Agency and client workspaces

On the Agency plan you can create a separate workspace for every client or brand. Each one keeps its own brand voice, knowledge base, sources, connected accounts and content, so nothing blends. Use the workspace switcher in the sidebar header to create a new workspace or move between them. When you create a workspace, choose A client workspace if you manage that brand for someone else. Setup then asks about the client rather than about you, and the workspace is marked Client.

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The Agency page

Open Agency in the sidebar from your own agency workspace (tagged Main in the workspace switcher). It is not shown inside a client workspace, because the people with access there are the client’s. It shows:

• every workspace you own or administer, with its plan, credits, connected channels and last activity,
• a unified calendar of scheduled posts across all client workspaces: a list of the next four weeks, or a month grid (switch with List / Month, step through months with the arrows) with one colour per workspace,
• a White-label card for branding every client-facing link and email,
• the team grid below.

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Team across client workspaces

The Team across client workspaces grid puts people down the side and your agency workspace plus every client workspace across the top. Each cell holds that person’s role in that one workspace.

• Change a cell to grant, change or revoke someone’s role in that workspace. It saves immediately.
• No access removes the person from that workspace.
• Owners are shown as Owner and cannot be changed or removed from the grid.

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Adding someone to several clients at once

1. Click Add someone.
2. Enter their email address.
3. Pick the role they should hold, then tick the workspaces they need (use Select all for a new hire who works on everything).
4. Click Send invite.

They get one invitation and land with the same role in every workspace you ticked.

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White-label

Available on the Agency and Enterprise plans. Go to Agency and open the White-label card to put your own identity on everything your clients see:

• Agency name
• Logo (PNG, JPEG, WebP or GIF, up to 2 MB)
• Primary colour
• Reply-to email, used when a client replies to an email from you
• Hide “Powered by Prozly” on client blogs, a checkbox that removes the footer line from every client’s hosted blog

A preview shows how the branding looks before you save. Click Save branding. Set this once and it applies to every client workspace you bill for: client report links, client review links, connect links, and emails sent to people with the Client (reviewer) role all carry your logo or name and colour instead of Prozly’s. Inside the app, your colour also replaces Prozly’s accent (buttons, the selected page in the sidebar, focus rings) in your agency workspace and in every client workspace, for your team and your clients. It needs an agency name or logo next to the colour. See client reports for how it looks there. Only an owner or admin of your agency workspace can change these settings, from the agency workspace itself.

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Changing which workspace is Main

Your plan, credit pool and add-ons live on the Main workspace. To move them, open the client workspace that should become Main, go to Settings → General and choose Make main. The subscription, credits, slots and add-ons move there and every other workspace, including the previous Main, is billed through it from then on. You need to be an owner of both workspaces. A Main workspace that still pays for client workspaces cannot be deleted: make another workspace Main first, or delete the clients. Roles themselves are explained in team, roles and client review, including the Client (reviewer) role for a client who should only approve or reject posts.