It can get really difficult trying to invite and manage all your team members in one fully organized place. For the most part, such places aren’t always available either.
But with RecurPost, you’ll no longer have to worry about it being a problem. It comes in handy when you have multiple people to manage and multiple accounts to handle.
With our Workspace feature, you will easily be able to invite team members and assign them libraries and accounts that they may be responsible for. You can check our article on “How To Use A Workspace Feature On RecurPost” from here to see how to create one. Once you have created a Workspace, the invitation itself is a two-step process which we will be seeing below.
Step 1: Invite your team member to join via email
Before you invite someone, please note that you can only invite people who already have a RecurPost account. If they don’t have an account, you will need to ask them to sign up first.
To invite someone, enter their email address and hit ‘INVITE’. Once you do, they will get an email invitation request which they must accept.
You can invite members according to the plan you have purchased. For example, if you are on the ‘Professional‘ plan, you can invite 1 member. However, if you wish to add additional members, you can do so at an additional cost of $20/month per member.
Step 2: Grant your team member access to your libraries and social accounts
Once you’ve sent an email invitation, the next thing you’ll need to do is,
- Select the libraries which your team member(s) will be handling and will be responsible for.
- Select social accounts that you want your new team member(s) to have access to.
(This will allow you to assign specific duties to each member and keep check of their responsibilities individually.)
This will allow you to assign specific duties to each member and keep check of their responsibilities individually. Also, this will ensure that they don’t accidentally post on the social accounts that they are not supposed to as we know that’s usually not a great move to make in the attention industry.
After that, go ahead and click on ‘DONE‘.
Once you’re done with all the 2 steps, your Workspace management page should look something like this by selecting ‘MANAGE‘ option under Workspace:
You will see “Invite again” option until the team member accepts your invitation. Once the team member accepts your invitation, you will not see “Invite again” option and you will only see “Remove” option for them. For instance, Bob’s Workspace and Alex’s Workspace in this case.
We hope this guide helped you understand how to invite new team members and assign them their roles accordingly.
If you still have questions or need any clarification on something, please feel free to contact us at any time at firstname.lastname@example.org.