Account Setup Instructions for Social Dashboard

Connecting your social profiles to Social Dashboard only takes a few minutes, but there are a few important steps to follow carefully.

Step 1: Log In to Social Dashboard

Start by signing in to your Social Dashboard account using your usual login credentials.

Once inside, head to the main dashboard area.

Step 2: Navigate to the Account Connection Area

From the left-hand menu:

  1. Click Accounts
  2. Select Connect Accounts

This will open a page displaying all the platforms supported by Social Dashboard.

Step 3: Choose the Platform You Want to Connect

You’ll see options such as:

  • Facebook (Profiles & Pages)
  • Instagram (Business accounts)
  • LinkedIn (Profiles & Pages)
  • X (formerly Twitter)
  • Pinterest
  • Google Business Profile
  • TikTok (if supported in your plan)

Click the Connect button next to the platform you want to add.

Step 4: Authorise the Platform

You’ll be redirected to that platform’s login and permissions screen.

Here’s what to do:

  • Log in to your account (if you’re not already signed in).
  • Review the permission request carefully.
  • Click Allow or Authorise.

⚠️ Important:
Do not remove or restrict any requested permissions. Social Dashboard needs full publishing and analytics access to function correctly.

Step 5: Select the Specific Profile or Page

For platforms like Facebook or LinkedIn, you may manage multiple pages.

After authorizing:

  • Choose the specific pages or profiles you want to connect.
  • Confirm your selection.
  • Click Connect Account.

Once complete, you’ll be redirected to the Manage Accounts section where you can see your newly connected profile.

Platform-Specific Notes

Facebook & Instagram

  • You must be an Admin of the Facebook Page.
  • Instagram accounts must be Business profiles.
  • Instagram must be connected to a Facebook Page to work properly.

LinkedIn

  • For LinkedIn Pages, you need Super Admin access.
  • Personal LinkedIn profiles may have publishing limitations depending on platform rules.

Google Business Profile

  • Make sure you have Owner or Manager access.
  • Use the correct Google login tied to the listing.

Common Issues & How to Fix Them

“Permission Error”

Usually means:

  • You’re not an admin.
  • You didn’t grant full access during authorisation.
  • The account is connected under a different login.

Fix: Disconnect and reconnect the account, ensuring all permissions are approved.

Account Already Connected

If the system says the account is already linked:

  • It may be connected under another team member.
  • It could still be attached to a previous workspace.

Check your Manage Accounts section or contact your admin.

Re-Authorising an Account

Sometimes platforms require reconnection due to expired tokens.

To re-authorize:

  1. Go to Accounts
  2. Select the profile
  3. Click Reconnect
  4. Repeat the authorisation process

This ensures uninterrupted publishing.

Removing an Account

If you need to disconnect an account:

  1. Go to Accounts
  2. Click the three-dot menu beside the profile
  3. Select Delete or Disconnect

Note: This does not delete the social account itself — it only removes it from Social Dashboard.