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How to invite a user to your project — Postmypost
How to invite a user to your project

How to invite a user to your project

18.04.2024

Read 4 min.
Education
Ekaterina Novikova

Teamwork is often more effective than working alone. Each employee performs their own set of tasks: communicating with subscribers, registering applications, writing texts and publishing posts, conducting analytics, and so on. Therefore, large projects are best handled by a team.

Our service has a feature: working in a team and inviting users to the project. Invite the needed number of users for productive work. Teamwork is primarily about established interaction among several departments, the speed of task execution, and the ability to track the stage at which each task is being completed. The customer, being included in the team, can also control how the tasks are being solved.

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Photographer: fauxels: https://www.pexels.com/ru-ru/photo/3182804/

Suppose your project involves several specialists: an editor, a community manager, an SMM specialist. You, as the manager, control the entire process. Plus, your client wants to handle all approvals themselves. This means the project team includes five people, and each one needs access.

This access can be either full or partial. With full access, an employee gets full access to all service functions: posting, communicating with subscribers, conducting analytics, working with AI, and more. However, such access is often not needed. Many service users provide team members partial access, selecting in the settings which features will be available. For instance, an employee can write posts and schedule their publication time, but only the project manager or customer can publish them. Or the person who has such access.

How to Grant Project Access

First, log in to the service, create or select the desired project to which you want to invite the team.

Step 1

In the left menu of the active window, select the "team" section.

Step 2

A list of colleagues who have already worked or are working with you on projects will appear. Select those who should join the team.

If you are inviting a new specialist, click the "Add" button and enter the user's email.

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Step 3

Mark with checkmarks the degree of access for each user. For example, full access for the manager or customer, access only to comments and messages for the community manager, ability only to create posts for the editor, almost full access (e.g., without the ability to publish posts) for the SMM specialist — and so on.

Only you choose the degree of access!

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Step 4

Before starting work, employees or clients must be registered in the Postmypost service. If they are already registered, they will receive an email notification about project inclusion. If not, they will receive an invitation link via email.

How Many Users Can Work on the Project

As many as you need. Your team members don’t need to acquire a work plan for themselves as part of your project. They all connect to the project through your account, saving time and resources (including financial)—one of the advantages of working in the service.

How to Revoke Project Access

Situations vary: a specialist decided to leave the project, the client refused further cooperation, or you ended cooperation with a person. Don’t worry about the security of the content or correspondence, conducted from the unified "Monitoring" section window. You, as the project manager, through whose account all other team members work in the service, determine each team member's access degree. If necessary, your colleagues can remove a user if they have rights to do so—except for you.

To revoke access to the project, follow these steps.

Step 1

Select the necessary project and go to the "Team" section.

Step 2

In the list of names, select the name of the employee whose access rights you want to edit. Click the pencil icon.

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Step 3

Edit access by unchecking the necessary boxes.

Or click the hamburger menu and remove the employee's name from the project.

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Account Security

Are social media accounts secure when inviting new users to projects?

Yes, all accounts are secure: no users have free access to account logins and passwords. You can choose the access degree when granting access. For example, only you and the customer can publish posts, make changes, add or remove project participants, access analytics, or subscriber messages. So—everything is in your hands. Literally.


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