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Bring in a colleague or a client. You pick their role and the social accounts they can work on. You can also make their posts wait for a check before they go out.
Team members are on Pro and Business. Each workspace can have up to 5 team members on Pro and 15 on Business, not counting you. You can add more for $5 a month (or $48 a year) each. The Free plan is owner only.

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Roles

Every workspace has one owner, the person who created it. Everyone else is an Admin or an Editor. Editors don’t see Team Members or Workspace Settings in the sidebar.

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Invite someone

1

Open Team Members

Click Team Members in the sidebar, then Invite Team Member.
2

Pick a role

Choose Admin or Editor. For an admin, you can turn on Allow the admin to add or remove social accounts. To let them use AI features, turn on Allow this member to consume AI Credits. Click Next.
3

Enter their email

Type their email address and click Next.
4

Choose their accounts

Search for each social account they should work on and add it. Then set two things for each one (explained below). Click Send Invite.
You’ll see “The invitation has been successfully created.” They show up on Team Members as PENDING until they accept.

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Access for each account

  • Full Posting Access: their posts go out like yours.
  • Requires Approval By Admin: they can only save drafts or send posts for approval. An owner or admin approves before anything goes out. This option needs the Business plan. See Approve posts before they go out.

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Account connection for each account

This decides whose login PublishBuddy uses when this person’s posts go out to that account.
  • Use Owner’s Account Connection (the default): their posts go out through your connection. They never need the login for that social account.
  • Use Member’s Account Connection: their posts go out through their own login. They connect it themselves from the account’s ⋯ menu with Reconnect. Until they do, their posts to that account fail. The message starts “You’re set to post to [account] with your own connection”.

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What your invitee sees

They get an email titled “You’ve been invited to [workspace] on PublishBuddy”, with an Accept the invitation button.
  • New to PublishBuddy? They set a password, then click Accept invite.
  • Already have an account? They log in and click Accept invite.
The link stops working after about a month. If it has expired, they’ll see “This invite link doesn’t work”. There’s no resend button. Remove the pending member and invite them again.

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Change or remove a team member

On Team Members, click the ⋯ menu next to the person:
  • Edit Member changes their role and the two switches. Click Save.
  • Edit Social Accounts changes their accounts, plus the access and connection for each one.
  • Remove Member takes them out of this workspace. It also cancels a pending invite.
Only the owner can remove team members.

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Common messages

The workspace already has as many team members as your plan allows. Add more team members under Billing, or move to Business. See Plans, the free trial and AI credits.
You picked Requires Approval By Admin on a plan without approvals. Approvals are on Business.
You already invited this person. Wait for them to accept, or remove the pending invite and send a new one.
You have Requires Approval By Admin access to that account. Use Save as Draft or Save and Request Approval.