Team and roles
Invite people to your workspace, what each role can do, and how to limit someone to one brand.
On this page
Invite your team and decide who can write, who can approve, and who can only look.
Where to find it#
Dashboard → Members & roles.
The top of the page shows how many seats you are using, for example "Using 2 of 5 seats".
Inviting someone#
- Under Invite a teammate, type their Email.
- Pick a Role.
- Pick Brand access: All brands, or Only one brand.
- 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#
| Role | What they can do |
|---|---|
| Owner | Everything, including billing |
| Admin | Everything except billing |
| Editor | Writes, schedules and publishes posts. Uses AI. Can connect AI apps |
| Approver | Reviews and approves posts |
| Viewer | Can look, cannot change anything |
In more detail#
| Owner | Admin | Editor | Approver | Viewer | |
|---|---|---|---|---|---|
| Write, schedule and publish posts | Yes | Yes | Yes | No | No |
| Use AI | Yes | Yes | Yes | No | No |
| Approve posts | Yes | Yes | No | Yes | No |
| Connect and disconnect accounts | Yes | Yes | No | No | No |
| Create brands, change Autopilot mode and rules | Yes | Yes | No | No | No |
| Invite and remove people | Yes | Yes | No | No | No |
| Connect AI apps | Yes | Yes | Yes | No | No |
| See analytics | Yes | Yes | Yes | Yes | Yes |
| Change the plan and payment | Yes | No | No | No | No |
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#
| Plan | Team seats |
|---|---|
| Free | 1 |
| Individual | 1 |
| Team | 5 |
| Agency | 10 |
| Enterprise | Unlimited |
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 Switch on custom roles at the bottom of the page. Everyone keeps the access they have now.
Then press New role, name it, and tick What can people with this role do?