Onboarding Checklist For Agencies

If you're a marketing agency struggling to manage multiple clients, Statusbrew gives you the flexibility & platform to manage multiple client accounts from one place.

This article will guide you on how to set up your Statusbrew account to ensure your setup is tailored to client needs and designed for your agency’s success.

A Unique Space For Each Client

Statusbrew allows you to create a unique Space for each client to safeguard their data and eliminate any chance of confusion.

This setup ensures that each client's social media strategy is handled independently, with customized content plans, performance tracking, and client-specific reporting.

If you need to quickly set up multiple spaces, our Customer Success Team is here to help.

When you’re part of more than one space, switching between them is simple:

Click the Space icon in the side-nav of your Statusbrew dashboard.
Select the desired space, and you’ll switch instantly.

You can also mark spaces as favorites to pin important Spaces to the top of your sidebar so they’re always within quick reach.

Simply drag and drop Spaces in the side navigation to arrange them in the right order for better organization.

Learn more about What Is A Space & Create A Space.

Billing

Statusbrew allows you to have separate billing for each client, starting at just $49/mo per client. Reach out to us via live chat, or send us an email to ensure your billing plan is set up correctly.

Learn more about our pricing in our pricing page.

Once your client spaces have been set up, the next step is to connect your client's social profiles in respective spaces and create profile groups.

Ensure the profiles are correctly connected to the desired space.

Within each space, you can group social profiles based on any common attribute, such as social network, geographical region, product line, purpose, etc.

These social profile groups can be used to quickly perform complex tasks in Statusbrew. Instead of selecting profiles one by one, choose an entire group (e.g., “Corporate Profiles”) to schedule content. You can also assign permissions at the group level, pull performance data for a group of profiles, or even filter conversations in Engage by Profile Group.

Check out our step-by-step guide on Connecting Social Profiles to learn how to link social accounts. And when you’re ready to organize them smarter, our Profile Groups article walks you through building groups.

Invite Team Members

After you've connected social profiles, you can invite your team members & clients to their respective spaces and provide different levels of access based on their responsibilities.

For step-by-step instructions on adding new members, check out our article on Inviting Team Members. If you’d like to understand how access levels work and which role is best suited for each person, see our detailed guide on Access Permissions.

Guest Users & External Approvers

Not every client needs full access to your Statusbrew workspace. Often, your clients will only need to review and approve content, without directly managing posts. In such cases, you don't need to pay for their user seat.

You can add them as External Approvers. They are people outside your organization (like clients or partners) who can securely review and approve content without logging into Statusbrew. This allows you to involve them in the process without giving them unnecessary access to your workspace or paying for their user seat.

👉 To learn more about how to add and manage them, refer to our articles on Guest Users and External Approvers.

Configure Notifications

Statusbrew’s real-time notifications keep your team aligned by sending timely updates on social activities—so nothing slips through the cracks.

You can configure notifications to arrive where they’re most useful: in the mobile app, desktop app, or your email inbox. For teams that live in Slack or Microsoft Teams, Statusbrew also supports direct delivery of notifications into your preferred channels.

👉 Learn more about customizing your preferences in our guide on Updating Your Mobile, Email & Desktop Notification Settings.

Set Up Tags (Labels) & Custom Fields

The next step is to set up the base for organizing your content, conversations & contacts so your agency can stay on top of every campaign.

Tags (Labels) let you classify posts, messages, and contacts into meaningful categories. This makes it easier to track campaign performance, analyze engagement trends, and pull accurate reports.
Custom Fields take organization one step further by letting you capture structured data for posts, conversations, or contacts.

By investing time in setting these up early, you’ll ensure your workflows stay organized as your client list and campaigns grow.

👉 Learn more about creating and managing these in our guide on Internal Tags & Custom Fields.