For social media managers · Lesson 10 of 11

Invite your team and clients

Invite designers, managers and clients from Settings, People, and limit anyone to the projects they work on.

The comic

  1. Panel 1 of 3.
    Polly says: Open “Settings”, then “People”, and click “Invite”. Give their “Name”, “Email” and “Role”: “Social media manager”, “Designer” or “Client”.
  2. Panel 2 of 3.
    Polly says: A client always belongs to a project, and only ever sees that one. Team members can be limited to some projects too, or see them all.
  3. Panel 3 of 3.
    Polly says: If the email doesn't arrive, “Copy invitation link” and send it yourself. “Change role or brands” changes what someone can do later.

Owners and social media managers can invite people.

Try it in Pulse

  1. Open “Settings”, then “People”.
  2. Click “Invite”, fill in the name, email and role.
  3. Click “Send invitation”.

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Open People

Quick check

One quick question. No marks, no pressure: pick an answer and Polly will tell you how you did.

1. Which role can approve posts?

Try it in Pulse, free for a week

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