Team access determines who can work in the account and its workspaces. A persona determines whose identity and voice appear in content. Set up both when a teammate needs to create posts under their own name.
Add a teammate
- Open Settings → Team with an account that can manage the team.
- Use the invite action and enter the teammate's correct email address.
- Choose the role offered for the access they need.
- Send the invitation and have the teammate accept it.
- Review their access to the appropriate workspace under Workspace settings → Members.
Invitations and seat availability depend on your plan and permissions. If an action is unavailable, check the account owner's role and the seat limit.
Choose access deliberately
Read the role descriptions in the app before assigning them. Give administrative access only to people who should manage the corresponding settings. A workspace member may not have the same account-wide billing or team permissions as the owner.
Set up their content identity
Add or select the teammate's persona and verify its headshot, footer, and writing preferences. Confirm the selected persona when creating content.
When someone leaves
Review account and workspace membership, social profile access, and any scheduled posts using that person's identity. Removing access is not the same as automatically rewriting their existing content.