How to add a new member to my Publer workspace
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, specifying their roles, and assigning accounts to them.
Note: If your current plan supports it, you can add a new team member following the steps outlined below. Please double check that you have enough seats for additional team members under Settings > Billing in your Publer account. If you do not have any space for other additional members, simply upgrade your plan accordingly.
Click on the dropdown arrow next to your name, at the top left of the dashboard.
From the dropdown menu, choose the desired workspace you want to add the member to:
Click on Team Members on the left side panel:
On the upper right corner click on the Invite Member:
Firstly, select the role of the member:
Then, enter the email of the new teammate:
Admins can specify for Editors and Client to activate the 2FA.
Owners can make 2FA required for all team members, while Admins can make it required for other Editors and Clients.
Learn how to activate the 2FA on web here.
After specifying the role, checking the member options and adding the email, you can assign the Social Accounts you want them to have access to:
Internal approval (Editor, Admin, Owner).
Should be approved by Admin / Owner
Should not be approved by Admin / Owner
Full posting access.
External approval (Client).
Should approve posts
Should not approve posts
Learn more about all the different member roles and permission levels here.
Owners.
Themselves.
Note: When you choose to give them Owner access, they will will be posting using your API credentials. Learn more about the difference between Posting using the Owner's API credentials and Posting using the Member's API credentials here
At any time, you can go back and assign as many other social accounts as you want to each member.
Finally, click on Invite.
You have now added a new team member! Make sure to ask your teammate to check their email and follow the steps on the email to accept the invitation. In case they have not received an invitation, simply resend them one.
Note: If your current plan supports it, you can add a new team member following the steps outlined below. Please double check that you have enough seats for additional team members under Settings > Billing in your Publer account. If you do not have any space for other additional members, simply upgrade your plan accordingly.
To add a new Team member:
Click on the dropdown arrow next to your name, at the top left of the dashboard.
From the dropdown menu, choose the desired workspace you want to add the member to:
Click on Team Members on the left side panel:
On the upper right corner click on the Invite Member:
Firstly, select the role of the member:
Then, enter the email of the new teammate:
Admins can specify for Editors and Client to activate the 2FA.
Owners can make 2FA required for all team members, while Admins can make it required for other Editors and Clients.
Learn how to activate the 2FA on web here.
After specifying the role, checking the member options and adding the email, you can assign the Social Accounts you want them to have access to:
Make sure to specify their permission levels and access:
Internal approval (Editor, Admin, Owner).
Should be approved by Admin / Owner
Should not be approved by Admin / Owner
Full posting access.
External approval (Client).
Should approve posts
Should not approve posts
Learn more about all the different member roles and permission levels here.
Specify how you would like your members to post as:
Owners.
Themselves.
Note: When you choose to give them Owner access, they will will be posting using your API credentials. Learn more about the difference between Posting using the Owner's API credentials and Posting using the Member's API credentials here
At any time, you can go back and assign as many other social accounts as you want to each member.
Finally, click on Invite.
You have now added a new team member! Make sure to ask your teammate to check their email and follow the steps on the email to accept the invitation. In case they have not received an invitation, simply resend them one.
Updated on: 03/08/2023
Thank you!