What is a Workspace?

Understanding Workspaces

A Workspace is your agency or organization's container in Postavel. It's the billable entity that holds all your clients, brands, team members, and social media accounts.

Key Characteristics

• Billable Entity: The workspace owner pays for the subscription. Team members don't need to enter payment information.
• Unlimited Team Members: You can invite as many people as you need to your workspace at no extra cost.
• Client Organization: Each workspace can have multiple clients, and each client can have multiple brands.
• Data Isolation: Clients and brands in one workspace are completely separate from other workspaces.

Workspace Structure

When Would One User Have Multiple Workspaces?

A single user account can belong to multiple workspaces with different roles. This is useful in several real-world scenarios:

Example 1: Marketing Consultant

Ana is a marketing consultant who works with multiple agencies and clients:

• Workspace 1: "Ana's Digital Agency"
  • Role: Owner
  • Ana pays: $59/month
  • Her own clients: Coding Wisely, Local Restaurant
• Workspace 2: "Big Corp Marketing Team"
  • Role: Member
  • Big Corp pays: $119/month
  • Ana works on Big Corp's clients as part of their team
• Workspace 3: "Startup XYZ"
  • Role: Admin
  • Startup XYZ pays: $29/month
  • Ana helps manage their social media

Example 2: Agency Employee with Side Project

Marko works full-time at an agency but also has a side project:

• Workspace 1: "Agency ABC"
  • Role: Member
  • Agency ABC pays the subscription
  • Marko works on agency clients
• Workspace 2: "Marko's Side Projects"
  • Role: Owner
  • Marko pays: $29/month
  • His personal clients and projects

Example 3: Multi-Agency Freelancer

Petar is a freelancer who works with multiple agencies:

• Workspace 1: "Agency North"
  • Role: Member
  • Agency North pays
• Workspace 2: "Agency South"
  • Role: Member
  • Agency South pays
• Workspace 3: "Petar's Personal Clients"
  • Role: Owner
  • Petar pays: $59/month

Why This Structure Makes Sense

• Different Organizations: Each agency or company has its own workspace with its own billing.
• Different Roles: You can be Owner in one workspace, Member in another, and Admin in a third.
• Data Isolation: Clients from one workspace cannot see or access clients from another workspace.
• Billing Clarity: Each workspace has its own subscription. The owner pays, team members work for free.

Workspace Hierarchy

The complete structure in Postavel is:

1. User - Individual person with login credentials
2. Workspace - Billable container (agency/organization)
3. Client - Company you provide services to
4. Client Social Connection - OAuth connection to social platforms (Facebook, LinkedIn, etc.) made at client level
5. Brand - Product or service belonging to a Client
6. Social Account - Brand-level selection of which page/account to use from client connections
7. Post - Content scheduled or published to social accounts

Client Portal & Post Approval

The Client Portal allows you to share scheduled content with your clients for review and approval. Clients can view their content calendar and approve or request changes without needing a login.

How to Invite a Client to the Portal

1. Go to Clients list in the sidebar
2. Click the Invite (✉️) button on the client row
3. Enter the client's email address and send
4. The client receives an email with a unique link
5. The link takes them to a calendar view showing all scheduled posts
6. The client can approve or request changes on each post

What the Client Sees

When a client clicks their invitation link, they'll see:

• A calendar with all scheduled posts for their brands
• They can click on any post to see the full preview
• They can approve or reject (request changes) with comments
• No login required — the link contains a secure token (expires in 1 hour)