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Create and Edit Workspaces to Organize Your Workflow
Create and Edit Workspaces to Organize Your Workflow

See this simple guide to creating and editing workspaces to organize your social media management

Napoleon The Cat avatar
Written by Napoleon The Cat
Updated over a week ago

Managing a bunch of social media profiles and clients can sometimes feel like herding cats, right? Things can get a little chaotic!

That's when you need some organization magic. ๐Ÿช„
๐Ÿ“‚ With workspaces, you can create separate spaces for your different projects, clients, and teams. This way, you can easily locate specific tasks and avoid getting lost in the clutter.

How workspaces work

Workspaces come with clean-slate settings, so saved replies, tags, or other settings won't carry over.

It's cool โ€“ it's just how we roll to keep your new account organized. In every workspace, you can connect new pages, set up fresh auto-moderation rules, get a pristine publisher, and essentially make it feel like a separate NapoleonCat account.

You can grant tailored access to specific workspaces, so that team members can focus on their assigned clients, while clients can peek at their own progress. No mix-ups, just a friendly and organized space!

So, when you create a new workspace, take a moment to add the social pages, tags, and other essentials you need โ€“ and tailor it to fit each unique project or client perfectly.

Create a workspace

Ready to whip up a new workspace? Just click on the arrow next to the name of your current workspace in the upper part of your account. Select "New Workspace". Give your new workspace a name. Then, press that yellow "Add New Workspace" button.

Creating new workspaces in NapoleonCat
Creating new workspaces in NapoleonCat

๐ŸŽ‰Done and done! You've got yourself a shiny new workspace.

Rename or remove workspaces

Need to rename a workspace? It's a cinch. Click the pencil icon while you're in Workspaces. Type in a new name. Hit "Save". And just like that, your workspace name is all set:

renaming workspaces in NapoleonCat

To remove a workspace, go to Workspaces -> select the workspace, and hit *Remove* towards the bottom of the page.

โš ๏ธ Please note that deleting a workspace is irreversible and will remove all of its contents, such as connected pages, messages, etc.


removing workspaces in NapoleonCat

Why create new workspaces

If you're big on team collaboration, workspaces can come in handy for several reasons:

  • Custom settings: Tailor each space to fit different clients or projects like a glove

  • Privacy matters: Keep clients happy by managing their profiles separately

  • Staying focused: Team members can zero in on specific tasks without distractions

  • Tidy organization: Track progress and performance for each project or client

  • Teamwork magic: Collaborate smoothly with all the info you need in one spot

  • Just-right access: Give team members access to only pages they manage

๐Ÿ’ฌ We're always here to help with a purrfect solution! Just click on chat in the bottom right-hand corner of your screen.

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