Workspace-level data separation
Current boundary: There is no combined cross-workspace client dashboard.
Agency workflow
Clear client boundaries, one working method for the team
Keep client accounts in separate workspaces and manage team roles, approvals and publishing status in each client context.
The problem
Client context should not disappear when the account changes
Shared sheets and passwords blur who can do what for each client. Postid workspace boundaries separate social accounts, posts and team access.
Agency operating loop
- 01
Separate the client
Use a separate workspace for every brand or client.
- 02
Assign roles in context
Give the same person different roles in different workspaces.
- 03
Move content visibly
Track draft, approval and platform publishing result in the same client context.
Evidence ledger
What exists — and where it stops
Every claim below points to a current product surface and states its limitation.
Workspace management
Workspace-scoped roles
Current boundary: Access is limited to the defined Viewer-to-Owner role hierarchy.
Outcome: responsibility with visible boundaries
The team uses one method while client data stays out of a shared undifferentiated list.
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