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  Article updated: September 15, 2023

Get started with Hootsuite Business and Enterprise

Welcome to your Hootsuite Business or Enterprise plan! With this plan, you can enable team collaboration, streamline workflows, and efficiently manage your social accounts with team members or clients. Your plan also allows you to do the following:

  • Assign messages to teams for consistent messaging handling. For example, you may want to route certain messages to your PR or crisis management team.
  • Share feeds of content (streams) from your connected social accounts so your team members can monitor the same content.
  • Delegate tasks to team members and save time by sharing the workload.

Plans: Business and Enterprise

To take full advantage of your plan features, you need to do the following:

  1. Access your Hootsuite organization.
  2. Add members to it.
  3. Create teams of people.
  4. Set permissions for your members.

Get started as a new Business or Enterprise customer

As a new Hootsuite customer, you'll have access to the Get started guide. This guide will walk you through the steps to create your organization, add members and teams, and set permissions. When adding members and teams using the Get started guide, you can upload a CSV of up to 500 members at a time (see Add members in bulk). To access the Get started guide, go to Help & resources, and then select Get started guide.

Access your Hootsuite organization

A Hootsuite organization consists of individuals, teams, and shared social accounts. Your Hootsuite Customer account manager may have created a Hootsuite organization for you or you may have created one during onboarding. To see if you have an existing organization, go to My profile, and then select Manage accounts and teams.

A sample organization.

If you do not see an organization (something similar to the previous image), select My profile, and then select Create an organization to create one.

Manage your organization

You can create and edit your teams, team members, and social account information at any time.

  1. Go to My profile, and then select Manage accounts and teams.
  2. Select Manage.
    A sample organization with Manage highlighted
  3. From here, you can do the following:

    4. Manage area for a sample organization showing where to add a team, invite members, and add social accounts.

Overview of permissions

Permissions allow admins to restrict access to an entire organization, teams in an organization, or connected social accounts. Permissions provide team members an efficient way to collaborate on managing your social accounts. Learn more about permissions.

Collaborate with your team members

If you are an admin, use following step-by step instructions to set up some of the most common organization-specific tasks.

You can set permissions to restrict which social accounts a team member can see or manage.

  1. Select My profile, and then select Manage accounts and teams.
  2. Select Manage.
    A sample organization with Manage highlighted
  3. Point to a social account, select Settingssettings, and then select Manage permissions.
    social accounts in a sample organization area with settings selected and Manage permissions highlighted
  4. On the Permissions tab, select the permissions for each member. If you do not want a member to have access to the selected social account, select None. Learn more about social account permissions.

You can assign permissions to help control off-brand or accidental communications to your social accounts. Members assigned the Limited, Responder, or Custom - Publish Message with Approval permission must have their posts approved before they can be published.

  1. Select My profile, and then select Manage accounts and teams.
  2. Select Manage.
    A sample organization with Manage highlighted
  3. Any member with Advanced, Editor, or Custom - Approve Messages permissions can approve messages. If you want to designate a team or one or more team members to approve posts for this social account, do the following:
    • Point to a social account, select Settings, and then select Settings.
      Sample social account with settings selected, menu displayed, and settings highlighted.
    • On the Profile settings tab next to Custom Approvals, select Settings, and then select Edit custom approval.
      Custom approvals section with settings selected and edit custom approval highlighted.
    • In the 1st approver search box, select the team or a team member to approve posts for this social account. You can set multiple approvers (a first approver, second approver...). When you're done, select Save and Set.
  4. To set up members to have their posts approved, do the following:
    • If you are already on the manage page for a social account, select the Permissions tab. Otherwise, do the following:
      • Select My profile, select Manage accounts and teams, and then select Manage.
      • Point to a social account, select Settings, and then select Manage permissions.
        Social accounts in a sample organization area with settings selected and Manage permissions highlighted.
    • On the Permissions tab, select the permissions for each member. If you want a member to have their posts approved before they publish to the selected social account, select Limited. Learn more about social account permissions.

Many of our most successful customers set up a team of approvers. That way, if someone isn't available to approve content, someone else can step in.

  1. Set up a team of organization members who can approve posts.
    1. Select My profile, and then select Manage accounts and teams.
    2. Select Manage.
    3. Select Add a team.
    4. Enter a team name (you may want to name this "Approval team"), enter email addresses for the people you'd like to approve posts (separate email addresses using commas), and then select the social accounts you want to include.
  2. Now that you have your approval team in place, let's set them up to approve posts to your social accounts.
    1. Point to a social account in the organization, select Settingssettings, and then select Settings.
    2. On the Profile settings tab next to Custom Approvals, select Settingssettings, and then select Edit custom approval.
      custom approvals section with settings selected and edit custom approval highlighted
    3. In the 1st approver search box, select the approval team you created, and then select Save and Set.

    You can also add a second or third tier of approval for extra security.

 

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