Getting Started

A quick, step-by-step guide to get your team set up, connect social accounts, and start publishing.

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.
  • Supported platforms: Facebook, Instagram, and TikTok. Each platform has its own requirements — see Connecting Social Profiles for details.
  • 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.
  • Note: TikTok does not support auto-scheduling. TikTok will always show as "Off" in the Post Frequency grid. Schedule TikTok posts manually from the Calendar or Teleprompter app.

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.
  • TikTok not showing as an option? Make sure you have a TikTok Business Account. See TikTok Help.
  • Still stuck? Contact support with the platform, your team name, and any error messages.
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