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 Business or 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 Social accounts and teams (BETA) to find and 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 Social accounts and teams (BETA).
2. Select New, and then select Invite new 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).
   

3. 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).

Switch your member view to Pending to see invitees who don't already have their own Hootsuite accounts.

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 Social accounts and teams (BETA).
2. Select New, and then select Create new team.
   

3. Follow the steps to create your new team and add members and social accounts to it. If you want to add members to an existing team at a later date, see Add a member to an organization or 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 team members permission for the team you're adding members to.

Use the following instructions to add members to a team:

1. Go to Account, and then select Social accounts and teams (BETA).
2. Select More actions next to the team you want to add members to, select Add members, and follow the steps to add members to the team.
   

Connect your social accounts

Connect your social accounts to collaborate on them with your members and teams. You must be an organization Super Admin, Admin, or have the custom organization permission to Add Social Network to connect social accounts to your organization. Social accounts can only be connected to one organization.

1. In Hootsuite, go to Account, and then select Social accounts and teams (BETA).
2. Select New, and then select Connect social accounts. (If you are a member of multiple organizations, make sure you select the organization you want to connect the social accounts to. You may have to expand the left navigation to see this option.)
   

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 a team of people

1. Go to Account , and then select Social accounts and teams (BETA).
2. Select More actions next to the team you want to assign the social accounts to, select Assign social accounts, and follow the steps to assign the social accounts to the team.
   

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

1. Go to Account, and then select Social accounts and teams (BETA).
2. Select and open the details for the member you want to assign social accounts to.
3. Select Assign social accounts, and then follow the steps to assign the social accounts to the member.
4. Select a permission level for the people you are sharing social accounts with (see Assign social account and Inbox 2.0 permissions).