Team Members, Assigning Social Accounts, Post Approvals, and collaborating via Internal Notes
You can add a team member by going to More -> Team Members:
Once you add a team member, you can assign specific social accounts to that team member by clicking the "+ Add" button:
NOTE: Team members will only be able to see and create posts for social accounts that they have been granted access to.
If a team member has not been granted access to a specific account, they will not be able to see that account, create posts for that account, or see any scheduled posts for that account.
If you add a team member, but want to require that their posts NEED to be approved by an admin before they get published, you can choose "Require post approvals":
Team members with "Require post approvals" can create posts and choose a scheduled date and time, but the post will need to be approved by an admin. The post will show in the "Awaiting approval" folder of the Queue, and move to "Scheduled Posts" once it's approved by an admin.
NOTE: If the scheduled date and time passes WITHOUT an admin approving the post, the post will move to an "Expired Posts" folder in the Queue (the "Expired Posts" folder will not show if you don't have any expired posts)
When a post is submitted for approval by a team member, the admin(s) on the account will receive an email from OneUp notifying them that a post is awaiting approval.
❌ If the admin rejects the post, the team member who created the post will get an email from OneUp telling them that the post was NOT approved, and the team member can make the necessary modifications from the "Not approved" folder in the Queue before submitting the post for approval again.
✅ If the admin approves the post, the team member who created the post will get an email from OneUp telling them that the post was approved.
On all posts, you can add internal notes and @mention team members to collaborate.
If you @mention a team member, they will receive an email from OneUp notifying them that they were mentioned in an internal note.
TIP: If you are replying to someone else's internal note, remember to @mention the other team member, otherwise they will not receive an email notification about the internal note
Once you add a team member, you can assign specific social accounts to that team member by clicking the "+ Add" button:
NOTE: Team members will only be able to see and create posts for social accounts that they have been granted access to.
If a team member has not been granted access to a specific account, they will not be able to see that account, create posts for that account, or see any scheduled posts for that account.
Post Approvals
If you add a team member, but want to require that their posts NEED to be approved by an admin before they get published, you can choose "Require post approvals":
Team members with "Require post approvals" can create posts and choose a scheduled date and time, but the post will need to be approved by an admin. The post will show in the "Awaiting approval" folder of the Queue, and move to "Scheduled Posts" once it's approved by an admin.
NOTE: If the scheduled date and time passes WITHOUT an admin approving the post, the post will move to an "Expired Posts" folder in the Queue (the "Expired Posts" folder will not show if you don't have any expired posts)
When a post is submitted for approval by a team member, the admin(s) on the account will receive an email from OneUp notifying them that a post is awaiting approval.
❌ If the admin rejects the post, the team member who created the post will get an email from OneUp telling them that the post was NOT approved, and the team member can make the necessary modifications from the "Not approved" folder in the Queue before submitting the post for approval again.
✅ If the admin approves the post, the team member who created the post will get an email from OneUp telling them that the post was approved.
Internal Notes
On all posts, you can add internal notes and @mention team members to collaborate.
If you @mention a team member, they will receive an email from OneUp notifying them that they were mentioned in an internal note.
TIP: If you are replying to someone else's internal note, remember to @mention the other team member, otherwise they will not receive an email notification about the internal note
Updated on: 07/07/2023
Thank you!