NetSocial Setup and Admin Steps

Summary

Walkthrough for setting up a NetSocial account using a SharePoint setup document.
Two main setup phases: Admin configuration and My Haley user configuration.
Demonstrator adds herself and Catherine as admins, temporarily changes other admins to Sales.
After admin setup, content channels populate from the client website (blog articles/categories).

(immediate – Owner) Add required users (first name, last name, email) and set as admins in Admin > Manage Users.
(immediate – Owner) Change existing team members from Admin to Sales temporarily where needed.
(immediate – Owner) After initial admin creation, switch back any team members who should be admins (use off-screen list).
(immediate – Owner) Log into the client’s My Haley account to complete the second setup step.
(immediate – Owner) Use the SharePoint document "setting up netsocial for clients" to follow steps precisely.
(immediate – Owner) Click the provided setup link, choose “add administrators” and confirm “one click” upload.
(follow-up – Owner) Verify content channels are pulling blog articles/categories from the client website.

Open SharePoint doc "setting up netsocial for clients" for step-by-step instructions.
Go to Admin > Manage Users to view and edit user roles.
Ensure each added person has first name, last name, and email entered.
Set required people (e.g., yourself and Catherine) as Admins.
Temporarily set other admins to Sales to avoid conflicts during setup.
Hard refresh after role changes to confirm updates.

Log into the client’s My Haley account (ensure you see your name and client).
From the SharePoint setup doc, copy the provided link for adding administrators.
Click the setup link, choose “add administrators,” and use the “one click” option.
Wait for NetSocial to upload admin accounts and create user accounts.
Pause and verify creation before proceeding to content verification.

After accounts are created, check Content Channels in NetSocial.
Confirm blog articles and blog categories are automatically pulled from the client website.
Note appearance: content channels list populated with blog sources after successful setup.

Use SharePoint setup document as authoritative guide for all steps.
Temporarily demote other admins to Sales during initial setup to simplify admin creation.

Which specific team members need to be returned to Admin after setup? (refer to off-screen list)
Are there any additional required permissions beyond Admin and Sales for specific users?
Will other content sources beyond blog articles/categories need manual connection later?