How to Add and Manage Users – Social

Our platform makes team collaboration seamless. You can add an unlimited number of users to your account, assign specific roles, and manage access across multiple client brands.

Whether you're onboarding teammates, clients, or contractors, this guide shows you how to add and manage users with the right permissions.

User Roles & Permissions

We support three user types, each with different levels of access:

Role	Permissions
Admin	Full access to all brands in your account.
Brand Manager	Access only to the brands you assign to them—ideal for account managers.
Client	Access only to assigned brands. Not notified for internal workflows.

Tip: Clients cannot see internal approvals or comment threads marked as private.

How to Add a New User

Navigate to the Agency View by clicking the dropdown in the top-left corner.
Click the “Users” tab.
Select “Add A New User.”

Fill Out the User Info:

Name
Email
Role: Admin, Brand Manager, or Client
For Brand Managers or Clients, select which brands they should have access to.

Admins will automatically have access to all brands.
Blue check marks = selected brands for Brand Managers or Clients.

Optional: Advanced Settings

Click "Toggle Advanced" to configure:

✅ Weekly Update Emails
✅ Require Approval (any content they create must be approved)
✅ Allow this user to approve content

Final Step:

Click “+ Add User”
Then click “Save Changes” in the top-right corner.

The new user will receive an email invitation to join your workspace.

How to Manage or Remove Existing Users

In the Users tab (under Agency View), locate the user you want to update.
Click the gear icon to the right of their name.
From here, you can:
- Edit roles or brand access
- Update settings
- Delete the user