A simple onboarding checklist to go live without delays

Use the email of the person responsible for billing, subscriptions, and plan changes.

Choose Email & Password, Passwordless Login, Google, or Apple.

Workspaces help organize brands, clients, departments, or campaigns separately.

Recommended for account security and required if enabling 2FA.

Recommended for teams, agencies, and client accounts.

Prevent accidental publishing by requiring approval before posts go live.

Add Admins to manage settings and Editors to create or schedule content.

Make sure the timezone is correct before scheduling posts or email campaigns.

Optional and can be updated anytime.

Connect platforms such as Facebook, Instagram, LinkedIn, TikTok, Pinterest, YouTube, and Google Business Profile.

Users can connect email accounts and publish email campaigns directly from Postly.

Postly uses secure authorization flows. Passwords are not stored.

Some platforms retain active sessions, so users may need to log out before connecting a different account.

Some platforms, such as Facebook and LinkedIn, require selecting pages after the main account is connected.

This ensures scheduled posts and email campaigns go out at the correct time.

Make sure all required social channels are connected and active.

Connect email accounts if you plan to publish newsletters or email campaigns from Postly.

For Facebook and LinkedIn, confirm the correct Pages are selected after connection.

Without the correct permissions, pages may not appear or publishing may fail.

Recommended for agencies and teams that need review before publishing.

Upload a test image or video to confirm media works as expected.

Reconnect any account that Postly flags before publishing.

For best results, use clear images, supported formats, and reasonable file sizes.

Postly can optimize media through compression, format conversion, and platform compatibility adjustments.

Postly checks character limits, hashtag limits, missing fields, and platform-specific requirements.

For email publishing, confirm sender details, subject line, formatting, links, and preview text.

Configure first comments, titles, descriptions, destination URLs, email subject lines, and scheduling preferences.

Social platforms and email providers may occasionally expire tokens or revoke permissions automatically.

If Postly asks you to reconnect, please reconnect the account. This refreshes authorization and usually resolves publishing issues.

Social and email accounts are connected where needed.

Pages, channels, boards, or locations are selected where applicable.

Timezone, team members, and approvals are set.

Create a first test post or email campaign to confirm the workflow is ready.

Yes. Invited team members need to sign up for Postly first, create their own organization and workspace, and then accept the workspace invitation.

When they switch to the invited workspace, they are working inside the inviter’s workspace using the permissions assigned to them by the workspace owner.

No. Team members can remain on the Starter plan while working inside the inviter’s premium workspace. Premium workspace features are controlled by the workspace owner’s subscription.

Yes. Users can switch between their personal workspace and any invited workspaces directly from the workspace switcher.

Yes. Organization is required as a simple label used to organize workspaces inside Postly.

No. The organization does not need to be a formal business entity. You can use any simple label or name that helps organize your workspaces.

Organizations help group and organize workspaces. For example, you can use your company name, agency name, client name, personal brand, or any label that makes sense for your setup.