Inviting users and setting up permissions in your organization

Work together with your team by inviting them as users to your Buffer organization, which allows them to contribute new posts and help manage your social media content.

Your team members will be able to create and share draft posts, and you can define which users should have their posts approved. Posts created by your users will be shared within your posting schedule, which keeps every post from your team flowing seamlessly into a single queue for each social channel.

⭐️ The option to invite additional users is available on our Premium and Business Plans. The number of users you can invite will depend on the specific plan you're subscribed to. Learn more about our plans and pricing here.

This article contains the following sections:

  1. How users work within your organization
  2. User permissions and access
  3. Inviting users
  4. Assigning permissions in bulk

How users work within your organization

Each individual Publish user has their own organization (where they can connect personal social accounts that only they have access to), and they can also be part of other organizations as a user with different levels of permissions.

Notes

  • Your users will always access your organization’s social accounts on their own Publish dashboard and they will never need to log into your Publish account.
  • Your users will have access to all of the business features of your organization when working with your social accounts — even if they have a different plan. Most users of an organization have a Free Publish plan.

User permissions and access

You can grant your users full admin access to the entire organization, or you can give them specific permissions for the social channels you’d like them to work with. See the explanations below to decide what’s right for your team before you invite your users.

Permission level What they can do
Admin access
(organization level access)
Users are able to connect and manage social channels, as well as invite other users. Please note, users with Admin access will have full control over all of the social channels you’ve already connected, so this level of access should be used sparingly.
Full Posting Access
(social channel level access)
Users will be able to create posts both in the Drafts area as well as directly in the queue. They’ll also be able to review and approve posts created by other team members.
Approval Required Access
(social channel level access)
Users will be able to create posts in the Drafts area and then request approval.

Inviting users

Follow the steps below to invite a user to your organization.

📝 All Organizations are called "My Organization" by default. To reduce confusion, please take a moment to rename your Organization before inviting your users.

  1. Start by clicking on your profile avatar at the top right of your dashboard and then clicking Team.

  2. From there, click Invite a New User and then enter their name and email address.

  3. Toggle the Admin Access to Yes or No, depending on what level of access they should have.

  4. You're then able to decide which of your social accounts the user should be invited to. Click inside the box below "Let’s assign a social account to the new user on your team" and start typing the first few letters of the social account you'd like to invite them to. Once a social account has been selected, you can set the level of access the user should have.

    📝 Please note, if you're using the Campaigns feature, it's important to know that all users within an organization are able to view all campaigns, including all posts belonging to those campaigns, regardless of whether or not they have access to the social account a post belongs to. You can learn more about this here.

  5. You can then continue assigning the user to as many social accounts as you’d like.

  6. Finally, click on Invite User. They will receive an email invitation and will be required to create their own login. Once logged in to their personal dashboard, they will have access to any of the social accounts you've invited them to, and they'll be able to start adding posts right away! Learn more about your user’s experience with the Organization here.

Assigning permissions in bulk

If you are managing lots of social accounts, you may prefer to assign permissions in bulk. This can be done by visiting the user's profile and clicking the assign in bulk link.

From there, select the social accounts the user should have access to on the left hand side, and then choose the level of access they should have. Finally, click Save Changes.

Was this article helpful?
3 out of 7 found this helpful