Adding Social Accounts

Ready to connect your social media accounts to Orlo? This guide simplifies the process, with tips to make it quick and easy.

 

How to add your account: 

 

1) Navigate to the menu drop-down in the top right-hand corner and select the 'Settings' button. 

 

 

2) In the Account Settings area, select the 'Manage Social Accounts' button. 

 

 

3) In the manage accounts area, choose the social media channel you wish to connect and click on the 'Add Account' button. Next, enter your login credentials for the selected account and allow Orlo access to the account to complete the integration process. 

 

 

4) Once you have added your accounts, click 'Finish' in the top right-hand corner of the accounts settings page to navigate back to the main home screen. 

 

5) You can remove any accounts by clicking on the 'Edit Account'. Here, you can delete social media accounts. If you delete your account from Orlo, all data will be removed from the system. 

 

 

 

 

A guide on how to set up a Meta Business Account, create a private Facebook page, and connect an existing Instagram account 

 

1. Set Up a Meta Business Account(Using a Business Email
& Personal Facebook Profile as Admin)
A Meta Business Account allows you to manage Facebook Pages, Instagram accounts, and Ads
in one place. It must be linked to a personal Facebook profile for admin access, but you can still
use a business email for notifications.
Steps:
1. Log into your personal Facebook account(this ensures you remain the admin).
2. Go to Meta Business Suite.
3. Click "Create an Account".
4. Enter:
○ Business Name (e.g., your company or brand name).
○ Your personal Facebook profile name (this will automatically appear).
○ Business Email Address (use a business email for communication, but do NOT
sign up with a separate business profile).

5. Click "Submit".

🚨Important: Even though you enter a business email, your personal Facebook profile will still
be the admin and have full control. The business email is only used for notifications.

2. Create a Private Facebook Page
By default, a new Facebook Page is public. To keep it private, you must manually unpublish it.
Steps:
1. In Meta Business Suite, go to "Pages".
2. Click "Create a New Page" and enter:
○ Page Name (e.g., your business, project, or brand).
○ Category (choose a relevant one, e.g., Business, Local Services, etc.).
○ Description (optional).
3. Click "Create Page", then "Next" to skip or add optional details.
4. Once created, go to Page Settings.
5. Select "Privacy" > "Page Visibility".
6. Toggle "Unpublish Page" to make it private.
7. Click Save Changes.

🚨Note: The Page remains visible to you as an admin, but it won’t be public until you
manually publish it.

 

3. Connect an Existing Instagram Account
To link an existing Instagram account to the Meta Business Suite:
Steps:
1. Go to Meta Business Suite.
2. In the left menu, select "Accounts" > "Instagram Accounts".
3. Click "Connect Instagram Account".
4. Log in to the Instagram account when prompted.
5. Confirm the connection and assign it to the correct Facebook Page.

🚨Important: If the Instagram account was previously linked to another Facebook Page, you
may need to remove that link before connecting it here.

 

4. Ensure Your Personal Facebook Profile Has Full Admin Access
Since you used a business email, it’s crucial to verify that your personal Facebook profile has
Admin rights on both the Meta Business Account and the Facebook Page.

A. Verify Admin Access in Meta Business Account
1. In Meta Business Suite, go to "Settings".
2. Select "People" under Business Settings.
3. Your personal Facebook profile should be listed as Admin.
4. If you don’t see your profile as Admin, do the following:
○ Click "Add People".
○ Enter your personal Facebook email (the one linked to your profile).
○ Select "Admin Access" and Send Invite.
○ Accept the invite from your Facebook notifications.

B. Verify Admin Access on the Facebook Page
1. In Meta Business Suite, go to "Pages".
2. Click the newly created Page.

3. Select "Page Access" in Settings.
4. Under "People with Facebook Access", your personal Facebook profile should be
listed as Admin.
5. If your profile is not listed as an admin:
○ Click "Add New" > Search Your Profile > Give Admin Rights.

C. Verify Admin Access on Instagram (Optional)
1. Open the Instagram app.
2. Go to Settings > "Accounts Centre".
3. Tap "Connected Experiences" > "Sharing Across Profiles".
4. Ensure the Facebook Page is linked.
5. Under "Account Roles", confirm your personal Facebook profile has admin access.

5. (Recommended) Add Additional Admins or Team Members
If you need to give access to other people (e.g., employees or partners), follow these steps:

A. Add Admins in Meta Business Suite
1. Go to Meta Business Suite > "Settings" > "People".
2. Click "Add People" and enter their Facebook email address.
3. Select their role:
○ Admin – Full control (only assign this to trusted people).
○ Editor – Can manage content but can’t change settings.
4. Click Send Invite.

B. Add Admins to the Facebook Page

1. Go to Meta Business Suite > "Pages" > "Page Access".
2. Click "Add New" and enter the person's Facebook name or email.
3. Assign them as Admin, Editor, or Moderator based on their role.

6. Ensure Your Instagram Account is Set Up as a Business Account
To fully use Meta Business Suite and link your Instagram page to your Facebook Page, your
Instagram must be a Business Account(not a personal or creator account).
Steps to Switch to a Business Account:
1. Open Instagram and go to your profile.
2. Tap the menu (☰) in the top-right corner and select "Settings and privacy".
3. Scroll down and tap "Account type and tools".
4. Select "Switch to professional account" (if you haven’t already).
5. Choose "Business" (not"Creator") and tap Next.
6. Follow the prompts to:
○ Select a category (e.g., Retail, Health, Public Figure, etc.).
○ Link to your Facebook Page (important for Meta Business Suite).
○ Add any contact details (email, phone, address) if needed.
7. Tap Done.

 

If you are having trouble connecting your account after following the above steps, speak to our support team via email or live chat, who are on hand to help get your accounts connected!