PostPlanify lets you invite teammates, clients, and collaborators into any workspace you own. Each invitee gets a role that determines what they can do — for example, an editor can create and schedule posts, while a client can approve them.
Only workspace owners can invite people.
Available roles
When you invite someone, you can choose between two roles:
Editor: can create, edit, schedule, and delete posts; manage the posting queue; generate reports; and edit Link in Bio. Editors can't connect social accounts or change workspace settings.
Client: can approve posts and connect their own social accounts. Clients can't create or edit posts, manage the queue, or change workspace settings. This role is designed for the client side of an agency relationship.
The workspace owner has full access to everything, including billing.
You can customize permissions for each team member after they join your workspace.
How to invite someone
1. Go to Dashboard → Workspaces
2. Find the workspace you want to invite into and click "Invite People"
3. In the Team Members dialog, enter the person's email address
4. Pick a role (Editor or Client)
5. Click "Send Invite"
PostPlanify sends an email to that address from [email protected] with the subject "You've been invited to join [workspace name] on PostPlanify." The email includes a button to accept the invite.
You can also copy the invite link manually if you'd rather share it directly through Slack, WhatsApp, or another channel.
IMPORTANT: Please make sure your clients & team members are signing up with the email address you used to invite them to your workspace. Otherwise, they won't be able to join.
What the invitee sees
When the invitee opens the link:
- If they don't have a PostPlanify account, they'll be taken to sign-up. After creating their account, they're automatically added to your workspace.
- If they already have an account, they're added immediately and redirected to the dashboard.
Either way, they'll see your workspace in their workspace list and can switch into it from the sidebar.
Invite links expire after 7 days. If someone misses the window, you can re-invite them and a fresh link is generated.
Managing pending and accepted members
Open the Team Members dialog any time to see two sections:
- Active members: everyone who's accepted and joined
- Pending invitations: invites you've sent that haven't been accepted yet (each shows the email and how long ago it was sent)
For pending invites, you can click Revoke invite to cancel before they accept. After confirmation, the link stops working.
For active members, you can:
- Change their role between Editor and Client at any time
- Remove them from the workspace (they'll lose access immediately, and the seat frees up)
Plan limits
Each plan includes a different team member cap:
- Growth: 3 members
- Premium: 6 members
- Scale: 12 members
- Enterprise: unlimited
The limit is account-wide, not per workspace. If you own three workspaces and your plan allows 6 members, that's 6 unique people across all three workspaces combined — not 6 per workspace.
Pending invitations also count against your limit (a sent-but-unaccepted invite reserves a seat). The same email used in multiple workspaces counts as one seat, since it's the same person.
When you hit your limit, the Send Invite button is disabled and you'll see a message prompting you to upgrade. You can free up a seat by removing an active member or revoking a pending invite.
Things to know
Only the workspace owner can send invites, change roles, or remove members.
A user can belong to many workspaces simultaneously and have a different role in each (for example, Editor in one and Client in another).
Invites expire after 7 days. Resend if needed.
Removed members lose access immediately but the workspace's data isn't affected — only their access is revoked.
Need help inviting your team? Tap the chat bubble in the bottom-right corner — we'll walk you through it.