Can I work in a team/add users to my account?
|Yes. MagicPost has organizations on the Team and Agency plans: an administrator adds people from the admin view, and each person who holds a seat gets their own MagicPost account. In an Agency organization, only the owner and Super admins can add people. This article explains how to add members to a MagicPost organization and how to set their roles.
A Team organization lists its people under Members, and an Agency organization lists them under Accounts. The steps are the same in both, with the differences noted below. For the company use case, see MagicPost for employee advocacy.
Who can add members to a MagicPost organization
In a MagicPost Team organization, every administrator can add members, remove them and give the Administrator role. In a MagicPost Agency organization, only the owner and Super admins can do it: a Manager or an Account manager does not see Add an account.
The member list is in the MagicPost admin view. Click Admin view at the top of the sidebar, above the menu, then Members in the Manage group. A member who is not an administrator does not see Admin view. An administrator without a seat has no Admin view button either: MagicPost opens the admin view for them directly.
How to add a member to your MagicPost organization
In the MagicPost sidebar, click Admin view, then Members (Accounts in an agency organization). An administrator without a seat is already in the admin view and clicks Members directly.
Click Add a member. In an agency organization, the button reads Add an account.
At the top of the window, choose Member (Client in an agency organization) for a person who takes a seat, or Administrator for someone who manages the organization.
For a member or a client, choose Invitation or Quick add under How to add. A team organization starts on Invitation, an agency organization on Quick add.
For an invitation, enter the person's email and click Send invitation. For a quick add, enter a name and click Add user.
A MagicPost administrator is always invited by email: the Administrator form has no Quick add.
Each member or client you add takes one free seat of your MagicPost organization. When no seat is free, the Member or Client choice shows a message that starts with All seats in your organization are in use. instead of the form, with an Add seats button. The Administrator choice stays available, because an administrator takes no seat by default. See how to add, remove and reassign seats.
Invitation or Quick add: which one to choose
Invitation sends the person an email to join your MagicPost organization. The person gets their own login, runs their own account and connects their own LinkedIn. Until they accept, their row carries the Invited badge and, under the email, the date of the last invitation email, resends included, for example Invited on 15 Oct. An administrator who can add members can click that badge to check the invitation or send it again.
Quick add creates a MagicPost account from a name, with no email and no login for the person. An administrator runs the account, and the row reads Profile added. Quick add fits a person who will never open MagicPost, or a company page you administer on LinkedIn.
A Quick add account cannot be turned into an account with a login from the MagicPost member list. Do not remove the account to invite the person again: the invitation creates a new, empty account, without the posts, the metrics or the LinkedIn connection. Ask the MagicPost team to convert the account.
To invite several people to MagicPost in one go, choose Invitation, tick Invite multiple people, then type or paste the emails. MagicPost shows how many seats remain. A batch invitation has no optional settings: each person joins as a member with a seat. In an agency organization, Client workspace is on for each of them when Client space enabled by default for each new account is on in the organization settings, which is the case by default. A team organization has no such setting: turn on Approval mode afterwards from the member's row if you need it.
Optional settings when you add a member
When specialized seat types are on for your MagicPost organization, the Member or Client form also shows Seat type. Under Optional settings, an invitation and a quick add offer the same choices:
Approval mode, in a team organization: the member's posts wait for an approval before MagicPost publishes them.
Client workspace, in an agency organization, in place of Approval mode: MagicPost describes it as To get posts approved and manage client access. See how to let clients approve posts before publishing.
Group: attaches the member to a group, which you then use to filter the organization views.
The MagicPost Administrator form offers Assign a paid seat, turned off by default. Without a paid seat, the administrator manages the organization but has no MagicPost workspace of their own. In a team organization the switch sits under the email; in an agency organization it is under Optional settings, next to Group. The form never offers Approval mode or Client workspace.
In an agency organization, the MagicPost Administrator form also has Permissions, where you choose the administrator's level. For an Account manager, you must assign accounts or groups before MagicPost sends the invitation.
How to check or resend a pending invitation
A MagicPost administrator can check where an invitation stands and send the email again from the Invited badge. In a Team organization, every administrator can do it. In an Agency organization, only the owner and Super admins can: for a Manager or an Account manager, the Invited badge is not clickable.
In the MagicPost admin view, open Members (Accounts in an agency organization).
Click the Invited badge on the person's row. The Pending invitation window opens.
Click Resend invitation.
The MagicPost Pending invitation window shows:
The date the invitation was sent, and the date of the last resend, if there was one.
Whether the email address already has a MagicPost account. If it does, the person only needs to log in: the invitation waits for them in the app. If it does not, the person accepts by creating an account with this exact email address.
An Email preview: the subject, the text and the button of the email, Create my account or Log in.
A resent MagicPost invitation names the administrator who clicks Resend invitation as the person who invited them, and is written in that administrator's interface language. The email preview shows the subject, text and button of that version.
MagicPost allows one resend per minute for each invitation, and that minute also runs from the first invitation email. During that wait, the Resend invitation button is replaced by You can resend in 1 min. MagicPost also limits how many invitations one administrator can resend in an hour.
The MagicPost Invited badge also stays on a person who accepted the invitation but has not confirmed their email address yet. For that person, the Pending invitation window says the invitation is accepted and offers no way to resend or cancel: the person must confirm their email address to finish signing up. To remove that person, use Remove member in the three-dot menu of their row.
To cancel a pending MagicPost invitation, click Cancel invitation in the Pending invitation window, or Remove member in the three-dot menu of the person's row. Both ask you to confirm in a Cancel invitation? window: Keep invitation keeps it (and takes you back to the Pending invitation window if you came from there), Cancel invitation removes the person from the organization and frees the seat the invitation held. You can invite the same email address again afterwards. Cancelling an invitation counts toward the daily removal limit.
Roles and badges in the Members table
The MagicPost Members table shows each person's status with a badge next to their name:
Owner: the organization owner. The owner manages billing and cannot be removed.
Admin: in a team organization, an administrator, who can manage members and access all accounts. In an agency organization, the badge shows the administrator's level instead: Super admin, Manager or Account manager.
No seat: the person holds no seat and cannot use MagicPost for their own posts.
Invited: the invitation is waiting, or the person accepted it but has not confirmed their email address yet. A person without a MagicPost account must create one with the email the invitation was sent to. A person who already has an account logs in to accept it.
Approval: in a team organization, Approval mode is on for this member.
To make a member an administrator later, open the three-dot menu at the end of their row and turn on Administrator. A MagicPost team organization has the owner and administrator roles on top of plain member, with no finer permission levels.
Administrator levels in an Agency organization
A MagicPost Agency organization has three administrator levels:
Super admin: like the owner, manages the seats (billed on the owner's subscription), the administrators and every account. Only the owner can transfer ownership of the organization.
Manager: the default level. A Manager works in every client account, but not in the owner's account or another administrator's. A Manager cannot add or remove accounts, create groups, change the organization settings or manage seats.
Account manager: sees and manages only the accounts assigned to them, by name or through a group.
In a MagicPost agency organization, the owner or a Super admin changes a level by clicking the level badge on the administrator's row, or Edit in the row's three-dot menu. Both open the Permissions window of that person. An administrator turned on from the three-dot menu starts as a Manager.
What each member gets in MagicPost
Each member of a MagicPost organization who holds a seat has a separate MagicPost account: their own LinkedIn connection, their own posts and calendar, and their own metrics. Only administrators can open another member's account, and in an agency organization only within their level.
The limits of a MagicPost seat depend on the plan of the organization. See everything in the Team plan and everything in the Agency plan.
How a member connects their LinkedIn to MagicPost
An invited member connects LinkedIn from their own MagicPost account. For an account that an administrator runs, such as a Quick add account, an administrator sends a link. Open the three-dot menu of the row and click Link to connect to LinkedIn, which copies the link. You can also click Connect link in the LinkedIn column: it opens Connect LinkedIn, with Copy the link and Send by email. The person who opens the link authorizes LinkedIn without logging in to MagicPost.
For an account that is not connected to LinkedIn yet, MagicPost offers the connection link on its row when the account was created with Quick add, or when Approval mode (team organization) or Client workspace (agency organization) is on. The account must also not be an administrator and not still be invited. A member who joined by invitation and has neither mode on connects LinkedIn from their own account. For an account that is already connected, hover Connected in the LinkedIn column and click Resend connect link, whatever the mode.
A MagicPost LinkedIn connection link stops working after a while. If the person sees Link expired, copy a new link from the same menu. See how to connect LinkedIn and renew your LinkedIn connection.
How to remove a member or edit several members at once
To remove a member from your MagicPost organization, open the three-dot menu of their row, click Remove member and confirm. The owner cannot be removed, and you cannot remove yourself. In an agency organization, only the owner and Super admins see Remove member.
A member removed from a MagicPost organization who has their own login keeps a MagicPost account, without the organization's plan. Removing a person who is still Invited cancels the invitation. Removing an account added with Quick add cannot be undone.
Removing a client account from a MagicPost agency organization also cuts all the share links of that client's space, including the links already sent to the client. In a team organization, removing a member does not cut their share links.
MagicPost limits how many members an organization can remove in a day. Once the limit is reached, MagicPost refuses the removal until the next day.
To act on several members, tick their rows in the MagicPost Members table. A toolbar appears with Permissions, Approval (Workspace in an agency organization), Group and Delete. A grouped deletion asks you to type a confirmation word.
FAQ
Does a MagicPost administrator need a seat?
No. An administrator without a seat can manage the MagicPost organization and open the members' accounts, but cannot use MagicPost for their own posts. When every seat is taken, choose Administrator in the same Add a member window (Add an account in an agency organization): Assign a paid seat is off by default.
Can I invite someone who already has a MagicPost account?
Yes, unless that person already belongs to another MagicPost organization. A person with an existing account sees the invitation the next time they open MagicPost, with Accept the invitation and Decline the invitation. MagicPost refuses an invitation to an email that is already a member of another organization.
Why can't I resend a MagicPost invitation?
The last invitation email went out less than a minute ago: the button reads You can resend in 1 min. MagicPost also blocks resends for an hour once an administrator has resent too many invitations: the message reads Too many invitations resent in a short time. Please try again in an hour. There is no resend either when the person already accepted and only has to confirm their email address. If the person accepts while the window is open, clicking Resend invitation shows This invitation has already been accepted. In an agency organization, a Manager or an Account manager cannot open the Invited badge: ask the owner or a Super admin.
Can I change an administrator's seat after I invited them?
Not from the member list. MagicPost asks whether an administrator takes a seat when you add them, with Assign a paid seat. Only the organization owner can switch their own seat on and off later, with Use a seat in the menu of their own row.
Why is Link to connect to LinkedIn missing from a member's menu?
MagicPost shows Link to connect to LinkedIn on an account created with Quick add, and on an account that has Approval mode (team organization) or Client workspace (agency organization) on. The entry is missing for an administrator, for the owner and for a person who is still Invited. A member who joined by invitation on an Engagement seat cannot have Approval mode or Client workspace: they connect LinkedIn from their own account.
Can I work in a member's MagicPost account?
Yes, if you are an administrator. In an agency organization, a Manager or an Account manager only opens the accounts that their level allows. See how to work in a member's or client's account.
Need help?
Reach out via the in-app chat, or book an onboarding call: https://cal.com/magicpost/book-a-call