Manage team members.

Supported Plans

BusinessEnterprise

This document describes how to manage team members and their roles.

Overview of Team Member Management

What are Team Members?

• You can invite users with other SocialDog accounts to your team as team members, enabling multiple individuals to utilize team features.
• For example, SocialDog user A from the ABC Corp. team adds X (formerly Twitter) Account 1, which can then be managed by team members, SocialDog users B and C.

Team Member Roles

You can assign one of the following three roles to each team member.

Owner

• Only one user can be designated as the Owner per team. The user who creates the team automatically assumes the Owner role.

Administrator

• Can perform most operations.

General User

• Can perform operations except for modifying team settings.

Operations Available per Role

Operation	Owner	Administrator	General User
Basic Features (Analytics, Posts, Inbox, Follower Management)	Allowed	Allowed	Allowed
Modify Team Settings (Add X (formerly Twitter) Accounts, Invite Users, Edit Roles, etc.)	Allowed	Allowed	-
Plan / Billing (Change Plan, Payment Method, etc.)	Allowed	Allowed	-
Delete Team	Allowed	-	-

Inviting Users (Adding Team Members)

1. Click the icon in the bottom left corner of the screen.
2. Click Team Members.
3. Click [Invite Users].
4. Enter the email address of the invitee and select their role within the team (Administrator or General User).
5. Click [Send Invitation].

Actions for Invited Users

Invited users become team members using either an existing SocialDog account or a newly created one.

1. Open the email received from SocialDog.
2. Access the link provided in the email.
3. Create a SocialDog account or log in.
   1. If you do not have a SocialDog account: Set a password for the SocialDog account you are creating.
   2. If you already have a SocialDog account: Enter the password registered with SocialDog.

Changing Team Member Roles

This operation is only available to Owners and Administrators.

1. Click the icon in the bottom left corner of the screen, then Team Members.
2. Click the user whose role you wish to change.
3. Under "Role in Team," select either Administrator or General User.

Transferring the Owner Role to Another User

You can transfer the team's Owner role to another team member due to reasons such as retirement.

This operation is only available to the Owner.

1. Click the icon in the bottom left corner of the screen, then Team Members.
2. Click the user designated as the Owner.
3. Click "Transfer Owner Role."
4. Select the user you wish to designate as the new Owner.
5. Enter your SocialDog account password.
   1. Please enter the password of the current Owner, not the password of the user you wish to make the new Owner.
6. Click "Transfer Owner Role" in the bottom right corner.
7. A confirmation dialog will appear. Click [Transfer Owner Role].