Connecting Social Accounts

Admin

Connect your club's social media accounts to manage all your social presence from one place.

Supported Platforms

Platform	Features Available
Facebook	Pages, posting, scheduling, analytics
Instagram	Business accounts, posting, scheduling
Twitter/X	Posting, scheduling, engagement

LinkedIn is tracked as a future provider. It is not currently connectable in CRM Admin until the backend provider, database enum, and OAuth client support ship together.

You'll need admin access to your club's social accounts to connect them. Contact your IT team if you don't have the necessary permissions.

Connecting Facebook

1

Start Connection

1. Go to Settings → Integrations → Social Media
2. Click Connect Account
3. Select Facebook

2

Log In to Facebook

1. A Facebook login window will appear
2. Enter your Facebook credentials
3. Click Log In

Note: Use an account that has admin access to your club's Facebook Page.

3

Grant Permissions

1. Review the permissions requested
2. These typically include:
   • Manage Pages
   • Create Content
   • View Insights
3. Click Allow to grant permissions

4

Select Your Page

1. Choose your club's Facebook Page from the list
2. If you manage multiple pages, select the correct one
3. Click Connect Page

5

Verify Connection

1. You'll see a success message
2. Your Facebook Page now appears in the connected accounts list
3. Test by creating a draft post

Connecting Instagram

Instagram must be a Business or Creator account that can grant Instagram Login permissions to the CRM. Personal accounts cannot be connected.

Prerequisites

Before connecting Instagram:

1. Convert your Instagram account to a Business or Creator account
2. Ensure you can authorize apps for that Instagram account
3. Confirm the account has access to publish the content you want to schedule

1

Start Connection

1. Go to Settings → Integrations → Social Media
2. Click Connect Account
3. Select Instagram

2

Authorize in Instagram

1. Log in to Instagram if prompted
2. Review the Instagram permissions requested by the CRM
3. Approve access for your club's Instagram account

3

Confirm Connection

1. Review the connection details
2. Click Connect Instagram
3. Your account appears in the connected list

Connecting Twitter/X

1

Start Connection

1. Go to Settings → Integrations → Social Media
2. Click Connect Account
3. Select Twitter/X

2

Authorize the App

1. A Twitter authorization page opens
2. Review the permissions
3. Click Authorize app

3

Verify Connection

1. You'll be redirected back to the CRM
2. Your Twitter account appears connected
3. Test with a draft tweet

Managing Connected Accounts

Viewing Connected Accounts

Go to Settings → Integrations → Social Media to see:

• All connected accounts
• Connection status
• Last sync time
• Available features per account

Account Status Indicators

Status	Meaning
Connected	Working normally
Expires in Xd	Token expires soon; refresh before scheduled posts
Error	The platform reported a problem
Disconnected	Connection lost; setup is required again

Refreshing Expiring Accounts

Social platforms require periodic token refresh:

1. Find the account with Expires in Xd, Error, or Disconnected status
2. Open the account actions menu
3. Click Refresh Token
4. If refresh fails, disconnect the account and start the OAuth connection again
5. Confirm the account status returns to Connected

If the platform did not issue a renewable token, CRM marks the connection as expired and requires you to reconnect the account through OAuth.

If CRM cannot read the stored provider token, it also marks the account as expired. Reconnect the account through OAuth so CRM receives a fresh provider token.

Set a calendar reminder to check your connections monthly. This prevents posting failures from expired connections.

Disconnecting an Account

To remove a connected account:

1. Go to Settings → Integrations → Social Media
2. Find the account to remove
3. Click the ⋮ menu
4. Select Disconnect
5. Confirm the disconnection

Disconnecting an account will cancel any scheduled posts for that platform.

Multi-User Access

Who Can Manage Connections?

Role	Can Connect	Can Post	Can View Analytics
Admin	✓	✓	✓
Marketing Manager	✗	✓	✓
Staff	✗	✗	✓

Sharing Access

Once connected by an admin, other authorized users can:

• Create and schedule posts
• View performance analytics
• Manage the content calendar

Troubleshooting Connections

"Connection Failed"

Cause	Solution
Incorrect credentials	Verify username/password
Insufficient permissions	Check you're an admin
Platform outage	Wait and try again
Browser blocking popup	Allow popups for this site

Refresh Token Fails Frequently

If token refresh fails repeatedly:

• Check if the platform password changed
• Verify admin access hasn't been revoked
• Ensure no security apps are blocking tokens

Can't Find My Page

If your Facebook Page doesn't appear:

• Confirm you have admin access
• Check the page isn't restricted
• Try logging out and back in to the platform

Instagram Not Appearing

Common issues:

• Account isn't a Business Account
• Account cannot grant Instagram Login permissions
• The Instagram app credentials are not configured for the CRM backend

Security Best Practices

Account Access

• Use accounts with minimum necessary permissions
• Don't share social media passwords via the CRM
• Enable two-factor authentication on all social accounts

Regular Audits

• Review connected accounts quarterly
• Remove accounts no longer needed
• Check who has posting permissions

If an Account is Compromised

1. Immediately disconnect from the CRM
2. Change passwords on the social platform
3. Review and delete any unauthorized posts
4. Reconnect with new credentials

Next Steps

• Creating Posts - Start posting content
• Scheduling Posts - Plan your content calendar
• Tracking Engagement - Monitor performance