Managing Team Members

PaddyPost allows you to collaborate with your team by adding users to your workspace. Each team member can have different roles and permissions based on their responsibilities.

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Understanding Team Roles

Each team member in your workspace is assigned a role that determines their access level:

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Admin

Full access to everything in the workspace, including:

• Creating, editing, and publishing posts
• Managing social accounts
• Editing workspace configuration and settings
• Managing team members (adding/removing users, changing roles)
• Accessing all workspace features

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Member

Access to most features, with the following restriction:

• Can create, edit, and schedule posts
• Can manage social accounts
• Cannot access workspace configuration settings
• Cannot manage team members

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Viewer

Read-only access with limited permissions:

• Can view all content and data in the workspace
• Cannot create, edit, or schedule posts
• Cannot access workspace configuration settings
• Cannot manage social accounts or team members

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Post Approval Permission

In addition to roles, you can grant team members the Can Approve permission. This allows them to approve posts that are pending approval, regardless of their role. This permission is useful for implementing content approval workflows, where certain team members need to review and approve content before it goes live.

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Adding Team Members

To add a new team member to your workspace:

1. Navigate to your workspace settings
2. Go to the Team section
3. Click the Add User button
4. Select a user from the dropdown menu
   You can only add users that already exist in your PaddyPost system. New users must be created by an administrator first.
5. Select their role (Admin, Member, or Viewer)
6. Optionally enable the Can Approve checkbox
7. Click Add

The user will immediately have access to the workspace with their assigned permissions.

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Editing Team Member Roles

To change a team member’s role or permissions:

1. Go to the Team section in your workspace settings
2. Locate the team member in the list
3. Click the three-dot menu (⋮) next to their name
4. Select Edit Role
5. Choose a new role or toggle the Can Approve permission
6. Click Change Role to save

Changes take effect immediately, and the team member’s access will be updated in real-time.

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Removing Team Members

To remove a user from your workspace:

1. Go to the Team section in your workspace settings
2. Locate the team member you want to remove
3. Click the three-dot menu (⋮) next to their name
4. Select Delete (or Detach)
5. Confirm the removal

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Viewing Team Member Details

You can view detailed information about each team member:

1. Go to the Team section
2. Click the eye icon (👁️) next to any team member

This shows you:

• The user’s full name and email
• Their current role in the workspace
• When they were added to the workspace
• Their approval permissions

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Team Member List Information

The team member list displays the following information for each user:

• Avatar and Name: Visual identification of the team member
• Email Address: Contact information
• Role: Current permission level (Admin, Member, or Viewer)
• Can Approve: Whether they can approve posts
• Attached At: When they were added to the workspace

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Best Practices

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Role Assignment

• Assign Admin roles only to trusted team members who need full control
• Use Member roles for content creators who don’t need to manage settings
• Use Viewer roles for stakeholders who only need to monitor content

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Approval Workflow

• Enable Can Approve for team leads or managers who need to review content
• Keep the approval permission separate from roles for flexibility
• Consider having multiple approvers for important workspaces

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Regular Audits

• Periodically review your team member list
• Remove users who no longer need access
• Update roles as team members’ responsibilities change

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Security

• Remove team members immediately when they leave your organization
• Use appropriate roles to implement the principle of least privilege
• Monitor who has Admin access to your workspaces