Octapost

Organizations & Team

Create organizations, invite team members, assign roles and manage multi-org workflows.

What is an Organization?

An Organization is the central workspace inside Octapost. Everything — social accounts, posts, analytics, and team members — lives within an organization. This lets you keep your clients or brands completely separate while sharing the same Octapost login.

Each organization has its own social accounts, post history, analytics, and member list. Nothing is shared between organizations unless explicitly exported.

Creating an Organization

1

Open the org switcher

Click the organization name in the top-left of the sidebar. A dropdown will appear showing your current organizations.
2

Click 'Add Organization'

Select Add Organization at the bottom of the switcher dropdown.
3

Fill in the details

Provide an organization name. You can add a logo and description later from Organization Settings.
4

Start adding accounts

Once created, you are taken to the new organization's dashboard. Head to Accounts to connect your first social account.
The number of organizations you can create is determined by your plan. Free = 1, Pro = 3, Agency = Unlimited.

Inviting Team Members

Each organization can have multiple team members collaborating on posts and accounts.

1

Go to Team

Navigate to Team in the sidebar.
2

Click 'Invite Member'

Enter the email address of the person you want to invite and select their role.
3

They accept the invite

An invitation email is sent. The recipient clicks the link, creates or logs into their Octapost account, and is added to your organization.
  • Pending invitations appear in the Team table with a "Pending" badge.
  • You can revoke a pending invite at any time before it is accepted.
  • Invited members consume a seat only after they accept.

Roles & Permissions

Every organization member is assigned one of three roles. Roles control what actions a user can take within that organization.

ActionMemberAdminOwner
Create & edit posts✓✓✓
Publish & schedule posts✓✓✓
Manage assets✓✓✓
Manage social accounts—✓✓
Invite team members—✓✓
Remove team members—✓✓
Change billing plan——✓
Delete organization——✓
There can only be one Owner per organization. Ownership cannot be transferred yet — contact support if you need to change the owner.

Switching Organizations

If you belong to multiple organizations, you can switch between them without logging out.

  • Click the organization name in the top-left of the sidebar.
  • Select any organization from the dropdown to switch instantly.
  • All sidebar data (posts, accounts, analytics) refreshes to reflect the selected organization.

Organization Metrics

Each organization maintains its own performance data, including follower counts, engagement rates, and post reach aggregated across all connected social accounts for that organization.

  • Metrics are visible on the Analytics page filtered to the active organization.
  • Switching to a different organization immediately updates the analytics view.
  • Historical data is retained even if a social account is temporarily disconnected.

Deleting an Organization

Only the organization Owner can delete an organization. This action is irreversible and will permanently remove all posts, assets, analytics data, and connected social accounts belonging to the organization.

1

Go to Organization Settings

Open the sidebar org switcher and click Organization Settings.
2

Scroll to the Danger Zone

At the bottom of the settings page, locate the Delete Organization section.
3

Type the organization name to confirm

Enter the exact organization name in the confirmation field and click Delete permanently.
Deleting an organization cannot be undone. All associated social accounts are disconnected, and all posts, drafts and assets are permanently deleted.