One thing wears three names in the product. The calendar dropdown says Customers, the channel menu says Move / add to group, and the API and CLI call it a group. Same record, same id, three labels.
Put a channel in a group
Open the left sidebar, find the channel, and click the three dots next to its name.1
Choose Move / add to group
The menu item sits just above Edit Time Slots.
2
Type the client name
The field is labeled Select Customer and starts on Start typing…. Names you already use appear as suggestions. A name that does not exist yet is created the moment you save, so the first client is one word and one click.
3
Save
The channel moves under that heading in the sidebar and the toast reads Customer Updated.
Acme and acme co become two separate customers. Saving with the field empty does nothing at all. To take a channel back out of a group, reopen the same window and click Remove from customer, the red button that only appears once the channel belongs to one.
There is a faster route for the second and third channel: drag a channel in the sidebar and drop it on another group’s heading. It lands in that group straight away.
A channel belongs to one customer at a time. Assigning it to a new group moves it out of the old one.
The selector that is not there yet
Here is the part that reads as a bug. The customer selector, the small person icon in the calendar toolbar and in the composer, only renders when your channels span more than one group. Channels with no group count as a group of their own.
So the icon appears after you label your first channel, and it quietly disappears the day you finish labeling the last one. Nothing is broken and nothing is lost: the groups are still there, the URL filter below still works. Keep one channel out of the groups, or add the second client, and the icon comes back.
Filter the calendar to one client
The person icon sits in the calendar toolbar, next to the Day, Week and Month switch. Click it, and a dropdown headed Customers lists the clients that currently hold at least one channel. Pick one and the calendar redraws with only the posts that belong to that client’s channels. The list view narrows the same way, across all four of its state tabs. Take the last channel out of a client and that name drops off this dropdown, though the client itself is still on record and still comes back fromGET /groups and integrations:groups.
Two things stay as they were. The sidebar keeps showing all of your channels, so the filter is about the calendar and not about the channel list. And the selection lands in the address bar:
Start a post for one client
The same icon sits at the top of the Create Post window, to the right of the channel avatars. Picking a client there replaces your current channel selection with every channel in that group, and the toast confirms with Customer socials selected. Four accounts for one client, selected in one click, ready for the text underneath. The avatar row still shows all of your channels, so you can add or drop one afterwards. Picking a client a second time starts the selection over from that client’s channels.From the terminal
Customers are read-only outside the app: the CLI and the API filter by them, and creating one or moving a channel into one happens in the channel menu described above.posts:list defaults to the last 30 days through the next 30 days, and takes --startDate and --endDate in ISO 8601 when you want a different window.
From the API
Same three moves over REST, onhttps://api.postqueen.ai/public/v1.
/integrations response carries its own customer object with id and name, so one unfiltered call is enough to build a client-by-client dashboard of your own. On /posts, customer is optional and startDate and endDate are required.
Let the client connect their own account
You do not need the client’s password to add their channel. Next to Add Channel in the sidebar there is a small link button, tooltip Send Invite Link to a customer to add channel. Pick the platform, and the invite link lands on your clipboard with a toast telling you it stays valid for one hour. Send it over, they sign in on their side, and the channel shows up in your sidebar. It arrives with no group, like any other new channel, so the last step is the same three dots and Move / add to group.Channels from the CLI
List channels, filter them by group, read each platform’s settings schema.
List Groups
The endpoint that returns every customer with its id.
List Posts
Read a date range, filtered to one customer when you pass the parameter.
Next steps
Teams
Bringing people in alongside clients
The calendar
How the customer picker narrows it
Connect a channel
Adding an account under a customer
Customers over the API
Reading the grouping programmatically