workflow · how to

Manage brands and brand kits

Follow the manage brands and brand kits workflow in Slack.

Goal

Create and maintain brands, brand kit assets, members, ownership, and campaigns from the Settings hub and brand switcher so each client or product line stays isolated in Slack.

When to use this

Use this workflow when you need to add a brand, switch active brand context, update brand basics or visual identity, manage who can work on a brand, transfer ownership, archive inactive brands, or attach campaigns to a brand. Agency and multi-brand teams use the brand switcher daily; single-brand teams still use it to confirm context before creating content.

Before you begin

Confirm these prerequisites:

  • You have brand management access for the organization.
  • When adding a brand, your plan has headroom for another active brand. Free and Starter allow one brand, Team allows five, and Scale allows twenty. See Plans and Limits for current numbers.

If you are at the brand limit, Add brand shows an upgrade prompt instead of the create flow.

Steps

Switch or add a brand

  1. Type /social and choose Settings.
  2. Open Brands or Brand Basics under the Brand group.
  3. To change context only, use the brand switcher in App Home. The switcher and change-brand submit keep your user context aligned with the brand you pick.
  4. To add a brand, choose Add brand. Complete the flow when your plan allows multiple brands.

The Settings hub brand card resolves the active brand and opens the management view for that brand.

Edit brand settings and brand kit

From Brands, Brand Basics, Branding, or AI & Tone:

  1. Open brand settings and update name, timezone, and core brand fields, then submit. Required fields and scope are validated on submit.
  2. Use Branding to update palette fields and preview colors when available.
  3. Use AI & Tone for voice-related settings.
  4. For a full brand kit setup, follow the brand kit wizard steps when offered. The wizard walks through kit fields across multiple steps; complete each step before advancing.
  5. You can also use Brand kit edit, Preview, or Status actions from the brand kit surfaces to adjust or review kit completeness without rerunning the full wizard.
  6. Open Brand snapshot or palette config when you need to review or update color fields outside the main branding editor.
  7. Save each step before moving on. Cancel returns you to the list without undoing earlier saved steps.

Manage members, owner, and lifecycle

  • Open Brand members to control who can work on this brand.
  • Choose Assign brand owner or Reassign brand owner when someone leaves or ownership changes.
  • Choose Archive brand to move a brand out of active use after confirmation.
  • Open Archived brands to review archived brands. Choose Unarchive when you need a brand active again.

Archiving does not delete published history. Review active drafts and schedules before archiving.

Manage campaigns from brand settings

  1. Choose Manage campaigns from brand settings.
  2. Use Create campaign or row actions to add campaigns tied to the brand.
  3. Edit campaigns through the campaign edit surface. Identity and date fields use the same validation as Plan.

Confirm it worked

Check these signals after you save:

  • The brand switcher and Settings hub show the updated brand name and status.
  • New drafts and schedules use the brand you selected.
  • Brand settings submit returns without validation errors.
  • Archived brands no longer appear in the active switcher until you unarchive them.

Terminal save states include saved, active, or skipped depending on the action.

Troubleshooting

Add brand shows an upgrade prompt

You reached the brand limit for your plan or lack multi-brand access. Review Plans and Limits, then upgrade or archive an unused brand.

Brand settings submit fails

Check required fields in the modal. Metadata and scope must match the brand you are editing.

Wrong brand context in Create or Plan

Use the brand switcher in App Home or Change brand from Settings to align context before creating content.

You need org structure context

See Organizations, workspaces, and brands.

First-time brand setup

See Set up your first brand.