Agency Workflows: Seatless Billing, Workspaces and Approvals
9/7/2025 • PostDaba Team • 7 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.