How to invite your team and set roles

How to invite your team and set roles

Making sure the right people have access to the right tools in Letterdrop is easy. Work with managers, teammates, freelancers, and agencies without worrying about anyone accidentally touching something that's off limits.

Inviting teammates

Open your workspace. Click on the Settings button in the left nav and then click on Admin.

Scroll down to Team. From here, you can click on Add Teammate to invite someone to your team for this publication. When you invite them, you'll be asked to select a role based on what you want to allow them to do.

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Team Roles

You can assign a role to each invited team member to control what they can and can't do.

Admins

  • What they can do: access everything in Letterdrop, including other users and billings.
  • Who should be assigned: team members who need the ability to add teammates, as well as edit others’ roles and permissions.
  • Who shouldn’t be assigned: people who don’t need to edit the roles and permissions of other users + any team members, external agencies, or contractors who should only edit the content they’ve been assigned to write.

Teammates

  • What they can do: see and edit all content being created in Letterdrop.
  • What they can’t do: Modify settings, run imports, invite/ edit teammates, or access billing.
  • Who should be assigned: most in-house team members are typically assigned to this role.
  • Who shouldn’t be assigned: Any external agencies/ contractors who should only edit the content they’ve been assigned to write.

Writers

  • What they can do: suggest content ideas, see the content calendar, status of their projects, edit the content they’ve been assigned to create, and submit for approval.
  • What they can’t do: Independently create new pieces of content, see what others are up to, edit any settings.
  • Who should be assigned: most contract writers will be assigned to this role to complete the piece(s) they’ve been assigned to work on.
  • Who shouldn’t be assigned: Anyone who needs access to see or edit what other teammates are working on, or independently start writing content without it needing to be assigned by a Teammate or Admin.

Viewers

  • What they can do: view content!
  • What they can’t do: anything else.
 
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