GuideTeams

Teams

Collaborate with others by creating shared team workspaces. Assign roles, manage members, and optionally require content approval before publishing.

Setting up team collaboration

Video coming soon

Personal vs. shared teams

Every Octopost account starts with a personal workspace — this is your default space where only you have access. You can create shared teams to collaborate with others. Shared teams have their own connected accounts, content library, tentacles, and queues — completely separate from your personal workspace.

Switch between your personal workspace and shared teams using the team switcher in the sidebar.

Creating a team

  1. 1

    Go to the Team page

    Click Team in the sidebar, or use the team switcher dropdown.
  2. 2

    Create a new team

    Enter a team name and click Create. You'll be the owner.
  3. 3

    Invite members

    Generate an invite code and share it with your team. Members enter the code to join.

Roles and permissions

Owner

Full access. Can manage team settings, members, connected accounts, and all content. Can enable/disable approval workflows.

Editor

Can compose posts, manage the queue and tentacles, and upload to the library. When approvals are enabled, editors submit content for owner review.

Viewer

Read-only access. Can view the schedule, library, and approvals, but cannot create or modify content.

Approval workflows

Team owners can enable approval workflows in Team settings. When enabled, editors see "Submit for Approval" instead of "Add to Queue" on the Compose page. Submitted content appears on the Approvals page, where the owner can approve (which moves it to the queue) or reject it with feedback.

Approval workflows are great for agencies managing client accounts — editors create content, and the account owner or manager reviews before anything goes live.
Only the team owner can manage connected accounts and team settings. If you need another member to connect an account, change their role to owner first — but be aware that a team must always have at least one owner.