Social accounts
Connect each client’s social profiles to their workspace so AgencyOS can publish for them.
A social account is a client’s profile on a platform, such as their Facebook Page or Instagram account, connected to the client’s workspace. Once it’s connected, posts in that workspace can publish to it automatically. Open Social Accounts in Digital Marketing and choose the client workspace at the top. The page shows one workspace at a time. The Calendar header also has Add social account, which asks for the workspace first.
Read the page
Every platform has its own tile. Tiles that need you come first, and platforms that aren’t connected have a dashed border and come last. The line under the page title counts both, including Ads & analytics, so you can see at a glance whether this client needs anything.
Connect an account
- Choose the client workspace at the top.
- Click Connect on the platform’s tile (callout 1). For LinkedIn, then choose LinkedIn Personal to post as a member, or LinkedIn Organization to post as a Company Page the member manages.
- Sign in on the platform’s own page and approve access. For Facebook, pick the Page this workspace publishes to.
- You return to AgencyOS and the tile shows Connected.
- Each workspace connects one account per platform. A connected platform no longer offers Connect. LinkedIn can always take another account with Add.
- Supported platforms: Facebook, Instagram, LinkedIn, TikTok, YouTube, X and Snapchat.
Keep connections healthy
A Facebook Page shows Never expires (callout 2), or the days left on an older connection. Most other accounts renew their access on their own, so they show no date; if a renewal fails, the status changes. An account that can’t renew by itself shows its days left.
| Status | Meaning | What to do |
|---|---|---|
| Connected | Ready to publish. | Nothing. |
| Expiring | Access ends within a week. | Click Reconnect to renew it early. |
| Access lost | Access expired or was removed on the platform. Hover over the message on the tile to see the platform’s reason. | Click Reconnect and sign in again. |
While an account has lost access, its posts can’t publish. Once you reconnect, posts that were waiting for it continue automatically. See Publishing.
Disconnect an account
Open the tile’s menu (the three dots), choose Disconnect and confirm. This stops publishing to that profile, for example when a client leaves. Posts that used it can’t publish there until you connect the profile again or choose another destination. The same menu has Copy account ID.
Ads accounts on this page
Ads & analytics, below the publishing channels, links the client’s ad accounts and Google Analytics property. See Ads performance.