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Agency Workflows: Seatless Billing, Workspaces and Approvals

9/7/2025PostDaba Team7 min read

Agencies need freedom to loop in specialists and clients without negotiating seat limits. Here’s how to set up efficient, auditable workflows with PostDaba.

Workspaces and roles

  • Create a workspace per brand/client; keep channels and assets scoped cleanly.
  • Assign roles for copy, design, approver and admin — least privilege by default.
  • Enable approvals for high‑impact campaigns or regulated content.

Seatless billing and spend caps

  • Credits are shared across workspaces — add collaborators without extra seat costs.
  • Set monthly spend caps per client to avoid surprises.
  • Consolidated invoicing keeps finance simple across accounts.

QA and delivery

  • Use checklists: policy review, brand voice, link tracking and accessibility.
  • Schedule, then audit the queue by channel to detect gaps early.
  • Leverage webhooks to notify PM tools (e.g., “post published”) for source‑of‑truth trails.

Reporting

Aggregate analytics per brand and campaign. Share concise summaries with clients: wins, learning and next steps. Tie outcomes to unit costs per post to prove efficiency.