How to Manage Brand Profiles in Mydrop

By the end of this guide, you'll have connected your social accounts and organised them into one or more brands, so Mydrop uses the right identities for publishing, analytics, and automations.

Before you start

• Make sure you have permission and login credentials for each social account you plan to connect.
• Decide on brand names, an optional brand colour for each, and a short description to help identify the brand.
• List which social accounts belong to each brand so assignments are quick and easy.

1. Open the feature

2. From the main navigation, click Profiles to open the Profiles screen.

3. Wait for the Profiles listing or the profile selector to appear.

4. When you're done inspecting the list, use Close profile selector to return to the app.

5. Set up the basics

6. In Profiles, look for an option to add or connect accounts. Click Connect or Add account and follow the provider prompts to authorise each social account.

7. After each account is authorised, confirm it appears in the Profiles listing with the account name or handle visible.

8. Create a brand or group: click the New Brand or Create Group control, enter the brand name, and add the short description you prepared.

9. If the UI lets you pick a brand colour, choose one that matches your visual system. This colour appears with the brand name in Profiles.

10. Add content or settings to brands

11. Assign accounts to brands by selecting the account and choosing the brand from the grouping control or move action.

12. Repeat until every intended account is assigned to its brand.

13. Save your changes. Look for a Save, Done, or Confirm button and click it to persist assignments.

14. If there's an explicit confirmation message or a visible brand badge next to accounts, use that as confirmation the save succeeded.

15. Review the workflow

16. Open a post composer, analytics view, or the Automations builder.

17. In the profile selection area of each tool, verify the new brand names appear as options alongside individual accounts.

18. Select a brand and confirm the expected accounts are shown as selectable profiles for publishing, analytics, or automation triggers.

19. If link-in-bio or other brand workflows exist, open those tool screens and confirm the brand appears in the selection list.

Verification checks

• Profiles screen shows connected accounts and brand names with the chosen colours.
• Each account listed under the brand shows the expected handle or name.
• In composer, analytics, and Automations, the brand appears as a selectable option and selecting it surfaces the correct accounts.
• A save confirmation or visible brand badge appears after saving assignments.

Common setup mistakes to prevent

• Trying to assign accounts before authorising or connecting them.
• Creating duplicate or inconsistent brand names; finalise names first.
• Forgetting to click Save, Done, or Confirm after editing brands or assignments.
• Assigning an account to the wrong brand because names are similar.

Conclusion Use Profiles to keep accounts and brands organised before scheduling posts, running analytics, or building automations. If a brand or account doesn't appear where expected, re-open Profiles, re-save the assignments, and reauthorise the account if prompted. After that, use the brand options in composer, analytics, and Automations when creating workflows.

By completing these steps, you'll open Profiles and begin connecting accounts and creating brands so Mydrop can use the correct identities for publishing, analytics, and automations.

Step 1: Open the feature

1. From the main navigation, click Profiles.
2. Wait for the Profiles screen or profile selector to appear. You should see either a list of connected social accounts, any existing brands, or a prompt to connect accounts.
3. Check for a visible button or link labelled New Brand or Create Group and for any Connect or Add account options. This confirms you're on the correct screen.
4. If a profile selector modal opens instead of a full page, use Close profile selector when you're done inspecting profiles. Closing returns you to the previous screen without changing assignments.

What to check after Step 1

• The Profiles screen shows at least one of: connected accounts, brand names, or actions to add accounts and create a brand.
• If the screen is empty, a Connect or Add account prompt should be visible; proceed to Step 2 to add accounts.

Notes

• If the Profiles item isn't visible in the main navigation, confirm you're in the intended workspace or account where Profiles access is expected.
• The Profiles view may show collapsible groups. Use the expand/collapse control on each brand to view or hide its member profiles.

Step 2: Set up the basics

1. Connect missing social accounts. a. On the Profiles screen, click the visible Connect or Add account button. b. Choose the social platform you want to connect. c. Enter the account credentials or follow the provider prompts to authorise the account. d. Confirm the account now appears in the Profiles list. A newly connected account should display with its platform name and basic account identifier.

2. Create a new brand or group. a. Click New Brand or Create Group on the Profiles screen. b. In the create dialog, type the brand name. Keep the name short and consistent with your organisation plan. c. Optionally choose a brand colour and add a short description if those fields are offered. Setting a colour helps identify the brand in lists and selectors. d. Click Save, Create, or Done to persist the new brand. The brand should appear in the Profiles view immediately, usually as a named group with the chosen colour.

3. Assign connected profiles to the brand. a. Locate the social account you just connected in the Profiles list. b. Use the account row controls or the account-to-brand dropdown to select the brand you created. Choose the brand from the list. c. Confirm the account now appears under the brand group or shows the brand label next to the profile. If groups are collapsible, expand the brand to verify the membership.

4. Save your changes. a. If a Save or Apply button is present after making assignments, click it. b. If changes appear immediately without a dedicated save control, verify by navigating away and returning to Profiles to ensure the brand/assignment persisted.

What to check after Step 2

• The new brand appears in Profiles with the name and (if set) the colour visible.
• Connected accounts assigned to that brand are listed beneath the brand or show the brand label.
• The UI reflects the change without error messages. If an authorisation prompt reappears for a connected account, complete the reauthorisation before assigning that profile.

Short checklist (quick)

• Have account credentials ready.
• Have a clear brand name and optional colour.
• Confirm each profile shows under the correct brand after assignment.

Common mistakes to avoid in these steps

• Assigning profiles before they're authorised and connected. Unconnected profiles can't be grouped.
• Creating multiple similar brand names; use a naming plan to avoid duplicates.
• Forgetting to click Save or to confirm changes persisted before leaving the screen.

After completing these steps, you'll have Profiles open and the basic brand structure and account connections in place. Use the profile selector or return to Profiles later to refine names, colours, and assignments.

Step 3: Add the content or settings

By the end of this step, you'll have assigned connected profiles to one or more brands, chosen brand colour and description where needed, and saved the changes so Mydrop will use those identities in publishing, analytics, and automations.

Checklist before you start this section:

• All social accounts you plan to assign are connected in Profiles.
• You've chosen brand names, optional brand colours, and a short description for each brand.
• You know which profiles belong to which brand.

Follow these steps to assign profiles and configure brand settings:

1. Open Profiles and locate the brand you created in Step 2.
2. If assigning multiple profiles at once, expand the brand or open its edit view.
3. For each connected social account you want in the brand:
   • Click the account or the account selector inside the brand edit area.
   • Choose the profile from the list of connected accounts.
   • Confirm it appears listed under the brand name.
4. To add another profile to the same brand, repeat step 3 until all intended accounts are listed.
5. Set a brand colour if the option is shown:
   • Click the colour control for the brand.
   • Paste or pick the colour you decided on, or use the colour picker if provided.
   • Confirm the brand swatch or colour chip updates to the chosen colour.
6. Add or edit the short description (optional):
   • Enter a concise description to help teammates identify the brand.
   • Keep descriptions short and informative (for example, "US retail accounts" or "Global marketing").
7. Save the brand settings:
   • Click Save, Done, or Close depending on the control shown.
   • Wait for the confirmation message or the view to return to the main Profiles listing.

Quick verification checks after saving:

• The brand appears in the Profiles list with the correct name.
• The chosen colour displays next to the brand name or in the brand tile.
• Each assigned social profile is shown under the brand.
• No warning or error message appears after saving.

If something's missing, try these targeted fixes:

• If a profile isn't listed under the brand, re-open the brand edit view and reassign the profile, then save again.
• If the colour didn't update, re-open the colour control, set the colour again, and save.
• If a save fails, reauthorise the affected social account when prompted and re-save the assignments.

Common mistakes to avoid while editing:

• Trying to assign profiles that aren't yet connected. Connect accounts first.
• Forgetting to click Save or Done after making changes.
• Creating similar brand names that cause confusion; keep names distinct and consistent.

Step 4: Review the workflow

This step verifies that brands and profile assignments are available where Mydrop uses them for publishing, analytics, and automation.

1. Open the post composer or Calendar post composer from the main navigation.
2. In the composer, open the profile selection control:
   • Confirm the new brand names appear as grouping headers or selectable options.
   • Expand a brand to see and select the individual profiles assigned to it.
3. Create a quick test post draft:
   • Choose one or more profiles from the brand.
   • Add a short caption and (optional) a test image.
   • Don't publish; use Save Draft or Schedule to validate selection behaviour.
4. Open Analytics or the analytics view:
   • Look for a filter or selector for brands or profile groups.
   • Confirm the brand name and colour appear and can be selected to filter results.
5. Open Automations and start a new automation:
   • Proceed to the step that asks for profiles or groups.
   • Confirm the newly created brand shows as a selectable option.
   • Select the brand to ensure the automation recognises its profiles.

Verification checks to confirm success:

• In the composer, selecting a brand limits the selectable accounts to the profiles assigned to that brand.
• In Analytics and Automations, the brand name appears and can be used to filter or target profiles.
• Drafts or scheduled items reference the correct profiles and reflect the brand selection.

If the brand doesn't show up in these workflows:

• Re-open Profiles, confirm assignments and that changes were saved.
• Re-save assignments and then re-check the composer, analytics, and Automations.
• If a specific profile is missing from another workflow, reauthorise that profile when prompted.

Next steps after verification:

• Use the brands when scheduling posts, building automations, and running analytics.
• Update brand descriptions or colours as the team standardises naming and visual identity.

Troubleshooting and next steps

After completing setup, you should have connected social accounts and organised them into one or more brands so Mydrop uses the right identities for publishing, analytics, and automations.

Quick checklist to verify before troubleshooting:

1. You're signed into the correct Mydrop workspace.
2. Each social account you want to use is authorised and shows as connected in Profiles.
3. Brands exist with the intended name and optional colour.
4. Profiles are assigned to the correct brand and you saved changes.
5. Close profile selector is visible or the Profiles listing displays normally.

If a profile or brand doesn't appear where expected

1. Reopen Profiles from the main navigation and confirm the account shows as connected. If it's missing, follow the Connect/Add account flow again and finish any authorisation prompts.
2. If a connected account is present but not assigned, open the brand, reassign the profile, then click Save or Done. You should see the profile listed under the brand immediately.
3. If the profile is connected but still not selectable elsewhere, sign out of Mydrop and sign back in to refresh account state.

If brands don't appear in post composer, analytics, or Automations

1. Open Profiles and confirm the brand name and colour are saved.
2. Open the post composer, analytics view, or Automations builder and use the profile/brand selector. The new brand should be listed as a selectable option.
3. If it doesn't appear, close the selector, reopen it, and use Close profile selector when finished to return. If the brand still doesn't display, re-open Profiles and re-save the brand assignments.

If Mydrop prompts for reauthorisation

1. Follow the reauthorisation prompts and complete the social platform sign-in. Authorisation is required for publishing and analytics access.
2. After reauthorising, return to Profiles and confirm the account status reads as connected. Reassign to the brand and save.

If brand colours or descriptions are missing

1. Open the brand edit controls in Profiles.
2. Enter or choose a brand colour and add a short description if needed, then save.
3. Check the Profiles listing to confirm colour swatches and name appear next to the brand.

If you see duplicate brands or misnamed items

1. Open Profiles and rename or delete the incorrect brand.
2. Reassign profiles from the duplicate to the correct brand, then remove the duplicate.
3. Consider a brief naming convention (for example: Company - Region or Product) to avoid future duplicates.

Quick recovery steps when nothing else works

1. Re-open Profiles and re-save every brand assignment, even if nothing appears to have changed.
2. Reauthorise affected social accounts on the platform prompts.
3. Refresh Mydrop in your browser and retry the workflow.

Next steps to complete your workflow

1. Open the post composer, choose the brand or individual profiles, add caption and media, and schedule or publish a test post to verify posting identity.
2. Open Analytics and filter by the new brand to confirm historical or new data is attributed correctly.
3. Open Automations, create a new automation, and select the brand or profiles to confirm they appear as options in triggers and actions.
4. Use the Close profile selector control when you finish selecting profiles to return to the composer or other workflows.

Short checklist before scheduling or automating

• Profiles are connected and show green/connected status.
• Profiles are assigned to the intended brand.
• Brand names and colours appear in Profiles.
• Brands are selectable in composer, analytics, and automations.

Common mistakes to avoid

1. Assigning profiles to brands before authorising accounts.
2. Forgetting to save after editing brands or profile assignments.
3. Creating multiple similar brand names without a naming plan.

If problems persist after these steps, re-check account permissions on the social platform and reauthorise from within Profiles. These checks resolve most visibility and selection issues.

Conclusion

You should now be able to find Profiles in the main navigation, connect accounts, create brands, assign profiles, and verify those brands show up in publishing, analytics, and Automations. Use the troubleshooting checklist above to resolve common issues quickly, then schedule a test post or create a sample automation to confirm everything works end to end.