Team

Introduction

With PostPickr you can collaboratively manage your Projects with colleagues, collaborators or customers, and share with them activities and workload.

There are 5 different roles that team members can be assigned to, based on specific permission.

Administrative Roles and Permissions

1. Account

An Account is the owner of the PostPickr account and has all permissions.

An Account member can access all the features available in the subscribed plan and is the only one who can make payments, make renewals and upgrades or cancel the subscription from PostPickr.

2. Administrator

An Administrator can only be added by an Account member and can access all features available in the subscribed plan, except payments, renewals, upgrades or unsubscriptions.

Administrators can create new Projects and edit/delete existing ones, even thought they have been created by the Account or by other Administrators of the Team.

(S)He can add, edit and remove other members who have been assigned to a lower role.

3. Manager

A Manager can only be added by an Account or an Administrator member and can manage only the Projects (s)he who has been assigned to. A Manager can’t create or delete Projects.

A Manager can add, manage and remove Moderator or Editor members from the Projects that have been assigned to him/her.

(S)He can add or remove Social Channels and Extra Services, create, edit, approve, schedule and publish contents, access to the Insights section and generate Social Reports.

4. Moderator

A Moderator can only be added by an Account, an Administrator or a Manager member and can only manage contents in the Projects that have been assigned to him/her. A Moderator doesn’t have permissions to manage Projects, Social Channels or Team.

Like Managers, Moderators can create, edit, approve, schedule and publish contents, as well as access to the Insights section and generate Social Reports.

5. Editor

An Editor role can only be added by an Account, an Administrator or a Manager member and can only create contents in the Projects that have been assigned to him/her.

Editors doesn’t have publishing permissions: they can create and save posts in the Series or schedule Single Posts, but all posts will be set by default with the status “To approve” and they will need the approval of a member with a higher role to be published.

Editors are only allowed to modify or delete their own content.

Add a New Member to the Team

To manage the Team, go to Manage > Team from the Main Menu:

The team members you previously added or invited will be listed on the left side of the page.

To add a new member click on the New Member button in the right column of the page:

Fill the field in the form with the new Team Member data:

Enter in the appropriate fields:

• the first name and second name of the new member;
• the e-mail address of the new member*;
• from the Role menu choose the role to assign to the new member among the available ones;
• if you choose to assign a Manager, Moderator or Editor role to a new team member, you need to assign him/her one or more Projects. Click on Assigned Projects field and choose one or more Project from the menu.

*WARNING: it is not possible to use the same e-mail address already used by another PostPickr account.

When you are ready, click Confirm. The new member’s card will be added to the list with the status “Pending confirmation”:

An invitation email with an activation link will be sent to the email address of the new member:

By clicking on the activation link the user will be directed to a web page where (s)he’ll be able to choose a personal password and then log into PostPickr as a team member :

After entering and confirming the password, the new member will be automatically logged into PostPickr and will be able to start managing the Projects assigned to him/her, as well as customize its Profile Settings.

The Account member will receive an confirmation email of the new memeber activation.

How to Manage Team Members

Click on one of the listed member to expand the box and to change the member settings:

You can edit all the fields except the email address one.

To temporarily block/unblock a member of your team, flag the Block Member checkbox. When trying to connect, a blocked member will receive an error message with an invitation to contact the Account member.

If you have a role with the right permissions and want to permanently remove a member from your team, click on the  icon in the member card.