Social media settings
The Social Media card on Settings links to four destinations: Settings (/settings/social), Connected Accounts (/social/integrations/accounts), Brand Profile (/social/plan/strategy/brand), and Onboarding (/social/integrations/onboarding). This is configuration—not day-to-day publishing in the Social module. Enable the Social module under Workspace → Modules before links appear for non-owner roles. Complete OAuth on each network admin account; finish Brand Profile before composers suggest on-brand copy. Token expiry on connected accounts silently breaks scheduling—review Connected Accounts monthly and reconnect before major campaigns.
Video
Who can do this
Admin or role with Social settings permission.
Before you begin
- Social module enabled in Modules
- Admin access to brand social accounts
- Brand voice guidelines and handle list
What you'll accomplish
- Connected accounts show active status
- Brand profile complete with voice and assets
- Onboarding wizard finished for new social rollout
Step-by-step procedure
- Settings → Social Media → Settings for workspace defaults.
- Open Connected Accounts and OAuth each network (allow pop-ups).
- Open Brand Profile—enter voice, handles, and upload assets.
- Run Onboarding wizard for guided setup.
- Proceed to Social setup and Publish.
- Post a test draft to one network before client handoff.
Verify your work
- UI labels match product
- Primary action completes without error
- Data persists after refresh
Tips
Use workspace search if you cannot find a sidebar item—some modules are role-gated.
Troubleshooting
| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |
See also
Field reference (product UI)
Use exact labels when training users or recording videos—they match the live workspace.
| Area | Where to find it |
|---|---|
| Settings hub | /settings — card groups match this Help sidebar |
| Profile tabs | /user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency |
| Workspace admin | /workspace — Settings, Modules, Resources, Delete |
| Team | /workspace/users — Members through Roles & Permissions |
Admin checklist
- Complete organization profile and billing before inviting the team.
- Enable only modules you licensed under Workspace modules.
- Connect integrations before messaging or automation go-live.
- Populate Knowledge Hub before AI Employees or voice.
- Verify Notification preferences personally after changing templates.
Verify your work (extended)
- Settings save without error toast
- A non-admin test user sees expected sidebar (no billing cards if Member)
- Related module (Contacts, Inbox, Campaigns) reflects the configuration change
- Refresh browser after role or module changes
Troubleshooting (extended)
| Symptom | Likely cause | Fix |
|---|---|---|
| Settings card missing | Role or module gate | Check Roles and Modules |
| Save does nothing | Validation error on required field | Scroll for red highlights; complete * fields |
| Team sees old behavior | Cached session | Hard refresh; user re-login |
| Integration broken after change | Order of setup | Reconnect integration; check Communications settings |