Settings

In simple words

Settings is part of Social Media. Roles and permissions. This guide takes you through it in 7 short steps.

Where it fits in your work — Approve. Posts go through the approval step you choose.

Before you start

• You need to be signed in to your company's workspace. Social Media appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Settings belongs to Insight & control in Social Media. Roles and permissions.

Step by step

1. 1

   Step 1

   Open Social Media

   Sign in and open the Social Media panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Settings”

   In the left menu, click “Settings”. The “Settings” screen opens.

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Brand context
   • AI (OpenAI)
   • Integrations
   • Roles
4. 4

   Step 4

   Find what you need

   Type in the search box (“What the company does, for whom, and why it's different”) to find a record quickly.

5. 5

   Step 5

   Narrow the list

   Use these filters to see only what you want:

   • About the company
   • Services (one per line)
   • Products (one per line)
   • Brand tone
   • Branded hashtags
   • Target audience
   • Brand messaging
   • Website information
   • Key selling points (one per line)
   • Never say / claim (one per line)
6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Brand context
   • AI (OpenAI)
   • Integrations
   • Roles
   • Save brand context
7. 7

   Step 7

   Done

   Roles and permissions.

Tips

• You can use more than one filter together (About the company, Services (one per line), Products (one per line)) to see exactly the records you want.
• The search box accepts: What the company does, for whom, and why it's different. Start typing and the list narrows down.
• The tabs (Brand context, AI (OpenAI), Integrations, Roles) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Social Media → Open “Settings” → Choose a view → Find what you need → Narrow the list → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Campaign results next to the leads they brought in.

• Website

  Drive traffic to your website.

• SEO

  Content that supports your rankings.

What you will see on this screen

These are the parts of the Settings screen, exactly as they appear in the product.

Why use Social Media

Social Media replaces social media management tools, on the same login and the same data.

• A steady, on-brand presence without a large content team
• AI drafts posts and images from a single idea
• Nothing publishes without the approval you choose
• Campaign performance next to your CRM results

Who uses Social Media

• Marketers

  Write briefs, plan campaigns and posts.

• Content creators

  Draft with AI and refine the tone.

• Approvers

  Review before anything goes live.

• Leadership

  See campaign and post performance.

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