(Mobile App) How to edit a member's role and permissions
To edit a member's role and permissions in the Publer app:
Firstly, go to Workspace tab and switch to Members.
Tap on the 3 dots for the member you want to edit the role, permissions, and accounts for and tap on Edit member:
You will have the option to chose between the roles of Admin, Editor and Client.
Then, you can specify the different permissions for each role. Learn more about the different roles and permissions here.
For every member, you need to specify:
The social accounts that you want them to have access to. You can assign and remove accounts accordingly.
The settings for Two Factor Authentication. Keep in mind, 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 from mobile app here.
The Posting Access for the specific social accounts. Learn more here.
If they will post using the Owner's or Member's API credentials. Learn more here.
Once you check all the permissions, click on the Save button.
For Editors, you also need to specify:
The posting access, specifically whether you want the Editor's posts to be approved by an Admin/Owner or not, and if you want it to activate 2FA.
For Admins, you also need to specify:
Whether you want to allow the Admin to Add or remove social accounts, and if you want it to activate 2FA.
Keep in mind that the Posting Access for Admins will always be Full posting access on the assigned accounts. Learn more here.
For Clients, you also need to specify:
If you want the Client to be able to add social accounts and to create, edit, or delete posts.
If you want it to activate 2FA.
If you want the Client to approve posts for a specific social account or not. If you choose this option, then all posts created by other members will have to be approved by the Client before they are scheduled.
Learn more about the different roles and permissions here.
Updated on: 03/10/2023