Getting Started

1) Sign in and select your team

• Sign in: Use your organization’s sign-in method.
• Switch teams: Use the team selector in the header if you belong to multiple teams.

2) Connect your social profiles

• Path: Avatar (top-right) > Account Settings > Team selector > In the right pane, find Social Profiles.
• Connect: Click the plus icon (Add Social Profile) or a “Connect Facebook/Instagram” button.
• Approve permissions: Accept all prompts so posting/analytics work.
• Tip: From the Overview page, click Manage next to “Social Profiles” to jump into Settings.

3) Customize your posting schedule (Post Frequency)

• Path: Avatar (top-right) > Account Settings > Team selector > Post Frequency.
• Edit: Click any day for a profile to open the modal. Choose:
• Off: Don’t schedule on that day
• Auto: Smart timing during your day
• Select Time: Pick an exact time
• Save: Changes apply as the default for new content. You can override per-post in the Calendar.

4) Add content via Streams

• Path: Left sidebar > Streams.
• Find content: Search by keywords (e.g., “CDC”, “Mental Health”).
• Follow vs Subscribe:
• Follow an organization: Auto-subscribes your team to all current and future topics from that org.
• Subscribe to a topic: Add just that topic; unsubscribe any time.
• Preview: Click a topic card to open the modal and browse content from that topic.

5) Review and adjust your schedule

• Overview: Left sidebar > Overview. See Social Profiles and the Scheduled Posts panel.
• Calendar: From Scheduled Posts, click “Go to the Calendar” to edit times, platforms, and captions.

6) Publish and measure

• Analytics: Left sidebar > Analytics. View follower trends and performance.
• Followers Over Time: On Overview, compare growth across connected profiles.

7) Set up your Link in Bio (optional)

• Path: Avatar (top-right) > Account Settings > Team selector > Link in Bio.
• Share: Copy the URL or download the QR code to add to your social bios.

Roles and access

• Admins: Typically manage Social Profiles, Post Frequency, and team-wide settings.
• Editors/Contributors: Create and schedule content (access varies by organization policy).

Troubleshooting

• Profiles not appearing after connect? In Social Profiles, click Refresh.
• Permission failures? Reconnect and grant all permissions; ensure you’re an Admin on the Page/profile.
• Still stuck? Contact support with the platform, your team name, and any error messages.
• Included clear first-run steps, navigation cues (avatar menu, left sidebar, team selector), and concise explanations for connecting profiles, Streams, Post Frequency, scheduling, and analytics.