Workspaces & Organizations
Build isolated, secure environments to manage and deploy content for teams, brands, or clients with ease.
Watch DemoWorkspace Architecture
Postly's architecture is built for scalability. Agencies and creators alike can leverage Workspaces for modular control over content, teams, and developer-friendly integrations.
Workspace Collaboration
Visualize seamless collaboration across teams, with secure and isolated Workspaces for each project or client.
Frequently Asked Questions
What is an Organization?
An organization is the entity representing your business or brand.
What are Workspaces?
- A dedicated space for brands, products, or clients to collaborate on content strategy and publishing.
- Secure and private—team members in different Workspaces cannot interact.
- Free Plan users gain premium features when invited to a premium Workspace.
- Premium plans include unlimited Workspaces.
Can I share Workspaces with clients, and do they have independent schedulers and privacy?
- Assign a unique Workspace for each client.
- Each Workspace has its own independent scheduling and publishing settings.
- Content in separate Workspaces remains private from other clients.
Can multiple team members be assigned ownership, and will they access all Workspaces?
You can assign ownership to multiple team members, but they only access the Workspaces you explicitly grant them.
Will clients invited to my Workspace see my billing or account details?
No, each user sees only their own billing and account details, typically reflecting their free plan status. Billing information is strictly private.
If an invited client upgrades to a paid plan, what happens to the Workspace I shared?
Their upgrade doesn't affect your shared Workspace. Their account remains independent, and they can access your Workspace based on assigned permissions.
Will clients see my shared Workspace if they create their own paid Workspaces?
Yes, they can access both your shared Workspace and their own Workspaces.
Can clients transfer data from my shared Workspace to their own?
No, data transfer between Workspaces is currently not supported.
Why do I see "Cast to ObjectId failed for value" during account setup?
This error occurs if an existing organization or Workspace name is selected. Resolve it by creating a new organization and Workspace during setup.
My Default organization and workspaces disappeared after creating a new organization. How do I recover them?
Navigate to the organization settings icon in the top-left corner of your dashboard and follow the guide to manage your Workspaces.
Watch how to manage WorkspacesRoles & Permissions
| Role | Draft | Approve | Platforms | Workspaces | Team | Workflow |
|---|---|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | No | Yes | Yes |
| Approver | Yes | Yes | No | No | No | No |
| Editor | Yes | No | No | No | No | No |
| Custom | - | - | - | - | - | - |
*Custom roles coming soon for tailored permissions.
Role Restrictions
Restricted Social Accounts Access
Editor, Approver, and Reviewer roles are restricted from accessing the Social Accounts page to protect sensitive account settings.
Access Restricted
You do not have permission to access this page. Please contact your workspace administrator.
Limited Workspace Settings Access
Editor, Approver, and Reviewer roles have restricted access to Workspace settings, safeguarding critical configurations.
Access Restricted
You do not have permission to access this page. Please contact your workspace administrator.
Billing Privacy
All users, including clients and team members, access only their own billing information. Invited users cannot view the account owner’s billing details, ensuring privacy and security for financial data.