Setting up a client workspace
The typical agency flow, from workspace to approval.
- 1Create a workspace named after the client and connect their social accounts to it.
- 2Turn on post approval if the client wants sign-off before anything goes live.
- 3Invite the client as an approver with their WhatsApp number — they review from their phone, no account needed.
- 4Schedule content as normal: posts requiring approval go to the client first, everything else publishes on schedule.