How to create team in Socialbu

Overview

SocialBu's Team feature allows you to group social accounts by brand or project. This makes it easier to manage content, automation, and reports for specific clients or campaigns. You can easily switch between teams and assign roles and permissions to each member.

In This Article, We Will Cover:

1. What is the Team feature in SocialBu
2. Step-by-step guide to create a team
3. How to add accounts, team members, and manage permissions
4. Important notes and requirements
5. FAQs

Steps to Create a Team in SocialBu

1. Go to Teams

Click on your profile icon at the top-right corner of the dashboard and select Teams.

2. Create a New Team

Click on the + New Team button located at the top-right.

3. Name Your Team

Give your team a relevant name—this could be your brand, project, or client's name.

4. Enable Content Approval (Optional)

You can enable the Content Approval feature if you want posts to go live only after approval. If this is disabled, posts will be published directly without requiring approval.

5. Add Social Accounts to the Team

Start typing the name of the social accounts you want to add to this team.

💡 Make sure the accounts are already connected and active under the Accounts page.

6. Add Members or Clients

Under Members and Access, type the email addresses of your teammates or clients to give them access to the team.

7. Assign Permissions

Choose what each member can do:

• Post content
• Approve posts
• Manage automation
• Add/remove other team members
• Full admin access (if required)

Important Notes

• Team members must accept the invite sent to their email to access the team.
• If they do not already have a SocialBu account, they will be prompted to create one upon accepting the invitation.
• Only admins can manage member access and permissions.

FAQs

• Can I create multiple teams in one SocialBu account?

Yes, you can create multiple teams to manage different brands or projects.

• Can a social account be added to more than one team?

No, a single social account can only belong to one team at a time.

• Who can assign admin roles?

Only the person who created the team or has admin access can assign admin roles to others.

Need Further Assistance?

If you have any other concerns or queries, email us at support@socialbu.com 📩