Clients and connected accounts

How-to guides

• How-to

  How to add a client

  Add a client on the Customers page, set who approves their posts, and connect their Instagram, Facebook and TikTok in one short wizard.

• How-to

  How to connect, reconnect or disconnect a social account

  Connect any of a client's social accounts from their card, keep the connection working, and disconnect it when you stop managing it.

• How-to

  How to connect a Facebook Page

  Connect a client's Facebook Page so Kredia can publish posts, Reels and Stories to it, show its messages and comments, and run Meta ads.

• How-to

  How to connect Instagram

  Connect a client's Instagram Business or Creator account so Kredia can publish posts, carousels, Reels and Stories for them.

• How-to

  How to connect TikTok

  Connect a client's TikTok account so Kredia can publish videos to it. For now, TikTok posts are published as private.

• How-to

  How to connect YouTube

  Connect a client's YouTube channel so Kredia can publish YouTube Shorts to it. Long-form videos aren't supported.

• How-to

  How to send a client a link to connect their own accounts

  Email your client a secure link so they connect their Instagram, Facebook or TikTok account themselves, without sharing their password.

• Can I connect a personal Instagram account?+

  No. Instagram lets outside tools connect Business or Creator accounts only.

  The account owner can switch to a professional account for free in the Instagram app's settings, then connect it again in Kredia.

  Read: How to connect InstagramLink to this answer
• Why does Kredia need my client's email address?+

  Kredia sends the client portal sign-in code and the connection links to that address, so use the client's real inbox.

  If the address is wrong, the client sees "This email isn't registered" when they try to sign in to the portal.

  Read: How to add a clientLink to this answer
• How can my client connect their accounts without giving me their password?+

  Send them a connection link: open the client's Connect Social Media window and click Send connection link to the customer on the platform's card.

  The client signs in on the platform's own page, so neither Kredia nor your team ever sees the password. This works for Instagram, Facebook and TikTok.

  Read: How to send a client a link to connect their own accountsLink to this answer
• Which platforms can I send a connection link for?+

  Instagram, Facebook and TikTok. A connection link is valid for 7 days.

  For YouTube, LinkedIn, Pinterest, Threads and Google Business Profile, connect the account yourself from the client's card, for example on a call with the client.

  Read: A client's connect invite link doesn't workLink to this answer
• Why does LinkedIn keep asking me to reconnect?+

  LinkedIn access expires after 60 days, and LinkedIn doesn't let apps renew it automatically.

  A week before it expires, the LinkedIn card shows Reconnect by and the date. Reconnect from the client's Connect Social Media window and sign in to LinkedIn again.

  Read: Account shows "Expired, reconnect"Link to this answer
• What happens when I disconnect a client's account?+

  Kredia deletes the access it stored for that account, so it can no longer publish to it. Posts that were already published stay on the platform.

  To remove Kredia's access completely, also remove Kredia in the platform's own settings (for example, under apps and websites in Instagram or Facebook).

  Read: How to connect, reconnect or disconnect a social accountLink to this answer
• Can I publish posts to Google Business Profile?+

  No. Kredia's Google Business area covers reviews, Q&A, photos and insights, and the composer doesn't publish to Google Business Profile.

  The area works only after Google approves API access, and only for a verified location.

  Link to this answer