Teammate permissions

  • Updated

Who is a teammate?

Running a creative business often means multiple people help get things done on Patreon. For example, one teammate might manage benefits, while another primarily handles posting.

Rather than sharing a login for one creator page, a team account lets teammates manage their responsibilities within their own accounts.

Team leads have sole access to financial and income-related actions. Because of this, assign teammates to people who manage member interactions (posting, quipping, messaging, and responding to comments) or who revamp the creator page (editing tiers and benefits or managing which members are eligible for benefits).

What if a teammate used to be a creator?
Teammates can't have a current or previous creator page (including unlaunched creator pages and reverted accounts). Ask the prospective teammate to create a brand new account and accept the invitation on that account.

Teammate permissions

Teammates can't be a member of the creator account they help manage. If the prospective teammate is already a member, they must cancel their membership first.

Teammates can manage the following:

Creator page Member interaction
  • Tiers and benefits
  • Benefit eligibility status
  • Apps on tiers and Social Connect
  • Messages
  • Posting
  • Quipping (web only)
  • Commenting
  • Liking
  • Browsing the creator's feed (web only)

Teammates can create regular posts, but some features, such as starting Lives, aren't available. Teammates who use the Benefit Eligibility Status tool can see members' names, email addresses, and payment status for the selected month. However, to download the CSV containing all member data, they must be a special teammate with finance permissions. Only add teammates you trust with this information.

What teammates can't do

Teammates can't:

  • Access financial data or actions, including Payout settings and the Earnings dashboard
  • Block or unblock members
  • Add or remove teammates
  • Open the creator's account settings, except the blocked users list
  • Join, upgrade, or gift a membership
  • Change the creator's email, password, or memberships

Because teammate Quip is web-only right now, teammates cannot access any developing Quip features that are mobile-only.

Switching between accounts (Web only)

On web, teammates get a new navigation with an account switcher. It lets you move between your personal account and the creator's account whenever you need to. Only teammates see the switcher.

To switch accounts:

  1. Select Your account Your account iconin the bottom-left corner
  2. Select the creator's account

To switch back, repeat step 1 and select your own account.

Your personal account is your own member experience, with your home feed and memberships. The creator's account is where you act as the creator.

Once you're in the creator's account, you can quip, see the creator's feed, and like and comment on other creators' posts as the creator. It's the creator's feed, not yours. Your personal feed stays in your personal account.

Posting as a teammate

When teammates post, quip, comment, or like as the creator, members and everyone else see it as coming from the creator, not the teammate.

Interested in learning more about posting? Visit our guide for tips and tricks about posting.

If a teammate leaves the team

If a team lead removes a teammate or revokes their access, that teammate can no longer act as the creator. It takes effect right away.

Mobile

Account switching and quipping are available on web only for now. On mobile, teammates keep everything they can do today.

Settings

Teammates will have access to both their personal settings and a limited version of the Creator's settings.

To get to each settings, they just need to use the account switcher, make sure they're in their personal or creator account, head to the bottom left corner and click Settings. The settings of whichever account they're in will show up!

The limited creator settings they have access to should be the same though.

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