How to assign social accounts to different members of my workspace
In order for your business to have a smooth workflow and good management, it is highly suggested to specify each member’s role and posting access.
Members will only have access to the social accounts they have been assigned.
They will still see Drafts from all members of the team.
You should make sure to select Use before starting to work on a Workspace.
Only the Owner can change a member’s role (Admin, Editor or Client).
Go to the dropdown button on the top right corner, next to your profile, and choose one of your workspaces.
Choose a specific workspace and on the left panel click Team Members:
Click on the three dots ... and then click on the Edit social accounts.
Click Add social account and decide which one you want to assign to them.
You can’t decide their posting access, because they have Full Posting Access by default.
Unless the Client for the specified social accounts has "Should Approve posts". In that case, their posts will need to be approved by the Client before they go out.
You can only decide if they will post: using Owner's credentials or member's credentials.
You can decide their posting access: Should (not) be approved by Admin/Owner
Moreover, if the Client for the specified social accounts has "Should Approve posts", then their posts will also need to be approved by the Client before they go out.
You can only decide if they will post: using Owner's credentials or member's credentials.
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.
Learn more about how you can use Workspaces in Publer here.
Remember:
Members will only have access to the social accounts they have been assigned.
They will still see Drafts from all members of the team.
You should make sure to select Use before starting to work on a Workspace.
Only the Owner can change a member’s role (Admin, Editor or Client).
To assign social accounts to different members:
Go to the dropdown button on the top right corner, next to your profile, and choose one of your workspaces.
Choose a specific workspace and on the left panel click Team Members:
Click on the three dots ... and then click on the Edit social accounts.
Click Add social account and decide which one you want to assign to them.
If they’re Admins:
You can’t decide their posting access, because they have Full Posting Access by default.
Unless the Client for the specified social accounts has "Should Approve posts". In that case, their posts will need to be approved by the Client before they go out.
You can only decide if they will post: using Owner's credentials or member's credentials.
If they’re Editors:
You can decide their posting access: Should (not) be approved by Admin/Owner
Moreover, if the Client for the specified social accounts has "Should Approve posts", then their posts will also need to be approved by the Client before they go out.
You can only decide if they will post: using Owner's credentials or member's credentials.
If they’re Clients
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.
Learn more about how you can use Workspaces in Publer here.
Updated on: 16/03/2023
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