Skip to content
Postly Documentation

Getting Started

Organizations, Workspaces, and Permissions

Structure brands, clients, or teams cleanly so publishing, approvals, and reporting stay organized.

Corporate-ready workflowsGetting StartedPublishing operations

Collection

Getting Started

Best For

Operators, marketers, and collaborators

Workflow Focus

Structure brands, clients, or teams cleanly so publishing, approvals, and reporting stay organized.

Organizations, Workspaces, and Permissions

Good Postly structure makes everything else easier. Workspaces are not just folders. They are the operating boundary for destinations, campaigns, approvals, analytics, and access.

How to think about structure

Organization

Use organizations for the broader business or umbrella entity.

Workspace

Use workspaces for the operating unit that should own:

  • connected destinations
  • campaigns
  • approvals
  • analytics context
  • team access

Common workspace models include:

  • one workspace per client
  • one workspace per brand
  • one workspace per region or business unit

Why permissions matter

Permissions decide who can:

  • connect destinations
  • create or edit drafts
  • approve posts
  • publish directly
  • review results

If publishing is sensitive, keep the creator and approver roles separate.

Signs your structure is working

  • channels are easy to find
  • campaigns do not cross the wrong clients or brands
  • reviewers know what belongs to them
  • analytics reads like one coherent story

Signs you should restructure

  • too many unrelated destinations live together
  • client approvals are getting mixed up
  • reporting is hard to separate
  • teams are worried about publishing to the wrong account

For API and MCP, workspace-first design is especially important. The safest integrations always resolve the workspace before listing targets or creating posts.

Good next guides

Previous guide

Onboarding and First Publish

Set up your account, choose the right workspace, connect channels, and publish your first campaign.

Next guide

Connect Social Accounts and Destinations

Connect social channels, pages, and supported publishing destinations using official platform flows.

Related guides