Team members
Team members share your workspace so they can create, review and schedule posts together. The Teams tab appears under Settings when your plan includes team members and your role allows inviting people. See Plans and billing for which plans include it.
Invite someone
- Open Settings > Teams.
- Choose to add a member (Add another member once you already have some).
- Pick a role, User or Admin.
- Leave Send invitation via email on to email the invite, or switch it off to copy an invitation link and send it yourself.
Roles
| Role | Can do |
|---|---|
| Admin | Manage the workspace, including inviting and removing team members, within the limits of your plan. |
| User | Work on posts and channels. The Teams tab is not shown to this role. |
You can only manage members at a lower level than your own. To remove a team member, use Remove next to their name in Settings > Teams. The workspace owner appears as Super Admin.
Customers
A customer groups channels, which helps when you manage more than one brand or client. In the app a customer is also called a group.
Add a channel to a customer
- Open the channel’s menu on the calendar page.
- Choose Move / add to group.
- Pick an existing customer or create a new one.
Work in one customer at a time
Use the Customers selector on the calendar page to focus on one customer’s channels. Choosing a customer selects that customer’s channels, which makes it harder to send a post to the wrong client.
Customers in the API and MCP
The REST API calls customers groups. GET /groups lists them, and GET /integrations?group=ID lists the channels in one group. GET /posts accepts a customer filter. MCP assistants use the groupList and integrationList tools. See MCP tools.
Removing a channel
Deleting a channel needs every post on it to be deleted first. For networks that grant PostDelegate access through the network’s own sign-in, deleting a channel also starts removal of the saved access and related data. See Privacy and data deletion.