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Team & governance

Roles, approvals and an audit trail for your team

Give every teammate the access they need and no more, keep client work in separate workspaces, and see who changed what.

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Roles

Four roles, each a clear step up

Every role includes everything the one before it can do, so it is easy to see who can do what.

  • Viewer

    A read-only seat for clients and stakeholders.

    • See posts, the calendar and campaigns
    • View analytics
    • Cannot create posts or run AI generation

  • Member

    Everything a viewer can do, plus the day-to-day work.

    • Create, edit, schedule and publish posts
    • Generate content with AI
    • Upload media to the shared library

  • Admin

    Everything a member can do, plus running the workspace.

    • Invite and remove teammates, change roles
    • Approve posts and manage workflows
    • Connect accounts, integrations and settings
    • Export analytics

  • Owner

    Everything an admin can do, plus the account itself.

    • Manage billing
    • Delete the workspace

Governance

Controls for teams and agencies

The pieces that keep a shared workspace tidy as more people join it.

Approval workflows

Multi-step approval chains with reviewers, approvers and observers, so posts get the right sign-off.
See approvals: Approval workflows

Audit log

Who changed a post, who approved it, and who connected or disconnected an account, recorded for later review.

Two-factor authentication

Teammates can protect their sign-in with a second factor on top of their password.

Separate client workspaces

Keep each client or brand in its own workspace, with its own accounts, members and content.

Shared media library

Images and videos your team uploads live in one library, tagged so the right asset is easy to find.

Brand kits and white-label

Brand kits hold your colours, fonts and logos. White-label lets agencies present the workspace under their own brand.

Single sign-on (SAML) and a SOC 2 report are not available.

Getting started

Set up your team in three steps

  1. 1

    Invite your team

    Add teammates and clients by email and give each one the role that fits.

  2. 2

    Set up approvals

    Create an approval chain and assign reviewers, approvers and observers to its steps.

  3. 3

    Share your brand assets

    Upload media and set up a brand kit so everyone works from the same material.

Frequently asked questions

What roles and permissions are available?

Owner, Admin, Member and Viewer, and each includes everything the one below it can do. A Viewer reads content and reports, a Member creates content and uses AI, an Admin manages people and settings, and the Owner controls the workspace itself. Approval workflows add review steps on top, so a post can wait for sign-off before it goes out.

How do approval workflows work?

A post moves from draft to review to scheduled. Reviewers leave comments on the post itself rather than in a separate thread, and nothing publishes until it is approved — with the whole exchange kept against the post.

Is there an audit trail of who did what?

Yes. Workspace activity is recorded — who changed a post, who approved it, who connected or disconnected an account — which is what a client or a compliance review asks for after the fact.

How many team members can I add?

Team collaboration starts on Pro with 3 members; Business has 8, Agency 15, Agency+ 40 and Enterprise is unlimited. Seats are per workspace, so an agency can keep each client separate.

Bring your team into one workspace

Invite teammates, pick their roles and set up your first approval chain.

Start freeBook a demo

14-day free trial. No credit card required.