When to bring in a team
Solo creators can do everything themselves. But as your social media presence grows, you'll hit a point where you need help — a content writer, a designer, a social media manager, or a client.
posterly's workspace features are built for this.
Workspaces
Workspaces let you organize accounts into logical groups. Common setups:
- Solo creator — One workspace with all your personal accounts
- Freelancer — Separate workspace per client
- Agency — Workspace per brand with team member access
- Multi-brand business — Workspace per brand or product line
Each workspace has its own:
- Connected social accounts
- Content calendar
- Media library
- Brand voice settings
- Team member access
Setting up team roles
Invite team members from Settings → Team. Assign roles based on what they need to do:
- Admin — Full access. Can manage billing, connect accounts, and invite team members.
- Editor — Can create, edit, and schedule posts. Can't manage accounts or billing.
- Viewer — Read-only access to the calendar and analytics. Good for clients who want visibility.
Approval workflows
For teams and agencies, not every post should go live without review. Set up an approval workflow:
- Content creator writes the post and saves it as a draft
- Reviewer checks the draft, suggests edits, or approves
- Once approved, the post is scheduled for publishing
- Published posts are visible to everyone in the workspace
This prevents off-brand content from reaching your audience and gives stakeholders visibility into what's being published.
Batch content creation for agencies
If you manage multiple clients, batch your work:
Monday — Client A: Plan and draft 5 posts for the week
Tuesday — Client B: Plan and draft 5 posts
Wednesday — Client C: Plan and draft 5 posts
Thursday — Review all drafts, make final edits, schedule
Friday — Analytics review across all clients
Switching between workspaces in posterly takes one click — no logging in and out of different accounts.
Client reporting
For agency users, posterly's calendar and list views double as client-facing reports. Share a filtered view showing:
- What was published this week/month
- What's scheduled next
- Post status (published, scheduled, draft)
- Platform coverage
Media collaboration
Teams share a media library within each workspace. Upload brand assets, approved images, and templates once — everyone on the team can use them in the composer.
Tips:
- Name files descriptively (e.g., "product-launch-hero-jan2026.png" instead of "IMG_4521.jpg")
- Remove outdated assets regularly
- Use the media library as your single source of truth for brand visuals
Scaling without chaos
As you grow from 1 to 5 to 20+ accounts, keep your process clean:
- Standardize — Same naming conventions, same posting cadence, same review process
- Template — Create content templates for recurring post types
- Automate — Use AI captions and smart scheduling to handle the repetitive work
- Review — Monthly analytics review per workspace to identify what needs attention
Wrapping up
You've completed the posterly Creator Guide. From connecting your first account to scaling a multi-platform, multi-team operation — you now have the playbook.
The best time to start is now. Head to your dashboard, create your first post, and let posterly handle the rest.