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.
⏱️ Estimated Time: 5 minutes
📋 Prerequisites:
- Owner or Admin role in your team
- Email addresses of team members to invite
- Available team member quota in your plan
Step 1: Navigate to Team Settings
From your dashboard, click "Settings" in the sidebar, then select the "Team Management" tab.
Step 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)
ℹ️ NOTE: You can invite multiple people at once. Click "Add another team member" to add more rows to the invitation form.
Step 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
- Full access to all projects and content
Admin (Team Manager)
- Invite/remove Editors and Viewers
- 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 team members or manage projects
Viewer (Read Only)
- View content and research
- Review and approve content (if assigned)
- Cannot create, edit, or publish
- Perfect for clients who want visibility
💡 PRO TIP: For clients: Add them as Viewers so they can see progress and approve content without accidentally making changes.
Step 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.
This is useful for agencies managing multiple clients - each team member sees only their assigned projects.
Step 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
ℹ️ 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.
Step 6: Set Up Content Approvals
For any article, you can request approval before publishing. From the article viewer, click "Request Approval".
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)
Step 7: Review and Approve Content
Reviewers receive email notifications and can access the Content Approvals page to see all pending reviews.
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: Use approval workflows for client content. This ensures clients review and approve everything before it goes live on their website.
🚀 Next Steps:
Updated on: 20/12/2025
Thank you!