- Getting Started with Your CoSchedule Marketing Calendar
- 1 Core Concept 1: How You Will Create and Share Your Ideal Marketing Calendar With CoSchedule
- 2 Core Concept 2: How Your Marketing Calendar Will Improve Project Visibility and Control
- 3 Core Concept 3: How Your Marketing Calendar Helps You Be Flexible When Project Dates Change
- 4 Implementation Chapter 1: Build Your Own Marketing Calendar
- 5 Implementation Chapter 2: Take Control of Your Process With Your Marketing Calendar
- 6 Implementation Chapter 3: Share Your Marketing Calendar with Stakeholders
- 7 Implementation Chapter 4: Invite Team Members to Join Your Marketing Calendar
- 8 Implementation Chapter 5: Tips For Team Collaboration
- 9 Implementation Chapter 6: Get Organized and Keep Everything in One Place With Projects
- 10 Implementation Chapter 7: Maximizing Your Social Media Strategy with CoSchedule
- 11 Implementation Chapter 8: The Best Way to Manage a Project From Start to Finish
This guide is also available as a free, multi-lesson course in the CoSchedule Academy.
Getting Started with Your CoSchedule Marketing Calendar
Implementation Chapter 4: Invite Team Members to Join Your Marketing Calendar
Getting CoSchedule Ready for Your Team
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.
Step 1: Understand User Roles in CoSchedule
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.
Owner
An owner in CoSchedule is the individual with the highest access rights.
This individual can:
- Change the subscription plan, update billing information, and delete calendars
- View, edit, publish, and delete projects
- View, edit, publish, and delete social messages
- Create and assign tasks to all team members
- Change calendar settings
- Administer social profiles, including the ability to delete profiles from your company
- Administer team members, including the ability to delete team members from your company
Manager
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:
- Change the subscription plan and update billing information
- View, edit, publish, and delete projects
- View, edit, publish, and delete social messages
- Create and assign tasks to all team members
- Change calendar settings
- Administer social profiles, including the ability to delete profiles from your company
- Administer team members, including the ability to delete team members from your company
Admin
Individuals with admin access can:
- View, edit, publish, and delete projects
- View, edit, publish, and delete social messages
- Create and assign tasks to all team members
- Change calendar settings
- Administer social profiles, excluding the ability to delete profiles from your company (Only owners and managers can permanently delete a social profile from the entire company)
- Administer team members, excluding the ability to delete team members from your company (Only owners and managers can permanently delete a team member from the entire company)
User
Individuals with user access can:
- View, edit, publish, and delete projects
- View, edit, publish, and delete social messages
- Create and assign tasks to all team members
Guest
Individuals with guest access can:
- View and edit projects only if assigned to them
- Complete tasks assigned to them
Where to Invite Users and Set Roles
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:
- What CoSchedule is
- What problems CoSchedule will solve for your team
- How CoSchedule will impact their daily work
Step 2: Onboard Your Team to CoSchedule
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.
Bonus: Action Items for Each Team Member
