Inviting team members to join your projects can significantly enhance collaboration and productivity. By sharing access to your account, team members can seamlessly contribute to tasks, utilize tools, and drive projects forward without needing to purchase separate accounts.

This tutorial will guide you through the process to do it.

💡 PRO TIP: Remember that each app within Planify X operates as its own ecosystem. You must invite your collaborators to each app separately, as they won’t have access to apps they weren’t specifically invited to.

Creating a Tester account #

In order to use the apps as Team Members, your collaborators must first create their own Planify X Tester accounts. This way, they will be recognized by the system without having to pay for an additional license.

Ask them to sign up at https://planifyx.com/tester-mode/ and share with you the email they used for it. You will need it.

Once they are in, it is crucial that they launch the SocialPoster app and leave it open while you add them to the team. Omitting this step will result in them being unable to accept the invitation, forcing you to repeat the whole process.

Adding a team member #

Login into your administrator account (the one that has the subscription active) and click on the Teams option at the left sidebar.

Click on the Add New button. The, write the email your collaborator used to create their Tester account.

Now, select the tools you will grant them access to. Note that they are divided per section of the app. When you are done, click on Submit. An invitation will be sent to your collaborator via email.

Accepting the invitation to join the team #

You will receive the invitation to join the team via email. Click on the link provided.

💡 PRO TIP: Before accepting it, make sure that you are logged in with your Tester account and you have SocialPoster open in another tab. As we said before, this step is crucial for the whole process to work.

You will be redirected to the app. Click on the Teams button at the top right corner to see all the Teams you have joined and switch between them.  You will have unlimited access to all the tools that were assigned to you by your administrator.

You can also tap on My account to go back to your own profile (which will remain in Tester Mode unless you purchase a license of your own).

Deleting a team member #

To remove a team member from your account, go to the Teams section. Open the three-dot-menu right beside their name, and click on Delete.

All their permissions will be removed and they will permanently lose access to your account.