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IconDesk Onboarding Session 1: Setting Up Your Account

Quick Guide. 

Watch our video tutorial, which covers every step. Scroll further for a written how-to-guide.

What's Included?

  • Set up your account and navigate settings

  • Reset or update your password

  • Manage your subscription, billing, and team seats

  • Invite team members and assign roles

  • Customise your branding, colours, theme, and logo

  • Connect your email (Gmail, Google Workspace, or Outlook)

  • Add new talent profiles

  • Invite talent to connect their social accounts

  • Bulk upload talents via spreadsheet

  • Manually create a talent profile (if needed)

  • Connect Instagram, TikTok, and YouTube

  • Confirm when a talent is successfully connected

Full Video

IconDesk Onboarding Session 1: Setting Up Your Account

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1. Log Into Your Account

       Watch Video

  • Access your account and set up your logo

  • Familiarize yourself with the settings in your user account
     

2. Update Your Settings

0:16

On the first page, you can:

  • Update your password

  • View your subscription plan and manage billing information

  • Invite collaborators from your team
     

3. Invite Collaborators

0:44

To invite someone:

  • Enter their email address

  • Choose their role (Member or Admin)

  • Note the number of seats available in your plan
     

4. Customize Your Talent Profiles

1:08

  • Access your talent profiles

  • Customize themes for decks and media kits:

    • Switch between light and dark mode

    • Select colors using a color picker or hex code
       

5. Set Up App Integrations

1:44

  • Connect your email (Gmail, Google Workspace, or Outlook) for integration
     

6. Access Support

1:59

  • Utilize the helpline for support available every day of the week
     

7. Add Talents to Your Account

2:14

  • Click Add Talents in the top right corner

  • Choose to connect their social accounts or add profiles manually
     

8. Send Invitations to Talents

2:57

  • Enter the talent's name and phone number to send an invitation

  • You can add multiple talents at once or upload a spreadsheet
     

9. Connect Social Accounts

4:07

  • Talents will receive a text message with instructions to connect their socials

  • Important: Ensure pop-ups are allowed in their phone settings for smooth connection
     

10. Verify Connected Talents

5:02

  • Refresh the page to see the status of connected talents

  • Check for connected social platforms (e.g., Instagram, TikTok, YouTube)

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