Roles and workspaces
How to create a workspace per brand and invite people is on Team workspaces.
By company
Scope the workspace to the brand.
Give each brand or region its own workspace. Roles decide who sees the accounts, and Post plus Campaigns show what is live.
- One sliceA brand or a region
- RolesWho can see the accounts
- One viewOrganic next to paid
The rollout
Workspace, roles, portfolio.
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01
Workspace
Create one for the brand or region you are starting with. Connect the accounts that slice owns.
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02
Roles
Invite the local team and, when you are ready, an agency partner. Match the roles to how you approve work.
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03
Portfolio
Post holds the calendar. Campaigns holds the flight. Leadership reviews both in the workspace.
How it works
From one brand to the next slice
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01
Name the slice
Pick one brand or region. Leave the rest until naming and reporting on this one are steady.
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02
Connect accounts
Link the profiles and ad accounts in Connections.
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03
Set roles
Use Collaborate so approval language matches the workspace.
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04
Add a rule later
Automate can carry a repeat once the handoff is already clear.
Why enterprise teams use it
The boundary is the workspace
- Brand or regionEach slice has its own workspace and accounts.
- Partners insideAn agency works on the same posts and campaigns.
- No side listHistory stays on the work, not in an export.
- A reviewWhat is live is on the calendar and the flight.
Workspaces, then the paid flight
Paid depth
Campaign, ad set, and ad are on Athenous Advertising. A concrete rollout is the enterprise use case.
Questions
Enterprise questions
How do you start an enterprise rollout?
Start with one brand or region. Connect the accounts that slice owns, and match approval language to workspace roles before you add the next one.
Who sees which accounts?
The workspace and its roles decide. A local team and an agency partner work on the same posts and campaigns, inside the boundary you set.
Where does leadership look?
Post shows the organic calendar. Campaigns shows the flight. Both sit in the workspace, so a review does not start in a separate network login.
Enterprise
Start with one brand
Scope the workspace, set the roles, and keep the calendar and the flight in the same place.