Skip to main content

Sharing Accounts: Connect Someone Else's Account (External User)

Guillaume O. avatar
Written by Guillaume O.
Updated over 3 months ago

Using someone else's account can be super useful if you are an agency or if someone external from your company has a specific account that you don't have. It avoids asking for sensitive information like password or API keys.


โ€‹Note: The external user must have the Captain Data extension installed.

Our sharing link feature allows you to synchronize an external account just with the click of a link and use it in any of your workflows:

How to refresh an External user Account (Shared)

To refresh an Account integrated with the "Shared Link":

  1. Go to the Social Media Integration Page - e.g: LinkedIn Integration Page

  2. Find the Account that needs to be refreshed. (Labeled: Shared)

  3. Click on Actions > Share link to configure account

  4. Provide the Shared Link to the owner of the account.
    โ€‹


    โ€‹The person will simply need to be connected to the social platform & click on the link you have provided to configure automatically the account.

Did this answer your question?