Team members and roles

Pallyy team members get access to the social sets you share with them, with a role on each set that decides what they can do there. You invite someone by email, pick the sets they can work in, and they start as a collaborator on every one; from their page you can make them an editor or a viewer per set, so the same person can publish for one client and only review for another.

Access is always per social set, and so is the role. Agencies usually share one set per client, so an account manager sees their clients and nothing else; the agencies page shows that setup end to end.

The three roles

Every team member holds one of three roles on each social set you share with them.

Creating social sets, connecting social accounts and switching inbox settings on or off stay with the account owner on every role. When a member tries something their role doesn't allow, Pallyy says so in place rather than hiding the button.

How to invite a team member

You invite team members from Settings > Team Members, and it takes four steps.

1. Click Invite Member.
2. Enter their email address.
3. Choose the social sets they can work in, or click Select all.
4. Click Send Invite.

Someone who already has a Pallyy account under that email joins straight away. Someone without one gets an email and joins once they sign up with that address. Either way they start as a collaborator on every set you chose.

How to change a member's role

You change roles from the member's own page, one social set at a time.

1. Open Settings > Team Members.
2. Click Manage next to the member.
3. In the Role column, pick Editor, Collaborator or Viewer for each social set.

The change applies immediately. The same page lists every set the member can reach, and the bin icon on a row removes that set from their access without removing the member.

Team seats by plan

Pallyy team seats come from your plan: Agency includes 3 team users and Scale includes 10, and roles are included on both. On Agency you can add up to 7 extra users as an add-on at $10/mo or $120/yr each. On Scale, add-ons use custom pricing, so contact us for extra seats. Free and Pro are single-user plans, so the Team Members page offers an upgrade instead of an invite; see the Pro, Agency and Scale articles for what each plan includes.

Billing and plan limits stay with the account that owns the subscription. Members working in your sets see banners pointing them to the account owner for anything billing or limit related, so they can't change your plan.

Frequently asked questions

Can a collaborator publish a post?

No. A collaborator can create and edit posts but not schedule them to publish, approve them or delete them. Give them the Editor role on that set if they should publish, or keep them as a collaborator and approve their drafts yourself.

Can I give someone access to only one client?

Yes. Pick only that client's social set when you invite them, or trim their sets later from Edit Access on their page. Access and roles are always per social set, so a member sees exactly the sets you chose and nothing else.

Does my teammate need a paid Pallyy plan?

No. Your teammate just needs a Pallyy account under the exact email you invited, and a free account works. Your plan covers the team seats, and every member counts as one seat whatever their role.

Can I have more than one admin?

No. The account that owns the subscription is the only one that can create social sets, connect accounts, invite members and manage billing. An editor can do everything inside a set you share, which covers the day-to-day work, but not the account-level settings.