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Teams & agencies

Invite teammates & set up approvals

Give teammates their own logins with the right role — and approve their work before it goes out.

Instead of sharing one password (please don't!), you can give each person their own login with the right level of access. Team seats are included on the Growth, Multi-Location, Agency, and Enterprise plans — Growth includes 3 seats, Multi-Location 10, Agency 25 (you, the owner, don't use up a seat).

Inviting someone

  1. Open Team in your dashboard menu.
  2. Enter their email address and pick a role.
  3. They receive an invitation email with an accept link. The link only works for the exact address you invited — a forwarded invitation can't be used by someone else.

The three roles, plainly

  • Admin — can do almost everything, including approving work
  • Member — can create and edit, but their work waits for approval before going out
  • Viewer — can look, can't touch

How approvals work

Anything a member drafts that would go out into the world — social posts, content, and replies to leads — goes to the Approvals page instead of publishing directly. You (or an admin) see everything waiting for review in one place and approve it, request changes, or reject it. Nothing a member writes is ever published without a yes from an approver.

The same rule applies to AI: content and social posts drafted by Autopilot or AI agents also arrive as drafts — never auto-published.

On the Multi-Location plan you can also limit a teammate to specific locations, handy for franchises.

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