Team Collaboration

Detailed steps

Team Collaboration

Collaborate efficiently on social media campaigns by adding team members, assigning roles, and managing access to specific accounts.

🔧 Overview

The Team Collaboration feature allows platform administrators to manage internal or external users involved in social media operations. This is especially useful for agencies or marketing departments managing multiple clients or brands.

🧑‍🤝‍🧑 Add New Member

Click the “+ Add new member” button to invite a new team member. You’ll need to fill out:

• Status: Enable or Disable the member’s access

• Full Name: The member’s display name

• Email Member: Email used for login

• Role Member: Choose from available roles (e.g., Client, Manager)

➡ Once submitted, the user will be added to the collaboration dashboard.

📋 Team Table Features

Once members are added, they will appear in a list with the following fields:

• Member: Full name or account name

• Role: Assigned permission level

• Accounts: Channels/accounts assigned

• Status: Enabled / Disabled

• Created At: Date of member creation

• Action: Edit or Remove

Use filters to view members by status (All / Enabled / Disabled).

🔎 Smart Filters

• Search: Quickly look up members by name or email.

• Status Filter: Narrow results by Enabled or Disabled status.

• Pagination: Navigate across multiple member records easily.

💡 Use Case

Ideal for:

• Agencies managing client pages

• Marketing teams collaborating on shared campaigns

• Allowing clients limited access to review or approve posts