In the world of social media management, keeping track of multiple profiles across various platforms can quickly become overwhelming. Whether you're managing multiple brands, clients, or projects, staying organized is key to maintaining efficiency and ensuring success. That's where Profile Groups come in with Vista Social!
In this article, we'll talk about:
- What are profile groups?
- When are profile groups needed?
- Creating and assigning social profiles to profile groups
- Setting user access and permissions for profile groups
What are profile groups?
Think of profile groups as containers that represent a brand, client, group of profiles, or project. We organize all the connected social profiles (the social networks that you connect to Vista Social) by profile groups so it is easier for users to manage their posts, invite users, and generate reports for a specific group of social networks - in a way that makes sense and helps keep your workflow efficient.
Instead of sifting through a long list of social profiles, profile groups allow you to group relevant profiles together, making it easier to navigate and locate the specific profiles you need.
When are profile groups needed?
Scheduling Posts
You can schedule posts for multiple social profiles within a group simultaneously. Instead of individually selecting each profile for scheduling, you can choose the entire profile group, saving you time and effort. Plus, it gives you a more focused, organized, and clean look, having the ability to only select the specific profile group you want to post to.
Organizing Posts
Every post you schedule is added to a calendar that lives within a Profile Group. In particular, this helps you be able to send shared calendars with the right content to your collaborators or stakeholders.
Generating Reports
Scheduling reports within profile groups allows for more accurate and detailed reporting. You can generate reports specific to each profile group, providing insights into the performance of individual brands, locations, product lines, or projects.
Creating and assigning social profiles to profile groups
How to create profile groups
To create a profile group, click on Quick Add > Add Profile Group, then choose a profile group type and fill in the details as shown below (logo and description are optional).
Click Save and you are done!
How to add social profiles to an existing profile group
A quick way to add social profiles to an existing profile group would be to go to Quick Add > Add Social Profile > Select your profile group then add your chosen social network.
Setting user access and permissions for profile groups
When inviting co-workers, clients, or users to your account, you grant them access to specific profile groups. This is very helpful when you want to make sure that users only have access to the profiles you need them to access.
Related Reading:
How to add a Profile Group to your account
How to add/remove profiles to a Profile Group
Adding users and setting up permissions in your organization
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