Help center · 2 min read
Getting started
Set up your workspace and complete your account's first mission.
Getting started
Welcome to PostemFlow. This center explains the product in practical language and follows your account's gamified onboarding.
What to configure first
- Confirm the owner's name and email in Settings.
- Add a client with frequency, days and a default time.
- Generate the monthly calendar. PostemFlow does not duplicate existing dates.
- Create content, add the brief and attach media when it is ready.
- Generate an approval link and send it to the client through a secure channel.
The dashboard shows the Getting started mission on your first visit. Client and content steps are recognized automatically when data exists; exploring the dashboard and reading the documentation can be marked manually.
How to read the dashboard
| Area | What it does |
|---|---|
| Metrics | Summarizes drafts, production, approvals and publications for the month. |
| Upcoming publications | Shows what should happen next. |
| Needs your attention | Prioritizes requested changes and overdue approvals. |
| PostemFlow mission | Teaches the workflow and records XP for achievements. |
Use the sidebar links to navigate without reloading the entire layout. On slow connections, the loading screen appears while data is fetched.
Workspace care
Invite only people who actually participate in the work and review access when someone leaves the team. Do not put passwords, access codes or financial information in briefs, comments or client fields.
Before inviting a real client, run a test with a sample client: create a post, send it for approval and check what appears in the shared link. This helps you learn the workflow without exposing an active campaign.
Next achievement
Open Clients, add your first client and return to the dashboard. The step will be completed automatically and XP will be linked to your account.