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Team and roles

Invite teammates to your Social9 workspace, compare Owner, Admin, Editor, Approver and Viewer permissions, limit access to one brand, and see seats per plan.

On this page

Invite your team and decide who can write, who can approve, and who can only look.


Where to find it#

Account menu → Members & roles.

The top of the page shows how many seats you are using, for example "Using 2 of 5 seats".


Inviting someone#

  1. Under Invite a teammate, type their Email.
  2. Pick a Role.
  3. Pick Brand access: All brands, or Only one brand.
  4. Press Send invite.

They get an email. They sign in or create an account with the address the invite was sent to, and join the workspace.

If email is not set up for your workspace, Social9 copies an invite link for you to send yourself.

You can Resend or Revoke invite while it is waiting.


The roles#

RoleWhat they can do
OwnerEverything, including billing
AdminEverything except billing
EditorWrites, schedules and publishes posts. Uses AI. Can connect AI apps
ApproverReviews and approves posts
ViewerCan look, cannot change anything

In more detail#

OwnerAdminEditorApproverViewer
Write, schedule and publish postsYesYesYesNoNo
Use AIYesYesYesNoNo
Approve postsYesYesNoYesNo
Connect and remove accountsYesYesNoNoNo
Create brands, change Autopilot mode and rulesYesYesNoNoNo
Invite and remove peopleYesYesNoNoNo
Connect AI appsYesYesYesNoNo
See analyticsYesYesYesYesYes
Change the plan and paymentYesNoNoNoNo

Changing or removing someone#

Change their role with the dropdown next to their name. Press Remove to take them out of the workspace.

Removing someone also cuts off any AI apps they connected.


Seats on each plan#

PlanTeam seats
Free1
Individual1
Team5
Agency10
EnterpriseUnlimited

When you are out of seats, inviting someone asks you to upgrade.


Custom roles#

You can also create your own roles, with the exact permissions you want. Press New role in the roles section. The first time, Social9 gets custom roles ready for the workspace (everyone keeps the access they have now).

Then name the role and tick What can people with this role do?


Next steps#

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