Team & clients

Team & Client · visual field guide

An illustrated tour of Team & Client with focused images of its controls and settings.

6 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.

Team & Client. Highlighted controls are explained below.

Invite another teammate or client

Open the invitation form, enter the person’s details, choose a role, and assign the intended connected accounts. Review optional grants separately before saving.

Search this collection

Enter a recognizable part of the item’s name. The current filters still apply to this search. Clear the query to return to the full selected collection.

Narrow the current list

Open Filters to see the options for this page. Apply only the conditions you need. If a known item disappears, review the active filters before assuming it was removed.

Open this item’s settings

Choose Edit on the intended row. Review the dialog before saving. A row action applies to that item, so check the name and platform rather than relying on its position in the list.

Review removal before confirming

Identify the exact item first, then read the confirmation carefully. Cancel if you only intended to edit, reconnect, or lock it. Removing a connection is different from deleting a social profile on its own platform.

Edit teammate permissions

Open the action on the intended item, then review the fields in this dialog. The focused illustrations below explain each setting separately.

Close the settings dialog

Close the dialog when you have finished reviewing it. Use its Save action to apply intended edits; read any unsaved-change confirmation before leaving.

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 Social Blaze

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 CNevery

Select socialblaze

Select socialblazeai.bsky.social

Select socialblaze.ai

Select testsocialblaze

Select Cratos.ai

Select Charles Nevery

Select Charles Thomas Nevery

Select Charles

Select Facebook Page

Select Facebook Group

Select Instagram Business

Select Instagram Creator

Select LinkedIn Profile

PRODUCT PREVIEW · Select LinkedIn Profile

LinkedIn Profile. Review this setting before applying the change.

Select LinkedIn Company Page

Select YouTube Channel

Select Threads Profile

PRODUCT PREVIEW · Select Threads Profile

Threads Profile. Review this setting before applying the change.

Select X Profile

PRODUCT PREVIEW · Select X Profile

X Profile. Review this setting before applying the change.

Select Mastodon Profile

PRODUCT PREVIEW · Select Mastodon Profile

Mastodon Profile. Review this setting before applying the change.

Select Bluesky Profile

PRODUCT PREVIEW · Select Bluesky Profile

Bluesky Profile. Review this setting before applying the change.

Select WordPress Website

Select Pinterest Profile

PRODUCT PREVIEW · Select Pinterest Profile

Pinterest Profile. Review this setting before applying the change.

Select Tumblr Blog

Select TikTok Profile

PRODUCT PREVIEW · Select TikTok Profile

TikTok Profile. Review this setting before applying the change.

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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Team & Client · visual field guide

Orient yourself on the page

Invite another teammate or client

Search this collection

Narrow the current list

Open this item’s settings

Review removal before confirming

Edit teammate permissions

Close the settings dialog

Enter the person’s name

Check the email address

Choose the person’s workflow role

Select Social Blaze

Select CNevery

Select socialblaze

Select socialblazeai.bsky.social

Select socialblaze.ai

Select testsocialblaze

Select Cratos.ai

Select Charles Nevery

Select Charles Thomas Nevery

Select Charles

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.