Incep Digital
GuidesIncep Social Planner handbook
Administration5 min read

Settings and your team

Settings holds everything that configures the workspace: the agency itself, your team, AI providers, connections and usage.

Agency details

/settings
Name and logo
What your team sees in the sidebar all day.
Timezone
The agency default. Brands can override it.
Require approval
On by default. Turning it off lets an author schedule their own work.
Plan
Your Incep Digital subscription and what it allows.
Agency details, your team, AI providers and connections.

The four roles

/settings
Viewer
Read only. Right for a client who wants visibility without edit rights.
Member
Creates brands, connects accounts, writes posts and submits them for review.
Admin
Everything a member can do, plus approving posts, AI settings, archiving brands and managing people.
Owner
Full control of the agency.
Note: Approving is an admin action while submitting is a member action, which is the whole point of the approval step.

Inviting people

/settings

Invite by email and choose a role. They sign in with their Incep Digital account and land in your agency.