Agorapulse allows you to manage your team effectively by assigning different roles and permissions. Roles and permissions can be defined at two different levels:
Organization level- Account-level permissions
Social profile level - Social profile level permissions
This guide explains how to access Team Settings, edit permissions, and understand what each role allows. In this article, we will cover:
For more information on adding or deleting users from your Agorapulse organization, please take a look at this article. You may also add additional users to your subscription plan by managing add-ons.
Please Note: Only Organization Owners and Managers may access the Team Settings.
How to access the Team settings
To view, invite, and configure users in your organization:
Click your avatar in the bottom-left corner of your screen
Select Organization settings
Click the Team sub-menu
In Team settings, you will see:
A list of all users in your organization
Each user’s organizational-level role (Owner, Co-owner, Manager, Advanced Member, or Member)
Join date and last login
Any pending invitations (listed at the bottom of the page)
What is the difference between Organization roles and Social profile roles?
In Agorapulse, roles operate at two distinct levels. Each level controls different types of access and responsibilities. Every user is assigned a role at both the Organization level and the Social profile level.
Organization Roles
Organization roles define what a user can do at the organization level, across the entire Agorapulse organization. These roles primarily control account configuration, billing, user management, and organizational settings.
Owner - Has full control over the organization, including subscription and billing settings. The Owner is automatically granted Admin access to all connected social profiles. Only one Owner can exist per organization.
Co-owner- Has full access to the organization. They can manage the subscription, the team, the settings, and connect new Social Profiles.
Manager - Has access to manage users, social profiles, and organization-level settings. Managers are also granted Admin access to all connected social profiles by default.
Managers get a Subscription access in a read-only mode and are able to purchase add-ons.Advanced Member- Has no access to account-level settings, but may be assigned permissions on specific social profiles. By default can connect social profiles.
Member - Has no access to account-level settings, but may be assigned permissions on specific social profiles.
Members can be optionally allowed to manage social profiles and ad accounts using a toggle.
Social Profile Roles
These define what actions a user can take within an individual social profile:
Admin - Full access to all features for a specific social profile.
Editor - Access to most features for a specific social profile, excluding configuration settings.
Moderator - Access to all features for the Inbox and can schedule posts, but not publish them.
Guest - View-only access, with no publishing or moderation capabilities.
Please Note: Custom organization & social profile roles are available for users on a Custom subscription plan. If you would like to change your plan to access this feature, feel free reach out to us here.
For more information on creating or editing Custom Organization or Social Profile roles, please take a look at this article.
How to manage team member permissions
In Team settings, Owners, Co-owners, and Managers can manage users by clicking the three dots icon (···) to the far right of each team member. From this menu, they may:
View full member details to edit permission roles
Delete a user from the organization
Resend or copy invite links for pending users
Permission roles can be edited individually or in bulk. See below for step-by-step instructions.
How to edit permission roles for an individual team member
To update a single user's role from the Team settings:
Click the three dots icon (···) next to the user's name
Select View full member details
Choose from Co-owner, Manager, Advanced Member, or Member under Organization Role
Managers are automatically granted an Admin role on all social profilesIf assigning the Advanced Member or Member role:
Check the box next to each profile the user should have access to
Select a role (Admin, Editor, Moderator, Guest, Custom Role) from the dropdown menu for each profile
Click Update to save changes
How to edit permissions roles for multiple users in bulk
To apply permission updates to multiple users at once in Team Settings:
Select multiple users from the list of team members
Click Bulk edit team members
Choose from Co-owner, Manager, Advanced Member or Member under Organization Role
Co-Owners and Managers are automatically granted an Admin role on all social profilesIf assigning the Advanced Member or Member role:
Check the box next to each profile the user should have access to
Select a role (Admin, Editor, Moderator, Guest, Custom Role) from the dropdown menu for each profile
Click Update to save changes
Please Note: It is not possible to change the Owner in Team settings. Please take a look at this article for more information.
Is it possible for a user to be added to multiple organizations as a team member?
If you belong to more than one organization:
You can only be the Owner of one
In other organizations, you may be a Co-owner, Manager, Advanced Member, or Member
To switch between organizations:
Click your avatar in the bottom-left corner
Select Switch to another organization
Choose from the list of organizations tied to your email
If the organizations are tied to different emails, log out of one account and log in with the other.
Workspace access management
Please Note: Workspace Management is available depending on the subscription plan you have. If you would like to change your plan to access this feature, feel free reach out to us here.
Agorapulse offers the possibility to grant or restrict access to specific workspaces for users by using the Member role. You can choose which workspaces you want them to view; all the others will be hidden. This can be done when you invite a new user or within the member details section.
To update a user's workspace access:
Click the three dots icon (···) next to the user's name
If assigned the Advanced Member or Member role, click on the box next to the Workspace's name to either add or remove access
Co-Owners and Managers are automatically granted access to all WorkspacesClick Update to save changes
It is also possible to grant access to certain profiles to an Advanced Member or Member within a Workspace
Click on the Workspace itself
Then, individually manage access to the profile and role
Click Update to save changes
