Creating and Managing your Account
This guide explains how to view and update your profile, manage team members, and configure organization-wide settings in Social Cascade, with clear navigation cues to help you find each area quickly.
How to Navigate
- Open Account: Click your avatar in the top-right header, then select Account from the dropdown.
- On mobile: Tap your avatar in the top-right, then tap Account.
- Within Account: Use the left-side navigation or tabs near the top to switch between sections (Profile, Team Members, Organization Settings).
Your Profile
- Path: Avatar (top-right) > Account > Profile
- What you see: Your name, account email, and current organization.
- Edit: Click Edit (top-right of the Profile card), make changes, then click Save.
Team Members
- Path: Avatar (top-right) > Account > Team Members
- What you see: A table of all users in your organization with name, email, join date, and role (e.g., Admin).
- Manage: If you have Admin permissions, use the action menu in the far-right column to update roles or manage membership.
Organization Settings
Organization-wide settings affect everyone in your organization. Typically only Admins can modify these.
- Path to Organization Settings: Avatar (top-right) > Account > Organization Settings
- Layout tip: Use the left-side menu or tabs at the top of this page to switch between setting groups. Save buttons are usually at the bottom-right of each section.
Organization Details
- Path: Avatar > Account > Organization Settings > Organization Details
- Manage: Update organization name, address, and contact info. Click Save when done.
Social Profiles
- Path: Avatar > Account > Organization Settings > Social Profiles
- Overview: See connected profiles (Facebook, Instagram, etc.) with follower and post counts.
- Manage: Use the connect/disconnect controls at the top-right of the profiles list if available.
Post Frequency
- Path: Avatar > Account > Organization Settings > Post Frequency
- Manage: Set posting times by day of week. Use the schedule grid; click a time slot to add/remove. Click Save.
Link in Bio
- Path: Avatar > Account > Organization Settings > Link in Bio
- Use: Copy your public page URL or click Download QR. The link and QR appear near the top-right of the section.
Analytics Options
Path: Avatar > Account > Organization Settings > Analytics
Choose:
- Social Cascade posts only
- All posts from connected accounts
- Click Save to apply changes.
Saving and Confirmation
- After edits, look for a Save button at the bottom-right of the section or page.
- A success banner typically appears at the top after saving.