Clients let agencies organize connected social accounts by client. Each client can have their own social accounts, connect links, and team member assignments.
Adding a Client
- Navigate to Settings > Clients.
- Click Add Client.
- Enter the client's name, email, and website (optional).
- Click Save.
Once a client is created, a Client Connect Link is automatically generated for them. You can use this link to let clients connect their own social accounts securely.
Assigning Social Accounts
After connecting social accounts (either manually or via connect links), you can assign them to a client:
- Navigate to Settings > Clients.
- Click the client you want to manage.
- Use Assign Social Accounts to link connected accounts to the client.
Assigning accounts to clients helps you organize your dashboard and control which team members have access to which accounts.
Client Workflows
There are two ways for clients to connect their social accounts to your Postpone account:
- Client Connect Links — One link per client that lets them connect all of their social accounts. This is the recommended approach.
- Secure Connect Links — One link per social account, ideal for connecting a single account at a time.
Both options keep your account secure by letting clients connect from their own device without sharing credentials.
Editing or Removing Clients
From the Settings > Clients page, you can:
- Edit a client's name, email, or website.
- Delete a client to remove them from your account.