PostFriendly: Team Members and Approvals

Team Members and Approvals

You can invite a coworker, agency, or virtual assistant into PostFriendly without handing over the keys to your social accounts.

Invite a team member

  1. Go to Settings → Team.
  2. Click Invite member.
  3. Enter their email and pick a role:
  4. Owner — full control. Can change billing, connect channels, invite others.
  5. Editor — can create, edit, and publish posts. Can read analytics.
  6. Contributor — can create and edit posts, but every post needs Owner or Editor approval before it publishes.
  7. Viewer — read-only. Sees calendar and analytics. Useful for clients or stakeholders.
  8. Click Send invite.

They get an email with a setup link. The link expires in 7 days.

Remove a team member

Settings → Team, click the member, click Remove. Their posts in the queue stay where they are; their drafts move to a shared Drafts folder.

Approval flow

When a Contributor creates a post, it shows up in Posts → Approvals. Owners and Editors get a notification. From there:

  • Approve — the post moves to the queue or schedule as the Contributor set it.
  • Reject with notes — the post goes back to the Contributor with your feedback.
  • Edit and approve — make a quick fix and approve in one step.

Notifications

Each member can choose how they get notified — email, in-app, or both. Set this under Settings → Notifications per account.

Audit trail

Open any post and click History to see every change: who created it, who edited it, who approved it, what time it published.

Best practice for agencies

  • Use Owner for the agency lead.
  • Use Editor for each account manager working on a client.
  • Give the client a Viewer account so they can watch the calendar and weigh in without becoming a bottleneck.

What approvals will not do

They will not stop a scheduled post from going out at the last minute — once approved, it goes. If you need to pull a post, open it on the calendar and delete it before the scheduled time.

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