Here is your Administrator’s Guide for publishing across your social media channels and improving organic reach with workflows built for your brand, locations, and advisors. Below you will find links to ultimately aid you in doing the following:

  • Publishing & scheduling: Save time, build consistency, and strategically plan content with our social media posting app.

  • Content Curation: Become a thought leader in your industry, share industry-specific articles and speak directly to your audience with curated content.

  • Listening: Engage in the conversation and leverage what people are saying about your brand to refine your social media strategy.

  • Team management: Manage multiple social media accounts across your team in one platform. Easily collaborate and create optimal workflows.

  • Compliance: Build customized compliance workflows and always be prepared for an audit with built-in archiving, keyword moderation, and more.


How to Login

Update user details

Social Networks



Publishing & Content Curation

Compose & Content Library



Set up an email alert to notify activity on any network if it meets specified criteria

Summary Reports specify time range for email summaries of network activities

Administration & Team management



Approval Groups for different approval workflows

Keyword Moderation

  • Keyword Moderation- will require posts with keywords to go through a specific approval workflow

Link Variables

  • Link Variables-allows you to create a unique link for each user you are posting on behalf of

Institution Settings

Listening-Monitor what’s being said about your brand


Pull performance and archive reporting

Best Practices & Performance Optimization

Did this answer your question?