Inviting team members and setting permissions

Inviting team members

Zestly supports collaborative workflows with role-based permissions. You can invite internal team members and external clients (for approval workflows).

Team roles

Admin

• •Full access to all features
• •Can connect/disconnect social accounts
• •Can manage billing and workspace settings
• •Can invite and remove other members

Editor

• •Can create, edit, schedule, and delete posts
• •Can view analytics
• •Cannot access billing or workspace settings
• •Cannot connect new social accounts

Approver (Client)

• •Can view scheduled posts and leave approval/rejection comments
• •Cannot create or edit posts
• •Cannot see billing or team settings
• •Ideal for clients who need to sign off on content before it goes live

How to invite a team member

• •Go to Settings → Team in your dashboard
• •Click Invite Member
• •Enter their email address
• •Select their role (Admin, Editor, or Approver)
• •Optionally restrict which social accounts they can see
• •Click Send Invite

The invited person will receive an email with a link to join your workspace. If they don't already have a Zestly account, they'll be prompted to create one (free — they don't need a paid plan to join your workspace).

Managing existing members

From Settings → Team you can:

• •Change a member's role at any time
• •Remove a member from the workspace
• •Resend an invite if someone didn't receive it

Team member limits

• •Starter — up to 3 team members
• •Pro — unlimited team members
• •Enterprise — unlimited, with SSO support

*Note: Approvers (clients) do not count toward your team member limit on any plan.*