Team & clients

Add Team Members · visual field guide

An illustrated tour of Add Team Members with focused images of its controls and settings.

21 min readVisual walkthrough

Orient yourself on the page

Design-preview images. These captures use sample data from the redesigned workspace. Illustrations use sample data. Available controls and results depend on your connected platform and account permissions.

Use this overview to locate the main controls before following the focused illustrations below.

Add Team Members. Highlighted controls are explained below.

Enter the person’s name

Use the name you want shown in this profile or invitation. Check the email separately: the name identifies the person in the interface, while the email identifies their login or invitation destination.

Check the email address

Use the exact address intended for this account or invitation. Review spelling before saving. An invitation address and a notification-recipient address serve different purposes, so read the surrounding section.

Choose the person’s workflow role

Read the selected role’s description before saving. Admin, Manager, Content Scheduler, and Client have different responsibilities. Review account assignments and optional Publishing, Analytics, and Inbox grants separately; a role name is not proof of access to every account.

Select Facebook Page

Check this option only when it belongs in the intended account selection or permission configuration. Review the selected set before saving. Selecting a profile for a group or feed is separate from granting a person access to it.

Select Facebook Group

Select Instagram Business

Select Instagram Creator

Select LinkedIn Profile

PRODUCT PREVIEW · Select LinkedIn Profile

LinkedIn Profile. The highlighted control is the one described in this step.

Select LinkedIn Company Page

Select YouTube Channel

Select Threads Profile

PRODUCT PREVIEW · Select Threads Profile

Threads Profile. The highlighted control is the one described in this step.

Select X Profile

PRODUCT PREVIEW · Select X Profile

X Profile. The highlighted control is the one described in this step.

Select Mastodon Profile

PRODUCT PREVIEW · Select Mastodon Profile

Mastodon Profile. The highlighted control is the one described in this step.

Select Bluesky Profile

PRODUCT PREVIEW · Select Bluesky Profile

Bluesky Profile. The highlighted control is the one described in this step.

Select WordPress Website

Select Pinterest Profile

PRODUCT PREVIEW · Select Pinterest Profile

Pinterest Profile. The highlighted control is the one described in this step.

Select Tumblr Blog

Select TikTok Profile

PRODUCT PREVIEW · Select TikTok Profile

TikTok Profile. The highlighted control is the one described in this step.

Leave without applying the dialog changes

Use Cancel when you do not want to apply the proposed change. If the screen has unsaved content, read any discard confirmation before continuing.

Save the reviewed settings

Check the values and account selections before saving. After the dialog closes, reopen or inspect the resulting row to confirm the intended change.

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Add Team Members · visual field guide

Orient yourself on the page

Enter the person’s name

Check the email address

Choose the person’s workflow role

Select Facebook Page

Select Facebook Group

Select Instagram Business

Select Instagram Creator

Select LinkedIn Profile

Select LinkedIn Company Page

Select YouTube Channel

Select Threads Profile

Select X Profile

Select Mastodon Profile

Select Bluesky Profile

Select WordPress Website

Select Pinterest Profile

Select Tumblr Blog

Select TikTok Profile

Leave without applying the dialog changes

Save the reviewed settings

A little more guidance.