Articles on: Workspaces

How to create a workspace

DesktopStart



If you are currently managing more than one client, then you can create multiple workspaces. This way you can keep track of the workflow and everything will be organised.

To create a new workspace:



Go to the dropdown button on the top right corner, next to your profile.
Click on Create new workspace:

Create Workspace

Follow the steps as directed:
Insert your new workspace name, industry and click continue:

Create Workspace

Next step is to add accounts for the workspace (optional - you can skip adding any account) and click continue:

Create Workspace

After creating a Workspace on Publer, you can:



Switch between different Workspaces.
Add new team members.
Assign roles to each of the team members.
Assign social accounts to different team members.

Learn more about teams here.

DesktopEnd


MobileStart



How you can simply create a workspace from the Publer app:



Open Publer app and from the Posts menu click on the workspace image:

Create Workspace

On the left side you will have all your workspaces, on the end of the list click the Plus + icon:

Create Workspace

Next you need to add the Name and select a Category for your workspace:

Create Workspace

Add an image for your new workspace (optional) and/or click Next:

Create Workspace

Connect social accounts (optional) and click Save:

Create Workspace

Lastly you will be on the newly created workspace and you can navigate to confirm it by following the steps on first screenshot.

New Workspace

MobileEnd

Updated on: 21/12/2024

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