Manage your Accounts
Adding, editing and deleting Strategy Accounts.
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Adding, editing and deleting Strategy Accounts.
Last updated
Was this helpful?
Click on the Accounts menu at the bottom of the left side menu.
At the bottom of your account list, click on "Add a new account."
(optional) If you are part of multiple teams, choose the Team you want to create the account for if you're working for multiple teams.
Enter the Account name
Add Permissions to Team members if you work in a team and want them to have access to that account
Click on the "+ Add" button to create the new account.
The account will be immediately added to the Team with selected permissions.
Once you've added the new account, you'll need to:
for the new account to match the brand or client's objectives.
Assign team members who will have access to this account and manage its contents.
that will be used for posting and scheduling.
To remove a Strategy Account that you no longer manage:
Select the account you wish to delete from the drop-down list.
Navigate to the "Settings" found in the side menu.
Click on "Delete Account" to remove the Strategy Account from your dashboard.
Deleting an account is definitive and all data is deleted. This action is irreversible.
Each user is assigned at least one main Strategy Account. When managing several accounts, we assign one as the Main account and that account cannot be deleted.
If you want to assign another account as your main account, follow these steps.
Select the account you wish to set as the main account.
Navigate to the "Settings" menu located in the side menu.
Toggle "set as main account" to on