Workspace Creation

Learn how to create and manage workspaces to organize your social media management.

What is a Workspace?

A workspace is your central hub for managing social media accounts. Each workspace can contain:

• Multiple social media channel connections (Instagram, Facebook, LinkedIn, etc.)
• Team members with different roles and permissions
• Scheduled posts and content
• Analytics and performance data

You can create multiple workspaces to separate different brands, clients, or projects.

Creating Your First Workspace

During onboarding, you'll be prompted to create your first workspace:

1. Upload a workspace icon (optional but recommended)

   • Click the upload area or drag and drop an image
   • Supported formats: PNG, JPG, GIF
   • The icon helps identify your workspace quickly

2. Enter your workspace name

   • Choose a descriptive name (e.g., "My Brand", "Client ABC", "Marketing Team")
   • You can change this later in settings

3. Click Save & Continue

Workspace Options During Onboarding

When setting up your account, you have several options:

Create a New Workspace

Start fresh with a new workspace where you're the owner. You'll have full control over settings, team members, and connected accounts.

Join an Existing Organisation

If you've been invited to join an existing organisation:

1. Enter the invitation code or click the invite link
2. Accept the invitation
3. You'll be added to the organisation's workspaces based on your assigned role

Accept a Client Invite

If you're a client who's been invited to view and approve content:

1. Click the invite link in your email
2. Create your account or sign in
3. You'll have access to the client workspace with limited permissions

Managing Workspaces

Switching Between Workspaces

If you have multiple workspaces:

1. Click on your current workspace name in the sidebar
2. Select the workspace you want to switch to
3. The dashboard will update to show that workspace's data

Editing Workspace Settings

To modify your workspace:

1. Go to Settings > Organisation > Workspace
2. Here you can:
   • Change the workspace name
   • Update the workspace icon
   • Manage connected social channels
   • View workspace members

Creating Additional Workspaces

To create a new workspace after initial setup:

1. Go to Settings > Organisation
2. Click Add Workspace
3. Follow the same steps as creating your first workspace

Workspace Best Practices

• Use clear naming: Name workspaces after brands, clients, or projects for easy identification
• Add an icon: Visual icons help you quickly identify workspaces when switching
• Organize by purpose: Create separate workspaces for different clients or brands rather than mixing them
• Set up roles first: Before inviting team members, configure roles and permissions

Next Steps

After creating your workspace:

1. Connect your social media platforms
2. Invite team members
3. Set up roles and permissions