Approve post – Submit post for approval (from AGENTURE)

These are the steps:

1.Change logo for customer accountsand for emails to the customer
2.A folder in File Managerfor the customerInvesting
3.Tools – Create a group– possibly. Select existing, connected social media accounts, file manager select and save the created folder
4.Invite customer to teamand assign the group (possibly. post, calendar, drafts, file manager, text manager)
5.Customer creates his SM accounts, uploads his files and may give. Texts one
6.Agency prepares postssubmit them for approval (customer receives email)
7.Customer releasesand the posts go out at the set time or write a note what he wants changed (agency receives an email)

1. Creating a logo – is not a must
   

1. Should the customer receive an email notification when a social media platform delivers? (Connection to social poster is disconnected)
2. Should the stored logos be displayed in the social poster app and in the e-mails to the customer?
3. Select logo for the favicon
4. Select small logo
5. Select large logo
6. Save

1. Click menu item tools
2. Click Group Manager

1. Give a name to the group (for the customer)
2. Select any existing social media accounts for the customer
3. Select the previously created folder for the customer
4. Save

4. Create customer, invite you to team and assign group

1. Click on menu item „Teams“
2. Click on „Add new“ button

1. Enter email from the customer
2. Customer rights templates may load them using a „green button“ to adjust them or assign rights themselves

Runterscrolling and assign the previously created group to the new customer.

Save – This assigns the customer account to your account. Your customer will receive an email asking them to confirm their account or create a new one. The system can be done via the supplied link.

This is what the email to the customer/team member looks like:

If the customerNone yetSocial poster account, he has toCreate an account first with the included link. .
In second stepHe will then need to click on the first link to connect with your team.
If already oneCustomer accountThe customer only needs to click on the first link and is assigned to your team.

From the time of confirmation by the customer by clicking on the link, a new button „Teams“ will appear in his account in the top right corner.

Here he can choose between „My Account“ and the team you created for him.
In his „My Account“ he cannot take any actions unless he himself has a paid social poster package himself.
When selecting the team, the customer sees the areas for the granted rights. If you have assigned the appropriate rights (behind the green button „Customer“), then the customer can now link his social media accounts and view and approve his pre-planned posts in the calendar under the menu item „Approval.“

Team ads for the customer:

5. Customer creates their social media accounts

Here the customer can create his social media accounts with his access data. These are then automatically assigned to his „customers“ group in the social poster.

Creating posts/reels and stories as usual in the social poster.

7. Customer releases and the posts go out at the set time

1. Customer clicks „Approval“ in the calendar menu Schedules
2. Customer clicks on the tag for the posts to be approved
3. Customer can approve them directly
4. Customer can also add a note and submit it again for revision (agency receives an e-mail)
5. The customer can edit the post himself. Prerequisite is that he has received the rights to do so (contribution ticked in the team release)