> ## 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

> Invite team members, assign roles and permissions, set up approval workflows, and manage multi-user workspaces in Socializioz for agencies and teams.

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.

<Note>
  Team collaboration features (inviting members and assigning roles) are available on Pro and Enterprise plans. Free and Starter plans are limited to a single workspace owner.
</Note>

## Invite a team member

<Steps>
  <Step title="Open workspace settings">
    Go to **Settings > Workspace** from the sidebar on desktop or the More menu on mobile.
  </Step>

  <Step title="Scroll to Invite Member">
    In the workspace settings page, find the **Invite Member** section.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Click Add">
    The person is added to the workspace immediately. They must already have a Socializioz account. If the email is not registered, the invite fails with an error.
  </Step>
</Steps>

<Warning>
  The invited user must already have a Socializioz account. Ask them to sign up at [socializioz.com](https://socializioz.com) first, then retry the invite.
</Warning>

## Roles and permissions

Each workspace has exactly one owner, plus 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    |

<Tip>
  Assign **Admin** to team leads who need to manage settings and members. Use **Member** for creators who only need content and reporting access.
</Tip>

## 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 workspace ownership](#transfer-workspace-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.

<Steps>
  <Step title="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](#invite-a-team-member) first.
  </Step>

  <Step title="Open a support ticket">
    Go to the [support page](/features/support) and submit a ticket requesting a workspace ownership transfer. Include the workspace name, the current owner's email, and the new owner's email.
  </Step>

  <Step title="Wait for confirmation">
    The support team verifies both parties and transfers the Owner role. The previous owner is downgraded to Admin.
  </Step>
</Steps>

## Set up an approval workflow for your team

Approvals give teams a controlled review step before posts go live. Use them for client work, high-visibility campaigns, AI-assisted drafts, or any content that needs a second review.

<Steps>
  <Step title="Create a post">
    A team member creates a post in the [Composer](/features/composer), completes required media and platform fields, and chooses the appropriate publish or schedule path.
  </Step>

  <Step title="Submit for approval">
    Send the post to [Approvals](/features/approvals) when it needs review before publishing. It enters the approval queue with a **Pending** status.
  </Step>

  <Step title="Review the post">
    A reviewer opens the **Approvals** tab in the [Publishing Hub](/features/publishing-hub), checks the content, media, account, and schedule, then chooses **Approve**, **Reject**, **Reschedule**, or **Publish now**.
  </Step>

  <Step title="Handle rejections">
    If rejected, the creator reviews the notes, edits the post, and resubmits it for approval.
  </Step>
</Steps>

Use **Auto-approve** only for trusted routine posts that do not need a review step. Posts that skip approval move directly to scheduled status and publish at the selected time.

<Note>
  The approval workflow is available on Professional and Enterprise plans. On Free and Starter plans, team approval workflows are not available.
</Note>

See [Approvals](/features/approvals) for the full approval workflow, including reviewer notes, bulk approve, rejection, resubmission, and troubleshooting.

## 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 isolated.

### Recommended setup

| Scenario                         | Workspace structure                                                   |
| -------------------------------- | --------------------------------------------------------------------- |
| **Single brand**                 | One workspace with all team members.                                  |
| **Agency with multiple clients** | One workspace per client, with relevant team members invited to each. |
| **Multi-brand company**          | One workspace per brand, with shared admins across workspaces.        |

### How workspace isolation works

Each workspace is a separate environment:

* Posts, drafts, and scheduled content belong to the workspace where they were created.
* Connected social accounts are linked per workspace.
* Media library storage is counted per workspace.
* Analytics show only data from the active workspace.
* Billing and subscription are per workspace.
* Brand profiles are scoped to the workspace.

Team members can belong to multiple workspaces with different roles in each. For example, someone could be an Admin in one workspace and a Member in another.

<Tip>
  Use the workspace selector in the sidebar to switch between workspaces. Posts, campaigns, accounts, media, approvals, and analytics update to match the active workspace.
</Tip>

See [workspace settings](/features/workspace-settings#data-isolation-between-workspaces) for the full data isolation reference.

## Common team workflows

### Onboard a new team member

1. Ask the new member to create a Socializioz account at [socializioz.com](https://socializioz.com).
2. [Invite them](#invite-a-team-member) to the workspace with the appropriate role.
3. Share relevant brand profile details so they understand the brand voice.
4. Point them to the [onboarding guide](/getting-started/onboarding) and [AI Chat assistant](/features/ai-chat) guide.

### Audit team activity

Open the [Activity Log](/features/activity-log) to see a timeline of workspace actions, including publishing events, approvals, account changes, and AI actions. Use filters to narrow by event type, platform, or date range.

### Review content before publishing

Use the [Publishing Hub](/features/publishing-hub) to see pending approvals, scheduled posts, failed jobs, and published posts in one place. The approvals tab shows every post waiting for review.

## 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](/features/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](/account/plans-and-billing) to enable content review workflows.            |

## Related

* [AI Chat assistant](/features/ai-chat) -- use the Agent for planning, drafting, and guided content workflows.
* [Approvals](/features/approvals) -- review, approve, reject, revise, and resubmit content.
* [Publishing Hub](/features/publishing-hub) -- manage approvals, scheduled posts, failed jobs, and published content.
* [Activity Log](/features/activity-log) -- audit team actions, AI actions, and workspace events.
* [Plans and billing](/account/plans-and-billing) -- compare plans, team features, and approval availability.
* [Workspace settings](/features/workspace-settings) -- full workspace configuration reference.