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Collaboration: A Step-by-Step Guide
Collaboration: A Step-by-Step Guide

Work together as a team with approvals, comments, roles and more...

Tom Lulofs avatar
Written by Tom Lulofs
Updated over a week ago

In this guide, we will explore how you can effectively collaborate on social media using AI. With the help of AI-powered tools like Ocoya, you can streamline your social media copywriting process, save time, and create engaging content. Whether you are working in a small team or a larger organization, these features can enhance your workflow and boost your social media presence. Let's dive into the details!

1. Adding Team Members and User Roles:

To begin collaborating on social media using AI, you'll need to add team members to your workspace. Start by accessing the settings in Ocoya and navigate to the Users section. Here, you can invite team members by providing their email addresses. Assign appropriate user roles such as admin, manager, or viewer, depending on the level of access and responsibilities each team member should have.

2. Understanding Approver Status:

Within Ocoya, there is a feature called "Approver Status." This status determines whether a team member can directly post content or if their content needs to be approved by another team member. Admins and managers can have approver status, while other team members may have a "waiting on approval" status. This functionality ensures that only authorized content is published.

3. Utilizing User Roles:

Each user role in Ocoya has different access levels and capabilities. Admins have full access to all features, including user management and billing. Managers have similar access but cannot manage users or billing. They can create and schedule posts, save templates, and perform other relevant tasks. Viewers or external users have read-only access, allowing them to view analytics and scheduled posts but not make any changes.

4. Collaborative Content Creation:

Once your team members are set up in the workspace, you can begin collaborating on social media content creation. Ocoya's AI copywriting tool offers a wide range of templates categorized into various types such as ads, blogs, social media posts, and more. Each template provides building blocks to help you get started quickly and easily. Select the appropriate template and customize it based on your requirements.

5. Review and Approval Process:

After creating content, it can be saved as drafts, awaiting approval from team members with approver status. This step ensures quality control and consistency in your social media messaging. Team members who have the authority to approve can review the drafts, suggest changes if needed, and either schedule or publish the content once it meets the desired standards.

6. Leveraging AI Assistant:

Ocoya also offers an AI assistant feature to further enhance your content creation process. You can interact with the AI assistant through a chat interface to generate additional content ideas, fine-tune your copy, or seek creative suggestions. This feature allows for real-time collaboration and brainstorming, making it a valuable resource for generating engaging social media content.

7. Organizing and Managing Content:

Within Ocoya, you can organize your content by creating folders or categories based on different themes, campaigns, or clients. This helps streamline your content management process and ensures easy access to specific posts or templates when needed. Additionally, Ocoya keeps a comprehensive history of all the content generated, allowing you to revisit and reuse previous copies as required.


Collaborating on social media using AI tools like Ocoya can significantly improve your workflow, increase efficiency, and help you create compelling content. By leveraging features such as user roles, approver status, AI assistants, and organized content management, you can streamline your social media operations and enhance collaboration within your team. Start exploring AI-powered solutions today to take your social media presence to the next level!

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