Get started with your Business or Enterprise plan

Welcome to your 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, Enterprise.
Standard, Team, and Advanced plan members, see Get started with your Standard, Team, or Advanced plan.

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 guide, you can upload a CSV of up to 500 members at a time (see Add members in bulk). To access the guide as a new customer, go to Help (you may have to expand the options on the left to find it), and then select Get started.

Access your 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. The person who onboards or 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 to access your organization.

Manage your organization

You must be an organization Super Admin or Admin to set up your organization. You'll invite members to your organization, create teams of members to manage specific tasks, and set permissions to control access to social accounts and features.

1. Go to Account, and then select Social accounts and teams.
2. Select Manage.
   
3. From here, you can do the following:
   • Add a member to an organization or team
   • Create, edit, or delete a team
   • Manage your organization's social accounts

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

Collaborate with your team members

If you are a Super Admin or Admin for your organization, use following step-by step instructions to set up some of the most common organization-specific tasks.

I have a client or team member who only needs access to a few social accounts

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

1. Select Account, and then select Social accounts and teams.
2. Select Manage.
   
3. Point to a social account, select Settings, and then select Manage permissions.
   
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.

I want some members to have their posts approved before they publish to a social account

You can assign permissions to individual organization members help control off-brand or accidental communications to your social accounts.

1. Select Account, and then select Social accounts and teams.
2. Select Manage.
   
3. Point to a social account, select Settings, and then select Manage permissions.
   
4. Assign Limited, Responder, or the custom Publish Message with Approval social network permission to require the member to have their posts approved before they can be published. Learn more about social account permissions.

I want to set up a team of people who can approve posts

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.

If you don't already have a team, use the following instructions to create one:

1. Select Account, and then select Social accounts and teams.
2. Select Manage.
3. Select Add a team.
4. Enter a team name (you may want to name this "Approval team"), select the members from your organization that you'd like to approve posts, and then select which social accounts they'll approve posts for.

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 team you created in the previous instructions, select Settings, and then select Settings.
2. On the Profile settings tab next to Custom Approvals, select Settings, and then select Edit custom approval.
   
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.

   Note: Team members can request approval from other team members when creating a post. If a team member requests approval from someone who is a designated approver in your custom approval flow, Hootsuite will skip the approver the second time, to avoid duplicate reviews. However, the skipped review will not be reflected in the approval history.