First steps in a new workspace

A new workspace starts on the connect page. Most pages of the app open only once the workspace has at least one social account, because there is nothing to schedule or measure without one.

Connect your first account

The connect page greets you and shows four networks first; Show More lists the others. Connect any account to continue. Settings, subscriptions and help stay reachable before that.

If you are a team member without the right to connect accounts, the page asks you to ask an administrator to connect the first account.

The Explore checklist

Once an account is connected, the dashboard shows an Explore checklist of ten things to try:

1. Create a Post
2. AI Pilot
3. Plan with Calendar
4. Collaborate with Your Team
5. Collaborate with Clients
6. Measure Analytics and Reports
7. Download Reports
8. Engage with Social Inbox
9. Content Library
10. Bulk Import

Each card opens the right place. A card is marked done when you open it, or when the workspace already does what it describes, for example once a post exists. Done cards leave the list, and cards for features you cannot use are hidden. Dismiss hides the checklist for good.

Then

Set posting times for your accounts, invite your team and turn on two-factor authentication. The guides in this section walk through each of them.