How to Create and Manage Teams
This Collabration & Team Members guide walks through How to Create and Manage Teams in Posttely—so you can complete the steps once, avoid common connection mistakes, and keep publishing from one workspace.
Creating Your First Team
Teams in Posttely allow you to collaborate with your colleagues and manage social media accounts together. Here's how to get started:
Step 1: Create a Team
- Navigate to My Team from the main menu
- Click Create Team
- Enter a unique team name
- Click Create
You'll automatically become the team Owner with full administrative privileges.
Step 2: Invite Team Members
- Go to your team page
- Click Invite Member
- Enter the email address of the person you want to invite
- Select their role (Admin, Manager, Editor, or Content Scheduler)
- Send the invitation
Team Roles Explained
- Owner: Full control over the team, can manage members and settings
- Admin: Can manage team members and approve/review posts
- Manager: Can review and approve posts, manage content
- Editor: Can create and edit posts
- Content Scheduler: Can schedule posts but cannot publish directly
Managing Team Members
- View all team members and their roles
- Change member roles as needed
- Remove members from the team
- Resend invitations if needed
Related in Posttely
Jump from this guide into the product surfaces you'll use next.