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How to Manage Your Team Members

Need to add or remove Team Members on your account? Below you'll find more information for how to manage your Users. 

 

How to Add and Remove Team Members/Users on a Social Set

  1. Log into your Planoly account from a computer and switch into the Multi-Channel Workspace 
  2. On the left side, click on the profile icon in the bottom left side panel and choose Manage Social Sets 
  3. Click on the profile icon under Team Members within your workspace or the  3 dots ... to the Right of the Social Set, and choose Manage Team Members
    Screenshot 2026-01-22 at 3.29.47 PM
  4. Type in the email of the person you want to add as a user
  5. Click on Done to save this invitation. It will automatically send the user an email invite 
  6. Or if you are removing a user, you can click the drop-down arrow and restrict their access or Remove from the team

Team members will only have access to the Social Set they have been added to. They will not have access or see any other social sets on the Owner's account. They will also not have access to or make changes within Billing.

Please Note: Anyone added to your account as a user must have an existing Planoly account. If they do not have an existing Planoly account, they will need to create one so you can add them as a user on your main account. This account can be a Free/Personal account.