GuideTeams

Teams

Bring your editor, your manager, or a whole agency into one workspace — with roles that control who can do what.

Watch: Setting up a team

Video coming soon

Personal vs. shared workspaces

You start in your own personal workspace. When you create a shared team, it gets its own separate everything — connected accounts, tentacles, queues, and library. Switch between workspaces with the team switcher at the top of the sidebar; each one keeps its content completely separate.

The three roles

Owner runs the team: settings, members, roles, and approvals. Editor creates and manages content — composing, queueing, scheduling. Viewer can look but not touch — perfect for a client who wants to see what's planned without being able to change it.

Create a team and invite people

  1. 1

    Create the team

    Open Team in the sidebar and click Create Team (the sidebar team switcher has the same button). Give it a name and you're in.
  2. 2

    Send an invite

    In the Invite Members card, enter your teammate's email, pick their role (editor or viewer), and click Invite.
  3. 3

    Share the invite code

    The pending invite shows an invite code. Copy it and send it to your teammate — once they join with it, they appear in your members list and the team shows up in their sidebar.
  4. 4

    Adjust as you go

    Change anyone's role or remove members from the members list at any time. Octopost won't let the last owner be demoted or removed, so a team can never end up ownerless.

Approval workflows

Want a second pair of eyes before anything posts? In Team Settings, turn on approval required. From then on, when an editor queues content, the button reads Submit and the post goes to the Approvals page instead of straight into the queue. Owners see pending submissions there, and can approve (the post moves into the queue automatically) or reject with feedback so the editor knows what to fix. A history tab keeps a record of past decisions.

Give clients the viewer role. They can watch the content plan take shape on the calendar without any risk of an accidental edit.
Approvals give you brand safety without slowing your editors down — they keep producing at full speed while you stay the final word on what actually posts.