Content Desk
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ContentDesk Documentation

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Search step-by-step guides for setup, approvals, publishing, media, team access, reporting, and billing.

12 guides

Getting startedSet up your ContentDesk workspaceComplete organization onboarding, choose your workspace appearance, and understand the main navigation.
  1. 1Confirm your organization details during onboarding.
  2. 2Open Settings → Organization to update company information.
  3. 3Open Settings → Appearance to choose workspace colours and branding.
Getting startedCreate and manage a brandCreate a brand workspace for strategies, content, clients, media, social connections, and reporting.
  1. 1Open Brands and choose Add brand.
  2. 2Enter the brand identity, industry, and contact details.
  3. 3Open the saved brand to manage its content and integrations.
Content & approvalsSubmit content for client reviewMove content from an internal idea to a reviewable item without publishing it automatically.
  1. 1Create the content item inside a strategy.
  2. 2Finish production work and choose Ready for review.
  3. 3Assigned clients and workspace administrators can then approve, reject, or request revisions.
Content & approvalsApprove, reject, or request revisionsUnderstand approval decisions, comments, and what happens after content is approved.
  1. 1Open the item from Approvals or the private client portal.
  2. 2Review the caption, media, and planned publishing time.
  3. 3Choose Approve, Reject, or Request revisions and add a clear comment.
Social publishingConnect Facebook and InstagramConnect each brand to its own Facebook Page and Instagram professional account.
  1. 1Open the brand and find Social connections.
  2. 2Choose Facebook or Instagram and continue through Meta authorization.
  3. 3Select the correct Page/account and confirm the connection shows Connected.
Social publishingSchedule or publish approved contentApproved content can be scheduled automatically when it has a valid future time, or published manually.
  1. 1Open Publishing and locate the approved record.
  2. 2Choose Schedule to set a future date and time, or Publish now.
  3. 3Monitor the job status and reconnect the social account if requested.
MediaManage private media and storageFind brand/month folders, preview files, check quota usage, and remove files you no longer need.
  1. 1Open Media and choose a brand folder.
  2. 2Open the month folder to preview images and videos.
  3. 3Select files to delete or upgrade when the storage bar approaches its limit.
Team & clientsInvite a team member and control accessAssign a workspace role, allowed areas, and either all brands or selected brands.
  1. 1Open Settings → Team & Access.
  2. 2Expand Invite a team member and enter their email and role.
  3. 3Choose workspace areas and brand access before sending the invitation.
Team & clientsGive a client private portal accessClients use a private link and PIN to review only the brands assigned to them.
  1. 1Create the client from Clients.
  2. 2Assign one or more brands and enable approval access when required.
  3. 3Share the private link securely and rotate its PIN if access may be compromised.
ReportsView and export social reportsCompare connected profiles over a custom date range and export available analytics.
  1. 1Open Reports and choose a brand.
  2. 2Select the social profile and date range.
  3. 3Review available metrics and export PDF or CSV when needed.
BillingTest a subscription with PayPal SandboxUse Sandbox buyer credentials to test checkout without making a real payment.
  1. 1Open Settings → Billing & Subscription and choose Monthly or Yearly.
  2. 2Complete the billing profile and start PayPal checkout.
  3. 3Sign in with a PayPal Sandbox Personal buyer—not your real PayPal account.
TroubleshootingWhat to include when reporting a problemUseful details help ContentDesk Support reproduce and resolve an issue faster.
  1. 1Copy the affected page URL and note the approximate time.
  2. 2Describe what you expected and what happened instead.
  3. 3Include the on-screen reference number, but never send passwords, tokens, or secret keys.