Workspace settings
Use this owner guide to configure the workspace and confirm the customer-facing result.
Use this guide
- Open the owner area and confirm that you have the required permission.
- Apply the settings described below and save the change.
- Check one customer-facing workflow before rolling the change out.
Detailed steps
Workspace settings
Choose defaults that make daily work predictable for the whole team.
Set the basics
Choose the workspace timezone and language first. These values affect schedules, timestamps and visible labels.
Control notifications
Keep alerts for approvals, failures and access changes. Remove noise only after the team agrees on another review process.
Manage files
Set sensible file limits, keep approved media in the shared library, and review storage before a campaign starts.
Protect access
Use individual accounts, least-privilege channel assignments and a clear approval owner.
Review billing
Confirm the plan, usage and payment details before a high-volume publishing period.
Quick check
- The save or publish action completes without an error.
- The visible status, preview, or connected account matches the change.
- If the result differs, capture the exact message and review the troubleshooting guidance before retrying.