DocumentationTeam & CollaborationTeam Settings

    Team Settings

    Manage your team members, clients, and organization settings. Invite collaborators, assign roles, and organize content by client.

    Last updated: December 2025

    Collaborate with Your Team

    The Team Settings page is your central hub for managing your organization. Create teams, invite members, manage clients, and configure your workspace all in one place. Access it from the sidebar under Team Settings.

    Getting Started

    Creating Your First Team

    1. Navigate to Team Settings from the sidebar
    2. Click the Create Team button in the top right
    3. Enter your team name (e.g., "My Agency")
    4. Add an optional description
    5. Click Create Team to finalize

    Tip: If you belong to multiple teams, use the team switcher dropdown in the header to switch between them.

    Members Tab

    The Members tab is where you manage your team's collaborators. Invite new members, view current team members, and manage pending invitations.

    Inviting Team Members

    1. Go to the Members tab
    2. Click Send Invitation
    3. Enter the member's email address
    4. Select their role (Manager, Editor, or Viewer)
    5. Click Send Invitation

    Invited members receive an email with a link to join your team. The invitation expires after 7 days.

    Managing Pending Invitations

    Pending invitations appear below the team members list. You can:

    • Resend: Send a new invitation email if the original expired or wasn't received
    • Delete: Cancel the invitation entirely

    Roles & Permissions

    Each team member is assigned a role that determines their permissions within the team.

    Owner

    • Full access to all features
    • Can manage team members and roles
    • Can manage billing and subscription
    • Can delete the team
    • Can manage all clients

    Manager

    • Can manage team members (except owner)
    • Can invite and remove members
    • Can create and edit content
    • Can manage clients
    • Cannot delete the team

    Editor

    • Can create and edit posts
    • Can upload sources and assets
    • Can connect social accounts
    • Cannot manage team members
    • Cannot access billing

    Viewer

    • View-only access to content
    • Can view posts and analytics
    • Cannot create or edit content
    • Cannot manage team or settings
    • Ideal for stakeholders and clients

    Managing Team Members

    From the Members tab, managers and owners can:

    • View all members: See everyone on your team with their roles
    • Change roles: Click the three-dot menu on any member to change their role
    • Remove members: Remove a member from the team via the menu
    • Refresh list: Click the refresh icon to update the member list

    Note: Team owners cannot be removed or have their role changed. To transfer ownership, contact support.

    Clients Tab

    The Clients tab allows agencies and teams to organize content by client. Each client is a separate workspace with its own brand guidelines, content, and settings.

    Client Management

    Creating a New Client

    1. Go to the Clients tab
    2. Click Add New Client
    3. Fill in the client details:
      • Basic Info: Name, industry, description, website
      • Contact Info: Primary contact name and email
      • Content Guidelines: Brand voice and target audience
    4. Click Create Client

    Organize Content

    Keep each client's posts, sources, and assets separate and organized.

    Brand Voice

    Set unique brand voice guidelines that AI uses when generating content.

    Target Audience

    Define target audience to tailor content for maximum engagement.

    Editing and Deleting Clients

    • Edit: Click the Edit button on any client card to update their information, brand voice, or target audience.
    • Delete: Click the trash icon to remove a client. Warning: This will delete all associated content.
    • Refresh: Click the refresh icon to reload the client list.

    Settings Tab

    The Settings tab allows you to update your team's information and access danger zone actions.

    Team Information

    Managers and owners can update the team's name and description:

    1. Click the Edit button
    2. Update the team name and/or description
    3. Click Save Changes to apply
    4. Or click Cancel to discard changes

    Danger Zone

    Leave Team (Non-owners)

    Remove yourself from the team. You will lose access to all team content and resources.

    Delete Team (Owners only)

    Permanently delete the team and all associated data including:

    • All team members will be removed
    • All clients and their content
    • All posts and sources
    • All connected social accounts

    This action cannot be undone. You must type the team name to confirm.

    Resource Sharing

    Teams automatically share the following resources:

    Sources & Folders
    Generated Posts
    Connected Accounts*
    Templates
    Asset Library
    Client Workspaces

    *Social account sharing is based on user permissions and can be configured per account.

    Frequently Asked Questions

    How many team members can I have?

    This depends on your plan. Free/Starter plans include 1 member, Creator plans allow up to 3 members, and Agency plans offer unlimited members.

    Can I transfer team ownership?

    Currently, ownership transfer requires contacting support. We're working on a self-service option for this feature.

    What happens when an invited member doesn't accept?

    Invitations expire after 7 days. You can resend the invitation or cancel it from the Pending Invitations section in the Members tab.

    Can I be part of multiple teams?

    Yes! You can belong to multiple teams. Use the team switcher dropdown in the header to switch between your teams.

    Team Members by Plan

    Free/Starter: 1 member

    Creator: Up to 3 members

    Agency: Unlimited members

    On this page

    Related Articles

    Client ManagementApproval WorkflowsWhite Label

    Need more help?

    Contact Support