How to Invite Team Members

Inviting Team Members to Your Posttely Team

Collaboration is key to successful social media management. Learn how to invite team members and streamline your workflow.

Invitation Process

1. Access Team Management: Go to My Team from the main navigation
2. Select Your Team: Choose the team you want to add members to
3. Click Invite Member: This opens the invitation form
4. Enter Email: Type the email address of the person you want to invite
5. Choose Role: Select the appropriate role based on their responsibilities
6. Send Invitation: Click Send Invitation to notify them

Understanding Roles

Each role has specific permissions:

• Owner: Complete control - can manage team, members, and all content
• Admin: Can manage members, review and approve posts
• Manager: Can review and approve posts, manage content calendar
• Editor: Can create, edit, and schedule posts
• Content Scheduler: Can schedule posts but requires approval to publish

What Happens After Invitation?

• The invited member receives an email with an invitation link
• They can accept the invitation and join your team
• Once accepted, they'll have access based on their assigned role
• You can track pending invitations in your team dashboard

Tips for Effective Team Management

• Assign roles based on responsibilities and trust levels
• Start with limited permissions and increase as needed
• Regularly review team members and their access levels
• Use the review/approval workflow for important content