Apaya Multi-Client Workspace Setup (Onboarding)

Apaya Multi-Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace in Apaya and name it after your agency

   Use the workspace settings to establish a top-level structure that will contain all client brands. This is the container for your agency's entire operation.

2. 02

   Add your first client brand via the 'Brands' section

   Click 'Add Brand' and enter the client's business name. This creates a separate brand profile, ensuring content generation is isolated per client.

3. 03

   Configure the brand framework for the client

   In the brand settings, define the brand voice, audience, and upload brand assets. This is critical for Apaya to generate on-brand posts with correct captions, hashtags, and graphics.

4. 04

   Connect the client's social accounts

   Navigate to 'Connected Accounts' and link LinkedIn, Facebook, Instagram, X, TikTok, Pinterest, and Google Business Profile as applicable. Ensure you have the necessary login permissions for each platform.

5. 05

   Set up team roles and approval workflows

   In the 'Team' settings, invite your staff and assign roles such as 'Manager' or 'Approver'. Configure approval workflows so that posts require review before publishing, maintaining quality control across clients.

6. 06

   Enable Post Autopilot for the client

   Turn on Post Autopilot in the brand's settings to allow Apaya to automatically schedule and publish content at optimal times. This reduces manual effort and ensures consistent posting.

7. 07

   Test content generation with a small campaign

   Use the 'Create & Schedule' feature to generate a few posts manually. Validate the output quality and brand voice alignment before scaling up to full autopilot.

8. 08

   Repeat for additional clients

   For each new client, repeat steps 2 through 7. The multi-client workspace allows you to manage all brands from a single dashboard, with per-brand access controls.