Preparer
Include content and media preparation in the team workflow without giving the same person approval and publication access.
Social Studio / Team roles and operation permissions
Assign existing social roles to eligible workspace members and distinguish preparation, review, publishing and account management.
PRODUCT VIEW
Social Studio team access treats permissions on social content separately from general workspace membership. Existing roles are Manager, Publisher, Preparer and Reviewer; each has a different scope for preparing content, reviewing another person’s work, taking over approved publication or managing accounts. An authorized workspace owner or administrator can review eligible members and their current access source. Changing a social role does not automatically change the person’s general workspace role.
FROM NEED TO OUTCOME
Not everyone involved in content production needs publishing or account-management access. Without separating preparation and review responsibilities, decision ownership becomes unclear.
Choose the social role that supports the team’s existing division of work. Approve access changes with their scope, and assess operations already submitted to providers separately from membership changes.
STEP BY STEP
Review active workspace members and social access, distinguishing read-only or ineligible memberships.
See which existing role covers preparation, internal review, publishing and management.
Review access to be granted, changed or removed in the confirmation screen; revisit current information if the list has changed.
INSIDE THE MODULE
Include content and media preparation in the team workflow without giving the same person approval and publication access.
Treat eligible peer review as a responsibility separate from content production and account management.
Manage approved own or taken-over publishing operations within role scope without equating them with account management.
Handle relevant production, review, publication handoffs and account operations within the existing broader social role.
See member eligibility, access source and capacity before applying a change.
IN EVERYDAY WORK
Social roles follow the division of work, keeping operation boundaries visible without changing general CRM roles.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Professional includes 5 connected social accounts per workspace; Business includes 12. Available tools and actions depend on your role, account type and provider permissions.
YOUR QUESTIONS
No. This screen manages Social Studio access; the general workspace membership role is assessed separately.
The current scope uses defined social roles and does not promise a general custom-role builder.
RELATED WORKFLOW GUIDES
MODULES THAT WORK TOGETHER
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Organize brand rules, content preparation, review, calendars and connected social accounts in a shared workspace.
Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.