We have a great feature called ‘Workspace’ that will enhance your scheduling experience. Workspaces are excellent for handling several clients or working with a large team.

What is Workspace?

Workspace is a feature that allows you to create separate places for handling various sorts of social profiles and libraries. It also permits you to invite team members to manage the desired workspaces, where you can grant them access to selected social profiles and libraries. From the same dashboard, you can manage your personal workspaces as well as those shared by others.

How is a Workspace Useful?

Workspace is the perfect solution if you want someone to manage your social accounts without having access to your Recurpost login details and all of the social accounts and libraries you work on. They simply need to sign up for a free RecurPost account and join the workspace you have created for them to manage the social accounts and libraries you have assigned to them. You may easily distinguish between different clients’ social accounts by putting them into different workplaces with the help of a workspace.

With this feature, you can easily manage your social profiles, distribute tasks, and use post approvals to keep content under control. When posts move through the approval flow, email notifications keep everyone updated without requiring constant dashboard checks.

On the right-hand upper corner, you will see the option of ‘My Workspace’. Click on it, and a drop-down menu will appear.

How to create a Workspace?

Click on ‘Create’ to create a new workspace. A pop-up window will appear, where you need to enter the name of the workspace.

How is the Workspace Classified?

  • Default Workspace – In the Default Workspace, you will be able to see all the social accounts and libraries you have in your RecurPost account.
  • Shared Workspace – In the Shared Workspace, you will be able to see all the social accounts and libraries which are shared with you.
  • Created Workspace – In the Created Workspace, you will be able to see all the social account and libraries which you have shared with a team member.

What Information Can I See About Each Workspace?

RecurPost makes it easy to see what’s inside each workspace without opening it. This helps you stay organized and work faster.

When you view your workspace list, each workspace shows two key details. You’ll see the total number of social accounts assigned to it and how many libraries it contains.

For example, you might see “Workspace 1 – 7 Social Accounts – 6 Libraries” displayed on your screen. This quick snapshot tells you exactly what’s inside before you click.

After you enter any workspace, this information remains visible on your dashboard. The social accounts count stays on screen, so you always know what you’re managing.

This feature is super helpful when you handle multiple clients. You can quickly identify which workspace belongs to which client just by looking at the numbers.

Team members who are invited to workspaces also see this information. When they log in, they immediately know how many accounts and libraries they’re responsible for managing.

How to add/invite a Team Member to my Workspace?

To invite a team member, you can go to your Workspace tab and click on “Create Workspace” if you have not created one already.

Then enter their email address and hit ‘INVITE’. Once you do, they will get an email invitation request, which they must accept.

If you wish to invite other users to manage this workspace, enter the login email address of their RecurPost account and click on the ‘Invite’ button. After selecting everything, click on ‘Done’.

Once they have accepted the invitation, they can switch to the shared workspace and start posting and managing from there.

How to Remove a Team Member from a Workspace?

If you do not want a team member to work in your workspace any longer, you can simply remove them. To do so need to click on the “manage workspace” button and then remove the team member once the workspace members list page appears.

How to give access of Libraries and Social account for a Workspace?

Once you have created your workspace, you will have to grant access for the social accounts and libraries that you want your team member to manage for that workspace.

Here, you need to select the libraries and social accounts that will be added to this workspace. After granting permission, the team member can post and manage the social accounts and libraries in that workspace.

How to add more team members to my Plan?

You can create end number of workspaces and invite others to manage them as per your plan. If you want to add more team members to your workspace than what you get in your plan, you can always purchase the add-ons from the billing page.

You can invite members according to the plan you have purchased. For example, if you are on the ‘Personal‘ plan, you do not get the team member on that plan. If you wish to add a team member, you can do so at an additional cost of $20/month per member by purchasing an add-on. And if you are on the ‘Agency‘ plan, you can invite 2 members, and if you wish to add additional members, you can purchase add-ons

Does a Team Member have to Purchase a RecurPost Plan to Manage my Workspace?

No, a team member who is invited to manage a RecurPost workspace does not have to purchase a plan. They just need to sign up for a free account and accept the email invitation to manage the workspace. Once they have accepted the invitation, they just need to switch to the workspace that is shared with them so that they can manage and start posting on those accounts.

A team member can only see and work on the social accounts and libraries that are assigned to them in that workspace.

Why does my Team Member Only See a Few Social Accounts and Libraries? And Not All?

A team member can only see the social accounts and libraries that are shared with them and allowed to manage. You can click on the edit option and add or remove access to social accounts and libraries for that workspace. Also, you can delete a workspace from there.

While you are in a created workspace, you will only be able to see the selected social accounts and libraries on the dashboard. All the data on the Dashboard, Recurring Posts, Feed Manager, Inbox, and Reports will be customized according to the workspace you are in. In order to see all the social accounts and libraries connected to RecurPost, go to ‘My Workspace (Default)’ again.

How do I ask my Team Member to send me Posts for approval before adding them to a Library?

If required, a team member who manages a RecurPost account can send the post for approval before adding it to a library for review.

Once a post is sent for approval by any team member within a RecurPost workspace, it will appear in the Approval Queue. The workspace owner, along with any team members selected to receive the post for approval by the sender, can review and approve the post. Once approved, the posts will be added to the designated library.

With the latest update, RecurPost also sends automatic email notifications whenever a post is sent for approval, approved, or rejected. This keeps approvers and workspace owners in the loop and speeds up the review process without needing to manually check the Approval Queue.

Read more… to get detailed information on how to use a RecurPost Workspace.

We hope this information is helpful to you. In case you have any questions or need help with the Workspace feature, please reach out to us at support@recurpost.com.