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How to Invite Members to Join Your Team?

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Written by Cary Olson
Updated over 3 months ago

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.

Permission: Only users with the following roles can invite new members:

  • Super Administrator (Super Admin)

  • Account Admin

  • Members with the “manage members” permission

Steps

  1. Go to Settings > Members.

  2. Click Invite team member.

  3. In the "Invite team members" pop-up, fill in the following details, then click Next:

    1. Invitee’s name and email or phone number (you can invite multiple members at once; phone invitations support only mainland China numbers)

    2. Select one or more groups the invitee will join (at least one group is required)

    3. Assign a role to the invitee (default is Regular Member)

  4. 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.

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