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Team Collaboration

team-collaboration

Work together with your team, assign roles, review content, and manage approvals before publishing.

Why Team Collaboration?

Invite team members, clients, or freelancers to collaborate on content. Assign roles to control what each person can do, and set up approval workflows to review content before it goes live.

5 minutes to complete

Before You Begin

  • Owner or Admin role in your team
  • Email addresses of team members to invite
  • Available team member quota in your plan
1

Navigate to Team Settings

From your dashboard, click "Settings" in the sidebar, then select the "Team Management" tab.

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2

Invite Team Members

Click "Invite Team Members". Enter the following for each person:

  • Email Address: Their work email
  • Role: Choose from Owner, Admin, Editor, or Viewer
  • Project: Assign them to a specific project (optional)

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Note

Note: You can invite multiple people at once. Click "Add another team member" to add more rows to the invitation form.
3

Understanding Team Roles

Each role has different permissions:

Owner (Full Control)

  • Manage billing and subscription
  • Delete team or organization
  • Invite/remove any team member
  • Only role that can change member roles
  • Full access to all projects and content

Admin (Team Manager)

  • Invite/remove Editors and Viewers (cannot remove owners)
  • Cannot change member roles
  • Create and manage projects
  • Full access to content creation
  • Cannot manage billing or delete team

Editor (Content Creator)

  • Create and edit content
  • Run SEO research
  • Publish to connected platforms
  • Cannot invite, remove, or change roles; can view team page

Viewer (Read Only)

  • No access to Team Management page; cannot invite, remove, or change roles
  • View content and research (in projects they can access)
  • Review and approve content (if assigned)
  • Cannot create, edit, or publish
  • Perfect for clients who want visibility

Pro Tip

Pro Tip: For clients: Add them as Viewers so they can see progress and approve content without accidentally making changes.
4

Assign Members to Projects

When inviting, you can assign team members to specific projects. They'll only see content for projects they're assigned to.

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This is useful for agencies managing multiple clients - each team member sees only their assigned projects.

5

Send Invitations

Click "Send Invitations". Each person receives an email with:

  • Invitation link to join your team
  • Their assigned role
  • Your team name
  • Who invited them

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Note

Note: If the person already has a fivebucks.ai account, they're added immediately and notified by email. If they're new, they'll need to create an account first.
6

Set Up Content Approvals

For any article, you can request approval before publishing. From the article viewer, click "Request Approval".

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Configure the approval request:

  • Reviewers: Select team members who should review
  • Approval Stage: Internal Review or Client Review
  • Notes: Add context or specific questions for reviewers
  • Due Date: When you need the review completed (optional)
7

Review and Approve Content

Reviewers receive email notifications and can access the Content Approvals page to see all pending reviews.

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When reviewing, team members can:

  • Approve: Content is ready to publish
  • Request Changes: Needs revisions (with specific feedback)
  • Reject: Content doesn't meet requirements

Pro Tip

Pro Tip: Use approval workflows for client content. This ensures clients review and approve everything before it goes live on their website.

What's Next?

→Create Projects for Clients→Set Up Publishing Platforms→Generate Content for Review