Adding Users and Setting up Permissions in your Team

SocialBu allows you to collaborate with multiple users within a team, each with tailored access and responsibilities. This guide walks you through how to add users to your team and assign them the right permissions.

In this article, we will cover:

1. How to create a team
2. Adding team members
3. Selecting social accounts for your team
4. Assigning permissions
5. FAQs

Step 1: Create a Team

Log in to your SocialBu account and navigate to the “Teams” section from the right-hand menu. This is where you’ll manage all your team activities.

Step 2: Create Your Team and Give It a Name

Click on “Create Team” and enter a unique name for your team.

This could be the name of your client, department, or project.

Step 3: Select the Social Accounts

After naming your team, you’ll be prompted to select the social media accounts that this team should have access to.

✅ Choose only the relevant accounts for that team.

Step 4: Add Members

Now go to the “Members and Access” section.

Enter the email address of the person you want to add.

📌 Note: The email should be the one they used to sign up for SocialBu. Even Free Plan users can be added to a team.

Repeat this step to add more members.

Step 4: Assign Permissions

Once the members are added, you'll see a list of names. Next to each name, there is a ‘Permissions’ option on the right.

Click on it to open a list of functions that can be enabled or disabled for that specific user.

✅ Check the boxes for functions you want the team member to access

❌ Uncheck the boxes to restrict access to specific features

Step 5: Save Your Settings

After setting permissions for all members, click “Save.”

This will ensure each member has the correct level of access based on their responsibilities.

FAQs

• Can I add users who are on the Free Plan?

Yes, even Free Plan users can be added to your team as long as they have a registered SocialBu account.

• Can I change a team member’s permissions later?

Absolutely. You can update or remove permissions at any time by revisiting the ‘Permissions’ section.

• Is there a limit to how many users I can add?

Limits may apply depending on your plan. Check your subscription details or contact support for more information.

Need Further Assistance?

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