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Organisations, workspaces and brands

What each level of the hierarchy actually holds, when workspace isolation applies and when it does not, and how a client subaccount differs from a workspace.

Updated

Three levels, and getting them straight saves a lot of confusion.

An organisation is the account. Everything commercial lives here: the plan, the subscription, credits, entitlements, roles and members. Every request names the organisation it is acting on.

A workspace is an operational boundary for a business, a division or an agency client. Connected accounts, content, media and analytics never cross between workspaces.

A brand lives in a workspace and holds the voice, the design, the claims, the audiences and the offers. Campaigns, content, publishing and connections all reach a workspace through their brand.

BEFORE YOU START

  • The "administer" permission to create a workspace. Reading is limited to the workspaces you can reach.
  • Active membership of the organisation.
  • Nothing else. If you never create a workspace, one named Main is created for you the first time you make a brand.

STEPS

  1. Open Workspaces, or go to /app/workspaces for your organisation.
  2. Read the cards. Each shows the type, how many brands and members it holds, and whether you manage it.
  3. Create one: give it the client or brand name and choose "Create workspace". You become its manager.
  4. Open a workspace to reach its twenty surfaces: tasks, notes, media, inbox, CRM, Creator Hub, listening, reporting, attribution and the rest.
  5. Add people to a workspace so they can reach it. This is done through the API; no screen offers it.

WHAT YOU SHOULD SEE

The workspaces your access reaches, and the surfaces inside each one. An organisation admin sees all of them; everybody else sees only the ones they have been added to.

WHAT THIS WILL NOT DO

  • It will not isolate a workspace nobody was added to. A workspace with an explicit member list is a client boundary somebody deliberately drew. A workspace with no members is the ordinary single-workspace case, and treating it as locked down would shut out a business that never asked for separation.
  • It will not add a member from a screen. The endpoint exists; no client calls it.
  • It will not let a client subaccount see its parent's work, or the reverse. Listing a child organisation grants access to nothing: its content, audit trail, metrics and members all stay separate, because each is a separate account.
  • It will not offer all four workspace types on the web. The web creates a client workspace; the mobile app offers client, brand, business and location.

WORTH KNOWING

Workspace membership has its own three roles: manager, member and viewer. These are not the fourteen organisation roles and do not overlap with them. A workspace manager can add and remove people from that workspace; an organisation admin can do it anywhere.

IF IT DOES NOT WORK

  • "administer permission required." means your role cannot create a workspace.
  • "You do not have access to this workspace." is the refusal on every workspace surface.
  • "Only a workspace manager or org admin can add members."
  • "That user must be an organisation member first." means invite them to the organisation before adding them to a workspace.
  • "No workspaces you can access yet." means you have not been added to any.
  • On mobile, a message saying the list came back without stating whether you may create a workspace means exactly that: no claim is made about your permissions either way.

COMMON QUESTIONS

Do I need workspaces at all?

Only if you want separation. One business with one brand can ignore them entirely.

What is a client subaccount then?

A separate organisation grouped under yours for administration. It has its own plan, its own members and its own everything. Grouping is bookkeeping, not access.

  • Inviting your team

    Creating an invitation link, choosing from the fourteen roles and what each one can do, how seats are counted, and what the team page cannot do.

  • Managing brands

    How to create a brand, what your plan allows, and why the brand count on the page can differ from the number you can see.

  • Managing locations

    Setting up branches, venues or franchises under a brand, who can reach a restricted location, and why the page reports activity per branch rather than performance.