Creating an effective onboarding process for your clients as an agency using Planable can significantly enhance collaboration and streamline your content planning and approval workflows.
In Planable, the workspace stands for the collaborative place for each brand's social media content. This helps manage your content, approvals, and schedules separately, making sure everything is organized to fit your needs.
One workspace may be used for one client.
If you have 3 clients, it means that you need 3 workspaces.
Create a workspace
You can create a workspace by clicking on the "Create a workspace" button in the Dashboard.
Connect a page
Now that you've created the workspace, it's time to add your client's pages.
At the moment, you can connect:
Facebook Pages
LinkedIn Personal Profiles and LinkedIn Company Pages
Instagram accounts (Business Pages and Creator Accounts)
X (Ex-Twitter) accounts
Google Business Profiles
YouTube channels
Personal and Business TikTok Accounts
Pinterest (only business accounts supported)
Threads accounts.
First, go to the "Channels" section and then click on the "+" button:
Select one social media channel you want to connect to:
Afterward, click on "Add Pages" and follow the instructions when adding a page to your workspace and click on the page to confirm the connection.
Then your page will appear in the workspace.
If you don’t have access to the social media pages, but your client does, you can invite them to Planable with a role that allows them to connect these pages for you. In the "Inviting your Clients" section below, you'll find instructions on how to send an invitation to your client, granting them the appropriate permissions to link the social media pages on your behalf.
Invite your clients
Once the workspace is set up, you can invite your clients to the workspace. You can send invitations via email directly from Planable, making it easy for clients to join and start collaborating, or invite them by generating an invite link.
Be mindful that the Client membership is not available on the Basic Plan.
Manage permissions
We created the simplest roles in Planable, for every one of your teammates or client in the fastest way. You can invite collaborators for every workspace, different for each.
Invite someone as "Guest", the user will be able to see the content only
Invite someone as "Writer", the user will be able to create & edit posts, and leave feedback
Invite someone as "Contributor", the user will be able to create & edit posts, schedule & publish and leave feedback
Invite as "Approver", the user will only be able to approve and leave feedback
Invite them as "Administrator", they will have the rights for scheduling & publishing, inviting people and connecting pages.
The user who created the workspace is the “Owner” by default.
Also, you can easily manage their permission and grant them only the ones they need, such as Approve, Edit, Publish and Administrate.
Once the workspace is set up, your client(s) will receive an email invitation to create their account. They can sign up using Google, Facebook, or their email and password. After creating their account, they can always log in at app.planable.io.
After doing all of the above, you are ready to create the content, collaborate on it with your team and clients and schedule it on the desired platforms.
Collaborate in Planable
Leave feedback in the comment section
Once the post is ready for review, you can leave your feedback in the comment section. Also, make sure the right people see your comments by tagging them in the comments section. You can do this, by typing @ + their NAME or selecting a user from the list.
There’s also the option to attach files in the comment section.
Add annotations on the text
For precise and specific feedback, use annotations to highlight the exact text you want to change or remove. Annotations will show up in the comment section with the rest of the feedback.