> ## Documentation Index
> Fetch the complete documentation index at: https://docs.publishbuddy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite your team and set roles

> Add people to a workspace, then choose their role and the accounts they can post to.

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.

<Note>
  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.
</Note>

## Roles

Every workspace has one **owner**, the person who created it. Everyone else is an **Admin** or an **Editor**.

| | Owner | Admin | Editor |
| - | - | - | - |
| See and post to accounts | All | Only the ones you give them | Only the ones you give them |
| Approve other people's posts | Yes | Yes | No |
| Invite team members | Yes | Yes | No |
| Remove team members | Yes | No | No |
| Connect or remove social accounts | Yes | Only if you allow it | No |
| Workspace Settings (name, logo, delete) | Yes | No | No |

Editors don't see **Team Members** or **Workspace Settings** in the sidebar.

## Invite someone

<Steps>
  <Step title="Open Team Members">
    Click **Team Members** in the sidebar, then **Invite Team Member**.
  </Step>

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

  <Step title="Enter their email">
    Type their email address and click **Next**.
  </Step>

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

You'll see "The invitation has been successfully created." They show up on **Team Members** as **PENDING** until they accept.

### 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](/help/approve-posts).

### 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".

## 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.

## 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.

## Common messages

<AccordionGroup>
  <Accordion title="5 team members allowed only. Please upgrade your plan.">
    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](/help/plans-trial-and-credits).
  </Accordion>

  <Accordion title="Please upgrade your plan">
    You picked **Requires Approval By Admin** on a plan without approvals. Approvals are on Business.
  </Accordion>

  <Accordion title="An active invitation already exists for this workspace and email">
    You already invited this person. Wait for them to accept, or remove the pending invite and send a new one.
  </Accordion>

  <Accordion title="Your access only allows you to save posts as Draft, Needs Approval">
    You have **Requires Approval By Admin** access to that account. Use **Save as Draft** or **Save and Request Approval**.
  </Accordion>
</AccordionGroup>


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