The five roles#
- Owner: everything. Only the owner can change roles and app access, delete the workspace or transfer ownership. Each workspace has one owner.
- Admin: manages the team and gets every app, including your Instagram account and bank details. Admins can invite people, remove managers, editors and viewers, and rename the workspace.
- Manager: everything an Editor can do, plus deleting, but only in the apps you pick.
- Editor: can create and change things in the apps you pick. Can't delete.
- Viewer: can look at the apps you pick, but change nothing.
Admins can't remove the owner or another admin, and they can't change roles. Only the owner can disconnect your Instagram account from Automation or delete its data.
Per-app access#
For managers, editors and viewers, you set each app to No access, Can view or Can edit. A viewer can never be given more than Can view.
When Automation is switched on for someone, Advanced: choose which parts of Automation lets you narrow it further: Automations, Priority Comments, Collabs, Top Fans, Leads and Insights. Each part starts at their Automation access, and you can only narrow it.
Change a teammate's role or apps#
Only the owner can do this.
- Open Settings and select Team.
- Under Members, find the person.
- To change their role, use the role menu next to their name.
- To change their apps, open the menu (⋮) next to them and select Manage App Access.
- Set each app, or use Set all:, then select Save access.
Remove a teammate#
- On the Team tab, open the menu (⋮) next to the person.
- Select Remove member, then confirm with Remove Member.
They lose access to everything shared in the workspace.
Transfer ownership#
- On the Team tab, go to Transfer ownership.
- Choose the new owner from Choose a member.
- Select Transfer ownership and confirm.
You become an admin. Only the new owner can transfer it back.