Open Social Media Automation and assign publishing permissions
Find the social workspace and separate connection management, drafting, publication and administrator configuration.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Marketing → Social Media Marketing Automation
PermissionView module; additional capabilities for each action
Before you begin
Choose the intended company workspace. The visible installed module is Social Media Marketing Automation, and availability depends on activation and any SaaS entitlement.
Follow these steps
- Open Marketing → Social Media Marketing Automation. Review Overview, Social accounts, Create a post, Publishing activity and, if permitted, Configuration.
- Ask an administrator to grant the smallest appropriate capability set in the staff or role editor.
- Use Create a post for private preparation, Social accounts for authorised connection work and Publishing activity for receipts.
- Have an administrator review Configuration separately before authorising actual external posts.
- Test with an ordinary staff role as well as an administrator to confirm ownership and publication boundaries.
Fields and options
- Capabilities
- View module, View all posts, Manage connections, Create posts, Publish posts and Manage settings are separate.
- Visibility
- Post history is scoped to the author unless View all posts permits wider workspace visibility. Private saved drafts remain the author’s own.
- Configuration
- Application secrets and the direct-publishing gate are administrative controls, not normal authoring fields.
Rules and limits
- Module activation does not configure provider apps or enable direct publishing.
- Create posts allows saving drafts without a connected account, an enabled gate or Publish posts permission.
- A connected account still needs the provider’s official authorisation and supported publishing access.
Check the result
- Confirm each role sees only the expected controls and post history.
- Check a draft can be saved without causing any external publication.
If something does not look right
- If the module is absent, check activation, entitlement and View module.
- A disabled Post Now button needs publication permission and the separate gate; do not solve it by sharing an administrator login.
Common questions
Can a writer prepare content without publishing rights?
Yes. Create posts supports private drafts independently of live publication.
Does activating the module connect my accounts?
No. Each supported provider requires its own authorised connection.