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Managing Team Roles and Permissions

Intermediate
5 min read
Updated 2024-12-01

Set up team access and define role permissions

Managing Team Roles and Permissions


Available Roles


Admin

  • Full account access
  • Manage team members
  • Billing and settings
  • All permissions

    • Manager

  • Create and publish content
  • View all analytics
  • Manage approvals
  • No billing access

    • Editor

  • Create and edit content
  • Submit for approval
  • Limited analytics
  • Cannot publish directly

    • Viewer

  • Read-only access
  • View analytics
  • Cannot create content
  • Ideal for clients

    • Setting Up Team Members


    Invite Process

  • Go to Team Settings
  • Click "Invite Member"
  • Enter email address

    • 4. Select role

    5. Send invitation


    Custom Permissions

  • Override default permissions
  • Platform-specific access
  • Feature restrictions

    • Approval Workflows

  • Multi-level approvals
  • Notification settings
  • Approval history
    • teamrolespermissionscollaboration

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