Roles
Only owners and admins can invite people or change a role.
Inviting someone
- Go to Settings → Team.
- Enter the email address, pick the role, and click Invite.
- The person gets an email invitation. Until they accept, the row shows Invite pending, and you can resend it.
The Client (reviewer) role
Pick Client (reviewer) for a client who wants their own login instead of a link. A client sees a stripped-down Prozly:- one entry in the sidebar, Content Inbox, and nothing else,
- only posts that are waiting for review, approved, rejected, scheduled or published, never work in progress,
- Approve and Reject as the only actions: no editing, no creating posts, no AI credits.
Client review links
If your client would rather not create an account, share a link instead. Go to Settings → Team, find Client review links, name the link (for example “Acme marketing”) and click Create link. The client opens the link, sees only the posts you sent for review, and approves or requests changes without signing in. Revoke a link at any time from the same place. This is still the quickest way to get a client’s sign-off. The Client role is for clients who prefer a login.Both options need a plan with approval workflows (Professional and above).
