Add and Manage Team Members - CoSchedule Blog

Add and Manage Team Members

Invite team members to work with you on your new marketing calendar.

Inviting Team Members

To begin, go to Settings > Team Members tab.

Click on Add Team Member in the upper left corner.

You’ll be prompted to add the team member’s email address and set the team member role you want them to have. As soon as you’re finished click Invite Team Member.

Note: Learn all about Team Member Roles

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

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Managing Team Members

To manage your team members, go to Settings > Team Members tab. To edit, click on Team Member to edit 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.
If you’re using our Marketing Suite, 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.

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