Team collaboration in OpenQuok: workspaces, clients, and preview links

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4 min read Rati Montreewat
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Team collaboration in OpenQuok: workspaces, clients, and preview links

A workspace is the boundary for your data in OpenQuok. It holds channels, posts, media, tags, templates, teammates, and settings. You can belong to more than one workspace.

OpenQuok Dashboard - Workspaces and connected Channels

You can switch to change to another workspace. See the workspace glossary and Team settings.

Choose OpenQuok 's workspace

This walkthrough covers three jobs teams run every week:

  • Keep each client’s channels separate.

  • Reuse the same composer setup across posts.

  • Collect client feedback without giving them a login.

Use case: Agency with several clients

You manage social for more than one brand. You need one calendar without mixing their posts.

Group channels by client

Create a channel group for each client. Put their connected networks in that group. Filter Home and the calendar to one group when you plan that client’s week. Full steps: Channel groups.

Group relevant OpenQuok Channels in List View

The above is in List View. You may also prefer to filter in grid view:

Group relevant OpenQuok Channels in Grid View

Connect a client channel without their OpenQuok login

Send an invite link. The client authorizes their social account on the network. When the channel appears in your workspace, assign it to their group. You do not need their OpenQuok password. See Connect a channel.

Send Invite to Client

As you can see you can just copy & paste. Client just use this to authorize without login to OpenQuok.

Draft the week, then send preview links

Save posts as Draft while copy is under review. Open Post actions → Preview → Share with Others. Send the URL by email or chat. The client reads the post and leaves a comment. They do not see your other clients or your full workspace. Walkthrough: Approvals.

When you are satisfied, edit in the composer and move the post to Scheduled. OpenQuok does not set a locked “approved” flag. You schedule when you are ready.

Use case: In-house marketing team

Your company runs several networks from one brand. More than one person writes and schedules posts.

Invite teammates

Open Settings → Workspace. Click Add another member. Choose Member or Admin. Admins can invite others. The owner manages billing on Cloud. Details: Team.

Invite team to OpenQuok workspace

Share templates across the team

A template saves a composer preset: channels, caption, media, tags, provider settings, repeat cadence, and follow-up replies. Everyone in the workspace sees the same list at Templates. When you start a new post, pick a template or continue without one. Guide: Templates.

OpenQuok Template Product Tour

Share sign-offs with signatures

A signature is reusable trailing text — a CTA, hashtag block, or link line. Save signatures under Settings → Signatures. Insert one from the post editor toolbar, or mark one to auto-add on empty new posts. Guide: Signatures.

Load a template for the main post. Add a signature when the sign-off fits every channel in that draft.

Templates speed up repeat channel mixes and caption skeletons. Signatures speed up the same CTA or hashtag line on many posts.

Insert Signature via Toolbar

Use case: Client review without OpenQuok access

Your client approves copy but does not use OpenQuok.

  1. Put their channels in one channel group.

  2. Filter Home or the calendar to that group.

  3. Draft posts for the week.

  4. Send a preview link for each post that needs sign-off.

  5. Read comments on the post row — not scattered email threads.

  6. Apply edits and schedule.

Preview links are not password protected. Send them only to people you trust. Treat them like an unlisted link. More detail: Approvals.

Plan limits on Cloud

Shareable preview links and collaboration comments on preview pages need a Team plan or above on OpenQuok Cloud. Lower tiers can still open previews from the post menu for your own review. Templates, signatures, channel groups, and team invites follow the limits on Pricing and Cloud limits.

Self-hosted installs skip Cloud billing gates on most Settings sections. HTTP rate limits may still apply when enabled.

Try it

Start a trial on Pricing. Create a workspace. Invite a teammate under Team. Group one client’s channels. Save a template and a signature. Draft one post and send a preview link using Approvals.

Frequently asked questions

Step-by-step summary

Team collaboration in OpenQuok: workspaces, clients, and preview links

  1. 1. Understand the workspace boundary

    A workspace holds channels, posts, media, tags, templates, teammates, and settings. Everyone in the workspace shares that data; you can switch workspaces if you belong to more than one. See the workspace glossary and Team.

  2. 2. Group channels by client or brand

    Create a channel group for each client or brand. Put their connected networks in that group, then filter Home and the calendar to one group when you plan that week. Full steps: Channel groups.

  3. 3. Invite client(s) to Connect a channel without their OpenQuok login

    Send an invite link from Connect a channel. The client authorizes on the social network. When the channel appears in your workspace, assign it to their channel group. You do not need their OpenQuok password.

  4. 4. Invite teammates and set roles

    Open Settings → Workspace and click Add another member. Choose Member or Admin; admins can invite others. The owner manages billing on Cloud. Details: Team.

  5. 5. Reuse templates and signatures

    Templates save a full composer preset (channels, caption, media, tags, and settings). Signatures are reusable trailing sign-off text from Settings → Signatures. See Templates and insert signatures from the post editor toolbar when the CTA fits every channel in the draft.

  6. 6. Draft posts and send preview links for sign-off

    Save posts as Draft while copy is under review. Open Post actions → Preview → Share with Others and send the URL by email or chat. The client reads the post and comments without seeing your full workspace. Walkthrough: Approvals. Preview links are not password-protected—send only to people you trust.

  7. 7. Schedule when you are ready

    Read feedback on the post row, apply edits in the composer, then move the post to Scheduled. OpenQuok does not set a locked “approved” flag—you schedule when your team (and client, if any) is satisfied. Shareable preview collaboration on Cloud needs Team or above; see Plans and limits and Pricing.

OpenQuok

Social scheduling for agencies and in-house teams: channel groups per client, invite links to connect channels, shared templates and signatures, and teammate roles in one workspace. Shareable preview links and collaboration comments on previews need Team or above on OpenQuok Cloud; see Pricing for tiers.

Brand: OpenQuok

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