Csatornák

Ügyfélcsoportok és meghívólinkek

Több márka vagy ügyfél kezelése egy munkaterületen belül, és hogyan köti be az ügyfél a saját fiókját jelszó átadása nélkül.

Group or workspace

	Client group	Separate workspace
Calendar	Shared, filterable	Separate
Media library	Shared	Separate
Team members	Shared	Can be assigned separately
Channel limit	One shared limit	Split according to the plan
Switching	One-click filter	Switch workspaces and reload
Can be changed later	Yes, anytime	Only by reconnecting the channels

The simple rule

If the same team handles every client, use client groups. If each client needs to see only their own data, or different people handle different clients, give each client a separate workspace.

Create a group

1
Open the channel menu
On the Channels page, select Move or add to group from the menu at the end of the channel row.
2
Type the client's name
If no group with that name exists, a new one is created. Otherwise, select the existing group from the list.
3
Repeat for the client's other channels
A channel can belong to only one group at a time.

You can remove a channel from a group in the same place, using the Remove from client button. This does not affect the channel. It only removes the label.

Day-to-day use

On the Channels page, filter by client to see only their channels.
The calendar has the same filter, so you can view a single client's calendar.
In the editor, selecting a client selects all their channels at once, so you can't accidentally post to a different brand.

Client invite link

You don't need to ask your client for their password. On the Channels page, a small icon next to the Add channel button copies an invite link to your clipboard. Send it to your client. When they open it and sign in to their own platform account, the channel is added to your workspace.

Your client cannot access your Posty account

The invite link is only for connecting a channel. It does not give your client access to your calendar, your media library, or your other clients' data. If you need to show your client anything, use the public preview link. See the Sharing for approval page.

Groups in the API

You can use the API to retrieve the list of groups and filter the channel list by group:

curl https://api.posty.hu/public/v1/groups \
  -H "Authorization: psty_a_kulcsod"

curl "https://api.posty.hu/public/v1/integrations?group=<csoport-azonosito>" \
  -H "Authorization: psty_a_kulcsod"

You can also filter the post list by client using the customer parameter. See the List client groups endpoint.

Is something missing from this page? Email [email protected] or use the form on the Help page.