Quick starter guide

This Guide gives you a flying start with Falcon. We'll go over the core Falcon building blocks, which you can combine to effectively manage your social media presence.

We went ahead and created an Organization for you when you joined our platform. This is your company's unique environment. From there, the most important steps are to get your colleagues as Users into your Organization, connect your Channels, and start collaborating.

Let’s go through these one-by-one.

Channels

Falcon offers a single, centralized place to manage all your company's social media pages and profiles. We call them 'Channels'.

We support Facebook, Instagram, Twitter, LinkedIn, Tumblr, and YouTube channels.

For Facebook and LinkedIn, all Pages that you manage are considered Channels. You can connect these to Falcon. A User profile or Group cannot be connected to our platform.

For Instagram, Twitter, and YouTube, a Channel is the User profile that you directly log into. When it comes to Tumblr, we're talking about the blog you manage.

By connecting your Channels, you provide Falcon with a token to access those Channels. It's like a key that allows us to send and receive information from the native networks, through their APIs. By connecting your Channels, you are able to manage your complete social media presence from inside Falcon.

Before you connect your Channels, it's recommended to prepare them so you won't run into any issues. We have an extensive guide for that here. Once you're ready to connect your Channels, you can follow the instructions to do so here.

Should your channel disconnect, we recommend taking a look at our article on common disconnection causes. There is also a specific guide for reinforcing your Facebook channel connections so that a disconnect will become less likely. Finally, you can always easily reconnect any disconnected Channels by following the instructions here.

Users

You and your colleagues can each have a User profile in Falcon. It makes collaboration, reporting, and access governance that much easier.

A User is defined by a unique email address that is used to sign into Falcon. We recommend creating Users with their work email, and add their first and last name so that you can easily identify each other within the platform.

Each User can be assigned different permission levels. On top is the Admin User, who has full access. The Team Lead, Editor, Content Creator, and Moderator roles have varying access rights, allowing you to allocate the appropriate permissions to each User. You can find a full overview of the User roles here.

Tip:

Roles can be assigned per Channel that a User has access to. You can be an Editor for one channel, and a Moderator for another one. So many options!

All Admin Users can create, edit, and delete Users by following the instructions outlined here.

Note:

Depending on your company's Falcon package, the number of User seats may be capped.

Teams

Teams group Users together with the Channels they manage, as well as with other stakeholders.

Whereas smaller organizations can work in a single Team, larger organizations may want to create Teams for each of their markets or brands. This allows for full control over who can post to, engage with, and report on the channels connected to your Falcon organization.

Admin Users are not assigned to particular Teams but can switch freely between them through the Team Switcher. All other User roles are bound to the teams they are assigned to. A User can be on multiple teams and Channels though.

Ready to set up your Organization’s Teams? Head over to our instructions here.

Once you've set up your Organization with Channels, Users, and Teams, maybe you'll want to learn more about the individual modules in the platform? We recommend continuing your journey of discovery with our introduction to Publish.

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