Manage team members

Supported Plans

BusinessEnterprise

This document explains how to manage team members and their respective roles.

Overview of Team Member Management

What are Team Members?

• Users with other SocialDog accounts can be invited to a team as team members, enabling multiple individuals to utilize the team's functionalities collaboratively.
• For example, if SocialDog User A from ABC Inc.'s team adds an X (formerly Twitter) account, SocialDog Users B and C, who are team members, can operate that account.

Team Member Roles

Each team member can be assigned one of the following three roles:

Owner

• Only one user can be set as the owner per team. The owner is the team creator upon team creation.

Admin

• Can perform most operations.

General User

• Can perform operations except for changing team settings.

Operations Permitted by Role

Operation	Owner	Admin	General User
Basic Functions (Analytics, Posting, Inbox, Follower Management)	Permitted	Permitted	Permitted
Change Team Settings (Add X Accounts, Invite Users, Edit Roles, etc.)	Permitted	Permitted	-
Plan / Billing (Change Plan, Payment Method, etc.)	Permitted	Permitted	-
Delete Team	Permitted	-	-

Inviting Users (Adding Team Members)

1. Click the icon in the lower-left corner of the screen.
2. Click Team Members.
3. Click [Invite User].
4. Select the invitee's email address and their role within the team (Admin or General User).
5. Click [Send Invitation].

Actions for Invited Individuals

Upon being invited, individuals will become team members either through an existing SocialDog account or by creating a new one.

1. Open the email received from SocialDog.
2. Access the link provided in the email.
3. Create a SocialDog account or log in.
   1. If you do not have a SocialDog account: Set a password for the SocialDog account you are creating.
   2. If you already have a SocialDog account: Enter the password registered with SocialDog.

Changing a Team Member's Role

This operation can only be performed by Owners and Admins.

1. Click the icon in the lower-left corner of the screen, then click Team Members.
2. Click the user whose role you wish to change.
3. Under "Role in Team," select either Admin or General User.

Transferring the Owner Role to Another User

The team owner role can be transferred to another team member due to reasons such as resignation.

This operation can only be performed by the Owner.

1. Click the icon in the lower-left corner of the screen, then click Team Members.
2. Click the current Owner user.
3. Click "Transfer Owner Role."
4. Select the user you wish to make the Owner.
5. Enter your SocialDog account password.
   1. Please enter the current Owner's password, not the password of the user you wish to make the Owner.
6. Click "Transfer Owner Role" in the bottom right.
7. A confirmation dialog will appear. Click [Transfer Owner Role].