StoryChief for agencies

How to use multiple workspaces to manage your clients.

Gregory Claeyssens avatar
Written by Gregory Claeyssens
Updated over a week ago

If you are an agency and want to use StoryChief for multiple clients, you can set up workspaces for each brand.

Watch our Academy video πŸ“Ή on managing your Workspaces for a step-by-step guide:

PS. Read our complete onboarding guide to introduce your team to StoryChief and create your first successful campaign.

The benefit of having individual workspaces is that all of the stories, social posts, channels, and users will be contained in individual accounts. Each workspace can also be branded with the identity of one company.

Another advantage is that you will be able to switch the workspace you are currently working in without having to change logins.

Managing workspaces

To switch between workspaces or to create new ones, follow these steps:

Step 1. Click on your name at the top-right and choose "Create or switch workspaces":

Step 2. Click on any workspace to switch to that one or create a new workspace by clicking on the green button "Create a new workspace":

Duplicate content across workspaces

You can transfer content to other workspaces if you want to publish them across several customers or brands.

Step 1. Go to the story or social post which you want to transfer to another workspace and click on the 3 dots. Here you will find the option "Duplicate to workspace".

You can do this for stories and social posts:

Step 2. Select from the dropdown the workspace where you'd like to copy this story or social post to:

πŸ”” Note: The new story or social post will only include the content, but it will not include the comments, collaborators, reviews, editorial briefings etc that the original story or social post has.

πŸ”” Note: The original story or social post will not be deleted. It will remain with the same status as before the transfer.

Step 3. Once done, you will see a confirmation together with a link to view the brand-new story or social post on the selected workspace:

πŸ“š Next steps

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