Before You Start Using Statusbrew - Onboarding Checklist

Welcome to Statusbrew!

We've designed this guide to ensure you have the master checklist or the "first steps" you need to set up your Statusbrew account correctly to fully harness the power of social.

Connect Your Social Profiles & Ad Accounts

Your Statusbrew experience begins when you connect your social profiles.

Statusbrew recommends that you connect your desired social profiles as soon as possible so Statusbrew can begin pulling in data from your accounts.

To learn the profile types supported by Statusbrew, refer to our article on What Social Profiles Can I Connect to Statusbrew.

Ensure that only admins and owners can connect social profiles and add accounts to Statusbrew.

The number of profiles that you can connect depends on the plan and the add-ons that you select.

To connect specific social accounts with Statusbrew, you might need access to the account or certain permissions, depending on the network.

To create and manage your ad campaigns across Facebook and LinkedIn as well as manage Facebook & Instagram Ad Comments, you need to connect your Ad Account to Statusbrew.

See our help article for more details on the required access permissions and how to connect your social profile with Statusbrew.

Invite Team Members & Set Up Access

Once you've connected your social profiles, you can begin inviting your team members to your workspace and assigning them the required permissions based on their responsibilities within the organization.

To learn how to add users to your workspace, refer to our article on Inviting Users. For a detailed overview of the different access levels available, see our article on Access Permissions.

Configure Notifications

Statusbrew's real-time notifications simplify your day-to-day operation by providing updates on your social activities. You can choose to receive notifications on the mobile or desktop app or via email. You can also receive notifications on your desired Slack or Microsoft Teams channel and even automate sending notifications. While setting up notifications, you also decide which are the activities you want to get notified for.

Learn more about Updating Your Mobile, Email & Desktop Notification Settings.

Set Up Tags (Labels) & Custom Fields

Managing content, campaigns, and performance metrics that fuel your social strategy can often feel overwhelming. As a social media manager, staying organized is essential to ensure you never miss an engagement opportunity and consistently deliver the right content to your audience.

This is where Tagging in Statusbrew comes in. Tags allow you to create a structured way to categorize posts, messages, and contacts so you can easily track performance, segment content, and uncover insights that matter most to your goals. Whether you want to analyze campaign success, identify top-performing content types, or simplify reporting, tags provide the flexibility and clarity you need to stay in control.

Custom Fields takes organization a step further by adding structured, filterable data points to your workflow. With Custom Fields, you can capture and track specific details—like post status, campaign type, conversation urgency, or lead stage—in a consistent format across your posts, conversations, and contacts.

Learn more about Internal Tags & Custom Fields

Create User Groups & Profile Groups

As your team and social presence grow, keeping everything structured is key. This is where User Groups and Profile Groups in Statusbrew make collaboration, access management, and workflow organization much simpler.

Profile Groups let you bundle multiple social accounts together so you can manage them at scale. Instead of selecting profiles one by one, you can organize them by brand, region, campaign, or client and take action across the entire group in one go.

User Groups bring the same structure to your team members. Instead of assigning permissions one by one, you can group users by roles, teams, functions, or clients and manage them together.

To learn the step-by-step process of creating and managing these, refer to our dedicated help articles on User Groups and Profile Groups.