In Social Media Management, it's a simple process to create new users and customize their access in the platform. In this article, learn about the available options for managing the users in your organization.

Creating a new user from the Users menu

If you are an administrator of an organization (or multiple organizations), you can invite people to them by creating users in Social Media Management:

1. Make sure you are switched into the organization you would like to invite users to.
2. From Social Media Management's left-hand navigation sidebar, select the Manage settings (cog) icon, then select Organization admin.
3. In the left-hand Settings menu, select Users.
4. Click New User in the top-right of the screen.
5. In the following window, fill out the necessary fields and choose a user role for the new team member. (See an explanation of all user roles and their permissions in our User Roles article). Click Show Advanced to select feature access (e.g. Content Pool and Audience), user expiration, and geo-targeting (e.g. Languages and Countries). When finished, click Done at the bottom of the window.

The invited users will be notified of the invite by email. If the user is already part of Social Media Management, they will receive an invitation email saying that they have been invited to the new organization.

Creating a new user from the Teams menu

If you are an administrator or team leader for a team, you can invite new users via the Teams menu.

1. In Social Media Management's left-hand navigation sidebar, select the Manage settings (cog) icon, then select Organization admin.
2. Select Teams from the left-hand Settings menu.
3. Select the team you would like to add an existing user to.
4. Select the team you would like to add a brand new user to, then click Create New User.
5. In the following window, fill out the necessary fields and choose a user role for the new team member. (See an explanation of all user roles and their permissions in our User Roles article). Click Show Advanced to select feature access (e.g. Content Pool and Audience), user expiration, and geo-targeting (e.g. Languages and Countries). When finished, click Create User at the bottom of the window.

Editing a user's role

Please refer to our User Roles article for detailed descriptions on the different user roles. To adjust a user’s role, please follow the steps below:

1. From Social Media Management's left-hand navigation sidebar, select the Manage settings (cog) icon, then select Organization admin.
2. In the left-hand Settings menu, select Users.
3. Select the user, then select the Teams tab. You have the option to adjust the user's role for each team they have been added to. Next to the team, select Edit Channel Roles.
4. Use the dropdown for each channel to adjust the user's role on each channel they have access to on that team.

To make the user a Team Leader, select the Team Leader checkbox beside the applicable team.

If you’d like to make a user an Admin for the entire organization, select the user followed by the General tab. Next, select the Administrator checkbox.

Adding an existing user to a team

1. In Social Media Management's left-hand navigation sidebar, select the Manage settings (cog) icon, then select Organization admin.
2. Select Teams from the left-hand Settings menu.
3. Select the team you would like to add an existing user to.
4. Click Add Team Members on the right and then search for the user you want to add.

Deleting a user from your organization

If you are an organization administrator, you can delete the user from your organization via the Users menu.

First, make sure you are switched into the organization you would like to remove the user from. Then, select the user from your Users list in your organization's settings. Click Delete User in the top-right corner of the screen, then click Yes in the pop up to confirm.

Deleting a user from a team

If you are an administrator or team leader, you can delete a user from a team via the Teams menu.

1. In Social Media Management's left-hand navigation sidebar, select the Manage settings (cog) icon, then select Organization admin.
2. Select Teams from the left-hand Settings menu.
3. Select the team the user is assigned to.
4. Hover over the user and then click Remove.
5. Confirm that you want to delete the user by clicking Remove from Team.

What happens when a user is deleted from Social Media Management?

Once a user is deleted, most data created by the user — such as drafts, scheduled posts, Listen searches, teams, channels, and ad accounts — will remain in Social Media Management . However, any Measure dashboards that were created and owned by the user will be automatically transferred to another Admin.

While channels and ad accounts connected by the user will not be deleted or disconnected, you may receive publishing errors or channel disconnections in Social Media Management if the user's access was removed or changed natively (e.g. if Admin status is removed on Facebook).

To prevent any issues, we highly recommend that any Social Media Management user with a user role of Admin or Team Leader refreshes the connection to any channels the deleted user had connected.