How to add a Client to my Publer Workspace
DesktopStart
As an owner, you always have full access when it comes to creating a new workspace or making changes to one. Once you have created a new Workspace, you can start adding new members or clients, specifying their roles, and assigning accounts to them.
To add a new Client on the Workspace:
- Click on the Members on the left panel.
- Once you are on the members page click on Invite Member
- Choose Client.
- ****Enter the email of the Client and specify the access you want the Client to have.
- Choose if you want them to add social accounts and create, edit and delete posts, or both or neither.
- Moreover, specify if you want Two Factor Authentication to be required for them when using this workspace.
- Once you click Next you will be prompted to assign social accounts to the Client:
- For assigned social account you can specify if the Client should or should not approve post.
- If you have specified that the Client should be able to create/edit/delete posts, then you will be able to choose whether they will Post using owner or member credentials.
- After that, click on Invite to invite the Client.
- From the Client's perspective, a notification and email will be sent notifying them that they are added on the workspace:
- When the Client goes to the workspace setting, they can view their membership and assigned accounts:
Learn more about all of the different roles and permission levels here.
DesktopEnd
MobileStart
As an owner, you always have full access when it comes to creating a new workspace or making changes to one. Once you have created a new Workspace, you can start adding new members or clients, specifying their roles, and assigning accounts to them.
Remember:
- Clients will only have access to the social accounts they have been assigned or the ones they have connected (if you give them the permissions to add social accounts).
- They will still see Drafts from all members of the team.
- You can decide their account access: Client with read-only access / Client with posting access / Client with full access
- You can decide their approval access: Should approve posts/ Should not approve posts
- If they have "Should approve posts" access, then the posts created by any of the Editors, Admins, or Owner for that social account will need to be approved by the Client.
- You can only decide if they will post: using Owner's credentials or member's credentials.
To add clients on a workspace in the mobile app:
- Click on the workspace icon, on the top-left corner.
- Select the workspace where you wish to invite the client on the left side.
- Select Members at the top and click on ** "+ Add New Member" ** at the bottom.
- Insert the email of the client and configure the permissions and social accounts you wish them to have.
- Owners can make 2FA required for all team members, while Admins can make it required for other Editors and Clients.
- Click on Invite.
To assign social accounts to an existing client on the mobile app:
- Click on the workspace icon on the top-left corner.
- Choose a specific workspace and on the left panel click Members:
- Click on the three dots ... next to the client and then on Edit member.
- Click on ** "+ Assign Social Account" ** and choose the social account you wish to add to this member.
- Select the permissions they will have for each social account, and click Save to confirm.
MobileEnd
Updated by: Brikena Cani
Updated on: 22/02/2025
Thank you!