Managing Account Owners

The account owner role allows the user to connect social media accounts to the archive. Whether or not the user is also an administrator will affect how they connect their accounts. Learn more about archive roles.

Inviting Account Owners to Log In and/or Connect Accounts

Who can use this?

System Administrator

1. Click on the Configure tab

2. Click the Social Media Accounts tab

3. Click the Add Account Owner button
   

4. When adding an account owner, system admins have two options for sending invitations:
   

   1. Option 1: Connect Accounts Only

      • Use this option if the account owner only needs to link social media accounts without accessing the archive dashboard.

      • The account owner will receive a Connect Accounts email with a link to a unique external account connection page.

      • This does require CivicPlus account registration.

      • Tip: Choose the invitation type based on how much access the account owner needs. For full access to archive features and reporting capabilities, you can also email them an invite to log in.

   2. Option 2: Invite to Log In

      1. Use this option to invite account owners to access an archive limited to their connected accounts.

      2. The account owner will receive an email prompting them to register or sign in with their CivicPlus account.

      3. Once registered, they’ll use this CivicPlus credential to log in to the Social Media Archiving platform and any other CivicPlus products.

      4. This login flow is powered by CivicPlus SSO, ensuring a unified experience across the CivicPlus platform.

Adding Multiple Account Owners at Once

Who can use this?

System Administrator

1. Click on the Configure tab

2. Click the Social Media Accounts tab

3. Click Upload Spreadsheet
   

4. This pop-up window will appear prompting you to upload the spreadsheet file. Click Select File and choose the Spreadsheet to upload.
   

   Note:

   Follow the spreadsheet formatting instructions in the pop-up prior to uploading to ensure proper transferring of information.

5. Select your invitation preferences (see Inviting Account Owners to Log In and/or Connect Accounts), and click Add and send links.

Removing an Account Owner

1. Click on the Configure tab.

2. Click the Social Media Accounts tab.
   

3. Next to the name of the desired account owner click the ellipsis icon and select Delete.
   

4. Confirm by selecting Remove on the pop-up.

   Note:

   Before removing an Account Owner you must ensure any accounts that have data in the archive are moved to another user. You will be unable to remove an Account owner that has records tied to it and will receive an error message.