CO
Roles /

Contributor

3 members
Agency setup - step 2 of 7 Pick a ready-made role below. That is all this step needs. Next: Content library
Step 2 of 7 done Roles are set. Next: a content library with a few evergreen posts. Set up a content library
Posts
Writing and editing posts
Write a post
Create new posts and add media
Edit own post
Edit the posts they created themselves
Edit others' post
Edit any post, whoever it is assigned to - even in Client Review or Scheduled
Delete own posts
Permanently delete posts they created themselves
Delete others' posts
Permanently delete posts created by anyone on the team
Approvals & publishing
Reviewing posts and sending them live
Approve / reject
Approve a post or send it back with changes. Needs a review stage in your workflow.
Publish or schedule
Publish now, and set or change any post's schedule at any stage
Social profiles
Managing social accounts. Off hides this page from their sidebar.
Add a social account
Authorize and connect new social profiles to workspaces they have access to
Delete a social account
Remove a connected profile from workspaces they have access to
Edit social account settings
Edit settings like time zone, watermark, display name, and posting defaults
Content library
Saved media and posting schedules. Off hides this page from their sidebar.
Add content
Upload media and save content to libraries
Manage schedules
Create and edit libraries and their posting schedules
Delete content
Permanently remove media and saved items from the library
Inbox
Comments and direct messages. Off hides this page from their sidebar.
Reply to DMs & comments
Reply from the unified inbox. Without this, it stays read-only.
Assign messages
Assign conversations to teammates and mark them done
Reports & analytics
Performance reports and analytics. Off hides this page from their sidebar.
Export & share reports
Download reports as PDF or send them directly via email to clients
DM automations
Automated replies and DM flows. Off hides this page from their sidebar.
Create an automation
Build new DM automations, triggers, and auto-reply flows
Edit / delete automation
Edit or permanently delete existing DM automations
Paid ads
Paid ad campaigns. Off hides this page from their sidebar.
Boost a post
Boost an existing published post as a paid promotion from connected ad accounts
Client review
Sharing posts with clients for sign-off before they go live. Needs a client review stage in your workflow.
Send posts to clients
Share posts on the client calendar for approval, urgent ones too
Approve for the client
Approve on the client's behalf when they haven't responded - always logged
Workspace & team
Workspace setup and managing people
Workspace settings
Edit settings of workspaces they have access to - name, social profiles, watermark, etc.
Invite members
Invite people to workspaces they have access to and assign them a role
Remove members
Remove people from workspaces they have access to
Next: choose what this role is notified about
Sent to the team members who hold this role, in every workspace you own.
Workflow
Assignments, approvals, and timeout alerts. Sent only for stages this role is part of in your workflow.
Email
Mobile
Post assigned to them
A card enters a stage assigned to this role
Posts awaiting their review
Posts are ready for them to approve or reject with a comment
Post approved
A post they worked on was approved at a review stage
Changes requested
A reviewer sent a post back with comments
Timeout warnings & misses
Alerts at 50%, 80%, and overdue for stages assigned to this role
Client
Client approval activity on the shareable calendar
Email
Mobile
Client approved / rejected
Client acted on the Shareable Calendar
Urgent approval requests
A post was flagged urgent and sent to the client for a faster reply
Publishing
Publish results, reconnection alerts, and queue reminders
Email
Mobile
Publish success
Post published successfully to its platform(s)
Publish failures
API error, platform rejection, or post failed to go live
Social account reconnection needed
A connected account needs re-authentication or token refresh
Paused queue reminder
Reminder email when a queue is paused and nothing will go out
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Summaries & updates
Daily and weekly recaps, plus product news
Email
Mobile
Daily scheduled content email
Morning email listing everything scheduled to publish today
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Only send when nothing is scheduled
Skip the daily email unless the day is empty - a heads-up to fill the gap
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Daily posting summary
End-of-day recap of everything that was published
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Weekly summary report
Weekly performance summary across assigned workspaces
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Inbox summary report
Summary of unread messages in the social inbox
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Daily digest
Morning summary of pending items across all assigned workspaces
Product news & tips
What's new in RecurPost, feature guides, and best-practice tips
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Transactional emails such as signup verification, password resets, and billing receipts are always sent and can't be turned off.