What is it?

With the User Management feature, you can grant access to one or more brands to other people by selecting a predefined role or by setting custom roles.

This feature is available on Advanced and Custom plans.

User management is divided into two tabs:

Users : where you can search for the user and by brand.
Roles and permissions: where you can see them grouped by the type of permission they have.

In addition to the default roles ( Analyst, Editor, Manager, Content Creator and Client) you can add a new custom role , assign several brands to a user and manage their permissions in a single screen.

How to grant access?

In the top menu, click on the three the three horizontal stripes located on the right, in the drop-down select User management and click add user.

If you give access to a free account, the message "Upgrade" will still be displayed, however, it will have premium features in the shared brands. Expand the details about shared brands here.



Add the user's email and click on continue.



Select the brands and assign the role (you can use a different role for each brand).



Confirm if you want to send a notification to the new collaborator and finish by clicking again on add user.

How to add a role?

To create a new role, you have two options:

In the Roles and permissions tab, click on add a role. Add name, description and role color. Enable the permissions and hit save.





From the list view, you can clone the permission by clicking on the copy icon and customize the role.



There are three categories of customizable permissions, in the grid view, in the drop down, you can see the details of each one:

Type of permissions

View only permissions: the user will be able to access the following functions, but will not be able to make any changes.

- View analytics: Allows you to view analytics for all connected networks, manage your competitors and view Hashtag Tracker sessions. It does not allow you to download any informatio
- View inbox: Allows you to view Inbox conversations and notes, but does not allow you to reply to direct messages or comments, or to create, edit or delete notes.
- View planner: Allows you to view the entire publishing calendar as well as planned posts information, but not to make any modifications to planned posts, nor create or delete them. It does allow you to create, edit and delete notes on posts.
- View ads: Allows you to view all information related to ad campaigns, but not to perform any action on them or create new ones.
- View SmartLinks: Allows to view the available SmartLinks and their analytics, but not to perform any modification on them.

Editing permissions: the user will have access to the visualization functions, in addition to being able to modify and download information.

- Reports: Gives full access to analytics and allows the user to create reports and manage their templates. It also allows downloading analytics data.
- Inbox: Gives full access to the Inbox and all related functionality (view and reply to threads, mark them as resolved or read/unread, manage notes, etc).
- Ads: Gives full access to the Ads section, allowing to view and perform actions on all campaigns as well as create new ones.
- SmartLinks: Gives full access to the SmartLinks section, including the creation and modification of SmartLinks.
- Hashtag tracker: Gives full access to the Hashtag tracker, including analytics, the possibility to buy days and create new sessions.
- Planner: Gives full access to the planner (Calendar, history and autolists), as well as creating, modifying and publishing posts and all associated functionality.
- Schedule and publish posts: It allows you to schedule and publish posts without approval. It also allows you to create and modify autolists.
- Schedule pending review: It allows to schedule posts, but they must be sent for review. It does not allow to create or modify autolists.
- Review posts: Allows you to review, approve or reject posts, but requires other permissions in order to create or modify them.

Management permissions

- Brand: Gives full access to the brand configuration, including the creation and management of connections and managing the users who have access to it and their roles.

💡 If there is a publish failure, the notice will be received by users with brand permission and the account owner.

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Updated on: 22/04/2025