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Team & Account

Team Members & Clients

Under "Team" you manage two different groups, split across two tabs: Team for the people who work with you, and Clients for customers who should approve posts.

The "Team" tab

At the top are the counts: total members and how many are Admin, Editor or Creator. Below that, the table with name and e-mail, role, status, post count and the date they joined.

Adding a team member

  1. Click "Add New User".
  2. Enter first name, last name and e-mail address.
  3. Choose the role: Creator, Editor or Admin.
  4. Create them with "Save".

The three roles

  • Creator – the most limited role. Meant for people who contribute content.
  • Editor – more rights around content than Creator.
  • Admin – full access, including team management and settings.
Only grant Admin where it's genuinely needed. Admins can disconnect channels, change plans and remove team members. For day-to-day work on posts, Editor or Creator is enough.

Editing a team member

The actions in the row open "Edit User", where name, e-mail and role can be changed – and as an admin you can set a new password. Leaving the password fields blank keeps the existing one.

The "Clients" tab

Clients aren't team members: they don't work in capty, they only review posts you assign to them.

"Add New User" in the Clients tab opens "Invite client", where you enter first name, last name and e-mail. The table then shows:

  • Client – name and e-mail.
  • Consent – whether consent has been given.
  • Client since – when the entry was created.
No consent, no approval. As long as the Consent column shows nothing, that client won't appear under "Assign customer" on a post – you'll see "No consented customers available" instead. See Approvals: Team & Clients.

How many people can I add?

That depends on your plan. Under Settings → Plan & Usage, the Users meter shows how many seats are taken and how many are included. Once the limit is reached you'll need to remove someone or change plan – see Plan, Usage & Billing.

If an invitation doesn't arrive

  • Check the e-mail address for typos.
  • Have the invitee check their spam and promotions folders.
  • For corporate addresses: some mail servers hold invitations back. IT can allow capty.ai.

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