Invite Teammates and Set Roles

What You’ll Learn

You’ll invite team members to IDEQO and assign appropriate roles and permissions so everyone can collaborate without stepping on each other’s toes.

Why Roles Matter

Without clear roles:

• Junior team members can accidentally delete scheduled posts
• Too many cooks in the kitchen leads to inconsistent brand voice
• You don’t know who’s responsible for what
• Approval processes break down

Proper roles create structure, accountability, and safety.

Available Roles

IDEQO offers three permission levels:

Owner

Full control — Only one per workspace

• Manage billing and subscription
• Add/remove team members
• Delete workspace
• All Admin permissions

Best for: Workspace creator, business owner

Admin

Management access

• Invite/remove team members (except Owner)
• Manage integrations
• Configure Brand Kit and settings
• Create and delete content
• Access analytics
• Manage team permissions

Best for: Marketing managers, agency leads, team leads

Member

Limited creation access

• Create and edit content
• Schedule posts
• Upload assets
• View analytics
• Cannot manage team or integrations
• Cannot delete workspace

Best for: Content creators, designers, copywriters, team members

How to Invite Team Members

Step 1: Open Team Settings

Go to Team in the sidebar and click Invite Member.

Step 2: Enter Details

• Email address — Member’s work email
• Role — Select Member or Admin

Click Send Invite.

Step 3: Member Accepts

The team member receives an email invitation. They click the link, create their password (if new to IDEQO), and join your workspace.

ℹ️ Note

Invitations expire after 7 days. Resend if needed.

Managing Existing Members

Change a Member’s Role

1. Go to Team
2. Find the member
3. Click the three dots next to their name
4. Select Change Role
5. Confirm the role change in the dialog

Remove a Member

1. Go to Team
2. Click the three dots next to their name
3. Select Remove
4. Confirm

⚠️ Warning

Removed members lose access immediately. Their created content remains in the workspace.

Temporarily Suspend Access

Instead of removing, you can change a member’s role to limit their access. Note that IDEQO uses a 3-role system, so you may need to remove and re-invite if you want to restrict access further.

Role-Based Workflows

Small Team (2-5 people)

Owner: Founder/CEO Admin: Marketing Manager Members: 2-3 content creators

Workflow: Members create and schedule freely. Admin reviews analytics and adjusts strategy.

Medium Team (6-15 people)

Owner: CMO Admins: Marketing Manager, Social Media Manager Members: Content writers, designers, freelancers

Workflow: Members create content. Admins review, approve, and manage integrations.

Agency (20+ users across clients)

Owner: Agency founder Admins: Account managers (one per client) Members: Copywriters, designers assigned to clients

Workflow: Members create for assigned clients. Admins approve and schedule. Owner manages overall strategy.

Permission Matrix

Action	Owner	Admin	Member
Create content	✅	✅	✅
Edit content	✅	✅	Own only
Publish directly	✅	✅	✅
Delete posts	✅	✅	Own only
Manage team	✅	✅	❌
Manage integrations	✅	✅	❌
Configure Brand Kit	✅	✅	❌
View analytics	✅	✅	✅
Manage billing	✅	❌	❌
Delete workspace	✅	❌	❌

Best Practices

Start restrictive It’s easier to grant more permissions later than to fix mistakes from too much access.

Use Members for content creators Members can create and publish content, making them perfect for content creators, designers, and copywriters.

Limit Admin roles Too many admins = no clear ownership. Keep it to 1-3 people who need to manage integrations and team settings.

Review permissions quarterly As roles change, update permissions to match current responsibilities.

Common Scenarios

Scenario: Intern joins for 3 months Solution: Member role. They can create and publish content, but cannot manage team settings.

Scenario: Client wants to see planned content Solution: Consider creating a separate workspace or using sharing features. IDEQO’s 3-role system doesn’t include a view-only role, but Members have limited management permissions.

Scenario: Freelancer needs to upload images Solution: Member role. Members can upload assets and create content.

Scenario: Manager needs to approve all posts before publishing Solution: Use Admin role for managers. Set up approval workflows if available (see workflows documentation).

Learn about approval workflows →

Next Steps

Set Up Workflows

Create approval processes so content is reviewed before publishing. Configure workflows →

Manage Notifications

Control who gets notified about drafts, approvals, and publishes. Set notifications →

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Questions? Contact support.