User Roles and Permissions

Gain was designed for agencies and marketing teams who send content to multiple clients and stakeholders for approval. Here's a comprehensive overview of user roles in Gain.

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Roles and permissions overview
Managing people in your account
Transfer ownership of the account

Roles and permissions overview

Team Members

The people in your team who create, collaborate, manage and publish content to the social network are Team Members in Gain. These are typically social media strategists, account managers, creatives, and internal stakeholders.

Role	Permissions
Contributors	They can: create and edit content send content to approval approve content They cannot schedule or publish social posts. This is a role you can give to freelancers or consultants.
Publishers	They can do everything a Contributor can do, plus schedule and publish social posts. create and edit content send content to approval approve content schedule and publish social posts
Workspace Admins	They can do everything a Publisher can do, plus connect social channels and manage the workspaces to which they've been granted permission. create and edit content send content to approval approve content schedule and publish social posts connect social media accounts manage workspaces
Account Admins	They can do everything a Workspace Admin can do, in all workspaces in the account. create and edit content send content to approval approve content schedule and publish social posts connect social media accounts manage all workspaces
Account Owners	They can do everything an Account Admin can do, plus add and remove users from the account and manage billing. create and edit content send content to approval approve content schedule and publish social posts connect social media accounts manage all workspaces add and remove users manage billing

Clients

This is the role you will give to the your external stakeholders to gather their feedback and approvals.

Role	Permission
Clients	They can: give feedback and approve content connect social media accounts (only if you give them permission) view a content calendar with the content that's been sent to them for approval. They'll be able to see if this content is pending their approval or has been approved, scheduled, and published.

Role

Permission

Clients

They can:

give feedback and approve content
connect social media accounts (only if you give them permission)
view a content calendar with the content that's been sent to them for approval. They'll be able to see if this content is pending their approval or has been approved, scheduled, and published.

Managing people in your account

From your Personal Settings menu, choose People in Account.

From the People in Account page, you can add or remove users, assign and change user roles, and transfer ownership of the account.

Inviting Team Members and Clients

In the People in Account page:

Click on + Invite someone new
Add the person's name and email address
Choose their role by clicking on either Team Member (Contributor, Publisher, Admin) or Client. You can assign their role at the account level if you want to give them access to all the workspaces in the account, or by workspace, only for the workspace(s) you want them to have access to.
Click on Send invite at the bottom of the page

You can come back to this page to change their role and edit their permissions anytime.

When setting a Client's permissions in People in Account, you can choose to allow your Clients to connect social accounts to Gain. Just check the appropriate box next to account or workspace(s) you want them to be able to connect social accounts to.

You can turn this permission on or off whenever you want.

Your Client will receive an email notification and they'll have a new Workspace settings (⚙️) section in their calendar, where they'll be able to connect and reconnect social channels.

👉🏼 Share this guide with your Clients to connect their social accounts to Gain

Transferring ownership of the account

Only the account owner can transfer ownership of the account to another user from the People in Account section.

Click on Transfer ownership
Select a new account owner
Enter your Gain password to confirm
Click Transfer Account Ownership

Important: You will no longer be the account owner after completing the transfer. You will remain as account admin but cannot view or manage billing.