Want your team to actually work together in Getfollow, without stepping on each other's toes or worrying about someone nuking your settings by accident? This guide is for you. Whether you’re managing a small squad or a growing company, you’ll learn how to set up team collaboration and role-based access the right way—without the fluff.
If you’re not familiar, Getfollow is a platform meant to help teams manage their social media accounts, campaigns, and reporting in one place. But like most tools, it’s only as good as how you set it up. Let’s walk through the real steps to get your team working smoothly and securely.
1. Understand the Basics: What Team Collaboration and Role-Based Access Actually Mean
Before you add anyone, get clear on what these features do:
- Team Collaboration: Multiple people can work on the same projects/accounts in Getfollow. They can see, edit, and comment (depending on their permissions).
- Role-Based Access: Not everyone gets the keys to the kingdom. You assign roles—like Admin, Editor, Viewer—that control who can do what.
Honest take:
If you skip this structure, you’ll end up with chaos—random people editing posts, deleting campaigns, or seeing sensitive data they shouldn’t. It’s worth five minutes to get this right.
2. Map Out Your Team’s Needs (Don’t Just Add Everyone)
Resist the urge to invite everyone with a company email. Think about:
- Who actually needs access?
- What do they need to do? (Post, edit, view reports, manage billing, etc.)
- Who should never be able to delete or change account settings?
Pro tip:
Start with a small group. You can always add more people later, but removing access is awkward—especially if someone’s already made a mess.
3. Know the Roles in Getfollow (and What They Really Mean)
As of this writing, Getfollow offers a typical set of roles:
- Owner: Full control. Can manage billing, invite/remove anyone, access everything.
- Admin: Almost everything the Owner can do, minus billing.
- Editor: Can create and edit content, but can’t change settings or manage users.
- Viewer: Can see stuff, but can’t change or create anything.
Reality check:
Don’t make everyone an Admin “just in case.” That’s how you end up with accidental deletions or unauthorized changes.
4. Add Your Team: Step-by-Step
Here’s how to actually get people into your Getfollow workspace the right way:
Step 1: Go to Team Settings
- Log in to your Getfollow account.
- Click your profile picture or company name in the top-right.
- Select Team Settings or Manage Team (the naming might vary, but you’ll find it).
Step 2: Invite Members
- Find the “Invite” or “Add Member” button.
- Enter the email addresses of the people you want to invite.
- Assign them a role before you send the invite. This avoids that awkward moment where someone logs in and can do nothing (or, worse, everything).
Step 3: Send Invites
- Hit send. Your teammates get an email with a link to join.
- They’ll need to set up their own password and profile.
Step 4: Confirm & Double-Check
- Once your teammates join, check their roles and access.
- Do a quick sanity check: Can your Editor actually edit? Is your Viewer blocked from sensitive areas?
5. Assign Roles and Permissions (Don’t Overthink It)
Here’s how to keep this simple:
- Owner: Usually just you or the actual boss. One person, max two.
- Admin: Trusted team leads, not the whole marketing department.
- Editor: Most of your day-to-day users.
- Viewer: Interns, freelancers, or anyone who just needs to watch.
What to ignore:
Custom roles and crazy permission schemes—unless you have a huge team or strict compliance needs. The built-in roles cover 95% of real-world cases.
6. Set Up Project- or Account-Level Access (If Needed)
Some teams run multiple brands or clients through one Getfollow account. If that’s you, use these features:
- Workspaces or Projects: Group campaigns/accounts. Assign specific people to just those workspaces.
- Per-Project Roles: In some Getfollow plans, you can make someone an Editor on one project, and a Viewer on another.
Honest take:
If your team is under 15 people and you’re not juggling dozens of brands, this might be overkill. But if you do agency work or share Getfollow with outside partners, use this to keep people in their lane.
7. Use Activity Logs and Audit Trails
Not glamorous, but essential. In Team Settings, look for:
- Activity Log or Audit Trail: Shows who did what, when.
- Use this if something goes sideways (deleted posts, weird settings changes).
Pro tip:
Make it clear to your team that these logs exist. It’s not about spying—it’s about fixing mistakes quickly.
8. Update and Remove Access (Don’t Wait for a Disaster)
People leave. Roles change. Don’t let ex-employees or random freelancers keep access “just in case.”
- Set a calendar reminder—monthly or quarterly—to review your team list.
- Remove anyone who doesn’t need access.
- Downgrade roles if someone’s responsibilities shrink.
What works:
Tight, regularly reviewed access lists save you from headaches down the line.
9. Common Pitfalls (and How to Avoid Them)
A few things you’ll want to watch out for:
- Everyone as Admin: Recipe for disaster. Only assign when truly needed.
- One shared account: Not only insecure, but makes it impossible to track changes.
- Ignoring role changes: When someone’s job changes, update their access immediately.
- “Set and forget” syndrome: The team changes, but your access list doesn’t. Make reviews a habit.
10. Quick FAQs
Q: Can I set custom roles?
A: Not unless you’re on a high-tier plan. For most teams, the default roles are fine.
Q: What if someone needs temporary access?
A: Make them an Editor or Viewer, then remove them after. Don’t forget to actually remove them.
Q: Can I limit access by feature (e.g., reporting only)?
A: Not granularly. If you need super-specific permissions, Getfollow might not be the tool for you (yet).
Q: Does Getfollow support Single Sign-On (SSO)?
A: Only on certain enterprise plans. Not worth it for most small teams.
Keep It Simple and Iterate
Setting up team collaboration and role-based access in Getfollow doesn't have to be complicated. Start small, use the built-in roles, and review access a few times a year. Don’t chase perfect security or control—just make sure people have what they need and nothing more. If your team grows or your needs change, tweak as you go. The best access setup is the one you’ll actually maintain.