After organizing your social accounts into groups based on your business structure, you can invite team members to your OneSight account to collaborate more efficiently.
1. Inviting a Member
Permission: Only members with one of the following roles are allowed to invite new members:
Super Administrator (Super Admin)
Account Admin
Members with the “manage members” permission
Steps:
Click Settings > Members.
Click Invite team member.
In the "Invite team members" pop-up, fill in the following details, then click Next:
Invitee’s name and email or phone number (you can invite multiple members at once; phone invitations support only mainland China numbers)
Select one or more groups the invitee will join (at least one group is required)
Assign a role to the invitee (default is Regular Member)
From the selected group(s), choose the social accounts to assign the invitee. Set access permissions for each connected social account. Click Invite. The system will send an invitation via email or SMS. The invitee can follow the instructions in the message to join the account.
Notes:
When a member is invited with the role of Account Admin or Group Admin, the system will automatically assign all social accounts under the selected group(s) to the member. These accounts cannot be removed and do not require manual assignment.
For members assigned the Account Admin or Group Admin role, the system will also automatically grant them "Social Account Admin" permissions for the assigned social accounts. These permissions can be adjusted as needed.
When a social profile exists in multiple groups a member has joined, the system allows you to flexibly choose which group will assign the profile to the member during the assignment process, enabling more granular permission management.
2. Deleting a Member
Permission: Only members with one of the following roles are allowed to delete members:
Super Administrator (Super Admin)
Account Admin
Members with the “manage members” permission
Steps:
Click Settings > Members to enter the member management page.
Select a member to be deleted from the list, then the information of selected member would be displayed on the right side of page.
Click the Delete button at the top right corner of page.
Click Delete in the pop-up window, then the member would be deleted.
Note:
Super Admin cannot be deleted.
Members in the “Enabled” status cannot be deleted. You must first set their status to “Disabled” before deletion is allowed.
3. Adding a Member to a Group
Permission: Only members with any one of the following permissions can add members to any group within the account:
Super Administrator (Super Admin)
Account Admin
Members with the “manage members” permission
Steps:
Click Settings > Members to enter the member management page.
Select a member from the list, then the information of the selected member would display on the right side of page.
Click the Add to group button in the member "Groups" tab.
Select members in the pop-up window and click OK.
After successful addition, the newly added group will appear in the member’s group list.
Explanation of Default System Rules:
The Super Admin is automatically added to all groups within the account and does not need to be added manually.
When a member is added to a newly created group, the system will automatically assign all social profiles within that group to the member.
By default, the system assigns the “Social Profile Admin” permission to authorized social profiles managed by Super Admins, Account Admins, and Group Admins, granting them the highest level of access.
For members other than the roles mentioned above, the system assigns the “View Only” permission to authorized social profiles by default. However, this can be configured in bulk or manually adjusted later to another permission level.
To modify the default social profile permissions assigned by the system, go to Settings > Members to configure them.
4. Removing a Member from a Group
Permission: Only members with any one of the following permissions can remove members from any group within the account:
Super Administrator (Super Admin)
Account Admin
Members with the “manage members” permission
Steps:
Click Settings > Members to enter the member management page.
Select a member from the list, then the information of the selected member would display on the right side of page.
Select the group to be removed in the member "Groups" tab and click the Remove button.
Click Remove in the pop-up window, then the member will be removed from group.
You can also select multiple social accounts for bulk removal.
Note:
Super Admin can't be removed from any group.
A member who belongs to only one group can't be removed from that group.
5. Assigning Social Profiles to a Member
Permission:
Super Admins, Account Admins, or members with the “manage members” permission can assign social profiles from groups the member has already joined.
Group Admins or members with the “assign social profiles to group members” permission can assign social profiles from their group to group members.
5.1 Assigning Social Profiles
Steps:
Click Settings > Members to enter the member management page.
Select a member from the list, then the information of the selected member would display on the right side of page.
Click Assign account in the "Profiles" tab.
Click social profiles in the pop-up window "Assign social profiles to members" and click OK.
After successful assignment, the newly added social profiles will appear in the member’s social profile list.
Explanation of Default System Rules:
The Super Admin automatically receives access to all social profiles in the account. This access cannot be removed and does not require manual assignment.
The Account Admin and Group Admin automatically receive access to all social profiles within the groups they’ve joined. This access cannot be removed and does not require manual assignment.
For authorized social profiles, Super Admins, Account Admins, and Group Admins are granted the “Social Profile Admin” permission by default. This permission can be adjusted as needed.
When a social profile exists in multiple groups that a member has joined, the system allows you to choose which group assigns the profile to the member, enabling more flexible permission management.
5.2 Setting Social Profile Permissions
5.2.1 Viewing Social Profiles
You can view the social accounts assigned to members by navigating to Settings > Members, under the "Profiles" tab.
To help you quickly locate the desired accounts, multiple filtering options are available:
Filter by Platform: View social accounts by platform, including Facebook, Twitter, Instagram, LinkedIn, YouTube, TikTok, VKontakte, Threads, etc.
Filter by Authorization Status: Choose between “Connected” or “Unconnected” accounts. For authorized (connected) accounts, you can further configure permission levels to improve management efficiency.
Search by Keyword: Enter keywords to quickly find specific accounts—especially useful when managing a large number of accounts.
5.2.2 Setting Social Profile Permissions
Social account permissions apply only to authorized social accounts.
The available permission levels include:
View Only: Can only view posts, comments, and private messages of the social account.
Create Contents (Needs Approval): Can view and edit posts, but must submit them for approval before publishing; can view comments and private messages, but cannot reply.
Manage Community: Can view and edit posts (requires review before publishing); can view and reply to comments and private messages.
Social Profile Adminn: Can view, edit, and publish posts, create live streams, and view and reply to comments and private messages.
Steps:
In Settings > Members, go to the "Profiles" tab. Filter for Authorized Social Accounts.
Once you've located the account(s) requiring a permission change, use the dropdown in the "Profile permissions" column to select the appropriate permission level.
6. Removing a Member's Social Profiles
Permission:
Super Admin, Account Admin or the members obtaining the "manage members" permission can remove social profiles which is assigned to members by group in account.
Group Admin or the member obtaining the "assign social profiles to members in group" permission can remove the social profiles of its group assigned to members.
Steps:
Click Settings > Members to enter the member management page.
Select a member from the list, then the information of the selected members would display on the right side of page.
Select the social profiles to be removed in the member "Profiles" tab, and click Remove.
Click Remove in the pop-up window.
You can also select multiple social profiles for bulk removal.
Note: The social profiles of Super Admin, Account Admin and Group Admin can't be removed manually.
7. Modify Permissions of Member
Permission: Only members with any one of the following permissions can remove members from any group within the account:
Super Administrator (Super Admin)
Account Admin
Members with the “manage members” permission
Steps:
Click Settings > Members to enter the member management page.
Select a member from the list, then the information of the selected member would display on the right side of page.
Click the drop-down box of role permission in the member "Permissions" tab and select a new role for that member.
If your account has purchased the Social Listening feature, you can configure members’ access permissions for it on this page.
8. Configuring Post Approval Workflow
Permission: Only members with any of the following permissions can modify a member’s post approval workflow:
Super Administrator (Super Admin)
Account Admin
Members granted the "manage members" permission
If a member is assigned a social account with the permission level “Create Contents
(Needs Approval)” or “Manage Community” in Members> Profiles, then posts created under that account must be approved by designated reviewers before being published.
However, if the member has “Social Profile Admin” permission for the respective account, their posts can be published directly without review, bypassing the approval workflow.
You can assign backup reviewers for post publishing in the corresponding settings to ensure the review process runs efficiently.
By configuring a structured approval mechanism, you can safeguard content quality and brand consistency while minimizing risks from accidental or inappropriate posts.
Steps:
Click Settings > Members to enter the member management page.
Select a member from the list, then the information of the selected members would display on the right side of page.
Click the reviewer drop-down box in the member Approval tab and select the approvers for these members.
