How to work in a member's or client's account
|In MagicPost, an administrator of a Team or Agency organization can open the account of a member or client and work in it: write and schedule posts, read the calendar and the metrics. MagicPost has no separate "account management mode". You switch account from the selector at the top of the sidebar, or with Log in to the account in the member list.
Which MagicPost accounts an administrator can open depends on the organization. In a Team organization, every administrator opens every member's account. In an Agency organization, the owner and Super admins open every account, a Manager opens the client accounts but not the owner's or another administrator's, and an Account manager only opens the accounts assigned to them.
Switching account in MagicPost is reserved for organization administrators. A member who is not an administrator only sees their own account. For the agency workflow built on account switching, see MagicPost for agencies.
How to switch account from the MagicPost sidebar
At the top of the MagicPost sidebar, click the selector that shows the name of the current account.
Type a name in the search field, or click a group to filter the list.
Click the member or the client account you want to open.
MagicPost shows a transition screen that names the account while it loads. You stay on the page you were on, with three exceptions. An account on a specialized seat type always opens the page of its seat. Otherwise, if the account has unread messages from a shared calendar, MagicPost opens its calendar. If you were on an organization page of the admin view, MagicPost opens the start page of the account, because a member who is not an administrator cannot open the organization pages.
The MagicPost account selector only appears when there is at least one other account you can open. A person whose invitation is still pending is not in the list, and an Account manager with no assigned account has no selector.
In a MagicPost team organization, the account selector also needs Show the member switcher to be on. This setting is in Settings, Preferences tab, and it is on by default in a new team organization. Log in to the account in the member list works whether the setting is on or off. While you work in a member's account, the selector stays visible even with the setting off, so that you can come back to your own account.
In a MagicPost agency organization, Show admins in the switcher (Settings, Display tab) decides whether administrator accounts, the owner's included, appear in the selector. It is off by default in a new agency organization: the selector then lists the client accounts and your own line.
How to switch account from the member list
In the MagicPost sidebar, click Admin view, then Members. In an agency organization, the entry reads Accounts.
Open the three-dot menu at the end of the person's row.
Click Log in to the account.
In the MagicPost member list, Log in to the account is greyed out on your own row and on the row of a person who is still Invited. An invited person has no account to open until they accept.
What you can do in a member's account
Once you are in a member's MagicPost account, you see MagicPost as that person does: their posts, their calendar, their metrics and their settings. A post you schedule there is published from that account's LinkedIn connection, under that person's name.
The account you open keeps its own limits. A MagicPost account on a specialized seat type only opens the part of the product that its seat covers, and MagicPost lands you directly on that part. See how to add, remove and reassign seats.
MagicPost hides the two-factor authentication card while an administrator works in someone else's account. Only the person who owns the login can set it up. See how to set up two-factor authentication.
How to come back to your own account
To leave a member's MagicPost account, open the selector at the top of the sidebar again. Your own line is no longer in the list: it sits at the bottom, with your name and Back to my admin profile. Click it to return to your own account, on the Members page (Accounts in an agency organization). If you opened the account from a client's space in an agency organization, the same entry takes you back to that client's space.
The MagicPost My organization entry, at the bottom of the selector, only appears while you are in your own account. It takes you to the organization pages of the admin view.
What administrators see in the account selector
Each line of the MagicPost account selector shows the person's role. In a team organization, the role is Owner, Admin or Member. In an agency organization, it is Owner, Super admin, Manager, Account manager or Member. A line also shows the seat type when the account is on a specialized seat, and No seat for an administrator without a seat.
A counter on a line of the MagicPost account selector means that this account has comments or messages waiting on a shared post. See how to let clients approve posts before publishing.
FAQ
Why is there no account selector in my MagicPost sidebar?
The MagicPost account selector is missing in four cases. You are not an administrator of the organization. In a team organization, Show the member switcher is off in the organization settings. The organization has no other active account yet. Or you are an Account manager with no assigned account. You can still open a member's account with Log in to the account in the member list.
Why are the administrators missing from my agency's account selector?
In a MagicPost agency organization, Show admins in the switcher is off, which is the default for a new agency. The owner or a Super admin turns it on in Settings, Display tab, to list administrator accounts, the owner's included. A Manager never sees the owner's account or other administrators' accounts, whatever the setting.
Why is Log in to the account greyed out?
MagicPost disables Log in to the account on your own row and for a person who has not accepted their invitation yet. Ask the person to accept the invitation, or add the account with Quick add if you are the one who will run it.
Do I need the member's password or LinkedIn password?
No. A MagicPost administrator opens a member's account from their own session. The member's LinkedIn is connected by the member, through LinkedIn's own authorization screen, and renewed the same way when the LinkedIn connection expires. See how to connect LinkedIn and renew your LinkedIn connection.
Can a member open a colleague's MagicPost account?
No. Only administrators of the MagicPost organization can switch account. To let a colleague work in other accounts, give them the Administrator role, and in an agency organization a level that covers the accounts they need: see working in a team and adding users.
Need help?
Reach out via the in-app chat, or book an onboarding call: https://cal.com/magicpost/book-a-call