API credentials", then you will have to reauthenticate the social accounts on their behalf. If you choose "use member's API credentials", then they will need to reauthenticate the social accounts themselves and to do that they will need to have access to the social accounts. Learn more about the difference here.



After that, click on Invite to invite the Client.
From the Client's perspective, a notification and email will be sent notifying them that they are added on the workspace:



When the Client goes to the workspace setting, they can view their membership and assigned accounts:



Learn more about all of the different roles and permission levels here.

Mobile App

As an owner, you always have full access when it comes to creating a new workspace or making changes to one. Once you have created a new Workspace, you can start adding new members or clients, specifying their roles, and assigning accounts to them.

Remember:

Clients will only have access to the social accounts they have been assigned or the ones they have connected (if you give them the permissions to add social accounts).
They will still see Drafts from all members of the team.
You can decide their account access: Client with read-only access / Client with posting access / Client with full access
You can decide their approval access: Should approve posts/ Should not approve posts
If they have "Should approve posts" access, then the posts created by any of the Editors, Admins, or Owner for that social account will need to be approved by the Client.
You can only decide if they will post: using Owner's credentials or member's credentials.

To add clients on a workspace in the mobile app:

Click on the workspace icon, on the top-left corner.



Select the workspace where you wish to invite the client on the left side.
Select Members at the top and click on "+ Add New Member" at the bottom.



Insert the email of the client and configure the permissions and social accounts you wish them to have.
Owners can make 2FA required for all team members, while Admins can make it required for other Editors and Clients.
Click on Invite.



Learn how to activate the 2FA from mobile app here.

To assign social accounts to an existing client on the mobile app:

Click on the workspace icon on the top-left corner.



Choose a specific workspace and on the left panel click Members:



Click on the three dots ... next to the client and then on Edit member.



Click on "+ Assign Social Account" and choose the social account you wish to add to this member.



Select the permissions they will have for each social account, and click Save to confirm.



Learn more about the client role here.


Updated by: Brikena Cani

Updated on: 12/12/2024