Setting up your Teams: Social Media Coach Series

By Vicky Truong | 3 years ago | No Comments


Here at HootSuite, we are big on collaboration. We meet in person, chat with instant messaging and of course, we use our own tool to collaborate around social messaging. In my role as Social Media Coach, collaboration helps me to be more productive and innovative. You likely have a team that you work with, but are you setting your team up for success when it comes to social media monitoring and outreach?

Social Media Coach Vicky Truong
Meet your Social Media Coach, Vicky Truong

Today, I want to focus on the HootSuite Teams functionality and tools that we offer to facilitate successful team collaboration. HootSuite Teams was designed so you can match your online team to your unique organizational structure and empower your team to engage effectively. Whether you’re using social media for your bicycle shop, start-up or non-profit organization, discover how to make the most of your HootSuite dashboard for collaboration.

<embed src="" type="application/x-shockwave-flash" width="400" height="300"></embed>

Organize your Teams in an intuitive way that is structured similarly to your existing company or group. When I say this, I mean take a look at your existing team:

bike shop graphic

Eg. You own a bike shop with 3 locations. Each shop location has a geographic-specific Twitter handle. You can set up the Team in your HootSuite dashboard to match the geographic locations and then set up each Team with their regional-specific social media accounts.

Social Team Collaboration

The HootSuite Teams functionality allows for different methods of collaboration and acts as a central hub for your business’ social media efforts.

For example, right within HootSuite, your Customer Service Team can set up and share Twitter search Streams for brand name misspellings, campaign hashtags or negative sentiment phrases. This way your team can respond to inquiries via Twitter and there is less chance that the team will miss any mentions.


  • “Assign” messages for follow-up: A great way to inform a Team of a Tweet or message that requires their attention. Assign questions, comments and more to the appropriate person.

For example, when a potential customer Tweets a question about a bike’s availability at one of your stores, “Assign” the question to that location’s Team so they can respond.


  • Share draft messages: Create a supply of drafted messages ready for your Team to use to quickly respond to frequently asked questions.

For example: Your Sales Team has been seeing a great response to a new product launch, and they would like to thank customers on Twitter. Sales can compose, save and share a couple of drafted messages with the Marketing Team for a quick and appropriate response.


  • Chat within your Dashboard: Use the HootSuite Conversations tool to simplify internal communications amongst Teams, departments or the entire company.

For example, members of a non-profit group can send messages into the Conversations feed about an upcoming fundraiser from Facebook and Twitter seamlessly. From there they can discuss, like, retweet, and amplify those messages across the members and out to their individual social profiles. Learn more about HootSuite Conversations.


Getting started with Team Member Permissions

When setting up your Team, it is important to consider what permissions you would like to give each member. Depending on their responsibility level and role, you can adjust their permissions so that they have the right level of access.

For example, if you have a team member that is responsible for coordinating the social media outreach for all three of your bike shops, you can give them Team Admin permissions for all three Teams that have been set up within the dashboard. Team Admin permissions will then allow them more control over the activity within the Teams leaving you to focus on running the shops.

To help you understand which Permissions levels are available and how you can use them, read this guide on permission levels in the HootSuite Helpdesk.

A Two Minute Teams How-To

  1. Organize your Team or Teams by naming them. Try regional Teams such as “NY Team” or “Ontario Team” or try setting up your Teams departmentally such as “Marketing” or “Support”.
  2. Add a profile image for the Team.
  3. Once you have your Teams set up, add appropriate team members to those Teams (ie. marketers in the Marketing Team).
  4. You can then select each team member’s Permission level within the Team.
  5. Lastly, add social networks to the Teams.

Join me in my free weekly webinar to learn more about setting up a Team within the HootSuite dashboard. Also, in the next post we will be learning about internal team communication tool, HootSuite Conversations.

Register Here

In my last post, I focused on setting up your Organization within HootSuite. If you missed it, get up to speed today. Let me know how you use the HootSuite Teams features! Plus, if there is a HootSuite product or feature that you’d like to learn more about, register for my free weekly Pro Webinars and follow me on Twitter @HootVicky.

Written by

Ines 5pts

Hi, I would like to know if I invite someone to a team, that person has to have a hootsuite account.

Hootsuite_Help_Desk moderator 5pts

@Ines Hi Ines,

Thanks for reaching out to Hootsuite through our blog.

In order to be part of your team, the individual does need to have a Hootsuite account. That said, this does not have to be a paid account as Free members have full access to the Org features once added. To create Hootsuite Free accounts please use this link:

Thanks, Ines. Please reach out to us at @hootsuite_help or head to if you have any further questions.

Kind regards,

Christian | @Hootsuite_Help |

Vispi Jamooji
Vispi Jamooji 5pts


I have staff at my clinic whom I wish to create posts.

I want to see these posts before they go out (ie unless I approve them, they dont go out).

How can this be done?


Vispi Jamooji

Living Centre Clinic, London

techbyrd 5pts

trying to create a team however it seems no matter what teams I create they can accidentally post to the wrong group because the drop down shows all the groups of all the profiles on all teams.. what am I doing wrong

Hootsuite_Help_Desk moderator 5pts

Hi there,

Thank you for your question. My name is Amy and I am happy to help! 

It sounds like all of the social profiles are connected to all of the teams, which is why every member can access all of them. Please review the following help article on managing teams, so each team can be set up with the social profiles and members that you need:

I hope this helps! If you have any further questions, please reach out to us on Twitter @HootSuite_Help

Kind Regards,
Amy @HootSuite_Help -

BreadofPleasure 5pts

Hi, I have an enterprise account and we're starting to work with lots of external charities - can i invite them to a team and allow them to post to my social channel if they only have a free account - or do they need to use one of my enterprise seats to do that ? Thanks.