Workspaces

One workspace for every brand and client

Keep each brand’s accounts, calendar, and team in its own workspace, so clients never mix. Invite teammates and clients, choose what each person can do, and have posts approved before they go out.

  • Separate accounts, calendar, and team for every brand or client
  • Four ready-made roles, with permissions you can fine-tune
  • Client approvals before anything is published

$0 charged today, cancel anytime. Starter includes 1 workspace, Growth includes 10, and Pro and Ultimate include unlimited workspaces. Compare plans

Built for agencies and teams

Everyone sees exactly what they should

A workspace holds everything for one brand or client. Open the workspace menu, pick one, and the dashboard, accounts, and calendar switch to match.

01

No mixed-up accounts

Each workspace has its own connected accounts, calendar, and media. Switch from one client to another in a click.

02

The right access for each person

Pick Manager, Content Manager, Content Creator, or Client, then turn individual permissions on or off.

03

Approvals built in

Creators submit posts for approval, and managers or clients approve them before they publish.

01

Set it up

Create a workspace that fits the job

Name your workspace, add a logo, and choose a type: Personal, Team, Brand, Company, or Client. Then set the time zone that every scheduled post will follow.

Add a description and target audience so the team, and the AI, know who the brand talks to. Enter the website and choose Analyze, and PostlyBee suggests both for you to review.

  • Five types: Personal, Team, Brand, Company, and Client.
  • A logo, description, and target audience for your team.
  • A time zone for the whole workspace.
Create Workspace
  1. Name & type
  2. Brand context
  3. Created
02

Invite your team

Bring in teammates and clients by email

Enter an email address, choose a role, and send the invitation. The person joins the workspace with the access that role gives them.

You can see everyone on the Members tab and change a role at any time.

  • Manager runs the workspace, accounts, and team.
  • Content Manager creates, approves, and publishes.
  • Content Creator writes and edits. Client reviews and approves.
Team
  1. Email
  2. Role
  3. Invited
03

Fine-tune access

Turn individual permissions on or off

Every role starts with a set of seven permissions: View, Approve, Edit, Publish, Analyze, Engage, and Admin. The Permissions tab shows them for each member at a glance.

If a role isn’t quite right for someone, switch a single permission on or off. Nothing else about their role changes.

  • Seven permissions, visible for every member.
  • One click turns a permission on or off.
  • The workspace owner always keeps full access.
Permissions
  1. Roles
  2. Adjust
  3. Updated
04

Approve before publishing

Let clients sign off on every post

Members who can’t publish submit their post for approval instead. It shows up as Pending Approval on the calendar.

A manager or client can approve it, or send it back with changes, right from the calendar.

  • Creators see Submit for Approval instead of Post Now.
  • Approvers can approve or request changes.
  • An approval history is kept for each post.
Create post · Jo (Content Creator)
  1. Draft
  2. Review
  3. Approved

From first client to full team

Set up a client workspace in four steps

A few minutes of setup keeps every future post organized.

  1. 1

    Create the workspace

    Name it, choose a type, and set the time zone.

  2. 2

    Connect accounts

    Add the social accounts that belong to this brand.

  3. 3

    Invite the team

    Send invitations and pick a role for each person.

  4. 4

    Start posting

    Write, get approvals, and schedule on the calendar.

Make it work for your team

Before you begin

A few things to know when you plan your workspaces.

01

Your plan’s workspace limit

Starter includes 1 workspace and Growth includes 10. Pro and Ultimate have no limit.

02

One workspace per brand

Give each brand or client its own workspace, so accounts and posts stay separate.

03

The right time zone

Set it when you create the workspace. Every scheduled time follows it.

04

Roles for your team

Decide who creates, who approves, and who publishes before you send invitations.

FAQ

About Workspaces

Understand how the feature fits into a controlled social publishing workflow.