Get started with your Standard, Team, or Advanced plan

Welcome to your Hootsuite Standard, Team, or Advanced plan! These plans allow you to work with a team of people, enabling you to streamline workflows and efficiently manage your social accounts with others. In addition, you can do the following:

• Manage social accounts without having to share passwords.
• Control access to social accounts.
• Assign tasks to teams or specific team members and save time by sharing the workload.

Plans: Standard, Team, Advanced.
Business and Enterprise plan members, see Get started with your Enterprise plan.

Work with a Hootsuite organization

To take full advantage of the features available to teams of people, you'll work with a Hootsuite organization. A Hootsuite organization consists of individuals, teams, and shared social accounts. Each Hootsuite account can create one organization during onboarding. Individual members can belong to many organizations and teams.

The person who creates an organization is the Super Admin for that organization. They have the highest level of permissions and can grant others those permissions.

Go to Account, and then select Settings to work with your organization.

Invite team members to join your organization

Invite members to join your organization and collaborate on managing your social accounts. You must be an organization Super Admin or Admin to invite members to the organization. The members you invite receive their invitation by email. If they don't have a account, we'll prompt them to set one up. If an invitee needs to create an account password, they can use the following link: hootsuite.com/reset-password.

1. Go to Account, and then select Settings .
2. Select Members in the navigation pane, and then select Add member.
   
3. Select the method you want to use to invite members. You can invite individual members by sending them an email or you can upload a CSV of up to 500 members at a time (see Add members in bulk).
4. Follow the steps to add your members. The members you've invited receive an email invitation. If they do not have a Hootsuite account, they will be prompted to set one up. Select any member to open the details for that member (like what social accounts and teams they are assigned to).

If you want to see which members have not yet accepted your invitation, select Status and then select the Pending filter.

Create teams

Create teams to manage tasks for specific social accounts, such as content creation, customer engagement, or customer support. Members and social accounts can belong to as many teams as you want.

Super Admins and Admins can create teams. An organization Super Admin or Admin inherits Team Admin permissions but is not automatically added as a team member. They must be a member of the team to view team information.

1. Go to Account, and then select Settings .
2. Select Teams in the navigation pane, and then select Create Team.
3. Enter a team name (you may want to name this "Approval team"), select the members from your organization that you want to include in your team, and the social accounts you want the team to have access to. If you want to add members to an existing team at a later date, see Add a member to an organization or team
4. Select Create team.

Add members to a team

Once you've added members to your organization and created your teams, you can further organize your members into teams. You can then assign whole teams specific tasks, social accounts, and permissions in Hootsuite. You must have one of the following roles to add members to a team:

• Be an organization Super Admin or Admin.
• Have Team Admin, Unlimited, or the custom Manage members permission for the team you're adding members to.

1. Select Account, and then select Settings .
2. Select Teams in the navigation pane, and then select a team from the list.
3. On the team's details page, select Add members.
   
4. Select one or more existing organization members from the list, or select Invite new members to invite new members to the organization and add them to the team.
5. Select Add to confirm your changes.

Connect your social accounts

Connect your social accounts to collaborate on them with your members and teams. To connect social accounts to Hootsuite organizations, you must be an organization Super Admin, Admin, or have a custom organization permission to Connect social accounts or Manage social accounts. Social accounts can only be connected to one organization, but they can be shared with multiple teams. Learn more about managing your organization's social accounts.

1. Go to Account, and then select Settings .
2. Select Social accounts in the navigation pane, and then select Add social account. (If you are a member of multiple organizations, make sure you select the organization you want to connect the social accounts to. )
   

Once you've connected your social accounts, you can view their details to manage access, approvers, and permissions. Select More actions for any social account, and select View social account details.

Assign social accounts to members or teams

Share your connected social accounts with your members and teams. You can control the level of access that organization members have using permissions. Permissions allow you to restrict access and provide your team members an efficient way to collaborate on managing your social accounts. For example, you can assign members access to just the accounts they will work with. If you do not want a member to access a social account, ensure that the social account is not assigned to the member or to a team that shares access to that account. Learn all about permissions.

Assign social accounts to teams of people

To assign social accounts to teams, you must be an organization Super Admin or Admin. Social accounts can only be connected to one organization, but they can be shared with multiple teams. Learn more about managing your organization's social accounts.

1. Go to Account, and then select Settings .
2. Select Teams in the navigation pane, and then select a team from the list.
3. On the team's details page, select Assign social accounts.
   
4. Select the social accounts you want to assign to the team, and then select Add.
   

Advanced plan members can also create teams to approve content before it goes live (see Set up an approval process).

Assign social accounts to an individual member

To assign social accounts to members, you must be one of the following:

• Be an organization Super Admin or Admin
• Have Team Admin or Unlimited permissions for your team
• Have Unlimited or Advanced permissions for the social account

1. Go to Account, and then select Settings .
2. Select Members in the navigation pane.
3. Choose a member from the list, select More (in the Actions column), and then select View member details.
   
4. Select Assign social accounts, select the social accounts you want to assign to the member, and then select Add.
5. For each social account you assign, select a permission level for the member you are sharing social accounts with (see Assign social account and Inbox permissions).