Onboarding Checklist – Statusbrew Support

This is the master checklist or the "first steps" you need to follow to ensure your Statusbrew account is correctly set up. Going through this checklist will ensure that you get the most out of the platform.

In this article

Social Profiles & Ad Accounts
Invite Team Members & Set Up Access
Configure Notifications
Setting Up Tags (Labels)
Setting Up User Groups & Profile Groups

Social Profiles & Ad Accounts

Your Statusbrew experience begins when you connect your social profiles. Before you start publishing your first post or responding to comments, it's a good idea to quickly verify the social profiles you've connected.

From your Statusbrew Dashboard, click on Settings
Now click on Profiles and review all social profiles you've connected
If you wish to connect additional social profiles, click on the "+" button

Note:
You must be an admin for a Facebook, Instagram Business, or LinkedIn company page to connect them to Statusbrew.

Learn more - Connecting & Managing Social Profiles – Statusbrew Support

If you wish to boost Facebook posts and manage Facebook or Instagram Ad comments, you need to connect your Ad account to Statusbrew. To verify the Ad accounts you've connected.

From your Statusbrew Dashboard, click on Settings
Now click on Ad Accounts and review all Ad accounts you've connected
If you wish to connect another Ad account, click on the "+" button

Learn more - Managing Ad Accounts in Statusbrew

Invite Team Members & Set Up Access

Once you've connected your social profiles, you can then begin inviting your team members.

To invite a new team member,

From your Statusbrew Dashboard, click on Settings
Now click on Users and click on the "+" button

It is easy to manage users and provide different levels of access to them based on their responsibilities within the organization.

Learn more - Overview Of Users & User Groups

To ensure your team members have access to the right features & social profiles.

From your Statusbrew Dashboard, click on Settings
Now click on Profiles & click on the three-dot menu icon & the edit beside a social profile
Select the access you want to grant to the team member for the profile by selecting the dropdown. Repeat this for each profile
Click on update when you're done

Learn more - Managing Access Permissions

Configure Notifications

Statusbrew's real-time notifications tend to simplify your day by providing you with the most important updates on your social channels and the Statusbrew app. To set up notifications,

Click on the profile avatar at the bottom left of your screen and click on Your Account
Click on Notification Settings from the left side nav, choose the desired options and click on the Save button

All notifications available can be set for Mobile (push), Email, and Desktop (browser).

Learn more - Statusbrew Mobile, Email & Desktop Notification Settings

Setting Up Tags (Labels)

Statusbrew provides its users with a robust set of custom Content Tagging tools for categorizing the outbound and inbound content from Statusbrew’s Compose and Engage Inbox.

To create a new tag,

From your Statusbrew Home, click on Settings > Tags
Now click on the + button
Enter a tag name and choose the desired color for your tag
Click on the Add button

Learn more - Tags Overview

Note:
Only admins and owners of a Statusbrew Space can Create, Archive & Edit Tags. Any team member can apply tags.

Setting Up User Groups & Profile Groups

Statusbrew allows you to group users & profiles based on shared characteristics. Grouping users & profiles together allow you to better manage these entities.

To create a new Profile Group,

From your Statusbrew Home and click on Settings
In Settings, click on Profile Groups and click on the + button
Enter a Name for the new group
Now in the profiles field, you can search for any profile that's a part of your Statusbrew space and add them to your new Profile Group
You can configure team member access at a profile group level

Learn more - Overview Of Profiles & Profile Groups

To create a user group in Statusbrew,

From your Statusbrew Home and click on Settings
In Settings, click on Profile Groups and click on the + button
Start by giving your new User Group a name
Now under the users field, you can search for any user that's a part of your Statusbrew Space and add them to your new User Group
Once you're done adding new users, click on save