Guide to Teams in Planly

Teams help you easily organize your social channels with verified users. 

What is a team in Planly?

Team is a group of social channels and users to easily manage social media accounts. Each Team has its own Media Library so that you don’t have to share your media with all Teams or users.

You can create teams in all pricing plans. When you create an account in Planly you get a default My Team team where you add your social channels. 

You can access teams via the bottom-left corner of your screen. Click on the profile icon and it will bring the list of teams along with the number of included members and social channels. Also, you can go Settings > Teams to manage teams. 

Note: Only the Account Owner can create a team and add users. 

How Teams work? 

Teams in Planly help you manage your media files, social channels, and team members better with organized groups. Each team has its own media files, social profiles, and team members for simplified management. 

The same social channel can be included in multiple teams. Yet, media files only stay with teams. 

How to manage teams?

Plus to the default My Team, you can create multiple teams, change names. add profile images, and users to organize social media.

Step 1. Create a team in Planly

1. Go to Settings > Teams or, click on Teams on the bottom-left of your screen and click Manage teams
2. Click Create new team
3. Name your team and click Confirm

Step 1.1 One little extra yet important step is to add a profile image to your team. Adding profile image helps you to quickly scan the team and switch through teams without reading the team name. 

Just click on the Team details and click Remove \ Change to update your team profile image. You can change your team profile image and name anytime you want. 

Step 2. Add social channels

Once you create a Team, the next step is to connect social channels. 

1. Go to Settings > Teams or Manage teams in the bottom-left corner of your screen

2. Click the Edit button next to the team you want to add social channels

3. Go to Social channels tab and click Add social channel button

4. Select the social network and method you want to connect it

Or, you can add social channels while staying on the Calendar. 

1. Switch to the Teams you want to add users
2. Click the + (plus) icon on top of your Calendar
3. Select the social channel you want to add

Important:

• Depending on the social network you add, you can choose different ways to add your social channels. When you add your Pinterest account it will connect all of your existing boards to Planly. 

• When you add LinkedIn to Planly, it will only connect the Business Profiles to Planly

• To connect TikTok you can use either the QR code method or the Planly extension method

Step 3. Invite users to Team

No team is a team without master team members. By adding users to the team, you can build your social media dream team. Adding users help you to collaborate on managing your posting, media, and social media calendar. 

Note: You can add users to teams only in Pro and Guru plans.

1. Go to Settings > Teams
2. Click Edit (pen icon) next to the team
3. Click Users tab and then click Invite user button
4. Enter the email address (this will be their Planly log in email) and choose the teams you want to add users 
5. Click Invite to finish

Your invitees will receive a Planly invitation email to accept the invite. You can invite the same user to multiple teams in your Planly account. 

You can remove users anytime by going to Teams and the Users tab. Removing a user won't impact the posts scheduled by them. 

Note: You can be an Account owner in one Planly account and a regular user of another Planly account. 

How to manage multiple teams in Planly?

Very easily. Planly lets you easily manage social channels and teams. By grouping relevant social channels and members, you can keep all your social media posting organized. We pay special attention to the intuitiveness of Planly's interface.

You can easily toggle between teams via by bottom-left side or go to Settings to change any details about your team. 

Each of your Teams has their own

• Social channels 
• Member
• Media library 
• Social media calendar 

Important

When you add the same social channel to multiple teams, you can have different social media calendars based on their teams. The posts scheduled in one team will not be visible on the calendar or other teams. 

Also read:

How to add or remove a social channel

Planly glossary