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Team and roles

Work together with clear roles

Invite your team and clients to 1 workspace. Each role sees and does only what it should.

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Team members and roles in Postozo for social media team collaboration, close up

Team members and roles in Postozo for social media team collaboration

What you can do

Owner and Admin

Manage channels, team, billing and approvals.

Editor

Create and schedule posts. Posts that need approval wait for an admin or the client.

Client

Sees only their own brand. Can approve, ask for changes and comment.

Many workspaces

Keep separate workspaces, for example 1 for your agency and 1 for a big client, and switch in 1 click.

Invites by email

Invite people by email. They join with the role you picked.

Notifications

The team is told when a post goes live or fails. Failures also arrive by email.

How it works

Set up your social media team in 4 steps

Invite by email

In Settings, add a team member with their email and a role: admin, editor or client.

Limit clients to their brand

For a Client member, pick the customers they may see. They will not see other clients' posts, numbers or notifications.

They join

The invited person opens the email, signs up or signs in, and lands in your workspace with the right role.

Work in the same calendar

Editors write and schedule. Admins approve and fix failed posts. Everyone sees the same plan.

Example: a team of 4

A marketing team has a head of marketing, 2 writers and a designer. The head is an admin and approves posts. The writers are editors: they draft posts, and anything for the main brand waits for her yes. The designer is also an editor and adds pictures to the drafts from the media library. When a post fails because a picture has the wrong shape, the whole team sees the notice and the reason.

What each role can do

Owner and admin manage channels, the team, customers, billing, white label, approvals and the API key. Editors create, schedule and edit posts and connect channels, but cannot approve posts that need approval, manage the team or change billing. Clients see only the customers they are given: those posts, numbers, comments and approvals, and nothing from other clients. Media, webhooks and RSS settings are hidden from clients.

Inviting people

Invite a team member by email from Settings, with a role. The invitation link works for 7 days; until then the person shows as invited, not joined yet. They sign up or sign in and land in your workspace with the right role. For a Client member, pick the customers they may see when you invite them. You can change a role or remove a member at any time, and they lose access right away.

Workspaces

A workspace holds channels, posts, the team and billing. One person can belong to many workspaces and switch between them in 1 click, for example an agency workspace and a separate one for a big client who pays you directly. Each workspace has its own plan, brand voice and settings.

Limits and rules

Roles	Owner, admin, editor and client
Team members	Team plan and up
Invitation link	Works for 7 days
Client members	See only the customers you pick
Workspaces	As many as you need, each with its own plan

Roles side by side

Can they	Owner	Admin	Editor	Client
Create and schedule posts	Yes	Yes	Yes	No
Approve posts that need approval	Yes	Yes	No	Yes, own brand
Connect channels	Yes	Yes	Yes	No
Send client connect links	Yes	Yes	No	No
Manage the team, customers and billing	Yes	Yes	No	No
See every customer	Yes	Yes	Yes	No, only theirs
See the API key and webhook secret	Yes	Yes	No	No

A setup that works for most agencies

The agency owner is the owner. Account managers are admins: they send connect links, manage the team and approve. Writers and designers are editors. Each client is a customer with their channels under it, and clients who want to log in are Client members tied to their customer. Everyone else gets review links. This keeps passwords out of chat, keeps every client's posts apart, and gives the client a clear yes or no button.

Tips to get more from it

Give most people the editor role. Keep admin for the people who approve and manage billing.
Invite clients as Client members only when they want to log in. Review links are enough for most.
Use separate workspaces for clients who need their own brand voice, billing or team.

Words on this page, explained

Workspace	Everything for 1 business or agency: channels, posts, team and plan.
Role	What a person may do in the workspace: owner, admin, editor or client.
Customer	A client or brand inside a workspace.

Mistakes to avoid

Making everyone an admin. Give most people the editor role.
Sharing 1 login between people. Invite each person, so the history shows who did what.
Forgetting to pick customers for a Client member. Pick them in the invite, so they see their brand only.

Who it is for

Marketing teams split writing and approving without sharing passwords. See Marketing teams.
Agencies add clients as Client members who only ever see their own brand. See Agencies.
Creators with an editor or assistant give them access without handing over their social logins. See Creators.

Plans and limits

Team members need the Team plan or higher. Standard is for 1 person. See Pricing for every limit.

Limit	Standard	Team	Pro	Ultimate
Team members and roles	No	Yes	Yes	Yes
Client members	No	Yes	Yes	Yes
Channels	5	10	30	100

Works with these channels

Team and roles works on every connected channel. These are the ones people use it with most:

LinkedIn scheduler X scheduler Facebook scheduler Instagram scheduler YouTube scheduler Slack scheduler

See all channels, or compare Postozo with other tools on the compare page.

FAQ

Questions

Something else? Email support@postozo.com and a person will answer.

How many team members can I add?

Team, Pro and Ultimate plans include team members. See Pricing.

Can I limit a client to 1 brand?

Yes. Pick which customers a Client member can see when you invite them.

Do team members need their own social logins?

No. Channels are connected once for the workspace. Team members post through them without the passwords.

Who hears about a failed post?

The team gets a notice in the app, and failures also arrive by email with the reason and the fix.

How do roles and permissions work?

Owners and admins manage channels, the team, billing and approvals. Editors create and schedule posts. Clients see only their own brand and can approve, ask for changes and comment.

Can an editor publish?

Yes. Editors can schedule and publish. Posts for customers with approval on wait for an owner, an admin or the client.

What happens to a removed member's posts?

They stay. Removing a person removes their access, not their work.

Do team members need their own email?

Yes. Each person signs in with their own email address.

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