From sign-up to your first published post, plus answers to the questions people ask in their first week.
Go to sign up and enter your name, your business or agency name, your e-mail address and a password (at least 8 characters). You start on the Free plan, with one client already set up under the name you entered.
Open the client and go to Accounts & settings. Admins can set:
In Accounts & settings, choose + Add a social account, pick the network and sign in with an account that has access. For Instagram, choose Instagram login (Business or Creator accounts) or Instagram via Facebook Page. Each network has requirements of its own; see the integrations pages if a network is not offered or a connection fails.
Disconnect keeps the account’s history; reconnecting the same account revives it. Remove on a disconnected account deletes it together with its post history.
From the client’s Calendar, choose + Create a post (or hover a day and press +).
If the client requires approval, writers press Submit for approval. Approvers (agency owners and admins, client owners and admins) see a count next to Approvals in the sidebar, and approve, request changes with a note, or reject. Posts that need work appear under Actions with the reason; edit and resubmit, or retry a post that failed to publish.
Invitations are sent by e-mail with a link (valid for 7 days) to confirm the address and choose a password. Extra users need the Team plan or above.
Open Analytics for a client: the overview compares the period with the previous one, and the reports show daily charts per account. Each post page has a Performance section and Refresh now.
10 questions
Use Forgot password? on the sign-in page. The reset link is valid for one hour.
Your plan's client capacity is reached. Free, Essentials and Team include one client; Standard includes 3, Professional 10, and Enterprise has no client limit. See pricing.
Open Actions: each failed post shows the network's own message. Common causes are an expired connection (reconnect the account), media the network does not accept, or a missing permission.
Networks decide what they share. LinkedIn shares numbers for Company Pages only, and some numbers need extra permissions. The integration page for each network lists what comes back.
PostRoost runs in a web browser. Some screens, like the month calendar, are easier on a larger screen; there is no mobile app.
Invitation links are valid for 7 days. Ask an agency owner or admin, or the client's owner or admin, to send a new invitation.
Open Settings, then Your profile, to change your own name and sign-in e-mail address.
Yes. Disconnect keeps the account's posts and analytics, and reconnecting the same account revives it. Remove on a disconnected account deletes it with its post history.
A network is only offered when the PostRoost deployment you use has a registered developer app for it. Some networks also review that app before outside accounts can connect; the integration pages explain each one.
In the client's Posts list. The calendar shows a link to the posts without a date, such as drafts and approved posts waiting for a time.
Moving an agency to a new scheduler is mostly about not losing anything and not posting anything twice. A step-by-step checklist from inventory to cut-over to cancelling the old tool.
Read more: Switching social media schedulers: a migration checklist for agenciesMost monthly social reports are exported charts nobody opens twice. A structure for a one-page report that answers the client's question, explains the numbers and ends with decisions.
Read more: How to write a monthly social media report clients actually readAI can draft a caption in seconds, but someone still signs it off. A practical checklist for reviewing AI-assisted social posts: facts, claims, voice, per-network fit and accessibility.
Read more: Reviewing AI-written captions: a checklist before anything is approved
