Connecting an Account via Settings (video)
Once your account(s) have been successfully connected, your settings screen will appear as shown below, and you will have the option to continue adding more accounts as needed.
Connecting or Choosing an Account via the Briefing Form (video)
When creating a brief, you will need to manage your account connections effectively. Here's how:
1. Adding an Account
- If you have not yet connected an account, you will be prompted to add one before sending out your brief. Follow the on-screen instructions to complete the connection.
2. Selecting an Existing Account
- If you already have one or more accounts connected, you will be prompted to select one from the drop-down menu before sending out your brief. Make sure to choose the correct account to ensure your brief is aligned with your selected account.
Final Steps
Once you’ve connected or selected your account, you’re all set to proceed with your brief!
If you encounter any difficulties during this process, please don’t hesitate to contact our Help Center, and we'll be happy to assist you.
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