Complete Your Onboarding
Step-by-step guide to setting up your MarketDragon workspace
After signing up, the onboarding wizard helps you configure your workspace for success. Follow this guide to complete each step.
Step 1: Choose Your Plan
Select the plan that fits your needs:
- Starter - Perfect for individuals and small businesses
- Professional - For growing teams with advanced features
- Enterprise - Custom solutions for large organizations
Step 2: Connect Your Facebook Page
This is the most important step for unlocking social features:
- Click Connect with Facebook
- Log in to your Facebook account
- Select the pages you want to manage
- Grant the necessary permissions
Permissions Explained
| Permission | Why We Need It |
|---|---|
| Page Management | Post content and manage settings |
| Messaging | Handle Messenger conversations |
| Insights | View analytics and performance |
Step 3: Invite Your Team
Add team members to collaborate:
- Enter email addresses
- Select their role (Admin, Editor, Viewer)
- Click Send Invitations
Team Roles
- Admin - Full access to all features
- Editor - Create and edit content, no billing access
- Viewer - View-only access to reports and content
Step 4: Configure Brand Settings
Set up your brand identity:
- Upload your logo
- Set brand colors
- Configure business hours
- Add contact information
Step 5: Complete Setup
Review your settings and click Complete Setup to access your dashboard.
What's Next?
After onboarding, explore these areas:
- Dashboard - View your overview and metrics
- Canvas Editor - Create your first design
- Social Posts - Schedule your first post
- Messenger - Set up auto-responders
Troubleshooting
Can't Connect Facebook Page?
- Ensure you're a Page Admin
- Try logging out and back into Facebook
- Clear browser cookies and retry
Team Invites Not Received?
- Check spam/junk folders
- Verify email addresses
- Resend invitations from Settings > Team
Need Help?
Video tutorial coming soon
A video walkthrough for this tutorial is being produced. Switch to Read mode for the full written guide.