Team, clients and approvals
Roles and per-account access, clients and the Client Portal, approvals before publishing, comments on posts and draft sharing.
7 articles
Articles
- Roles: Owner, Admin, Manager, Content Scheduler, Client What each of the five roles can do, which permissions you can switch on per person, and which plans include team members and clients. 2 min read
- Give people access to specific accounts Link team members and clients to accounts with Manage or Contributor access, switch analytics, inbox and library on per account, and set client approval. 2 min read
- Invite clients and use the Client Invite Link Invite a client by e-mail or share one Client Invite Link with the permissions you choose, approve posts without a seat, and switch the link off. 2 min read
- Let clients approve posts in the Client Portal Send a client a Client Portal link to approve or send back posts, see the calendar and comment without signing in, and how long a portal link works. 2 min read
- Approve posts before they are published How posts reach Pending Approval and Pending Client Approval, how to approve, send back and resend, and what happens when the scheduled time has passed. 2 min read
- Discuss a post with comments and mentions Leave team or public comments on a post, mention a teammate, follow the approval history in the thread and delete or restore a comment. 1 min read
- Share drafts with the team or keep them private Choose between collaboration on drafts, where everyone can see and edit them, and private drafts that only their author can open. 1 min read
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