How to add a new member to my Publer workspace

DesktopStart

As an owner, you always have full access when it comes to creating a new workspace or making changes to one. Once you have created a new Workspace, you can start adding new members, specifying their roles, and assigning accounts to them.

Note: If your current plan supports it, you can add a new team member following the steps outlined below. Please double check that you have enough seats for additional team members under Settings > Billing in your Publer account. If you do not have any space for other additional members, simply upgrade your plan accordingly.

To add a new Team member:

Click the dropdown menu in the top right corner next to your profile.
From the dropdown menu, choose the desired workspace you wish to add the member to.



Select the Members option from the left sidebar.



In the upper right corner, select Invite Member.



Next, choose the member's role:



Then, enter the email address of the new team member:

Admins can specify for Editors and Client to activate the 2FA.
Owners can make 2FA required for all team members, while Admins can make it required for other Editors and Clients.



Learn how to activate the 2FA on web here.

After specifying the role, checking the member options and adding the email, you can assign the Social Accounts you want them to have access to:

Make sure to specify their permission levels and access:

Internal approval (Editor, Admin, Owner).

Should be approved by Admin / Owner
Should not be approved by Admin / Owner
Full posting access.

External approval (Client).

Should approve posts
Should not approve posts

Learn more about all the different member roles and permission levels here.

Specify how you would like your members to post as:

Owners.
Themselves.

Note: When you choose to give them Owner access, they will will be posting using your API credentials. Learn more about the difference between Posting using the Owner's API credentials and Posting using the Member's API credentials here

At any time, you can go back and assign as many other social accounts as you want to each member.



Finally, click on Invite.

You have now added a new team member! Make sure to ask your teammate to check their email and follow the steps on the email to accept the invitation. In case they have not received an invitation, simply resend them one.

DesktopEnd

MobileStart

You can invite members directly from the mobile app, to make it easier to manage your social accounts from everywhere.

To invite a new member, follow these steps:

Click on the workspace icon, on the top-left corner.



Select the workspace where you wish to invite the member on the left side.
Select Members at the top and click on "+ Add New Member" at the bottom.



Insert the email of the member and configure the permissions and social accounts you wish them to have.
Owners can make 2FA required for all team members, while Admins can make it required for other Editors and Clients.
Click on Invite.



Learn how to activate the 2FA from mobile app here.

Make sure to specify their permission levels and access:

Internal approval (Editor, Admin, Owner).

Should be approved by Admin / Owner
Should not be approved by Admin / Owner
Full posting access.

External approval (Client).

Should approve posts
Should not approve posts

Learn more about all the different member roles and permission levels here.

Specify how you would like your members to post as:

Owners.
Themselves.

Learn more about Owner's vs Member's API credentials.

You have now added a new team member! Make sure to ask your teammate to check their email and follow the steps on the email to accept the invitation. In case they have not received an invitation, simply resend them one.

MobileEnd

Updated on: 21/12/2024