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Getting StartedUser Roles

User Roles

Platform-Level Roles

  • Administrator – Full agency access: invite teammates, set global settings, view billing and analytics. Administrators have access to everything that collaborators do and more.
  • Collaborator – Can log in and access workspaces they’ve been assigned to.

Workspace-Level Roles

Once someone is on the platform, you assign them per-workspace as:

  • Owner – Can rename or delete the workspace, invite internal users, and connect social/ad accounts. Workspace Owners have access to everything that collaborators do and more.
  • Editor – Can create and edit content (posts, campaigns, tasks) and view that workspace’s calendar and analytics.

Client-Level Roles

Client Approvers are invited when you set up or edit a workspace. They only ever see the following pages in SocialBase:

Note: Client Approvers are always added to a workspace and not to the platform as a whole.