How to set up your Clipflow organization so the team can run content without configuration chaos

Set the rules and connections your whole content operation depends on

An organization is one workspace: one brand, one client, or one business. It holds its own projects, channels, team, templates, statuses, automations, and subscription.

You can belong to as many as you like and switch between them from the organization switcher at the top. Settings always apply to the organization you are currently inside, which is the thing to check first when a setting looks wrong.

Agencies and creators running several brands use one organization per client. That keeps work, access, and billing separated without maintaining separate accounts.

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Before you start

Most settings below need owner or admin permission. If a screen is missing for you, that is your role rather than a bug. See Managing Your Profile for the role list.

Open settings from the organization switcher, or from Organizations in the sidebar.

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The settings, and what each is for

Setting	Use it to	Read more
Team	Invite teammates, set roles, assign skills	Set up team roles and skills
Channels	Connect the platforms you publish to	Connect Social Platforms
Statuses	Define the workflow columns on your board	Labels, Statuses, and Categories
Project categories	Classify the kind of content	Labels, Statuses, and Categories
Labels	Add your own filtering dimensions	Labels, Statuses, and Categories
Templates	Reusable project and task list structures	Creating Project Templates
Automations	Run agents when something happens	How Automations Work
Agents	Build the AI teammates automations use	AI Agents
Portals	Give clients a standing view of their board	Client Portals
Tracking links	Short links, click counts, and custom domains	Tracking Links
API	OAuth applications and webhook endpoints	API Overview
Integrations	Connect Clipflow to other systems	Below
Billing	Plan, payment method, and invoices	Plans and Billing

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Set up your team, roles and skills

Invite the people who will work here and give each the right role. Roles run from owner down to guest, and they decide what someone can change.

To assign skills:

1. Open Organization settings → Team.
2. Select the person whose work you are setting up.
3. Assign every skill they can cover. Someone can hold several.

The available skills are Host, Producer, Researcher, Scheduler, Scriptwriter, Thumb Designer, Video Editor, and Videographer. Skills are how templates assign tasks to the right person without naming them, which keeps working when the team changes.

Invites expire after seven days. Resend from the team screen if someone misses one.

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Step 2: Connect your channels

Channels are where you publish. Connect the platform accounts for YouTube, Instagram, TikTok, LinkedIn, Facebook, and anything else you post to.

Connecting your first channel does two useful things: analytics starts collecting, and Clipflow creates a Draft social posts automation so approved media turns into draft posts straight away.

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Step 3: Shape the workflow

Statuses become your board columns. Name them for the state work is in, and include the waiting states, because “With client” is where projects actually stall.

Categories describe the kind of content. Labels cover everything else you want to filter or report on.

Get these three right before building templates, since templates reference them.

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Step 4: Build templates and SOPs

Templates standardise how projects start. Organization procedures are your SOPs, written once as pages and attached to the tasks that need them, so instructions live where the work happens rather than in an onboarding doc nobody reopens.

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Step 5: Automate and connect

Automations and agents handle the repetitive work, mostly drafting posts when media is approved.

Integrations and webhooks push events out to your own systems. A webhook can post to Slack when a file is uploaded, alert someone when a project changes status, or sync with an internal tool. The full event list is in Webhooks.

Tracking links give you short links with click counts, optionally on your own domain. See Custom Domains.

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Running several organizations

The organization switcher moves you between workspaces. Across all of them you also get:

• A projects overview spanning every organization you belong to
• A clients view, if you manage other organizations
• Analytics you can filter to one organization or look at together

Each organization keeps its own subscription, except client organizations managed by an agency, which are not billed. A client keeps their workspace if the relationship ends. See Setting Up as an Agency.

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Tips and best practices

• One organization per brand or client. Mixing two clients into one workspace is how the wrong person sees the wrong work.
• Set statuses and labels before templates. Templates reference them, and reworking the order afterwards means editing every template.
• Give admin sparingly. Admins can change settings that affect everyone, including automations that create posts.
• Name things for the person who joins next year. Long-form YouTube beats Template 2.
• Check which organization you are in before concluding a setting has gone missing.
• Remove demo data once you have real projects, so the board reflects actual work.

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Frequently asked questions

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Related articles

• Inviting Clients: client and supplier access
• Labels, Statuses, and Categories: shape the workflow
• Creating Project Templates: standardise how projects start
• Plans and Billing: subscriptions and seats