Guide: set up client approvals in an agency workspace
Structure client workspaces, internal review, client sign-off and branded reporting.
PostSlick Team · Updated for launch · 8 min read
One workspace per client
Create a workspace per client and connect that client's accounts inside it. Accounts, calendar, inbox and analytics stay scoped, which is what prevents wrong-account publishing.
Assign only the people who need access
Give each teammate access to the clients they work on. Seats are counted against your plan, so keep assignments deliberate.
Try this in your own workspace
Start free, connect an account and follow the steps on real content.
Internal review, then client sign-off
Configure approval routing so drafts pass internal review before the client sees them. Clients get a focused review path rather than full workspace access, and every decision is recorded.
Branded reporting on a schedule
Build one report per client with white-label branding and schedule delivery. The monthly reporting task disappears after setup.
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Bring every channel into one workspace
Connect your accounts, plan the month, and keep publishing, conversations and reporting in the same place.