Incorporating Teamwork into Your Workflow

Introduction

Teamwork is one of the most powerful drivers of business success. When your team works well together, you unlock better ideas, smoother processes, and more effective social media management across all your platforms. This guide will show you how to add and manage users directly within your Eclincher account so your team can hit the ground running.

Adding and Managing Users

User Management is available on select Basic legacy plans (only those originally set up with internal users), Premier and Advanced legacy plans, as well as Professional and Enterprise plans. The Main Admin has full access to managing all users on the account. Internal users with Admin access can also add and manage other users, provided the Main Admin has granted them access to User Management. However, they cannot modify their own settings, except for their name and notification preferences.

To get started, follow these steps:

1. Click on your Profile icon in the bottom-left corner of your account.
2. Open User Management from the menu.

3. Select the tab for either "Internal Users" or "External or Client Users" before clicking Add New User to begin adding a new member.

Internal Users

Internal users have their own login credentials and can perform a variety of tasks based on the permissions the Main Admin assigns to them. To add an internal user, fill in the following details:

1. Username: Must be at least 3 characters and should not include leading or trailing spaces. (Required)
2. Email: A valid email address is required.
3. Password: Must be at least 8 characters long and contain at least one uppercase letter, one lowercase letter, one number, and one special character. (Required)
4. Assign at least one Profile or Brand to the user and choose the permissions that match their role.

5. You can also grant internal users additional permissions, including access to the Inbox, User Management, and Billing settings.

External (Client) Users

External or Client users receive a dedicated link that lets them review and interact with pending posts for approval. This is a wonderful option for clients who prefer to manage content through a personalized, white-label page. With the right permissions, external users can also connect their social media profiles to your Eclincher account.

To add an external user, provide the following information:

1. Username: Must be at least 3 characters and should not include leading or trailing spaces. (Required)
2. Email: A valid email address is required.
3. Password: Must be at least 8 characters long and contain at least one uppercase letter, one lowercase letter, one number, and one special character. (Optional)
4. Assign at least one Profile or Brand and select the appropriate permissions for that user.

5. Customize the External User's dashboard.

6. Add a white-label post approval page to your website. Click "How to create an external link with a white-label solution" to copy the embed code.

To share the external user's page link:

• In Tile view (default view), click View URL to open the page in a new browser tab or Copy URL to copy the link for sharing.

• In Table view, click the external link icon next to the user to open their page in a new browser tab.

Share this link with your client so they can approve, reject, comment on, or edit posts, depending on what you have enabled. With the right permissions, external users can also:

• Add social media profiles from the Account Management tab, including renewing their tokens. Please note that they are not able to uncheck or remove any existing accounts from this setting.
• View the Analytics Dashboard for the account or their assigned brand.
• Access the Calendar for the account or assigned brand.
• View Reviews from Google Business.
• Access the Media Library to view existing uploaded files and upload new files from their end.
• And more, based on their configured permissions.

Deleting or Suspending a User

If you need to remove or temporarily suspend a user's access, here is how to do it:

1. In User Management, find the user you want to manage.
2. Click the Edit icon (pencil or gear icon) next to their name.

3. In the User Settings window, go to the Status field and click on the current status.
4. Select either Delete User or Suspend User from the available options.

5. Click Save to apply your changes.
6. If you selected Delete User, a confirmation pop-up will appear. Click OK to confirm and complete the process.

For Internal Users:

For External or Client Users:

Editing a User's Email Address

Email addresses cannot be changed directly within the platform. If you need to update a user's email, simply delete the existing user and re-add them with the new email address. Please know that deleting a user will not remove any of their associated posts, so your content stays safe.

This same process applies when moving a user from the internal list to the external list, or the other way around.

User Notification Settings

As the Main Admin, you have full control over the notification settings for your internal users. You can customize exactly what each team member is notified about, helping everyone stay focused on what matters most. Visit the Notification Settings section to learn more.

Further Resources

Now that you know how to manage your team, here are a few resources to help you make the most of it:

• Post Approval Workflow - Learn how to streamline content approvals for your team.
• Choosing Team Roles and Permissions - Find out how to assign the right roles and access levels for everyone on your team.

Need Assistance?

We are always here to help! If you have any questions or suggestions on how we can improve this feature, please feel free to reach out to our Support Team. We look forward to hearing from you.

Thank you,

The Eclincher Support Team

Updated on: 25/05/2026