Workspaces

A workspace holds everything for one client brand in Digital Marketing: its brief, brand voice, content strategy, social accounts, posts and team. Create one workspace per brand you publish for. A client with two brands gets two workspaces.

Open it from the sidebar: Digital Marketing → Manage Workspaces.

The workspace list

• Columns: Workspace, Client, Assigned team member, Timezone, Strategy and Status.
• Strategy shows Complete when the brief’s required strategy is filled in, or Needs brief when it isn’t.
• Filters (callout 2): search, Strategy, Status and Assigned team member (including Unassigned).
• Row actions: Edit brief & strategy, Connect social accounts, Delete, and Deactivate or Activate.

You only see the workspaces you have access to. Administrators choose this per person in Team users.

Create a workspace

Click Create workspace (callout 1). The brief has four steps; the left side shows where you are. Click Continue to move on once a step’s required fields are filled, or Back to return.

1. Overview. Choose the Client, type the Account name (the brand), pick the Industry and Timezone. Optionally set Status, Assigned team member, Website, one or more Logos (PNG, JPG or WebP up to 5 MB each; the first one is the primary logo shown on the client portal and approval pages), the three Brand colors (Primary, Secondary, Tertiary) and Brand fonts. Select Choose from Google Fonts to search the catalog (most popular first, filterable by category) and add one or more families at once. Each saved Google font links to its Google Fonts page and downloads as one ZIP with every style of the family. If the brand's typeface is not on Google Fonts, use Upload files to add each font file instead (TTF, OTF, WOFF or WOFF2 up to 10 MB each). Fonts are reference assets and are never applied to previews or exports. Removing a saved logo or font only marks it; the change is saved when you update the workspace, and you can undo before then.
2. Channels. Click Add a platform for each network the brand uses, then add its Profile link and Posts / month.
3. Brand voice. Choose the languages, Brand personality and Tone of voice, then fill in whatever helps your team: history, vision, mission, values, audiences, competitors, USP, positioning, visual identity, and Instructions for AI writing tools.
4. Content strategy. Fill in Main content pillars and Primary objectives (both required), plus optional platforms, formats, ratios, calendar approach, posting frequency, KPIs, Brand DOs and Brand DON'Ts, restrictions, approval process and references. Drop in Reference images if you have them.
5. Click Save workspace.

Edit a workspace

Click Edit brief & strategy on the row. All four steps are open; change what you need and click Update workspace.

Workspace country and local holidays

Set the optional two-letter ISO Country code on a workspace (for example EG or LB) to show its local public holidays and observances in the social calendar. Changing or clearing this value never affects scheduled posts. A newly selected supported country may briefly show a loading notice while its holiday data is retrieved in the background.

Connect the brand’s social accounts

Click Connect social accounts on the row. AgencyOS opens Social Accounts for that workspace. See Social accounts.

Pause a workspace

Deactivate marks a workspace inactive, for example when a client pauses their contract. Activate brings it back. Use the Status filter to see inactive workspaces.

Delete a workspace

1. Click Delete on the row. AgencyOS checks what is scheduled first.
2. Review Upcoming scheduled content: every scheduled post and cross post that would stop.
3. Type the workspace name exactly to confirm, then click Delete workspace.

The workspace is removed from active views, and its scheduled posts and groups stay hidden until it is restored. See Deleting and restoring.

Import and export

• Export downloads workspaces.csv.
• Import creates workspaces from a CSV of briefs. The import screen lists example values for every field. If a row’s client can’t be matched, choose the right client under Resolve client matches; if the client doesn’t exist yet, add it in Clients and upload again.