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 view, create and assign, and complete 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, apply, and edit templates. (Templates vary based on what’s available to you in your plan.)
  • Can manage Calendar Views.
  • Can manage Assets.

Manager

  • Can delete calendars.
  • Can create, view, edit, publish, and delete projects and social messages.
  • Can view, create and assign, and complete 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.
  • Cannot assign other team members as Managers.
  • Can add and edit templates.
  • Can manage Calendar Views.
  • Can manage Assets.
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 view, create and assign, and complete tasks to all team members.
  • Change calendar settings.
  • This team member can not remove social profiles and team members.
  • Cannot access billing.
  • Can add and edit templates (Templates vary based on what’s available to you in your plan).
  • Can manage Calendar Views.
  • Can manage Assets.

User

  • Can create, view, edit, publish, and delete projects and social messages.
  • Can view, create and assign, and complete tasks to all team members.
  • Can access and apply templates that are already created (task, project, and social).
  • Cannot templatize projects, tasks, and social messages.
  • Has access to social profile accounts and content.
  • Can manage Assets.

Guest

  • Cannot create, publish, or delete projects.
  • Can view and edit projects only if assigned to them.
  • Does not have any social media capabilities (Will not see Social Messages on the calendar or cannot create them on the calendar).
  • Can complete tasks assigned to them.
  • Can favorite projects.
  • Can modify projects that they are following as a contributor, including project metadata.
  • Only have access to Calendar and Home dashboards.

Approver

This role is only available in Agency Calendar, Agency Pro, Content Calendar, and Marketing Suite. Unlike the other roles, this role does not take a user seat and has no associated charges.
  • Can approve social messages.
  • Only have access to the Approvals dashboard.
  • Cannot view or interact with projects and tasks.
 

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