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Managing Connections

Once you've connected platforms, you'll need to manage them effectively. This guide covers setting main accounts, handling multiple connections, and maintenance tasks.

Viewing Connected Accounts​

Integrations Page​

Navigate to Integrations to see all connections:

  • Platform cards show connection status
  • Connected accounts display account names
  • Multiple accounts are listed under each platform

Connection Details​

Click on a connected platform card to view:

FieldDescription
Account NameThe connected profile or page name
Account IDPlatform-specific identifier
Connected DateWhen the connection was made
StatusActive, Error, or Expired
Main AccountStar icon if designated as main

Main Accounts​

What is a Main Account?​

The main account is the default connection used when:

  • Creating new campaigns
  • Auto-selecting platforms
  • Generating content for a platform

Each platform can have one main account per workspace.

Setting a Main Account​

  1. Go to Integrations
  2. Find the platform card
  3. Click on the account you want as main
  4. Click Set as Main
  5. Star icon appears next to the account

Changing the Main Account​

  1. Click on a different connected account
  2. Click Set as Main
  3. The previous main account is demoted
  4. New account shows star icon

When to Use Multiple Accounts​

Common scenarios:

  • Multiple brands - Different accounts for each brand
  • Regional accounts - Separate accounts by market/language
  • Business units - Different departments or divisions
  • Testing - Test account alongside production

Managing Multiple Accounts​

Adding Another Account​

To connect additional accounts:

  1. Click Add Account on the platform card
  2. Complete OAuth flow for the new account
  3. Both accounts appear under the platform

Switching Between Accounts​

In campaign creation:

  1. Select the platform
  2. Click the account dropdown
  3. Choose which account to use for this campaign

Account Limits​

Your plan determines how many accounts you can connect:

PlanAccounts per Platform
Free1
Starter3
Professional10
EnterpriseUnlimited

If you reach your limit, an upgrade modal appears when trying to add more.

Connection Maintenance​

Checking Connection Health​

Signs of a healthy connection:

  • ✅ Green checkmark
  • ✅ Account name displayed
  • ✅ "Active" status

Signs of problems:

  • ⚠️ Yellow warning icon
  • ❌ Red error icon
  • "Expired" or "Error" status

Reconnecting​

If a connection shows issues:

  1. Click on the problematic account
  2. Click Reconnect
  3. Complete OAuth flow again
  4. Connection is refreshed

Common reasons to reconnect:

  • Password changed on platform
  • Token expired
  • Permissions were revoked
  • Platform API updates

Regular Maintenance​

Best practices:

  • Check connections weekly
  • Reconnect before major campaigns
  • Update after platform password changes
  • Remove unused connections

Disconnecting Accounts​

When to Disconnect​

Disconnect accounts when:

  • No longer using the account
  • Switching to a different account
  • Cleaning up workspace
  • Security concerns

How to Disconnect​

  1. Click on the connected account
  2. Click Disconnect
  3. Confirm the action
  4. Account is immediately removed
warning

Disconnecting stops all scheduled posts for that account. Any pending content will fail to publish.

What Happens After Disconnect​

  • All future scheduled posts fail
  • Active campaigns using this account are affected
  • Historical data is preserved
  • You can reconnect anytime

Copying Connections​

Cross-Workspace Copying​

If you have access to multiple workspaces, you can copy connections:

  1. Click on a connected account
  2. Click Copy to Workspace
  3. Select target workspace
  4. Connection is duplicated
note

This creates a new OAuth token. Both connections remain independent and can be managed separately.

When to Copy​

Useful for:

  • Setting up new workspaces quickly
  • Managing client accounts
  • Consistent multi-workspace setup

Platform-Specific Management​

Facebook​

Managing Pages:

  • Each Page is a separate connection
  • Switch between Pages in campaign settings
  • Different admins can connect different Pages

Page Roles:

  • Admin: Full access, can connect
  • Editor: Can post, cannot connect
  • Moderator: Limited posting

Instagram​

Business vs Creator:

  • Business: More analytics, API features
  • Creator: Influencer-focused features
  • Both work for posting

Multiple Accounts:

  • Connect accounts linked to different FB Pages
  • Each requires separate authorization

Twitter/X​

Account Types:

  • Standard: Basic posting
  • Premium: Extended features, longer posts
  • Business: Analytics, additional tools

TikTok​

Account Management:

  • Business accounts only
  • Each account requires separate verification
  • Regional restrictions may apply

LinkedIn​

Profile vs Company Page:

  • Personal Profile: Posts as individual
  • Company Page: Posts as business
  • Can connect both simultaneously

Threads​

Account Linking:

  • Tied to Instagram account
  • One Threads per Instagram
  • Manage through Instagram connection

Troubleshooting​

"Connection Expired"​

Cause: OAuth token reached end of life

Solution:

  1. Click Reconnect
  2. Authorize again
  3. New token is generated

"Insufficient Permissions"​

Cause: Permissions changed on platform

Solution:

  1. Check your role on the platform
  2. Request necessary permissions
  3. Reconnect with updated access

"Account Not Found"​

Cause: Account was deleted or renamed

Solution:

  1. Verify account exists on platform
  2. Check you're logged into correct account
  3. Disconnect and reconnect

"Rate Limit Exceeded"​

Cause: Too many connection attempts

Solution:

  1. Wait 1 hour
  2. Try again
  3. Contact support if persists

"Already Connected Elsewhere"​

Cause: Account connected in another workspace

Solution:

  1. Disconnect from other workspace
  2. Or use a different account
  3. Contact admin if you don't have access

Security Best Practices​

Account Security​

  1. Use strong passwords on platforms
  2. Enable two-factor authentication
  3. Regularly audit connected apps
  4. Remove old/unused connections

Access Management​

  1. Only connect accounts you own/manage
  2. Don't share OAuth credentials
  3. Review team member access
  4. Monitor for unauthorized activity

Responding to Breaches​

If you suspect unauthorized access:

  1. Disconnect all platform connections immediately
  2. Change passwords on affected platforms
  3. Review recent posts for unauthorized content
  4. Re-enable two-factor authentication
  5. Reconnect with fresh authorization