User Management
Managing Users and Permissions
This guide explains how to add new users to your PinMeTo account, define their roles and permissions, and manage admin access for your connected social media pages.
Table of Contents
Section 1: Adding a New User to PinMeTo
Section 2: User Roles & Permissions
Section 3: New User Invitation Process
Section 1: Adding a New User to PinMeTo
To add a new user, your own account role must be Owner. An existing Owner is the only one who can grant this role to another user.
Here's how to add a new user
- Click the grid icon in the top right corner and select Account Settings.
- In the Access Manager section, click the Add New User button.
- Enter the user's email address, first name, and last name.
- Choose the appropriate Role level for the user (see below for details).
- If you assign the User role, you will then need to set their Permissions. You can grant access to all locations or only specific location groups.
- Once you're done, the new user will receive an invitation email to set up their account.
Section 2: User Roles & Permissions
You can assign different roles to users depending on the level of access they need.
Role Levels
- Owner: Has full access to all products, features, locations, and groups. Owners are the only users who can add new users and assign the Owner role.
- User: Has access only to the specific products, locations, and custom groups that an Owner grants them. Their permissions can be customised for each product.
- API Developer: This role is for users who need to implement API integrations. It provides access to credentials, documentation, and logs without needing access to any product or locations. Learn about our API offering at PinMeTo.
Product-Specific Permissions (for the "User" Role)
When adding a User, you can set the following permissions for each product:
Product | Permission Level | Access Details |
Listings | Manager | Can add, edit, and permanently close locations. Cannot delete locations. |
| No Access | Cannot access the Listings product. |
Conversations | Manager | Has full access to all features (view, assign, respond, manage labels, etc.). |
| User | Can do everything except add, edit, or remove Labels. |
| No Access | Cannot access the Conversations product. |
Posts | Publisher | Has full access to all features (create, edit, publish, and approve content). |
| Author | Can create and edit content but cannot publish it. |
| Viewer | Can view content but cannot make any edits. |
| No Access | Cannot access the Posts product. |
Section 3: User Invitation Process
The Invitation Email
After you add a new user, they will receive an email with an invitation link.
Setting up the Account
When the user clicks the invitation link, they will be guided through setting up their account:
- Create a Password: The first step is to create a secure password.
- Set up Two-Factor Authentication (2FA): For added security, users will be prompted to set up 2FA. This requires them to enter a code from an SMS or an authenticator app (like Google Authenticator) when logging in. We strongly recommend all users enable this feature.
FAQs
Q: Why can't I add a new user?
A: To add new users, your account role must be set to Owner. If you are a User, you will need to ask an Owner on your account to add the new person for you.
Q: What happens if the invitation link expires?
A: The invitation link is valid for 30 days. If it expires, an Owner will need to resend the invitation from the Account Settings > Access Manager section.
Q: What is the difference between an Owner and a User?
A: An Owner has complete access to everything in the account, including the ability to manage other users. A User has limited access, which is defined by the specific permissions an Owner sets for them.
Keywords
add user, user permissions, user roles, access manager, invite user
Updated on: 04/11/2025
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