Team Management

Roles & Permissions Guide in Retm Platform

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

Role Hierarchy Structure

Membership Manager

Top Management

Full permissions + subscriptions

Authorized Approver

Review & approve

Account Manager

Operations mgmt

Designer

Create designs

Content Writer

Write content

Five Main Roles

Membership Manager

Has full permissions in the platform

Authorized Approver

Specialized in reviewing and approving content

Account Manager

Manages daily operations and workflow

Designer

Responsible for creating visual designs

Content Writer

Specialized in writing text content

Quick Comparison Table

Capability Membership Manager Authorized Approver Account Manager Designer Writer
Create content -
Review & approve - -
Schedule & publish - -
Manage members - - -
Connect platforms - -
Manage subscriptions - - - -

Detailed Permissions Tables

Just an Idea

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

All roles can create, schedule, and comment on ideas, while only managers can approve or reject

Task Membership Manager Authorized Approver Account Manager Designer Content Writer
Create idea
Schedule idea
Approve idea - -
Reject idea - -
Comment on idea

💡 All roles can create, schedule, and comment on ideas. Only the three managers have approval/rejection permissions.

Creative Space

The main workspace for creating and developing posts collaboratively between designers and content writers

Managing creative content and designs with specific permissions for each role based on their work nature

Task Membership Manager Authorized Approver Account Manager Designer Content Writer
Create post -
Edit post -
Schedule post - - -
Approve design - -
Approve content - -
View approval chain -
Approve post completion - - -
View rejection reason -

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

Approvals

Final review page for posts before publishing or scheduling them on social media platforms

Content approval and review system with graduated permissions based on responsibility

Task Membership Manager Authorized Approver Account Manager Designer Content Writer
View post - -
Approve post - -
Schedule post - -
Reject and write reason - -

💡 Designer and Content Writer cannot see the Approvals page. Account Manager has final approval in the absence of an Authorized Approver. Membership Manager can remove approval permission from Account Manager.

Calendar

Display all scheduled posts in a comprehensive calendar with editing and rescheduling capabilities

Managing content scheduling and appointments with timeline control 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 team members, roles, platform connections, subscriptions, and all workspace settings

Full control over workspace settings and users with advanced administrative permissions

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 and create/delete workspaces and view event logs. Only Membership Manager and Account Manager can add/remove members and edit roles.

Common Use Cases

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