Workspace Management Overview

Workspaces separate personal projects from collaborative environments so teams can share social accounts, media assets, and billing without sacrificing security. This guide covers how workspaces are structured and how to navigate between different contexts.

When to Use Workspaces

• Personal Account: Ideal for solo marketers managing one brand. All data remains private to you.
• Team Workspace: Designed for agencies, franchises, or multi-location businesses that need shared access, granular permissions, and centralized billing.
• Client Workspaces: Agencies can create a dedicated workspace for each client to isolate content, analytics, and invoices.

Creating a Workspace

1. Open the account menu in the global header and select Create Workspace.
2. Enter the workspace name, slug, and optional description.
3. Choose the primary timezone and default currency for billing.
4. Confirm the plan tier (Starter, Growth, or Enterprise) and billing cadence.
5. Click Create Workspace to provision the environment.

The platform automatically creates:

• Default roles (Owner, Admin, Member).
• Dedicated Supabase schema scoped by workspace ID.
• Shared asset libraries and analytics containers.

Workspace Dashboard

After creation you land on the Workspace Dashboard:

• Setup Checklist: Connect social accounts, invite teammates, configure review alerts.
• Workspace Status: See plan limits (scheduled posts, connected profiles, storage).
• Quick Actions: Links to Member Management, Media Library, Billing, and Workspace Settings.

Switching Between Accounts

Use the global account switcher to change context without logging out:

1. Click your avatar in the header.
2. Select Switch Account.
3. Choose a personal account or any workspace you belong to.
4. The UI reloads with workspace-specific navigation, permissions, and data.

Keyboard shortcut: press g then a to open the account switcher.

Managing Context Indicators

• The header shows the current workspace name and plan badge.
• Sidebar navigation adapts automatically; team-only features (Billing, Member Access) appear only in workspace contexts.
• URLs include the workspace slug (e.g., /home/{workspace}/posts) to reinforce context.

Security and Access Controls

• Every request enforces Row Level Security using the active workspace ID.
• All actions are logged in the audit trail available under Workspace Settings → Activity Log.
• Owners can require two-factor authentication for all members from the Security tab.

Next Steps

• Configure detailed access rights in Roles and Permissions.
• Invite teammates and set up billing in Member Management & Billing.
• Review the onboarding checklist in Getting Started if this is your first workspace.