Manage team members

Supported Plans

BusinessEnterprise

This section explains how to manage Team members and their Roles.

Overview of Team Member Management

What are Team members?

• You can invite Team members to a team to manage Social profiles with multiple people.
• For example, SocialDog user B and C, who are Team members, can operate an X (Twitter) Account that SocialDog user A from the ABC Corp. team added.

Team member Roles

You can set one of the following three Roles for each Team member.

Owner

• Only one user can be set as the Owner per team. The team creator becomes the Owner at the time of team creation.

Admin

• Can perform most operations.

General User

• Can perform operations other than changing Team settings.

Operations available for each Role

Operation	Owner	Admin	General User
Basic functions (Analytics, Post, Inbox, Followers management)	Available	Available	Available
Change Team settings (Add Twitter Account, Invite a user, Edit Roles, etc.)	Available	Available	-
Create, Change, or Delete team-shared settings (Alerts, Post tags, etc.)	Available	Available	-
Plan / Billing (Change Plan, Payment method, etc.)	Available	Available	-
Delete team, Transfer team ownership	Available	-	-

Invite a user (Add Team members)

1. Click the icon in the bottom left of the screen.
2. Click Team members.
3. Click [Invite a user].
4. Select the email address of the invitee and their Team role (Admin or General User).
5. Click [Send Invitation].

Operations for the Invited User

Invited users will become Team members with an existing SocialDog Account or a newly created SocialDog Account.

1. Open the email from SocialDog.
2. Access the link provided in the email.
3. Create a SocialDog Account or log in.
   1. If you don't have a SocialDog Account: Set the Password for the SocialDog Account you are creating.
   2. If you already have a SocialDog Account: Enter the Password registered with SocialDog.

Change Team member Roles

This operation is only available to the Owner and Admins.

1. Click the icon in the bottom left of the screen → Team members.
2. Click the user whose Role you want to Change.
3. Under "Team role", select either Admin or General User.

Transfer team ownership to another user

You can Transfer team ownership to another Team member due to reasons such as resignation.

This operation is only available to the Owner.

1. Click the icon in the bottom left of the screen → Team members.
2. Click the Owner user.
3. Click "Transfer team ownership".
4. Select the user you want to make the Owner.
5. Enter your SocialDog Account Password.
   1. Enter the current Owner's Password, not the Password of the user you want to make the Owner.
6. Click "Transfer team ownership" in the bottom right.
7. A confirmation dialog will appear. Click [Transfer team ownership].