Team & roles
Bring your whole team — and your clients — into iPlanr without losing control. Roles decide who can draft, approve and publish, and per-channel access keeps sensitive accounts restricted.
Screenshot needed: Team members and roles
Provide as
Provide as
img/team.png (1600px wide).Inviting members
- Go to Settings → Members.
- Click Invite and enter their email.
- Assign a role and choose which channels they can access.
- They'll get an email invite to join your workspace.
Roles
| Role | Can do | Best for |
|---|---|---|
| Admin | Everything: billing, members, channels, settings. | Owners, account managers. |
| Editor | Create, schedule and publish posts. | Social media managers. |
| Contributor | Draft posts and send for approval. | Copywriters, designers, interns. |
| Viewer | Review and comment only. | Clients and stakeholders. |
Per-channel access
Restrict members to specific channels — e.g., the intern drafts for Instagram only, while the CEO's LinkedIn stays admin-only. Combine with the approval workflow so nothing sensitive publishes without review.
Note: Member limits depend on your plan: 2 on Starter, 5 on Professional, 10 on Agency. See billing & plans.
FAQ
Can a member belong to multiple workspaces?
Yes — invite the same email to each workspace with the appropriate role per workspace.
How do I remove someone?
Settings → Members → Remove. Their drafts stay; scheduled posts keep their schedule unless you cancel them.