This Guide gives you a flying start with Social Media Management. We'll go over the core Social Media Management building blocks, which you can combine to effectively manage your social media presence.
We went ahead and created an Organization for you when you joined our platform. This is your company's unique environment. From there, the most important steps are to get your colleagues as Users into your Organization, connect your Channels, and start collaborating.
Let’s go through these one-by-one.
Channels
Social Media Management offers a single, centralized place to manage all your company's social media pages and profiles. We call them 'Channels'.
We support Facebook, Instagram, Twitter, LinkedIn, WhatsApp, TikTok, Google Business Profiles, and YouTube channels.
For Facebook and LinkedIn, all Pages that you manage are considered Channels. You can connect these to Social Media Management. A User profile or Group cannot be connected to our platform.
For Instagram, Twitter, and YouTube, a Channel is the User profile that you directly log into. For WhatsApp, it's the Business Account to which one of your numbers is connected as we describe in this article.
By connecting your Channels, you provide Social Media Management with a token to access those Channels. It's like a key that allows us to send and receive information from the native networks, through their APIs. By connecting your Channels, you are able to manage your complete social media presence from inside Social Media Management.
Once you're ready to connect your Channels, you can follow the instructions to do so here.
Should your channel disconnect, we recommend taking a look at our article on common disconnection causes. Finally, you can always easily reconnect any disconnected Channels by following the instructions here.
Users
You and your colleagues can each have a User profile in Social Media Management. It makes collaboration, reporting, and access governance that much easier.
A User is defined by a unique email address that is used to sign into Social Media Management. We recommend creating Users with their work email, and add their first and last name so that you can easily identify each other within the platform.
Each User can be assigned different permission levels. On top is the Admin User, who has full access. The Team Lead, Editor, Content Creator, and Moderator roles have varying access rights, allowing you to allocate the appropriate permissions to each User. You can find a full overview of the User roles here.
Tip:
Roles can be assigned per Channel that a User has access to. You can be an Editor for one channel, and a Moderator for another one. So many options!
All Admin Users can create, edit, and delete Users by following the instructions outlined here.
Note:
Depending on your company's Social Media Management package, the number of User seats may be capped.
Teams
Teams group Users together with the Channels they manage, as well as with other stakeholders.
Whereas smaller organizations can work in a single Team, larger organizations may want to create Teams for each of their markets or brands. This allows for full control over who can post to, engage with, and report on the channels connected to your Social Media Management organization.
Admin Users are not assigned to particular Teams but can switch freely between them through the Team Switcher. All other User roles are bound to the teams they are assigned to. A User can be on multiple teams and Channels though.
Ready to set up your Organization’s Teams? Head over to our instructions here.
Once you've set up your Organization with Channels, Users, and Teams, maybe you'll want to learn more about the individual modules in the platform? We recommend continuing your journey of discovery with our introduction to Publish.