Socializioz workspaces support multiple team members with role-based access. This guide covers how to build and manage a team, set up content approval workflows, and organize workspaces for agencies or multi-brand teams.Documentation Index
Fetch the complete documentation index at: https://docs.socializioz.com/llms.txt
Use this file to discover all available pages before exploring further.
Team collaboration features (inviting members and assigning roles) are available on Professional and Enterprise plans. Free and Starter plans are limited to a single workspace owner.
Invite a team member
Open workspace settings
Go to Settings > Workspace from the sidebar (desktop) or the More menu (mobile).
Enter email and role
Type the email address of the person you want to invite and select a role from the dropdown: Admin or Member.
Roles and permissions
Each workspace has exactly one owner (the person who created it) and any number of admins and members.| Role | Description |
|---|---|
| Owner | Full control over the workspace including deletion, billing, and all settings |
| Admin | Manage workspace settings, brand profiles, members, and all content |
| Member | Create and manage posts, campaigns, media, and analytics within the workspace |
What each role can do
| Capability | Owner | Admin | Member |
|---|---|---|---|
| Create and publish posts | Yes | Yes | Yes |
| Use AI chat and content tools | Yes | Yes | Yes |
| View analytics and activity log | Yes | Yes | Yes |
| Manage campaigns | Yes | Yes | Yes |
| Upload and manage media | Yes | Yes | Yes |
| Edit workspace name and description | Yes | Yes | No |
| Edit brand profiles | Yes | Yes | No |
| Invite new members | Yes | Yes | No |
| Change member roles | Yes | Yes | No |
| Remove members | Yes | Yes | No |
| Manage billing and subscription | Yes | No | No |
| Delete the workspace | Yes | No | No |
| Leave the workspace | No | Yes | Yes |
Change a member’s role
Owners and admins can change roles from Settings > Workspace in the members list. Click the role dropdown next to a member’s name and select a new role. The change takes effect immediately. The Owner role cannot be reassigned through the interface. See transfer ownership below.Remove a member
From the members list in workspace settings, click Remove next to the member you want to remove. A confirmation prompt appears. Once removed, the member loses access to all workspace content immediately. To restore access, re-invite them.Transfer workspace ownership
Ownership transfer is handled by the support team for security reasons.Make sure the new owner is a member
The person receiving ownership must already be a member of the workspace. If they are not, invite them first.
Open a support ticket
Go to the support page and submit a ticket requesting a workspace ownership transfer. Include the workspace name, the current owner’s email, and the new owner’s email.
Set up an approval workflow for your team
Content approvals let admins and owners review posts before they go live. This is useful for teams where a manager needs to sign off on content before it is published.Create a post
Any team member creates a post in the composer and selects Schedule mode.
Submit for approval
With the Direct schedule toggle turned off, the post enters the approval queue with a Pending status instead of being scheduled immediately.
Review the post
An admin or owner opens the approvals tab in the publishing hub, reviews the post content, media, and schedule time, and chooses to Approve, Reject, or Publish Now.
The approval workflow is available on Professional and Enterprise plans. On Free and Starter plans, all scheduled posts publish directly without an approval step.
Organize workspaces for agencies
If you manage multiple brands or clients, create a separate workspace for each one. This keeps content, accounts, analytics, and billing fully isolated.Recommended setup
| Scenario | Workspace structure |
|---|---|
| Single brand | One workspace with all team members |
| Agency with multiple clients | One workspace per client, invite relevant team members to each |
| Multi-brand company | One workspace per brand, with shared admins across workspaces |
How workspace isolation works
Each workspace is a completely separate environment:- Posts, drafts, and scheduled content belong to the workspace where they were created
- Connected social accounts are linked per workspace — the same account cannot be shared across workspaces
- Media library storage is counted per workspace
- Analytics show only data from the active workspace
- Billing and subscription are per workspace — each workspace has its own plan
- Brand profiles are scoped to the workspace
Common team workflows
Onboard a new team member
- Ask the new member to create a Socializioz account at socializioz.com.
- Invite them to the workspace with the appropriate role.
- Share relevant brand profile details so they understand the brand voice.
- Point them to the onboarding guide for a walkthrough of the app.
Audit team activity
Open the activity log to see a timeline of all actions in the workspace, including who published, scheduled, or modified content. Use filters to narrow by event type, platform, or date range.Review content before publishing
Use the publishing hub to see all pending approvals, the content calendar, and published posts in one place. The approvals tab shows every post waiting for review, and you can approve or reject directly from the list.Troubleshooting
| Problem | Resolution |
|---|---|
| Invited member does not appear in the list | The user must already have a Socializioz account. Ask them to sign up first, then resend the invite. |
| Cannot invite new members | Only Owner and Admin roles can invite members. Check your role in the members section of workspace settings. |
| Member cannot edit workspace settings | Only Owners and Admins can edit workspace settings and brand profiles. Members have content-creation access only. |
| Need to change the workspace owner | Ownership transfer is handled by support. Submit a ticket with the workspace name and the emails of the current and new owner. |
| Team member sees content from the wrong workspace | All content is scoped to the active workspace. Check the workspace selector in the sidebar to confirm the correct workspace is selected. |
| Approval workflow is not available | Approvals require a Professional or Enterprise plan. Upgrade your plan to enable content review workflows. |
Related
- Workspace settings — full workspace configuration reference
- Approvals — content review and approval workflow
- Activity log — audit team actions and workspace events
- Plans and billing — compare plans and team features