Workspaces Overview

• What are Publer's Workspaces?

  Learn how you can use workspaces on Publer to the fullest so that you organize your workflow better.Some readers

• How to switch between workspaces

  Switch between any of the workspaces that you have on Publer and start using another workspace instantly.Few readers

• How to create a workspace

  Create a workspace on Publer so that you can easily organize your clients or businesses into different workspaces.Few readers

• How to delete workspaces

  Delete any old workspaces that you are not using anymore.Few readers

• How to move/transfer a social account to another workspace

  Easily and safely move a social account from one Workspace to another, without losing any data!Few readers

• How to edit the workspace details

  Quickly edit your Workspace details and manage your workspace.Few readers

Managing Members

• How to add a new member to my Publer workspace

  Take a look at this step-by-step guide on how to add new members to your Publer Workspaces and easily onboard all your colleagues.Some readers

• How to add a Client to my Publer Workspace

  How to add a client to your Publer Workspace. The Client role and permission levels on the Workspace.Few readers

• What happens if I edit/delete a member?

  Throughout the whole time you have members in your Workspace, you will be able to change their roles accordingly. You can change them from an Editor, to an Admin, to a Client, and vice-versa. Changing a member's role will affect the workflow When the member has created posts but they are still pending approval: You will NOT be able to change their role, not until the posts are all approved. For example, if a member has posts in the Pending queue and you change them to an Admin orFew readers

• How to remove a member from my Publer Workspace

  DesktopStart To remove a member from your Workspace: Go to Members tab from the navigation bar on the left. Members panel There, find the member that you want to remove. On the right side of the member, click on the three dots and select Remove Removing a member (https://storage.crisp.chat/users/helpdesk/website/eefbebed3Few readers

Member Roles and Permissions

• What are the different member roles and permission levels?

  Take a look at what each of the roles and permission levels are for every one of your team members on Publer.Popular

• What are the post approval access levels?

  Specifying each member’s privileges creates a healthy workflow, and one of the best ways to manage your workflow on Publer is through the help of the posting access levels. The three different post approval access levels or permissions are: Should be approved by Admin/Owner: When an Editor's posts need to be approved by the Admin/Owner. Should be approved by Client: When an Editor's or Admin's posts need to be approved by the Client. Full Posting Access: When an Admin cFew readers

• Owner's API vs Member's API credentials

  DesktopStart Each member, Client, Admin, or Editor, can post on the assigned social accounts by using the Owner's API credentials or the Member's.Few readers

• How to edit a member's roles and permissions

  Learn more about how you can edit member's roles and permissions in Publer.Few readers

Post Approvals and Actions

• How to assign social accounts to different members of my workspace

  Specify which social accounts you want your members to have access to by assigning them one by one to each member.Some readers

• How to approve or decline posts

  DesktopStart The approval system in Publer helps you manage your workflow easily and efficiently. To approve posts: Once the post is created by the member, you will get a notification on your Publer account. Check the notification bell on Publer to see that: Notification about post pending approval When you click on the notification, you will be led to the post thFew readers

• General Permission Levels Article

  The post approval workflow on Publer will be decided by the permissions and privileges that you choose to give to each of your members. Learn about each of the permissions below and find more detailed info for each here: Posting access levels Owner's or the member's API credentials Post approval workflow Posting Access levels: Should be approved by Admin/Owner: When an Editor's posts need to be approved by the Admin/Owner. Should be approved by Client: WhFew readers