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Connecting Social Accounts

Admin

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

Supported Platforms​

PlatformFeatures Available
FacebookPages, posting, scheduling, analytics
InstagramBusiness accounts, posting, scheduling
Twitter/XPosting, scheduling, engagement
LinkedInCompany pages, posting, scheduling

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 Marketing → 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 Account connected to a Facebook Page to work with the CRM. Personal accounts cannot be connected.

Prerequisites​

Before connecting Instagram:

  1. Convert your Instagram to a Business Account
  2. Connect it to your club's Facebook Page
  3. Ensure you're an admin of both accounts
1

Start Connection

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

Connect via Facebook

  1. Log in to Facebook (if not already)
  2. The system will find Instagram accounts linked to your Pages
  3. Select 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 Marketing → 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

Connecting LinkedIn​

1

Start Connection

  1. Go to Marketing → Social Media
  2. Click Connect Account
  3. Select LinkedIn
2

Log In to LinkedIn

  1. Enter your LinkedIn credentials
  2. Use an account with admin access to your Company Page
  3. Click Sign In
3

Select Company Page

  1. Choose your club's Company Page
  2. Click Connect Page
  3. Verify the connection succeeded

Managing Connected Accounts​

Viewing Connected Accounts​

Go to Marketing → Social Media → Settings to see:

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

Account Status Indicators​

StatusMeaning
🟢 ConnectedWorking normally
🟡 Reconnect NeededToken expired, needs re-authentication
🔴 DisconnectedConnection lost, needs setup again

Reconnecting Expired Accounts​

Social platforms require periodic re-authentication:

  1. Find the account with "Reconnect Needed" status
  2. Click Reconnect
  3. Log in to the platform again
  4. Grant permissions
  5. Account status returns to "Connected"

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 Social Media → Settings
  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?​

RoleCan ConnectCan PostCan 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"​

CauseSolution
Incorrect credentialsVerify username/password
Insufficient permissionsCheck you're an admin
Platform outageWait and try again
Browser blocking popupAllow popups for this site

"Reconnect Required" Frequently​

If you're constantly reconnecting:

  • 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/LinkedIn 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
  • Not linked to a Facebook Page
  • Facebook Page not connected first

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​