How to Add a Team Member?

Hey Champs! Follow this step-by-step guide to learn how to add a team member to your Social Champ account.

 

  1. After logging into your Social Champ account you will land on the Content Dashboard by default. Navigate your cursor to the left panel to find and click the Team option.

  2. Click the Invite Team Member button.

  3. A pop-up window will appear, in the 1st box, you can add a name for your team member and enter the team member’s email in the 2nd box.

  4. The 3rd box allows you to select the workspaces you would like to assign the Team member. Click the box to release the dropdown menu.

  5. Simply tick the checkbox next to the Workspace names and they will be assigned to the team member.

  6. A 4th box will appear below after you assign a workspace to the team member. The first column displays the workspace name.

  7. The second column allows you to assign the desired role to your team member for that workspace. You have the 3 options: Admin, Editor, and Author.

    1. The Admin team member will be able to: Manage Team, Workspaces, Social Accounts, Recycle, Auto-RSS, Post Calendar.
    2. The Editor team Members will be able to: Manage Workspaces, Social Accounts, Recycle, Auto-RSS, Post Calendar.
    3. The Author role Team Member can only manage posts.
       
  8. You can see the Social Accounts the team member can interact with, in the 3rd column. Click the box to release the dropdown menu.

    1. The Admin and Editor team members will be able to interact with all Social accounts within the workspace.

    2. Permissions given to the Author team member can be customized. You can select the Social Accounts the Author can interact with by ticking the checkbox and also opt-in for Post Approvals for those selected Social Media accounts by switching the toggle on.

  9. The 4th column allows you to unassign the workspace if needed.

  10. Once everything looks good you can click the Invite Member button and you’re done!

  11. Your Team Member will then receive an email to accept the Team Invite. They will need to click the Accept button.
  12. The Team Member will land on Social Champ’s login page. They need to have a Social Champ account. If they do not have an account already they will need to sign up.

  13. Once logged in they will be land in the team account. If, by chance, they land in their personal account. Then, they will need to navigate their cursor to the top-right corner and switch from their personal account to the Team account.
  14. Once they have switched the account they will be able to perform the duties assigned to them.

 

Please note that if your team member has a trial account it will expire after 7 days after which the member will be moved to a free account. However, they will still be able to perform as your team member and work with the permissions that you’ve assigned them.

 

Great work! Now you know how to Add a new Team Member. You can find more guides related to the workspace here and we also encourage you to check out the FAQs below to learn more.

Check out this Tutorial on How to Add Team Members.

 

Feel free to contact us for any further queries.

 

Check out FAQs here.

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