Collaborators and permissions
An organization can have several people working in it. The owner invites whoever they like, decides how far each person reaches and which channels they can publish to. Whoever joins keeps their own organization: accepting the invitation takes them into the new one, and from then on they switch between them with the selector in the side menu.
On this page
The essentials
- Open Settings › Organization and press Invite a collaborator.
- Type The person's email.
- In Permissions, choose Operator or Manager.
- In Channels, leave All channels or choose Only the ones I pick and tick theirs.
- Press Send invitation: they get an email with the Accept invitation button.
Everything happens in Settings › Organization, which only the owner sees.
- Identity: the organization's name.
- People with access, starting with the owner.
- Invite a collaborator.
- Change permissions and Withdraw access, on each collaborator's row.
- Pending invitations.
- Roles and scope: what each level reaches.
The two levels of access
When you invite somebody you choose one of two levels: Operator or Manager. It can be changed later at any time. Above both is the owner, only one per organization, who is not chosen when inviting.
| What | Owner | Manager | Operator |
|---|---|---|---|
| Home, Create offer, the template and image editors, the queue and automatic publishing | Yes | Yes | Yes |
| Support, Manual and What's new | Yes | Yes | Yes |
| The Telegram bot, from their own chat | Yes | Yes | Yes |
| My account: their email, their password, their linked accounts | Yes | Yes | Yes |
| Subscription: seeing the plan and what is left of each limit | Yes | Yes | Yes |
| Subscribing, changing plan, buying balance, seeing the amounts and the invoices | Yes | No | No |
| Message, Affiliates and Region | Yes | Yes | No |
| Channels: edit, reorder and check permissions | Yes | Yes | No |
| Channels: create, archive, restore and delete | Yes | No | No |
| Telegram (the token and the control bot), Amazon and AliExpress | Yes | No | No |
| Organization: inviting, changing permissions, withdrawing access and renaming it | Yes | No | No |
| Which channels | All | All or the assigned ones | All or the assigned ones |
What a level does not reach does not even appear: the Settings index lists only each person's sections.
Each person uses the Telegram bot in their own chat, with the channels they reach, once the owner has turned it on and they have linked their Telegram account: it is covered in Telegram bot.
There is only one owner, and ownership cannot be handed over from here. The organization is not deleted separately: it goes with its owner's account, from My account › Delete account. What belongs to each person — their email, their password, their linked accounts and their language — is covered in Access and account, whichever organization they happen to be working in.
Assigned channels
Choosing All channels does not freeze the list: whoever joins that way will also reach the channels you create later, without you having to come back to their permissions.
Somebody with only certain channels is shown only those: in the channel selector, in the queue, in automatic publishing — where they see only the profiles whose channels they all reach — and in the channel list. The rest do not exist for that person.
An archived channel carries the Archived label in the invite window and in the Change permissions one, and “(archived)” next to its name in the row of whoever has it assigned: the assignment is kept and applies again when you restore it from Channels.
If you are assigned channels and none of them is still available — or none has been assigned to you yet — the application says so and asks you to mention it to whoever administers the organization, instead of showing you empty screens.
Invite a collaborator
Invite a collaborator, in the header of the people list, opens a window with three fields:
| Field | Description |
|---|---|
| The person's email | The address the link goes to. The invitation is valid for that address alone. |
| Permissions | Operator (the default) or Manager, each with a line saying what it reaches. |
| Channels | All channels (the default) or Only the ones I pick; with the latter the Assigned channels list appears so you can tick them. |
How many people fit
The plan decides, counting the owner and the pending invitations: on the free plan and on Solo, one person — that is, no collaborators —; on Creador, 4 (expandable to 12); on Agencia, 12 (expandable to 100). With every seat taken Invite a collaborator appears disabled and below it says which plan raises it. Subscription and credits covers it.
The seat is taken the moment the invitation is sent and is released if it expires. You cannot invite the owner's address, somebody who already collaborates, or an address with a pending invitation.
If the email does not go out
A delivery failure does not lose the invitation: it stays pending in the list and you can resend it from there the next day, or cancel it and invite that address again right away.
Pending invitations
Live invitations appear in their own list, with their level, their channels and the date they were sent. The ones nobody has accepted yet carry the Not accepted label.
| Action | What it does | |
|---|---|---|
| Resend the invitation | Sends the email again with a new link and renews the deadline. The previous link stops working. It does not create a second invitation, and it can only be resent once a day. | |
| Cancel the invitation | Voids the link. Whoever holds it can no longer use it. It asks for confirmation first. |
An invitation expires after seven days. When that happens it is still listed, marked Expired, and resending it is enough.
Fine print: what the email says and how long the address is kept
The email the invited person receives says who is inviting them, where their address comes from and how long it is kept: the address is deleted 30 days after the invitation is accepted, canceled or expires.
The Organization section
At the top is the Identity card, with the organization's Name: it is the one that appears in the selector of everyone working in it, so it is worth making it say something, such as the name of your brand or of your client.
Below it, People with access, starting with the owner. For each person you see their name, their email, their level, their channels and when they joined.
| Action | What it does | |
|---|---|---|
| Change permissions | Opens that person's level and channels. The change applies on their next action, without them having to sign in again. | |
| Withdraw access | Takes the organization away from them, after you confirm. Their account is not touched, whatever they published stays where it is, and you can invite that person again whenever you like. |
Collaborators suspended by the plan
When you move down a plan, whoever does not fit is left Suspended by the plan, with their level and channels saved and no access to the organization. When there is room again — by moving up a plan or buying an extra person — the list says how many you can reactivate and you choose whom with the Reactivate button. The application never reactivates anybody on its own.
Accepting an invitation
The email is titled “[who invites you] has invited you to the … organization on Codingram”, says the level, the channels and until when it is valid, and carries the Accept invitation button.
If it reaches you, you have to sign in to Codingram — with your usual account, or by creating one — and open the link. If you open it without being signed in, the sign-in screen already says which organization is inviting you and asks you to use the address the invitation was sent to, and once signed in you return to it.
Opening it does not put you anywhere: the Invitation page shows which organization it is for, with which level and over which channels, and asks you to press Accept invitation (or Not now). Accepting takes you straight into that organization, with a notice that confirms it; to go back to your own, use the selector.
The email is the proof
An invitation can only be accepted from an account that has that same address confirmed. Forwarding the link to somebody else does them no good.
If your account has a different address, the page tells you so and takes you to My account to add the invited one and confirm it: the invitation stays alive in the meantime.
The page also tells you if the invitation does not exist, has expired, was cancelled or has already been used, and if the organization has run out of seats because its plan changed after you were invited.
Switching organization
When you reach more than one, the side menu shows the Active organization block, above the channel one.
The one you pick is the active organization, and everything works on it: Create offer, the editors, the queue and automatic publishing. Each person has their own active channel within each organization, so switching from one to another returns you to the channel you were on the last time you worked in it, and two people in the same organization never tread on each other's channel.
The choice is remembered between sessions.
You cannot leave someone else's organization on your own: if you want to leave it, ask its owner to remove your access from the Organization section.
If your access is withdrawn
The moment the owner withdraws it — or the plan leaves you suspended — your next action returns you to your own organization with a notice. There is no need to sign out. The same happens if the owner deletes their account: the organization goes with it, and the notice tells you it no longer exists. If you are the one deleting your account, Delete account tells what happens.
With several tabs open
The active organization is the same in all your tabs. If you switch in one, the others keep showing the previous one until you reload them, and they save nothing: pressing Save in one of them shows “Nothing was saved”, says which tab belongs to which, and the Reload button. What you had changed stays on screen, so you can go back to that tab's organization and save again. The channel works the same way in the queue, automatic publishing and the editors.
