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Planable is the best client-facing social media tool we've ever used and we've used a lot.
SocialPilot works fine until your operation grows past one approver. The moment you add a second client, a brand-compliance check, or a legal reviewer, the cracks show up: single-tier approvals, no post-specific commenting, a 2018-era UI, and a pricing model that...
Apr 21, 2026
When you manage content for multiple clients or brands, the biggest operational risk is mixing workstreams. A clear workspace structure prevents the two things that break scale fast: visibility leaks (clients seeing the wrong things) and workflow drifts (one client’s process getting mixed up with another’s).
In Planable, a workspace is a self-contained environment for one client or one brand. Everything for that client lives inside that workspace:
Nothing from another client “bleeds in,” because settings and access are workspace-specific.
Rule of thumb: if the audience, stakeholders, or approval process differs, use a separate workspace.
Why it matters
Social pages per workspace
What’s inside a workspace
Workspace settings are accessible under the workspace name (top-left). Settings are grouped into six areas:
Everything here is independent per workspace.
General settings cover:
Why timezone is not “just admin”
If you manage clients in different regions, aligning the workspace timezone to the client’s local time ensures scheduling matches their expectations. A post scheduled for 9:00 AM publishes at 9:00 AM in their market, not yours.
When to enable “create new posts as internal”
Turn it on when your default workflow includes drafts that should stay invisible to clients until your team is ready to share.
Every workspace has its own member list and access rules. The same person can be in multiple workspaces with different permissions.
Everyone in a workspace is either:
This enables real collaboration without exposing internal working context to clients.
When inviting someone, you assign a role that sets a default permission baseline:
Roles are a starting point. For precise control, use the checkbox grid to set permissions per person:
Common patterns
Instead of inviting one-by-one, workspace admins can generate an invite link that grants a defined membership type and permission level.
Best when onboarding a client group (e.g., 4–5 reviewers) in one step.
Notifications are configured per workspace per person under Team & clients → Notifications. You can toggle notifications* for:
This helps avoid noise (clients don’t need internal chatter) while keeping the right people alerted (community managers do need Inbox updates).
*These settings apply to all email, browser, and Slack notifications sent. Each user can further manage their preferred communication channels from their own Personal settings.
Approvals are configured per workspace, so each client can have the review rigor they require.
Approval modes
You can also configure:
Why this matters operationally
Different clients demand different safeguards. A flexible approval model lets you standardize your agency workflow while keeping each client’s compliance needs intact.
Templates store reusable building blocks such as:
Templates are per workspace, so client-specific tone and formats stay isolated.
Labels are color-coded tags you apply to posts to make the calendar readable at a glance.
Use labels for:
Labels are per workspace, so meanings don’t carry across clients.
The timetable lets you define preferred posting times by day of week for the workspace. Those times appear as quick-select scheduling options.
Best for
A workspace is a self-contained environment for one client or brand. It includes that client’s social pages, content calendar, members, approvals, and settings, separated from other workspaces.
It depends on your Planable plan. Each workspace can hold up to 10 social media pages, with 7–8 recommended for best performance.
Yes. The same person can have different roles and permissions in each workspace.
Basic supports up to 4 pages per workspace, Pro supports up to 10, and Enterprise limits are custom (more pages available with negotiated pricing).
Yes. You can connect multiple pages from the same network and/or across different networks—up to your plan’s total page limit.
Team members can see internal drafts, notes, and internal comments. Client members only see external-facing content and comments.
Yes. You can toggle View, Approve, Edit, Publish, Analyze, Engage, and Admin permissions per person.
Yes. Approval modes and approval options are configured per workspace.
The timetable defines preferred posting times by day. Those times appear as quick-select options when scheduling posts.
Yes. Admins can create invite links with predefined access. Links expire after 7 days and can be revoked.
Yes. The current owner can transfer ownership to another member from Members settings. This action is irreversible.
Removing a workspace deletes all workspace data (posts, comments, pages, and more). This action is irreversible.
As a senior product marketer, Monica leads product marketing campaigns, drives competitive intelligence initiatives, and contributes to Planable’s growth strategy through extensive user research and data analysis.
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