Manage Team members

Supported Plans

BusinessEnterprise

This section describes how to manage team members and their roles.

Overview of Team Member Management

What are Team members?

• You can invite users with other SocialDog Accounts to your team as Team members to use team functions with multiple people.
• For example, SocialDog user A from the ABC Co. team can add an X (Twitter) Account, which SocialDog users B and C, who are Team members, can then operate.

Team role of Team members

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

Owner

• Only one user can be set per team. The team creator becomes the Owner when the team is created.

Administrator

• Can perform most operations.

General User

• Can perform operations other than changing Team settings.

Operations Available for Each Role

Operation	Owner	Administrator	General User
Basic functions (Analytics, Post, Inbox, Followers management)	Available	Available	Available
Changing Team settings (Add Twitter Account, Invite a user, Edit Role, etc.)	Available	Available	-
Plan / Billing (Change Plan, Payment method, etc.)	Available	Available	-
Delete team	Available	-	-

Invite a user (Add Team members)

1. Click the icon at the bottom left of the screen.
2. Click [Team members].
3. Click [Invite a user].
4. Select the email address to invite and the Team role (Administrator, General User).
5. Click [Send Invitation].

Operations for Invited Users

Invited users 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 a SocialDog Account has not been created: Set the Password for the SocialDog Account to be created.
   2. If a SocialDog Account has already been created: Enter the Password registered with SocialDog.

Change a Team member's Role

This operation is only available to Owners and Administrators.

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

Transfer team ownership to another user

You can Transfer team ownership to another Team member for reasons such as retirement.

This operation is only available to the Owner.

1. Click the icon at 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 the Password for your SocialDog Account.
   1. Enter the Password of the current Owner, not the Password of the user you want to make the Owner.
6. Click "Transfer team ownership" at the bottom right.
7. A confirmation dialog will appear. Click [Transfer team ownership].