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Social Media Automation · Feature guide

Approve or disable direct social publishing

Use the separate administrative gate deliberately after provider connections and a controlled test plan are ready.

Audience: authorised staffReviewed 13 November 2026

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

Configuration → Live publishing safety switch

Permission

Administrator with Manage settings

Before you begin

Check the target accounts, provider approvals, test media and intended visibility first. An unlocked gate authorises actual external posts from eligible Post Now submissions.

Follow these steps

  1. Open Configuration and inspect Live publishing safety switch.
  2. To enable, enter ENABLE DIRECT PUBLISHING exactly in Administrative confirmation.
  3. Choose Approve direct publishing and verify the switch shows Enabled.
  4. Have an authorised publisher submit only the agreed test content and inspect each destination receipt and the provider account.
  5. To stop new processing, return to the switch and choose Disable direct publishing. Review any external request already in progress separately.

Fields and options

Gate
Locked or Enabled; separate from module activation and provider credentials.
Confirmation
The exact phrase is required when enabling.
Publication
The gate is checked alongside staff permission, connection state and content compatibility.

Rules and limits

  • Enabling does not create a post or authorise every user to publish.
  • Disabling cannot recall content already accepted by a network or stop a request already transmitted.
  • Connection verification and renewal are separate maintenance work and can continue while publication is locked.

Check the result

  • Reload the settings and composer and confirm the intended gate state.
  • Check that changing the switch alone created no external post.

If something does not look right

  • If Post Now remains disabled, check Publish posts permission and eligible connections.
  • If a receipt was already in flight, verify the provider outcome before submitting replacement content.

Common questions

Does unlocking publish all drafts?

No. Drafts remain private until an authorised user explicitly submits a post.

Does locking revoke provider access?

No. Disconnect or revoke the app at the provider when that is the intended action.