Workspaces: Manage Multiple Businesses and Accounts

What is a Workspace?

When working with different clients or multiple businesses, we recommend you manage each client's social media profile separately.

The solution? Workspaces—you can think of Workspaces as buckets (part of the same main account) for each client. 

How should I use a Workspace?

Let's use an example: if you have 3 businesses, you can choose to have a Workspace for each of those 3.

  • This is not mandatory, you can decide to have all 15 accounts connected in one Workspace.
  • If you have to manage 15 accounts, this means the Pro plan is best for you.
  • Our Pro plan offers you 5 Workspaces and 3 users per Workspace.
  • Instead of struggling to filter and assign content to only some profiles (out of all 15), you can connect each business' respective social accounts to dedicated workspaces.

How many Workspaces and Users do I get?

Depending on your plan, here's how many Workspaces and Users (per Workspace) you have:

Plans Workspaces Users per Workspace Social Accounts
Bootstrap 1 1 5
Accelerate 1 1 10
Pro 5 3 25
Pro 50 10 5 50
Pro 100 20 5 100
Pro 150 30 5 150

If you need extra workspaces, users, or social accounts, you don't have to upgrade to a higher plan. You can simply purchase add-ons for your specific needs.

You can learn more about users and roles in this article.

How do I switch between Workspaces?

The Workspace you're in when you create a SocialBee account is your Default Workspace.

In order to switch to another Workspace, please follow these steps:

1

Go to https://app.socialbee.com/ and click on your profile in the top-right corner of the screen.

2

Click on the “Switch Workspace” button. 

3

Select your desired Workspace. 

How do I create a Workspace?

In order to create a new Workspace, please follow these steps:

1

Go to https://app.socialbee.com/ and click on your profile in the top-right corner of the screen.

2

Click on the “Switch Workspace” button. 

3

Click on “Create new workspace”. 

4

You'll be prompted to add a name to your new workspace.

5

Hit “Create”, and you'll be redirected to your new workspace. 

6

You can now add profiles, create content, and schedule it for this new Workspace.

How do I edit my Workspace?

By going to your Workspace Settings, you can:

  1. Edit your Workspace's name
  2. Edit your Workspace's icon
  3. Change your Default Workspace
  4. Change your short link Workspace settings
  5. Delete your Workspace

Check the short videos below on how to do all of those actions:

1. Edit your Workspace's name

2. Edit your Workspace's icon

3. Change your Default Workspace

5. Delete your Workspace

How do I invite users to my Workspace?

Check out this in-depth article on how to invite or remove users from your Workspace.

How do I migrate social profiles to another Workspace?

Check out this in-depth article on how to migrate your social media accounts to a different Workspace.

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