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Users, Roles & Groups

How do I manage users and permissions in contentbird?

S
Written by Sophia Siddig
Updated today

#admin #user_management #roles


Introduction

User management in contentbird helps you structure your team and define clear responsibilities.

πŸ‘‰ Roles and groups determine who can see and edit what.


Managing Users

πŸ“ Settings β†’ Users

Here you get an overview of all users in your instance.

You can:

  • Create new users

  • Edit existing users

  • Deactivate or delete users

When creating a user, you define:

  • Role

  • Project access

  • Optional groups

πŸ‘‰ After creation, the user automatically receives login credentials via email.


Roles & Permissions

contentbird provides four default roles:

  • Admin β†’ full access

  • Manager β†’ project ownership

  • Author β†’ works on content

  • Observer β†’ can view and give feedback

You can also:

  • Create custom roles

  • Adjust permissions individually

  • Rename or delete roles

πŸ‘‰ Roles define what a user is allowed to do.


Project-Based Roles

A user can have different roles in different projects.

Example:

  • Project A β†’ Manager

  • Project B β†’ Observer

πŸ‘‰ This ensures flexible and scalable permission management.


User Groups

User groups help you organize your team logically, for example:

  • By department (editorial, SEO, social)

  • By location or country

  • For external partners (agencies, freelancers)

Benefits:

  • Easier filtering

  • More targeted task assignment

  • Better overview of permissions

πŸ‘‰ Groups define how users are organized.


Advanced User Management Features

AI Assistant & Social Plus Access

Access to additional features can be controlled per user:

  • Enable or disable AI Assistant

  • Assign Social Plus access

πŸ‘‰ Available seats are shown in the quota display in user management.


Absence Management

Ensure smooth collaboration by planning absences:

  • Define time periods (e.g. vacation, sick leave)

  • Assign a substitute

  • Automatically transfer open tasks

πŸ‘‰ Keeps workflows running even during absences.


Licenses & Billing

You can add new users at any time:

  • Access is granted immediately (password via email)

  • Billing starts right after creation

Important notes:

  • Integrated into the existing contract period

  • Same contractual conditions apply

  • Automatic renewal unless canceled

πŸ‘‰ Allows flexible team scaling.


How It All Works Together

  • Users = individual people

  • Roles = their permissions

  • Groups = organizational structure

πŸ‘‰ The combination of all three ensures a clean and efficient setup.


Best Practices

  • Keep the number of roles manageable

  • Use groups for larger teams

  • Assign permissions as restrictively as necessary

  • Use project-based roles for flexibility


Conclusion

Users, roles, and groups define the entire collaboration structure in contentbird.

πŸ‘‰ A clear setup ensures transparency, efficient processes, and well-defined responsibilities across your team.

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