Social Account Access
Keep the right business accounts connected for posts, replies and customer conversations.
In the CRM: Settings → Connections → Manage a social account
Review the identity and the work it can do
Choose Manage on the social account’s row in Connections. Check the account name and platform before working with its permissions. This is especially useful when an agency manages several brands or a business has more than one Page.
Account health summarizes the latest check. Capabilities & access separates Posting, Direct messages, Comments, Analytics, Advertising and Connection management. Use the feature you plan to work with as your guide.
Connect the conversation to your marketing
A service business can publish an offer, answer questions in comments and continue a direct-message conversation in the Inbox. The connected account identifies the brand the customer is talking to.
Use Posts & comments to review social content and Open Inbox to handle available conversations. When a prospect is ready to speak, use your Mango9 calling, SMS and appointment tools for the agreed follow-up.
Advertising uses its own Ads connection. Choose Meta Ads or Google Ads in New connection when the job is running adverts, receiving ad leads or managing conversion feedback.
Check permissions and renew access
Use + New connection when adding a different identity. Reconnecting the existing identity is the intended way to renew its access. If authorization is interrupted, continue in the same browser and use the saved connection check offered on the screen.
- Select Check health to request the latest saved account status.
- Review the capability you need. Granted or Available describes the access reported for that feature; Missing permission or Not verified tells you where to investigate.
- Open Granted and missing provider permissions if you need the detailed list.
- Choose Reconnect same account when access needs renewing. Confirm Reconnect this account, sign in to the provider and select that same business identity.
- Return to Connections and review the result. Check the actual post or conversation workflow you intend to use.
Disconnect an account when you are finished with it
The first history choice covers saved posts, drafts, calendar entries and post notifications. The second also removes saved comments, direct messages, team notes and Inbox notifications. These choices concern Mango9’s saved history; posts already live on the social platform are not deleted by this dialog.
- Review and cancel scheduled posts for the account, and resolve any publishing request still in progress.
- Select Disconnect account and confirm the account name.
- Leave the history choices unchecked if you want to keep the account’s saved Mango9 history. Select the relevant removal choice only when that saved content should also be deleted.
- Confirm Disconnect account to proceed, or Close to leave it connected.
- If the result is uncertain, use Check saved result or Check disconnection for that request before starting another.