Incorporating Teamwork into Your Workflow

Introduction

Teamwork is an essential component for any successful business. It enables collaboration within a group, leading to the discovery of innovative solutions and efficient work processes. In the realm of social media management, effective teamwork is crucial for overcoming the challenges of managing multiple platforms and streamlining your workload. In this guide, we will explore how you can manage your team within your eclincher account.

Adding and Managing Users

To add and manage users in your eclincher account, follow these steps:

Access the User Settings section.



Note: User management is available for PREMIER and ADVANCED plans, and only the Main Admin has the necessary permissions.

To add a user, click on the Add New User button:

Internal Users

Internal users have their own login credentials and can perform various tasks based on the permissions granted by the Main Admin. For internal users, fill in the required information, including:

- Username
- Email
- Password (optional)

Assign at least one profile/brand to the user and select the appropriate permissions.
Note: In Premier accounts, the Main Admin can assign social media profiles per user, while in Advanced accounts, the Main Admin can assign brands per user.



The Main Admin can also enable additional permissions for internal users, such as adding or removing users and granting billing access.

External Users

External users have dedicated links to access pending posts for approval. This feature is ideal for clients who can review and interact with posts in a customized, white-label page. With the necessary permissions, external users can add their social media profiles to the eclincher account.

For external users, provide the required information, including:

- Username
- Email
- Password (optional)

While on Table view (default), click on the "box with arrow" icon to open a new tab on your browser for the external user's page URL. And while on Tile view, click on either the View url or Copy url button. The URL link can be shared with the client for approval, rejection, comments, and editing (if enabled). If the Main Admin allows it, external users can also add social media profiles from the "Manage accounts" tab.

Deleting or Suspending a User

To delete or suspend a user, choose the User you want to delete/suspend then click the Edit (pencil/gear) icon aligned to the user.







Once the Edit settings window is up, go to "Status" and click on it current status to view the options to Delete User or Suspend User, and then click the 'Save' button.





A pop-up box will appear to confirm the delete user option, click the OK button to proceed.

Editing a User's Email Address

The user's email address cannot be edited directly. To change a user's email address, the user has to be deleted and then add them back with the new email. Note that deleting a user does not delete any associated posts.

This process also applies when moving a user with the same email address from the internal to the external list or vice versa.

User Notification Settings

As the Main Admin, you can manage the notification settings for your internal users. This feature allows you to customize the notifications they receive. Learn more about Notification Settings in the platform by clicking here.

Further Resources

Now that you have learned how to manage your team, you can explore the post approval process here. This guide will provide insights into streamlining the approval workflow for your team.

Here's another article about choosing Team Roles and Permissions

Need assistance?

If you have any additional questions or suggestions to enhance this capability, please don't hesitate to reach out to our Support Team. We’re here to help you every step of the way.

Thank you,
The eclincher Support Team

Updated on: 11/11/2024