How to add your team members as users on your account

It's easy to add a completely separate login for different members of your team. This way, you can only give them access to the features and assets that you want them to be able to access. To do this, in the top navigation, click on the top right button and select "Workspace Users". Then click "Add New". You're going to enter the name and then the email address of the person that you want to invite. Next, you're going to decide what type of user they are going to be. Then, our tool is going to be sending them an email inviting them to set up the rest of their user account.

I'm going to walk you through the different ways you can make them an admin, which is the simplest way. This way, they just basically get access to everything, except they will not be able to access anything to do with your account like changing the billing or information like that. They will be able to get to workspace preferences, which is where you can do things like add or remove social profiles. They'll be able to add additional users or delete users, so it is quite a bit of permission.

A standard user doesn't give them access to the workspace preferences or manage users, so they won't be able to modify their own user account, for example, or create other users. They're just going to be a standard user and be able to access everything on the account. Now, if you want to restrict the user, this is generally done when you don't want them to access certain assets, like mailing lists or features. If you don't want them to be able to access features and even certain social profiles, you can restrict.

So when you click "Restricted User", you get quite a few options here, and you can really tailor exactly what you want them to be able to access. Another thing it allows you to do is force them to have everything that they try to publish get routed for permission or routed for approval from another user or the account owner, which is you. So, if you disable a bunch of these other features, they literally will not appear when they log in. For example, the AI writer. They would not be able to see it in the left navigation if your plan allows for an AI writer.

So down here where it says "Publish Enabled", you'll notice that you can really detail what they have access to in the publisher. You can restrict social profiles by clicking here and just selecting which one you don't want them to access. Maybe your group is something that only your legal team is able to add to depending on your industry, so you might have this in here. And when this is in here, this particular user, when they log in, they will not be able to see this particular profile.

Access to customer information, you can disable that so they can't see the sensitive information. You know, somebody enters your viral sweepstakes and you ask them a lot of detailed information, they won't be able to access that information if this is switched off.

The invitation email simply says, "Please complete the setup of your user profile". And you can even change this as well, but by default, we're going to say, "We have added you as a user on our tool. Please click here to create a password". And it will prompt them to create a password that is exclusive to them. And if you make any changes to this, then you can make that the default to save you time in the future. And once you're done, simply click "Send Invitation".