Add and Manage Team Members - CoSchedule Blog

Add and Manage Team Members

Invite team members to work with you on your new marketing calendar. Assign your team members roles to create flexibility within your account.


Invite Team Members

  1. Go to the Settings page.
  2. Select the Team Members tab.
  3. Select Add Team Member in the upper left corner.
  4. Follow the prompt to add the team member’s email address.
  5. Set the team member role you want them to have.
  6. Select Invite Team Member.

Until this invite is accepted, they will appear on the Team Member page as Pending.


Manage Team Members

  1. Go to Settings.
  2. Select the Team Members tab.
  3. To edit, click on each team member and change their team role or delete them from your calendar.

Note: Deleting a team member will remove all comments made by them inside of projects. Any tasks assigned to the deleted team member will become unassigned.
Things to note for Marketing Suite Users:
  • You can choose which tabs the new team member has access to (as appropriate for their role).
  • If you have the Sub-Calendar Views power-up enabled, you can also choose which color Sub-Calendar Views the new team member has access to; this allows you to limit which Color Labels the user can see, edit, and create.

Team Member Roles

Team Member Roles allow flexibility in your account to allow certain users to only see the projects that they need to view.

Owner:

  • Can change the subscription plan, update billing information, and delete calendars.
  • Can create, view, edit, publish, and delete projects and social messages.
  • Can create and assign tasks to all team members.
  • Change calendar settings.
  • Can administer social profiles, including the ability to delete profiles from your company.
  • Can administer team members, including the ability to delete team members from your company.
  • Can add and edit templates. (Templates vary based on what’s available to you in your plan.)

Manager: 

  • Can change the subscription plan, update billing information, and delete calendars.
  • Cannot assign other team members as Managers.
  • Can create, view, edit, publish, and delete projects and social messages.
  • Can create and assign tasks to all team members.
  • Change calendar settings.
  • Can administer social profiles, including the ability to delete profiles from your company.
  • Can administer team members, including the ability to delete team members from your company.
  • Can add and edit templates. (Templates vary based on what’s available to you in your plan.)

Note: Owners can assign any non-owner team member as a manager. Account managers have the same permissions as an owner.

Admin: 

  • Can create, view, edit, publish, and delete projects and social messages.
  • Can create and assign tasks to all team members.
  • Change calendar settings.
  • Can 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).
  • Can 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).
  • Can add and edit templates (Templates vary based on what’s available to you in your plan).

User:

  • Can create, view, edit, publish, and delete projects and social messages.
  • Can create and assign tasks to all team members.
  • Can access and apply templates that are already created.

Guest:

  • Does not have any social media capabilities (Will not see Social Messages on the calendar or cannot create them on the calendar).
  • Can view and edit projects only if assigned to them.
  • Can complete tasks assigned to them.
  • Only have access to Calendar and Home dashboards.

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