Implementation guide
Roll out Postly in stages without disrupting everyday publishing.
Begin with the smallest useful organization structure, validate it, then expand policies and integrations.
Discover
- ✓ Confirm brands, regions, teams, and owners
- ✓ Inventory channels and connected-account ownership
- ✓ Map current approval and publishing workflows
- ✓ Confirm API, MCP, automation, and reporting needs
Configure
- ✓ Choose an organization template
- ✓ Create and name workspaces
- ✓ Assign administrators, groups, roles, and approvers
- ✓ Verify domains and prepare SSO or SCIM parameters
Migrate and validate
- ✓ Move approved assets and publishing presets
- ✓ Connect accounts without sharing passwords
- ✓ Test drafts, approvals, scheduling, exports, and webhooks
- ✓ Pilot with one brand or region before wider rollout
Launch and operate
- ✓ Complete the rollout checklist
- ✓ Publish support and escalation contacts
- ✓ Schedule executive and operational reports
- ✓ Review access, tokens, retention, and adoption quarterly
Continue exploring
Enterprise resources for every stage
Enterprise for teams →How distributed teams adopt governed Postly operations without complicating everyday publishing.Enterprise Center →The complete operating model, commercial package, buyer materials, and enterprise resource hub.Capability matrix →What is available now, configured during onboarding, or dependent on verified evidence.Governance and approvals →Reusable roles, approval policies, Brand Kits, presets, notifications, and audit visibility.Security and trust →Identity, access, audit, service visibility, and carefully qualified security information.Enterprise API and MCP →Governed connections for software, automation, integrations, and compatible AI agents.Onboarding and migration →A staged path from discovery and workspace design through pilot, launch, and operation.Procurement Center →Official buyer downloads, implementation facts, and materials for security and commercial review.Multi-brand management →Keep brands distinct across workspaces while sharing administration, policy, reporting, and approved resources.Regional marketing teams →Give local teams room to operate inside centrally managed brand, identity, and reporting guardrails.Agency-to-enterprise operations →Extend proven client-workspace operations with organization-wide governance, identity, and administration.Service status →Open the public path to monitored service-health information and evidence-based uptime history.