👉 Summary
The Accounts section is your central hub for tracking and organizing all your agency's social media accounts. Whether you're assigning accounts to creators, tagging devices or proxies, or reviewing growth metrics—this tool was designed to streamline your operations and scale efficiently with your team.
📌 Step-by-Step Guide to Managing Accounts
Step 1: Add an Account
Search using the creator's handle to add their account to your database.
Optionally, assign the account to a specific creator.
If left unassigned, it will still appear in your list and can be filtered later using the “Unassigned” option.
Add tags (e.g., phone number, proxy, team member) and notes for extra context.
Step 2: Search for Accounts
Use the search bar to quickly find an account by name once it has been added to the system.
Step 3: Filter Accounts
Use dropdowns to filter by:
Status (e.g., Syncing, Inactive)
Date Range
Creator
Tag
Click “Clear Filters” to return to the full view.
Step 4: Explore Your Accounts Database
Your table displays up to 20 accounts per page with key info at a glance:
Creator assignment
Account status:
Syncing (new data is being retrieved)
Inactive (account deleted or suspended)
Followers & growth over time
Tags & notes
Need to refresh account data? Use the resync button.
Step 5: Use Tags to Stay Organized
Tags act as flexible grouping tools. Common use cases:
Labeling by device (e.g., “Phone 1”)
Tagging by proxy or strategy
Identifying team members managing certain accounts
Combine tags with filters to instantly surface relevant subsets of your database
Step 6: Account Analytics
The most valuable part of account tracking—analytics—will be covered in detail in a separate video.
Step 7: Upgrade Your Plan to Add More Accounts
If you hit a limit on the number of accounts allowed by your current plan:
Click the upgrade option
Choose add-ons like additional social media accounts or tracking links in affordable, flexible tiers designed for agencies of all sizes
✅ Why Use the Accounts Page?
Centralized account management
Scalable organization with tags and filters
Real-time syncing and status tracking
Simple upgrade options for growing teams
If you need any support, simply click the icon at the bottom right of your screen to chat with our AI help agent, Fin.