Team members, user roles & permissions

In DotSimple, user roles can be assigned to people to determine their access and responsibility level in the app. The platform offers a variety of user roles that let the account admin add team members who can help manage the account and workspace effectively.

Add users and assign roles

To bring a team member into DotSimple, the admin can add users and assign them specific roles. The invitation process works like this:

1. Open settings: The admin clicks on their own name at the bottom left of the tool and then selects “Settings”.

2. Open user management: Under the “Users” menu, the admin selects “Invite user”.

3. Create invitation: Enter the email address of the person you want to invite and choose between the “Admin” or “Member” roles.

4. Set approval rights: Optionally, you can allow the permission “Can approve and directly publish posts” by checking the corresponding field.

5. Send invitation: Finally, click “Invite”.

The new team member will then get an invitation by email to join the tool.

Manage permissions and roles in DotSimple

In DotSimple, there are two main roles that can be defined for every team member. These roles control access and editing possibilities in the workspace:

Admin

Admins have full access to the entire workspace and can:

• Edit all content and settings,

• Add or remove users,

• Manage permissions for team members.

Member

Members can:

• Edit and publish all content,

• Access all workspace features.

Limitation: Members can’t manage accounts or change settings that affect the whole workspace.

Optional Permission: Approve and Publish Directly

No matter their role, the admin can decide if a user has permission to:

• Approve posts and

• Publish posts directly.

This extra permission is given to each user individually.

With this clear role and permissions setup, your team workflow stays flexible and efficient.

Setting Permissions for Members

In DotSimple, it’s easy to set different permissions for every collaborator. Here’s what permissions are available:

• Social Accounts: Assign specific social accounts to team members to give them exclusive access and management rights.

• Caption Templates: Add, edit, or remove caption templates.

• Hashtag Templates: Add, edit, or remove hashtag templates.

• Manage Social Accounts: Manage team member access to social accounts.

• Manage RSS Feeds: Give team members access only to relevant RSS feeds based on assigned social accounts.

• Access to the AI Writer: Enable or restrict access to the AI Writer feature.

• Inbox and Community Management: Permission to manage inbox messages and community interactions.

• View/Edit/Manage Other Team Members: Access and control over the information of other team members.

• Analytics Dashboard: Access the analytics dashboard to monitor performance metrics.

• Designer/Studio: Permissions related to design and studio features.

• Content Categories: Manage and organize content in different categories.

By configuring these permissions, DotSimple makes sure every team member has the right access and responsibilities tailored to their specific role within the team and the app.

Create posts without approval permissions

If you don’t have permission to publish posts directly as a member, you can still easily create content and get your post ready for approval:

1. Create post: Just go to the tool as usual and create your post.

2. Schedule post: You can either:

   • Plan ahead by setting a publish date, or

   • Add it to the posting plan with no date.

3. Approval by the admin: Your post will show up under “Posts” in the overview. There, the admin can:

   • Check the post,

   • Make changes,

   • And approve or publish it.

This way, teamwork stays organized and every post gets a careful check before it goes live.