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. 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 for the next four weeks,
• 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. 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.