Create & Manage Access Groups

Access Groups allow you to manage which users have access to certain data and content within one Later account. Each Access Group has its own Media Library, social profiles, and user access, so they're a great way to manage different brands or clients within Later.

This article covers how to create Access Groups, add and remove users from them, and transfer social profiles and/or media items between them.

Important:

• Growth plans and higher include unlimited Access Groups, each with their own Media Library
  • Free and Starter plans include 1 Access Group and 1 Media Library
• Only the Later account owner can create Access Groups (not users)
• Media items are attached to an Access Group, not a social profile
  • This means when transferring social profiles between Access Groups, only the posts will transfer, not the media items
  • You can also transfer media items between Access Groups separately
• Each Access Group can contain one or more Social Sets
  • The amount of Social Sets you can create depends on your plan
• Social profiles and Social Sets within an Access Group can be linked to other features on the platform (for example, campaigns), and moving them can affect those features
  • If the social profile or Social Set you're trying to move will impact another feature, you'll be shown a warning advising you of what will occur so you can decide whether to proceed or leave it as-is

Create Access Groups

You can create new Access Groups in your account as follows:

1. From Later on the web, select Settings > Social Sets & Access Groups
2. Select Create New Access Group
3. Give the Access Group a name
   • This will be visible to the users invited to it
4. Select Create Access Group

Tip: Add profile pictures to your Access Groups to easily distinguish & switch between them. From the Social Sets & Access Groups page, select Edit, then select the current avatar to upload a new one (by default, the avatar will be the initials of the Access Group's name):

Add Social Profiles to Access Groups

Once you've created an Access Group, you can either add a new social profile to it or transfer an existing profile in your account to it.

The profiles will be contained in a Social Set within your Access Group. Each Social Set can contain one of each profile type, but Access Groups can contain multiple Social Sets. Learn more

Add a New Social Profile

You can add a new social profile (that's not already connected to your Later account) to your Access Group as follows:

1. From Later on the web, select Settings > Social Sets & Access Groups
2. Next to the Access Group you’d like to add the social profile to, select Edit
3. Select Add Social Profile
4. Select an empty social profile slot
   • Each Social Set can contain one of each profile type, but Access Groups can contain multiple Social Sets. Learn more

5. Select Add Social Profile
    

   Important: At this stage, confirm you’re not already logged in to a different profile on the social platform that you’re trying to connect. If you are, Later will try to connect to that account automatically. Alternatively, attempt the connection from an Incognito/private browsing window—this ensures you’ll be prompted to log in to the profile you want to add.
6. Follow the prompts to authenticate that profile with Later
   • If you’re not seeing the pop-up from the social platform to authenticate, disable any pop-up blockers or browser extensions that might be blocking it (or, try from an Incognito/private browsing window)

For more details, see Add, Remove & Transfer Social Profiles in Later →

Transfer an Existing Social Profile

If the social profile you want to add is already connected to your Later account, you can transfer it between Access Groups as follows:

1. From Later on the web, select Settings > Social Sets & Access Groups 
2. Next to the Access Group you’d like to add the social profile to, select Edit
3. Select Add Social Profile
4. Under Organize Social Profiles, select Organize
5. Drag and drop your social profiles between different Access Groups
   • You can also drag an entire Social Set to a different Access Group via the the four-way arrow symbol (✥) to its left
6. Review the confirmation message and select Move to confirm
7. Select Save Changes

Add Users to Access Groups

Before you can add a user to an Access Group, you need to invite them to your Later account. After they've accepted the invitation, you can add them to Access Group(s) as follows:

1. Go to Settings > Social Sets & Access Groups
2. Select Edit next to the relevant Access Group
3. Select the Users tab
4. Select Add User
5. Select Add beside the name of the user you’d like to add to this Access Group
   • If you don’t see the user you want to add listed here, confirm they’ve accepted their invitation to your Later account

At this stage, you can also remove them from your default Access Group if you don't want them to have access to it. Newly-invited users will automatically have access to your default Access Group otherwise.

Remove Users From Access Groups

You can remove a user from an Access Group as follows:

1. From Later on the web, select Settings > Social Sets & Access Groups
2. Next to the Access Group you'd like to remove a user from, select Edit
3. Select the Users tab
4. Select Remove next to the user you’d like to remove
5. Select Remove again to confirm

Switch Between Access Groups

You can toggle between different Access Groups in your Later account from the Calendar page. Select the Access Group switcher at the bottom of the left sidebar to display and choose between all of the Access Groups in your account:

Transfer Media Between Access Groups

Here's how to efficiently transfer media between your Access Groups, without having to manually re-upload it:

1. Navigate to the Access Group that contains the media you want to transfer via the Access Group switcher
2. From the left sidebar, select Media > Manage Your Media
3. Select the media item(s) you want to move by hovering over them and selecting the checkmark icon
   • You can select multiple media items at once
4. From the top of the page, select the Move button:
   
5. Select the Access Group you’d like to transfer the media to
6. Select Move to confirm

Delete an Access Group

You can delete an Access Group as follows: 

1. From Later on the web, select Settings > Social Sets & Access Groups

2. Select Edit beside the Access Group 

   Note: You must remove all social profiles to delete an Access Group 
3. Select Delete Access Group