Workspace, brands, and roles
A workspace is one customer. Brands live inside it. Almost every row belongs to that workspace, and brand-owned rows also belong to one brand. A missing row and a row in another workspace look the same: not found.
The header brand menu is the brand you are working on. Home, the composer, the calendar, analytics, and accounts follow that choice. Accounts can also list brands grouped so an owner can move between them.
Accounts on a brand
Section titled “Accounts on a brand”A brand can hold more than one account on the same network. A channel can be connected to one brand inside the workspace. Connecting that same channel to a second brand in the workspace is refused. Disconnect it from the first brand first.
Practice accounts from a local install use a stand-in network called mock. They let you click through the screens. A real channel posts only after that network’s developer app is configured and you connect the channel.
The server checks the role on every action. The screen hides buttons you cannot use. Hiding a button is not the permission.
| Role | Can |
|---|---|
| Owner, admin | Everything below, plus connect accounts, invite people, and create an AI client. |
| Approver | Draft, schedule, and approve. |
| Editor | Draft and schedule. |
| Scheduler | Set a time. Does not draft or approve. |
| Viewer | Look. |
An invitation can cover the whole workspace, one brand, or one account. See Approvals and team.
What each screen is for
Section titled “What each screen is for”| Screen | Use it to |
|---|---|
| Home | See what needs a person next, with a next step on each row. |
| Calendar | See scheduled, published, uncertain, and handed-off posts. |
| Campaigns | Group related posts. |
| Composer | Write the source and the per-account versions. |
| Analytics | Read metrics and download a CSV. |
| Accounts | Connect, refresh, or disconnect a channel. |
| Team | Invite people and set the approval rule. |
| Settings | Connect channels for the current brand, connect an assistant, and open the blog destination. |
| Security | Authenticator, sessions, and sign-in history. |
Voice notes, default hashtags, and caption presets can be stored on a brand. An assistant with Setup can read and update them. A presets screen in the product is coming soon.