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Getting Started with Social

Set up Social for your team: seats, connected channels, settings and approvals.

Written by Austin Carroll

Warrant Social is where your team drafts, reviews, approves and publishes social content, with compliance checks built into the same workflow you already use for assets. This guide covers the admin setup: access, connected channels, settings and approvals. Setup takes about 15 minutes.

You will find Social using the toggle at the top of the left sidebar. Switch between Library and Social to move between your asset workspace and your social workspace.

Step 1: Give your team access to Social

Social is seat based. Only people with a Social seat see the Social workspace, and only their content appears in it.

For people already in Warrant:

  1. Go to Settings, then Members under the Members heading.

  2. Find the person in the list and turn on the switch in their Social Reach column. You can give out as many seats as your company has purchased.

For people not yet in Warrant:

  1. Invite them to your Warrant account and set their access level. Admins can manage settings and approval flows, and delete any post. Members can create, submit and publish their own posts.

  2. Assign their groups in the same dialog. Groups you set at invite time are applied automatically when the person accepts.

  3. Once they are in the account, go to Members and turn on their Social Reach switch.

You can change a member's access level or groups at any time from the member table. Select the groups cell to open the dropdown, or open the member's detail page. Toggling a seat off removes someone's access to Social without removing them from Warrant. Social members, under the Social Reach heading, lists everyone who currently holds a seat.

Step 2: Connect your channels

Connected channels let Warrant publish on your behalf and pull back metrics. You will find them in the Connect Channels section of the Social sidebar, and in Settings, then Personal Integrations under Personal settings.

  1. Select the channel you want to connect.

  2. Sign in and authorize Warrant.

  3. A dot on the channel's icon and your account name confirm the connection.

Connections are personal. Each person connects their own accounts, and only they can publish through them. On Facebook, you connect a Page you manage rather than a personal profile.

You do not have to connect a channel to use Social. Posts on unconnected channels are drafted, scanned and approved in Warrant, then you can mark them as published once you post.

Step 3: Set your Social settings

Everything specific to Social lives under the Social Reach heading in Settings.

Social settings is where you configure how Social behaves: the brand guidelines it writes and checks against, when a post needs a human review, and the categories your template library is grouped by.

Social AI policies controls which compliance policies apply to social content. Policies scoped to social are the ones Warrant enforces when a post is scanned, and the same set shapes AI generation, so drafts arrive closer to approvable.

Social members is the access list from Step 1.

Your wider compliance setup still applies. AI Policies and Review settings under Compliance govern your whole account, and the social settings above narrow them for social content.

Disclosures

Social uses the disclosures already in your Brand Portal. A disclosure appears in social scans when it is scoped to social, and you can give it channel specific variants so the wording fits a shorter format.

Step 4: Set up approval workflows

Approvals for social live in the same approval system as the rest of Warrant, with flows tagged for social content.

  1. Go to Settings, then Approvals under Company.

  2. Create an approval flow and add your reviewers. Stages can run in sequence or in parallel, and you decide whether one approver or all approvers must sign off.

  3. Set auto approval for social. The default is Inherit from assets, which uses whatever you have configured for the rest of Warrant. Override it here if social should have its own compliance score threshold.

Once a flow is in place, a member selects Submit for approval in the composer. The post moves to In Review, reviewers are notified, and they can approve or request changes. A post with changes requested goes back to the author to edit and resubmit.

You can filter Approvals to social content only, so social reviewers are not working through asset approvals.

Step 5: Set your voice

My Voice is per person and sits in Settings, under Personal settings. It tells Warrant how you write so generated drafts sound like you rather than like a template.

Select Set up my voice to answer a short survey yourself, or select Fill from my recent posts in the survey and Warrant answers what it can from your published posts. Nothing you typed yourself is overwritten, and you can retake the survey at any time.

If your company has a default voice, it applies to anyone who has not set up their own.

What your team sees

Visibility in Social follows the post's status, and it is enforced everywhere: lists, folders, search and the calendar.

  • Drafts are visible only to the author and admins.

  • Submitted posts are visible to the author, admins and the assigned approvers.

  • Published posts are visible to everyone with a Social seat.

Social posts never appear in the OS Library, My Uploads or Library search. They stay in the Social workspace.

Archive is available on unpublished posts only. Admins can delete any post. Members can delete their own posts if your company allows members to delete, but not once they are published.

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