Team Management

Roles & Permissions Guide

Multi-level system for managing creative teams and controlling user permissions with flexibility and professionalism

Role Hierarchy Structure

Five main roles with graduated permissions to meet your team needs

Membership Manager

Top Management

Full permissions + subscriptions

Authorized Approver

Review & approve content

Account Manager

Daily operations mgmt

Designer

Create visual designs

Content Writer

Write text content

Five Main Roles

Each role is designed to meet specific workflow needs

Membership Manager

Full permissions in the platform

Authorized Approver

Review and approve content

Account Manager

Operations and workflow mgmt

Designer

Create visual designs

Content Writer

Write text content

Quick Comparison Table

Quick overview of each role permissions

Capability	Membership Manager	Authorized Approver	Account Manager	Designer	Writer
Create content	✓	-	✓	✓	✓
Review & approve	✓	✓	✓	-	-
Schedule & publish	✓	✓	✓	-	-
Manage members	✓	-	✓	-	-
Connect platforms	✓	✓	✓	-	-
Manage subscriptions	✓	-	-	-	-
Create approval workflow	✓	-	-	-	-
Create idea box	✓	-	✓	-	-
Media Studio (upload)	✓	-	✓	✓	✓
Media Studio (delete)	✓	-	✓	-	-
Quick Actions	✓	-	✓	-	-
Reports & Analytics	✓	-	✓	-	-
Export	✓	-	✓	-	-
Instant Publish	✓	-	-	-	-
Grant special permissions	✓	-	-	-	-

Detailed Permissions Tables

Just an Idea

A space to record quick ideas before developing them into full posts

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
Create idea	✓	✓	✓	✓	✓
Schedule idea	✓	✓	✓	✓	✓
Approve idea	✓	✓	✓	-	-
Reject idea	✓	✓	✓	-	-
Request changes	✓	✓	✓	-	-
Convert to post	✓	-	✓	-	-
Assign designer/writer	✓	-	✓	-	-
Comment on idea	✓	✓	✓	✓	✓

💡 Idea states: New → In Workflow → Approved / Rejected / Changes Requested → Converted to Post

Creative Space

The main workspace for creating and developing posts collaboratively

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
Create post	✓	-	✓	✓	✓
Edit post	✓	-	✓	✓	✓
Schedule post	✓	-	✓	-	-
Approve design	✓	-	✓	✓	-
Approve content	✓	-	✓	-	✓
Approve post completion	✓	-	✓	-	-

💡 Authorized Approver cannot see the Creative Space page. Posts can be scheduled directly if original.

Approvals

Final review page for posts before publishing them on social media

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
View post	✓	✓	✓	-	-
Approve post	✓	✓	✓	-	-
Schedule post	✓	✓	✓	-	-
Reject and write reason	✓	✓	✓	-	-
Instant publish (skip approval)	✓	-	-	-	-
Grant final approval permission	✓	-	-	-	-
Grant instant publish permission	✓	-	-	-	-

💡 Membership Manager can grant special permissions to team members: Final Approval (to bypass approval chain) and Instant Publish (to publish directly without approval).

Calendar

View all scheduled posts with editing and rescheduling capabilities

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
View scheduled posts	✓	✓	✓	✓	✓
Edit posts	✓	✓	✓	-	-
Edit scheduling	✓	✓	✓	-	-
Delete posts	✓	✓	✓	-	-

💡 All roles can view scheduled posts, but only the three managers can edit and delete.

Workspace Settings

Manage members, roles, platform connections, and subscriptions

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
Add members	✓	-	✓	-	-
Remove members	✓	-	✓	-	-
Edit roles	✓	-	✓	-	-
Create workspace	✓	-	-	-	-
Delete workspace	✓	-	-	-	-
View event log	✓	-	-	-	-
Connect/disconnect platforms	✓	✓	✓	-	-
Payments and subscriptions	✓	-	-	-	-

💡 Only Membership Manager can manage subscriptions/payments, create/delete workspaces, and view event logs.

Idea Box

Group multiple ideas in one box and send them for approval at once

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
Create idea box	✓	-	✓	-	-
Add ideas to box	✓	-	✓	-	-
Remove ideas from box	✓	-	✓	-	-
Link approval workflow	✓	-	✓	-	-
Start bulk approvals	✓	-	✓	-	-
Delete box	✓	-	✓	-	-

💡 Idea Box allows grouping multiple ideas and sending them for approval at once. Can be linked to a custom approval workflow.

Media Studio

Central library to manage images, videos, and files used in posts

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
View media	✓	✓	✓	✓	✓
Upload files	✓	-	✓	✓	✓
Delete files	✓	-	✓	-	-
Manage folders	✓	-	✓	-	-
Manage tags	✓	-	✓	-	-

💡 All roles can view media. Designer and Content Writer can only upload. Delete and management for Membership Manager and Account Manager.

Approval Workflow

Create multi-step approval workflows with internal and external approvers

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
Create workflow	✓	-	-	-	-
Edit workflow	✓	-	-	-	-
Delete workflow	✓	-	-	-	-
Add external approvers	✓	-	-	-	-
Set as default	✓	-	-	-	-

💡 Only Membership Manager can create and manage approval workflows. Limits: 3 workflows, 5 steps per workflow, 3 external approvers.

Quick Actions

Create quick posts and interactions directly from the dashboard

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
Create quick post	✓	-	✓	-	-
Create quick interaction	✓	-	✓	-	-

💡 Quick Actions allow direct publishing without going through full preparation stages.

Reports & Analytics

View and export performance reports and analytics for posts and platforms

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
View reports	✓	-	✓	-	-
View analytics	✓	-	✓	-	-
Export reports	✓	-	✓	-	-
Manage reports settings	✓	-	-	-	-

💡 Reports include: Performance reports, Platform reports, Engagement analytics.

Export

Export data and content in various formats

Task	Membership Manager	Authorized Approver	Account Manager	Designer	Content Writer
Export posts	✓	-	✓	-	-
Export ideas	✓	-	✓	-	-
Export calendar	✓	-	✓	-	-

💡 Export allows saving content copies in PDF, Excel, CSV formats.

Common Use Cases

Ideal role distribution based on your team size

Small Team (2-3 people)

Ideal distribution:

1 Membership Manager (Founder)
1 Designer
1 Content Writer

Medium Team (5-10 people)

Ideal distribution:

1 Membership Manager
1 Account Manager
1 Authorized Approver
2-3 Designers
2-3 Content Writers

Large Agency (+10 people)

Ideal distribution:

1 Membership Manager (always one)
2-3 Account Managers
2-3 Authorized Approvers
5+ Designers
5+ Content Writers