Skip to content

Team, clients and approvals

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.

Last updated 2 min read

Managers, Content Schedulers and clients see only the accounts they are linked to. An account they are not linked to does not exist for them: it is missing from every list, the calendar and the counts.

  1. Open Settings, then Users, and edit the person.
  2. Under Link Accounts, add the accounts.
  3. For each account, set the access and switches, then save.

Access per account

  • Manage: edit the account, its queue times and every post on it.
  • Contributor: create posts that go to approval; change only your own posts.
  • Analytics, inbox and library switches for that account.
  • For clients: whether this client approves the account's posts.

Owners and Admins reach every account without being linked.

From the account's side

Edit Account has Team Members and Clients tabs to see and change who is linked, from the account's point of view.

There you also find Client Approval: when it is on, team posts on the account go to the client for approval after the team, and at least one client approver must be chosen. Auto Approve approves a post automatically at its scheduled time when nobody answered.

Limits for clients

A client allowed to connect accounts can link at most the number of accounts you set, of the platforms you allow. Going over it shows "Account limit reached for this client".