What are Teams in SocialBu?

Teams in SocialBu help you collaborate with other users without sharing social media account passwords. A team is a shared workspace where selected social accounts, members, and permissions are managed together.

What Teams are used for

• Share social account access - Add social accounts to a team so invited members can work on them according to their permissions.

• Collaborate on publishing - Team members can create, schedule, edit, or review posts when those permissions are assigned to them.

• Organize work by client, brand, or workspace - You can create separate teams for different clients, brands, or groups, depending on the limits available in your plan.

• Control access with permissions - Instead of using only fixed roles, SocialBu lets team admins assign specific permissions to each member.

How team access works

• The person who creates the team is the team owner and has full team permissions.

• A team must include at least one social account.

• Team admins can add or remove social accounts, invite members, update permissions, and manage team settings.

• Members only get access to the team features and social accounts allowed by their assigned permissions.

• Invited members do not get active access until they accept the team invite.

• If a member does not already have a SocialBu account, they can be invited by email and then join after verifying and accepting the invite.

Team permissions

SocialBu uses granular permissions, so access can be customized for each teammate. Permissions may include access to team settings, posts, approvals, queues, AI-generated content, analytics, automations, inbox conversations, saved snippets, social listening, and Curate sources.

For example, one member can be allowed to create posts, another can review and approve posts, and another can manage queues or inbox conversations.

Where team access appears in SocialBu

Once a team is created and accounts are added, team-based access can appear across different SocialBu areas depending on each member's permissions. This can include Publish, queues, automations, inbox conversations, analytics, saved snippets, social listening, Curate, and AI content tools.

When creating content, users can select the relevant team so they only work with the accounts and resources connected to that team.

Post approval workflow

Teams can require approval before publishing content. When this option is enabled, posts created by members who do not have approval permission are submitted for approval instead of being published or scheduled directly.

Members with approval permission can approve posts. If a post is rejected, it is moved back to draft with the review details so it can be corrected and resubmitted.

Shared team resources

Depending on the permissions assigned, teams can work with shared social accounts and team-based areas such as publishing, queues, automations, inbox, analytics, saved snippets, social listening, Curate, and AI content tools.

Team admins can also add AI context for the team. This context is used as background information for AI features and is not posted publicly.

Privacy, ownership, and limits

• Teams are separate from each other. Members can only access teams they belong to and the accounts/features permitted for them.

• Team access does not give members access to the owner’s personal billing details or private account settings.

• Connected social accounts remain managed through SocialBu. Team members do not need the original social media passwords.

• The number of teams and team members available depends on the team owner's SocialBu plan.

• If a team account is disconnected, it may need to be reconnected or removed by someone with permission to manage the team.

• Deleting a team removes the team workspace. Non-owner members can leave a team instead of deleting it.

FAQs

Do I need to share social media passwords with my team?

No. Connect the social accounts in SocialBu and invite members to collaborate through the team.

Can team members access every feature automatically?

No. Members can only use the features and resources allowed by their assigned permissions.

Can clients or members access other teams?

No. Users only see teams they belong to and the accounts/features shared with them.

Can I control who approves posts?

Yes. Enable content approval for the team and assign approval permission to the members who should review posts.

Can an invited member use the team before accepting the invite?

No. Assigned permissions become active only after the invite is accepted.

If you need help setting up or managing a team, contact us at support@socialbu.com.