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:

1. Access the User Settings section.

2. 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

• Assign at least one profile/brand to the user and select the appropriate permissions.

• The Main Admin can also grant additional permissions to internal users, such as access to the Inbox, user management, and billing settings.

External Users

External or Client 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)
• Assign at least one profile/brand to the user and select the appropriate permissions.

While in Table view (default), click the box-with-arrow icon to open the external user’s page in a new browser tab. In Tile view, click View URL or Copy URL.

You can share this link with the client for post approval, rejection, comments, or editing (if enabled). If the Main Admin allows it, external users can also:

• Add social media profiles from the Account Management tab.
• View the account’s or assigned brand’s Analytics Dashboard under the Analytics tab.
• Access the Visual Calendar for the account or assigned brand.
• And more, depending on their permissions.

Deleting or Suspending a User

1. To delete or suspend a user, select the user you want to manage, then click the Edit icon (pencil/gear) aligned with that user.

2. In the Internal/External User Settings window, go to Status and click the current status to view the options Delete User or Suspend User. Then click Save.

3. 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: 22/06/2025