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Inviting Users to a Workspace and Removing Users

Invite user to manage your social media

Updated over a week ago

Collaborate with your team by inviting members to your workspace in Confe.io. Here’s how to add new users and manage existing ones.

Inviting a Teammate

  1. Go to Workspace Settings

    • Log in to your Confe.io account.

    • Navigate to your workspace dashboard.

    • Click Workspace Settings.

  2. Open the Users Section

    • In Workspace Settings, click Users.

  3. Invite a New User

    • Click Invite User.

    • A popup will open.

  4. Enter User Details

    • Email: Enter the email address of the person you want to invite.

    • Role: Assign a role—Admin, Editor, Viewer, or another available option.

    • Auto Post Approval:

      • Carefully select whether to enable auto approval.

      • If you select “Yes,” all scheduled posts by this user will be auto-approved—no approval required from an admin or owner of the workspace.

      • If you select “No,” posts will require approval before being scheduled or published.

  5. Send the Invite

    • Click Send Invitation.

    • The user will receive an email invitation.

  6. User Joins the Workspace

    • If the user already has a Confe.io account:

      • They can accept the invitation from their dashboard and immediately join your workspace.

    • If the user is new to Confe.io:

      • They can sign up for a free account using the invitation link in their email.

      • After signing up, they’ll be able to accept the invitation and become part of your workspace.

Removing a User

  1. Go to the Users Section

    • In Workspace Settings, click Users.

  2. Find the User to Remove

    • Locate the user you want to remove from the list.

  3. Remove the User

    • Click on delete icon to remove the user from your access.

Tip:
Always double-check your auto-approval settings when inviting new users, especially if you want to maintain control over scheduled posts.


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