Quick start guide: Team/Pro organizations

Teams enable collaboration, streamlined workflows, and efficient management of your social media presence. Invite collaborators to help manage your social profiles without having to share passwords.

Each Hootsuite account can create one organization, which is the overarching team structure. Within it you can set up one or more teams that include your team members, and the social networks they share access to. The user who creates the organization is its super admin, with master-level management permissions. Super admins can give other members super admin status as well.

Follow the steps below to set up your team(s) and start collaborating!

Step 1: Create an organization

1. Click your profile picture ( by default) in the top-right corner of the dashboard, and then select Share social networks.
2. Click Share a Social Network.
3. Select a social network to share from the drop-down menu, or click Add a new social network, select a social network from the list, click Connect, and then authorize the account.
4. Enter the email address(es) of your team member(s), separated by commas.
   Invitees will receive an email invitation, which will prompt them to create a Hootsuite account if they don’t already have one.
5. Grant your team member(s) Editor or Advanced social network permissions.
6. Click Share. Your organization and team are automatically created (named Team 1 by default).
   

Click  or  to add more team members or social networks to the team, or to add them to a new team.

Step 2: Equip your team

Once your team members accept your email invitation and create Hootsuite accounts of their own, they’re ready to go!
Because you’ve already shared social networks with them, they don’t need to add social networks to their own dashboards. When they're ready to compose their first post, the social profile picker will contain the social networks they have access to.

They can now:

• publish and schedule messages to these profiles;
• add streams for these profiles;
• assign messages from these profiles to other team members;
• manage their assignments; and
• view scheduled content for these profiles in the Publisher.

If a team member isn't seeing the right social networks, double-check in your own account that the member and social network have been added to the same team, and that the member has the correct permissions.

Step 3: Manage the organization

To access and manage your organization at any time, click your profile picture ( by default) in the top-right corner of the dashboard, and then select Manage under the organization name.

To manage permissions

1. Click on the member.
2. Click the drop-down menu below a social network they have access to.
3. Select their permission level for that social network.

To change a team name

1. Click Manage below the team name.
2. Click the Team Settings tab.
3. Enter a new team name, and then click Save Changes.

To remove a member from a team

1. Click on the member.
2. Hover over the team, and click the Settings icon  in the top-right corner.
3. Select Remove member from team.
4. Click Remove to confirm.

To remove a social network from a team

1. Click the social network.
2. Hover over the team, and click the Settings icon in the top-right corner.
3. Select Remove team from social network.
4. Click OK.

For more details on managing organizations and making other changes, see these help articles.