For social media managers · Lesson 1 of 11

Set up a project

Add a project for each client, decide whether its posts need the client's sign-off, and choose what the client can see.

Panel 1 of 3.
Add a project
Name
Bloom Botanicals
A client approves
We post for ourselves
Add project
Polly says: Projects live in “Settings”, under “Projects”. Click “Add a project” and say who it's for: “A client approves”, or “We post for ourselves”.
Panel 2 of 3.
Bloom Botanicals
Posts need the client's sign-off
Clients see every draft
Polly says: Two switches matter most. “Posts need the client's sign-off” adds the approval step. “Clients see every draft” lets them watch posts take shape; off, they only see what you send them.
Panel 3 of 3.
Add a project
Sign-off
Invite the client
Polly says: Then invite the client to the project. “Who approves” is any client of the project, unless you name approvers: then the others can comment, but only a named approver can say yes.

Owners and social media managers can add and change projects.

Try it in Pulse

Open “Settings”, then “Projects”.
Click “Add a project” and choose “A client approves”.
Check the switches “Posts need the client's sign-off” and “Clients see every draft”.

You'll be asked to sign in first. Every workspace starts with a free week, no card needed.

One quick question. No marks, no pressure: pick an answer and Polly will tell you how you did.

1. “Clients see every draft” is off. What does the client see?

Only the posts you've sent themEvery post, from the first ideaNothing at all

Set up a workspace in minutes. No card needed.