Magic Post Agency Plan Account Management 📊

So starting off here, this is going to be your dashboard where you have all of your clients in one spot.

You have your agency name, you have the number of seats that are being used.

A seat equates to a LinkedIn connection.

I'm also going to show you how you can attribute groups going over the roles and how you can add in accounts.

All right, so starting off with groups.

Groups are something that you're able to generate and create for your agency to help organize, all of your different clients in the calendar, in the metrics, the analytics section, roles.

Next, we have three of them.

There is the owner, the admin and an account.

The owner, pretty self explanatory, the one that owns the account.

an admin is someone that is able to go and switch in between different accounts.

Where you can see here they have access to go between different members.

they will have access to the activity, the calendar and the metrics as well.

So this is going to be someone.

If you have someone helping you internally, whether that's a va, helping with engagement, if it's another ghostwriter that's helping you write content, you would want to set them as an admin and finally the account.

This is just going to be for your clients.

When you're looking to start adding an account, you're going to click the add an account button and you'll see that there's two ways to do this.

There is the invitation and there is the quick add.

My recommendation for most agencies, ghostwriters, people who are managing other people's accounts is to utilize the quick add.

So you're just going to write in their name here.

if this is a company page, you can go ahead and write in your company name.

Just going to write that in and click Save.

You'll see that they get added here, but there's no LinkedIn connection quite yet.

So what you're going to do is go to the three dots on the side and and you're going to use this link to connect to LinkedIn.

This will prompt this person to connect their LinkedIn from their side so you never have to see their credentials again.

A reminder, Magic post works through LinkedIn's API operator so it is 100% safe for your clients to connect to their account Once this is done that they'll show up in your agency plan here and you can start posting for them by going into this section up here.

By clicking on the three dots on the right side of someone's name here you see that we have this approval mode set to on.

This is going to be really important if you want some client validation so your clients can see the post and validate them before going live.

I will do a separate video on explaining how that works through Magic Post.

but just so you know, when you click on these three buttons here, you can always change the approval or admin settings for any of the accounts within your agency.

In the next video I will be going over the oversea part of your Magic Post Agency plan.