How to manage social media as a team: roles, approval and who can publish

Give each person the smallest role that lets them do their job: Editors write and send for review, Publishers schedule, an Admin manages accounts and people. Turn on approval so nothing goes out unseen, and invite clients or managers as Reviewers, who take no seat. Keep separate brands or clients in separate workspaces, and let the audit log answer who did what.

Every member of a workspace has one role:

Most teams look like one of these:

• A small business: the owner, and one Editor who writes the week's posts for the owner to publish.
• A marketing team: an Admin for the accounts, Publishers who run the calendar, Editors who write, and approval on.
• An agency: a workspace per client, the team in each, and the client as a Reviewer who approves their own posts. How to manage social media for several clients without posting to the wrong one.

1. 1

   Open Team and press Invite.

2. 2

   Enter the person's email and choose their role. Someone who already has a SPREVA account joins at once; anyone else gets an invitation link.

3. 3

   The link works for 7 days and only for that email address. New link replaces it, Withdraw invitation cancels it.

4. 4

   Change a role at any time. When someone leaves, remove them: their API keys stop working with them.

In Settings, turn on Posts need approval before they go out. From then on:

• Posts are sent for review instead of scheduled, by Editors and Publishers alike. Reviewers approve them, or, if there are none, Owners and Admins do.
• A reviewer approves, or requests changes with a note, which sends the post back to its author as a draft.
• An approved post keeps its time. Editing it sends it back for review; moving only its time does not.
• Nobody approves their own post. Owners and Admins can schedule without review when they must, and it is recorded.

If nobody approves a post by its time, it does not go out: it becomes a draft again and its author is told. The client has not approved and the post is due: publish, hold or skip?.

Only Owners and Admins connect social accounts and reconnect them when access runs out; everyone else is asked to tell an admin. Every role except Reviewer sees all the accounts in the workspace, so when people must not see each other's accounts, give each brand or client a workspace of its own.

The audit log, for Owners and Admins, shows who did what in the workspace and when. Each post has its own activity, and an approved post keeps an approval record you can print: who sent it, who approved it, and what it said at that moment.

If two people edit the same post and one saves first, the second save is refused with a message to reload, so nobody's work is overwritten in silence. The habit that avoids it: one person owns each post until it is sent for review.

Starter includes 3 members, Pro 10 and Business 25, and pending invitations count. One person counts once across the workspaces you pay for. Reviewers take no seat, up to 25 per workspace on every plan.

Invite your team with the smallest role each needs, turn on approval, and send the first post for review. Every plan starts with a 7-day trial. SPREVA for agencies.