Authorise a social connection and choose the right accounts
Complete provider consent in the same workspace and explicitly select the destinations you intend to connect.
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
Social accounts → Connect → provider consent → account selection
PermissionManage connections and authorised control of the provider account
Before you begin
Sign in to the intended test or organisation-owned account at the provider. Check the account and workspace before approving access.
Follow these steps
- Choose the provider’s Connect action from Social accounts. Review the official provider page and the permissions requested.
- Approve only when the app, account and permissions match your intended use, then let the provider return to the workspace callback.
- When multiple destinations are discovered, explicitly select the authorised accounts or boards you want to save and submit the choice.
- Return to Social accounts and check the provider, display name and destination identity for every saved connection.
- Use Verify connection before composing a controlled first post.
Fields and options
- Selection
- Multiple discovered destinations require an explicit choice; selecting none is not a request to connect every account.
- Callback state
- The connection flow binds the callback to its initiating workspace and staff identity and consumes it once.
- Cancellation
- Declining provider consent does not create an invented connected account.
Rules and limits
- Do not reuse an old callback address or share its code/state with another person.
- A provider grant can be rejected when its explicitly returned permissions omit required scopes.
- Discovery and connection saving are not publishing; keep the direct-publishing gate locked until a deliberate test is ready.
Check the result
- Check the selected destination identities and run Verify connection.
- Confirm unselected accounts were not silently added.
If something does not look right
- For an expired or already-used flow, start Connect again from the correct workspace.
- For an empty destination list, check account eligibility, app products, provider permissions and administrative rights at the network.
Common questions
Can I finish someone else’s callback?
No. The flow is tied to the initiating staff identity and workspace.
Why did it ask me to choose an account?
The provider returned more than one destination, so the module requires an explicit selection.
