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CoSchedule users are the individuals on your marketing team that need to regularly execute their work in CoSchedule. These people need more than just a read-only view.
CoSchedule has several different user roles that can be applied to limit or expand areas of the app, depending on the person’s responsibilities.
It’s a good idea to sketch out who, on your team, will have which roles before you start. Here’s an example to illustrate how each role could be implemented in a marketing team.
An owner in CoSchedule is the individual with the highest access rights.
This individual can:
Managers have the same access rights as an owner. However, the owner can rescind rights from the manager as necessary. Managers cannot add additional managers to the account, this can only be done by owners.
These individuals can:
Individuals with admin access can:
Individuals with user access can:
Individuals with guest access can:
When you’re ready to start inviting team members to CoSchedule, user roles can be set by toggling down your name in the left-hand corner and clicking the “Team Members” option.
When introducing your team to CoSchedule, schedule a meeting to get everyone in the same room. We’ve created a slide deck to help you teach your team:
Once you’ve invited your team to use CoSchedule, it’s important that they get onboarded to the Marketing Calendar, as well.
Have all of your team complete the CoSchedule Team Member Onboarding Certification course within the first seven days.
It’s also available as a digital version or PDF for those who prefer to learn by reading.
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