Articles on: Workspaces

How to assign social accounts to different members of my workspace

Desktop Version


In order for your business to have a smooth workflow and good management, it is highly suggested to specify each member’s role and posting access.


Remember:


  • Members will only have access to the social accounts they have been assigned.
  • They will still see Drafts from all members of the team.
  • You should make sure to select Use before starting to work on a Workspace.
  • Only the Owner can change a member’s role (Admin, Editor or Client).


To assign social accounts to different members:

  • Go to the dropdown button on the top right corner, next to your profile, and choose one of your workspaces.


Select a Workspace


  • Choose a specific workspace and on the left panel click **Members **tab.


Manage your team members


  • Click on the three dots ... and then click on the Edit social accounts.


Assigning social accounts


  • Click Add social account and decide which one you want to assign to them.


Assigning social accounts


If they’re Admins:


  • You can’t decide their posting access, because they have Full Posting Access by default.
  • Unless the Client for the specified social accounts has "Should Approve posts". In that case, their posts will need to be approved by the Client before they go out.
  • You can only decide if they will post: using Owner's credentials or member's credentials.


If they’re Editors:



If they’re Clients



Learn more about how you can use Workspaces in Publer here.



Mobile App


In order for your business to have a smooth workflow and good management, it is highly suggested to specify each member’s role and posting access.


Remember:


  • Members will only have access to the social accounts they have been assigned.
  • They will still see Drafts from all members of the team.
  • You should make sure to select Use before starting to work on a Workspace.
  • Only the Owner can change a member’s role (Admin, Editor or Client).


To assign social accounts to different members on the mobile app:

  • Click on the workspace icon on the top-left corner.



  • Choose a specific workspace and on the left panel click Members:



  • Click on the three dots ... next to the member and then on Edit member.



  • Click on ** "+ Assign Social Account" ** and choose the social account you wish to add to this member.


Assign Social to Member


  • Select the permissions they will have for each social account, and click Save to confirm.


Edit Member Socials


Keep in mind that:


  • Owners can make 2FA required for all team members, while Admins can make it required for other Editors and Clients.


If they’re Admins:


  • You can’t decide their posting access, because they have Full Posting Access by default.
  • Unless the Client for the specified social accounts has "Should Approve posts". In that case, their posts will need to be approved by the Client before they go out.
  • You can only decide if they will post: using Owner's credentials or member's credentials.


If they’re Editors:



If they’re Clients



Learn more about how you can use Workspaces in Publer here.


Updated by: Brikena Cani

Updated on: 11/12/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!