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New Master Account: Step-by-Step
New Master Account: Step-by-Step

Setup guide for new Master account owners

Tereza avatar
Written by Tereza
Updated over a week ago

Did you become the new Master Account of your ZoomSphere Team, and you don't know what to do? No worries, I got you.

Follow these steps:

  1. Connect your Facebook Account.

  2. Link Facebook Pages (& Instagram Accounts) to your Facebook Account

  3. Remove the Facebook Account of your former Master account owner

  4. Manage your Team

  5. Manage your Apps

1. Connect your Facebook Account

πŸ‘‰ Open Settings, click the Social Profiles tab and click Add Facebook Account. You will be redirected to Facebook, where you must allow ZoomSphere's permissions.

You will be redirected to Facebook, where you must allow ZoomSphere's permissions.

πŸ’‘ Please remember: All the permissions need to be enabled for ZoomSphere to work correctly.

At the same time, you can connect your Facebook pages or Instagram accounts that still need to be connected to the account. Just select the profile and hit Continue.

Good job! You have successfully added your Facebook account and Page. πŸ‘

2. Link Facebook Pages (& Instagram Accounts) to your Facebook Account

Please link Facebook Pages (those already connected) to your Facebook Account via the Change account button. Then you will see your Facebook account below the Page's name. That means you control this Page. πŸ’‘

Once you link the Facebook pages to your Facebook Account, the Instagram accounts will automatically change as they are linked with the Facebook Page. πŸ’‘

3. Remove the Facebook Account of your former Master account owner

Now, you can remove the old Facebook Account (former Master owner) as it's no longer needed. πŸ‘‡

4. Manage your Team

As a new Master account, you can manage your Teammates. To invite, remove or change their access, etc. That you can do in the Users & Team settings.

πŸ“š Learn how to:

As a Master account, you can also switch to your Teammate's account in case your teammates have any trouble with their account.

You can also grant permission to users to install their apps, create Chat rooms, and access Report Builder.

5. Manage your Apps

As a Master account, you can install, remove and edit apps. You can also create, remove, and archive Workspaces.

  • Workspace is a workplace where you install your ZoomSphere apps, such as Scheduler, Analytics, Notes, etc.

You can also create rooms in ZoomSphere Chat.

πŸ‘‰ To learn more about your Master account, click here. πŸ“–





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