Managing Collaborators
Collaborators let you invite team members, editors, or clients to access your Occasio account without sharing your login. Each collaborator gets their own sign-in and can only see or do what their role allows.
The two roles
Full Access
- View all content, reports, and analytics
- Run content syncs and audits
- Add notes to posts
- Use the keyword planner and calendar
Read Only
- View all content, reports, and analytics
- View keyword searches
- View (but not add) notes
- Cannot run new keyword searches
- Cannot trigger syncs or audits
Open the Collaborators panel
Go to Settings and scroll down to the Collaborators section. This is only visible to the account owner — collaborators themselves won't see this panel when they log in.
Invite a collaborator
Click Add Collaborator and fill in their name, email address, and role (Full Access or Read Only). Click Send Invite. Occasio generates a unique invite link and sends it to their email address. The collaborator will appear in your list with a Pending status until they accept.
What the collaborator sees
The collaborator receives an email with a unique invite link. When they click it, they'll sign in or create an Occasio account using the invited email address, and be automatically connected to your account. Their status changes from Pending to Active once they've accepted.
Change a collaborator's role
In the Collaborators panel, find the person and click the Edit button next to their name. You can switch them between Full Access and Read Only at any time — the change takes effect immediately on their next page load.
Remove a collaborator
Click the Remove button next to the collaborator. Once removed, they lose access immediately, their invite link is invalidated, and their entry is removed from your list. If you want to give them access again in the future, simply re-invite them.