Manage Multiple Brands Or Clients Using Workspaces

Keep your content organized by creating separate Workspaces for each brand, client, or project, and control who has access to each one. Each Workspace has its own setup, making it easy to manage everything in one place, without the chaos.

📌 In This Article

• What Are Workspaces?
• Why Use Workspaces?
• How To Create A New Workspace
• How To Edit An Existing Workspace
• How To Switch Between Workspaces

What Are Workspaces?

Workspaces are individual dashboards within your SmarterQueue Organization that help you separately manage different social profiles, brands, clients, or projects. Each Workspace acts as a separate environment, keeping everything completely independent.

Here’s what’s unique to each Workspace:

• Social Profiles: You can connect different social profiles (e.g., Facebook, Instagram, LinkedIn, X) to each Workspace. This keeps personal, client, and brand profiles separated and easy to manage.
• Content Flow & Automation: Each Workspace has its own content strategy and automation flow. Use separate sets of Categories to organize posts by topic, set a custom Posting Plan to schedule when content from each Category and Social Profile should publish, and manage all upcoming posts in that Workspace’s Queue. This gives you full control over how and when content is published, tailored to each brand or client.
• Post & Media Libraries: Your stored content, including written posts, Evergreen content, and uploaded media, is kept separate in each Workspace’s libraries. This makes it easy to access the right content without mixing anything between projects.
• Analytics: Each Workspace includes its own performance data, so you can review results and optimize your strategy for each brand or client independently.

With Workspaces, you can manage multiple projects from a single account, without overlap, confusion, or compromise.

Why Use Workspaces?

Workspaces make it easier to manage multiple social media setups with clarity and control. 

Here’s why they’re so helpful:

• Separation of Work: Whether you’re managing multiple brands or balancing personal and professional accounts, Workspaces keep everything in its place. No more mixing up content or posting to the wrong profile.
• Better Organization: Tailor the setup for each Workspace, based on that brand or client’s specific goals and audience.
• Customized Posting Schedules: Build completely different Posting Plans and approach content scheduling differently, depending on what fits each project best.
• More Control: Assign Users to specific Workspaces so they only access what they need. It’s ideal for client work or managing a team across multiple projects. Learn more about adding Users to your Organization and managing User roles and permissions.
• Focus and Efficiency: Switching Workspaces gives you a focused view of just that brand’s content and profiles. No distractions, just a clean space to get the job done.

With Workspaces, you stay organized, flexible, and in control, managing each project exactly the way it needs to be.

How To Create A New Workspace

1. Click the ⚙ Organization Settings icon in the top-right corner, then go to "Workspaces".
2. Click “Add A Workspace”.
3. Set up the new Workspace:
   1. Give the Workspace a name.
   2. Set a Timezone (this influences publishing within the Workspace).
   3. Select which of your Users will have access to the Workspace.
4. Click “Add Workspace” to save it. 

You’ll need to add social profiles, create Categories, set up a new Posting Plan, and add content for each new workspace you create. 

How To Edit An Existing Workspace

1. Click the ⚙ Organization Settings icon in the top-right corner, then go to "Workspaces".
2. Find the Workspace you want to edit.
3. Click the 3-dot menu button in the upper-right corner and click “Edit Workspace”.
4. Make your edits:
   1. Change the name of your Workspace.
   2. Set a new Timezone (this influences publishing within the Workspace).
   3. Select which of your Users will have access to the Workspace.
5. Click “Save Workspace” to confirm your edits. 

How To Switch Between Workspaces

To view and manage a different brand or client, simply select it from the Workspace Selector in the upper-left corner of your SmarterQueue Dashboard.