How to link social media accounts and add team members on Retm platform

Welcome to the Retm Platform Guide! In this guide, we will walk you through how to create memberships for your team and how to link your social media accounts. We’ll cover all the steps you need to follow to add your team and organize their work efficiently.

1. Create the Admin Membership

The first step is to register your information as the admin of the membership on the Retm platform. Once you log in, you’ll need to choose the plan that suits your needs, as the platform offers various plans that enable you to manage your team effectively.

2. Create a Workspace

After selecting the appropriate plan, create a new workspace and name it according to your team's needs. Then, click "Next" to proceed to the next step.

3. Add Team Members

You can send invitations to your team to join immediately after creating the workspace or after linking your social media accounts. You can easily invite team members through the platform’s interface.

4. Link Social Media Accounts

To access workspace settings, select "Workspace Settings". Then, link your desired social media accounts by clicking the "Connect" button. You will have the ability to grant access and follow-up options to team members to facilitate coordination.

5. Add Members

In the same "Workspace Settings" window, you will find the "Invite" option. Click on it to add new members. You just need to add their email address and define their roles. Here are some of the roles you can assign:

• Account Manager: Manages accounts and develops communication strategies.
• Content Writer: Writes content based on the ideas defined.
• Designer: Creates designs that match the agreed-upon content.
• Client: Approves the final form of the content.

6. Manage Roles and Permissions

Don’t worry about how many members you plan to add, because the Retm platform gathers them all in one place. Each role has its own limited permissions, ensuring work is organized efficiently. You can customize roles and adjust access permissions as needed.

7. Launch Your Team

After adding the team and defining roles, you can start organizing ideas and preparing content. Let your team get started and work together in an organized environment!

Watch the video: If you want to learn more about how to add team members on the Retm platform, you can watch the following video which explains all the steps in detail.