Adding and Inviting Team Members

Overview

Team Admins can invite people to a team, change their roles, and remove them. Each person gets one of three roles: Viewer, Editor or Admin. See Team Roles in Social Cascade for what each role can do.

Before You Start

You need the Admin role on the team. Only Admins see Invite / Pending Invites.
If your organization has more than one team and you're an organization Owner or Manager, pick the right team from the menu at the top of the team column first.

How to Invite a Team Member

Click your avatar (top right) and choose Account Settings.
Scroll to Team Members and click Invite / Pending Invites.
In Team Invites, enter the person's Email, and optionally their First Name and Last Name.
Choose a Role: Viewer, Editor or Admin. New invites default to Viewer.
Click Invite, then Done.

Team Invites dialog with Email, First Name and Last Name fields, the Role menu set to Viewer, and one pending invite listed

What happens next depends on who you invite:

Someone new to Social Cascade: they get an invite email. They click the link, sign in with that email address, and join the team.
Someone who already has a Social Cascade login in your organization: they're added to the team right away. No email is sent and nothing appears under pending invites. You'll see "User added to the team."
Someone who belongs to a different organization: the invite is refused with "The email is associated with another organization." Contact support if they need access.

Managing Pending Invites

Pending invites are listed in Team Invites, below the invite form. Click the ⋮ menu next to an invite to:

Re-send: sends the email again. You'll see "Invitation has been re-sent by email."
Revoke: cancels an invite less than 10 days old.
Delete: removes an invite older than 10 days. Invites expire after 10 days and are marked Expired.

How to Change a Member's Role

Go to Account Settings > Team Members.
Use the role menu next to the team member to choose Viewer, Editor or Admin.

You can't change your own role. Organization Owners and Managers can't be changed from this list.

Team Members list showing each team member with a role menu set to Editor, Viewer or Admin and a trash icon for removal

How to Remove a Member

In Team Members, click the trash icon next to the team member.
In Remove Member, click Remove.

Only Admins can remove members. Organization Owners and Managers can't be removed from this list.

Troubleshooting

Issue	Cause	Fix
"This email is already invited."	There's already a pending invite for that address	Open Invite / Pending Invites and Re-send it, or Delete it and invite again.
"The email is associated with another organization."	The person's login belongs to a different organization	Contact support@socialcascade.co.
"User is already part of this team."	They're already a member	Check the Team Members list.
The invite email didn't arrive	It was filtered, or the address is wrong	Ask them to check spam, confirm the address, then Re-send.
The invite shows Expired	Invites expire after 10 days	Delete it and send a new invite.
You don't see Invite / Pending Invites	You're not a team Admin	Ask a team Admin to invite the person or to change your role.

FAQ

Q: Can one person belong to more than one team?

A: Yes, within the same organization. Invite them from each team. If they already have a login in your organization, they're added right away.

Q: What role should I choose?

A: Viewer for people who only need to look, Editor for people who create and schedule posts, and Admin for people who manage the team and its social profiles.