Here’s how to set up each of your clients in Planable — one workspace at a time.
→ Create a workspace
→ Connect your client’s pages
→ Invite your clients
→ Manage permissions
→ Collaborate in Planable
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 is the collaborative place for each brand’s social media content. This helps you manage content, approvals, and schedules separately, making sure everything is organized to fit your needs.
Good to know: One workspace is used for one client. If you have 3 clients, you’ll need 3 workspaces.
Create a workspace
Create a workspace by clicking the Create a workspace button in the Dashboard.
Connect your client’s pages
Now that you’ve created the workspace, it’s time to add your client’s pages. These are the channels and account types you can connect.
- Go to the Channels section and click the + button.
- Select the social media channel you want to connect.
- Click Add pages, follow the instructions, and click the page to confirm the connection. Your page will then appear in the workspace.
💡 Pro tip: If you don’t have access to the social media pages but your client does, invite them to Planable with a role that allows them to connect the pages for you. See Invite your clients below.
Invite your clients
Once the workspace is set up, you can invite your clients to it. 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.
*Client membership is not available on the Basic plan.
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.
Manage permissions
We created the simplest roles in Planable, so you can onboard every teammate or client in the fastest way. You can invite collaborators for every workspace, with different roles in each one.
You can also easily manage permissions and grant only the ones each person needs, such as Approve, Edit, Publish, and Administrate.
💡 Pro tip: For a full breakdown of what each role can and can’t do, see User permissions.
Collaborate in Planable
After doing all of the above, you’re ready to create content, collaborate on it with your team and clients, and schedule it on the desired platforms.
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