How agencies organize multiple client brands
A practical agency workflow for separating client brands, permissions, content calendars, approvals, and publishing activity.
See the workflow in context
What should you do?
With Social Rocket AI, agents can manage client profiles, create and schedule posts, and handle social media activities by logging into the client’s account or managing everything directly through Social Rocket AI.
Written by Social Rocket AI. Platform requirements can change; use the official sources below for current rules.
A workflow you can follow
- Add multiple clients to the agent’s account and manage each client’s profile, brand details, and connected social media accounts.
- Edit client information and manage their social media presence directly from the agent’s login.
- Create, edit, and schedule posts on behalf of any client using their connected social media accounts.
- Send scheduled posts for client approval when required, make requested changes, and manage publishing through the relevant client workspace.
What this guide does not promise
Workspace availability, customer limits, permissions, and publishing capabilities depend on the selected plan and connected platform. The workflow does not imply that historical analytics or content migrate automatically from another tool.
Official product and platform references
Continue the workflow
Related product pages for the next step.
For Agencies
Use for agencies as the next part of this workflow.
Learn moreClient Approvals
Use client approvals as the next part of this workflow.
Learn moreContent Calendar
Use content calendar as the next part of this workflow.
Learn moreWebsite Monitoring
Use website monitoring as the next part of this workflow.
Learn morePut the workflow into practice
Use the verified product workflow, review the output, and keep platform-specific requirements in mind.
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