Inviting team members and managing roles
Written By Nick
Last updated 2 days ago
Social Valet supports multiple users on a single account so you can share content review, approvals, and publishing with the people who help run your business. Team management lives at Settings → Roles and Permissions.
Roles
Social Valet has three roles:
Owner — full permissions, including billing, account deletion, and ownership transfer. Each account has exactly one Owner.
Admin — can manage integrations, brand voice, team members, and all content.
User — can create, edit, and approve content but can't manage account-level settings.
How to invite a team member
Go to Settings → Roles and Permissions.
Click Add New User.
Enter the invitee's email address and choose their role.
Send the invite.
The invitee receives an email with a link to accept. They'll create their password and log in to your account.
[Screenshot: The Add New User form on Settings → Roles and Permissions]
Managing pending invites
Pending invites appear in the Users list with a pending status. From there you can resend or cancel an invite that hasn't been accepted yet. Invites expire after a set window — if one expires before the invitee accepts, just send a new one.
Editing or removing a member
Open a team member from the Users list to change their role or remove them from the account. Removing a member revokes their access immediately; any albums or posts they created stay with the account.
Transferring ownership
Only the Owner can transfer ownership, and the transfer happens from Settings → Account. After the transfer, the previous Owner becomes an Admin and can be removed like any other member if needed.
If something goes wrong
Invitee never got the email — have them check spam, then resend the invite from the Users list.
Invite link says expired — cancel the old invite and send a fresh one.
Can't remove yourself from the account — if you're the Owner, you'll need to transfer ownership first.