Connecting Accounts

Before you can publish content, you need to connect at least one Facebook Page or Instagram Business account. This is done through a secure OAuth 2.0 flow with Meta.

Prerequisites

Before connecting accounts, ensure:

  1. Meta App is configured - A system administrator must set up the Meta App credentials in Social Marketing ‣ Configuration ‣ Settings. See Configuration for details.

  2. Facebook Page admin access - You must be an admin of the Facebook Page(s) you want to connect.

  3. Instagram Business account - If connecting Instagram, it must be an Instagram Business account linked to a Facebook Page (not a personal or creator account).

  4. Manager role - You need the Social Marketing / Manager role assigned.

Connecting Your First Account

  1. Navigate to Social Marketing ‣ Accounts

    Note

    If no accounts are connected yet, you will see a welcome screen with a Connect Meta Account button.

  2. Click Connect Meta Account

    This redirects you to Facebook’s authorization page.

  3. Log in to Facebook (if not already logged in)

  4. Select the Pages you want to connect

    Review the list of Pages you manage and select which ones to connect. All selected Pages will be available for publishing.

  5. Grant permissions

    The following permissions are requested:

    • Manage posts on your Pages

    • Read engagement data

    • Manage engagement (reply to comments)

    • Access linked Instagram Business accounts

    • Publish content to Instagram

  6. Confirm the authorization

    You will be redirected back to Progrid with a success message showing how many accounts were connected.

What Gets Connected

The OAuth flow automatically discovers and connects:

  • All Facebook Pages you selected and have admin access to

  • Linked Instagram Business accounts for each connected Facebook Page

For example, if you manage 2 Facebook Pages and one has a linked Instagram account, you will get 3 connected accounts total.

Viewing Connected Accounts

Navigate to Social Marketing ‣ Accounts to see all connected accounts. The list shows:

  • Account Name - Page name or Instagram username

  • Platform - Facebook Page or Instagram Business

  • Username - Instagram @username (if applicable)

  • Status - Active, Needs Reauthorization, or Disconnected

  • Token Expiry - Days remaining on the user token

  • Posts Today - Number of posts made today (Instagram rate limiting)

  • Last Used - When the account was last used for publishing

Tip

Use the search filters to quickly find accounts by status or platform. The default view shows only active accounts.

Account Statuses

Active

The account is connected and ready for publishing.

Needs Reauthorization

The OAuth token has expired or been revoked. Click Reconnect on the account form to re-authorize.

Disconnected

The account has been manually disconnected. Tokens are cleared.

Reconnecting an Account

If an account shows “Needs Reauthorization”:

  1. Open the account record from Social Marketing ‣ Accounts

  2. Click Reconnect in the header

  3. Complete the OAuth flow as described above

The system also attempts to auto-refresh tokens before they expire. A cron job runs every 6 hours to refresh tokens expiring within the next 7 days.

Disconnecting an Account

To disconnect an account:

  1. Open the account record from Social Marketing ‣ Accounts

  2. Click Disconnect in the header

  3. Confirm the disconnection

Warning

Disconnecting a Facebook Page also disconnects any linked Instagram accounts. All stored tokens are cleared immediately.

Instagram and Facebook Page Relationship

Instagram Business accounts are always linked to a parent Facebook Page. In Social Marketing:

  • The Instagram account’s Parent Facebook Page field shows this relationship

  • The Facebook Page form shows Linked Instagram Accounts in a tab

  • Disconnecting the Facebook Page cascades to the linked Instagram account

  • Both accounts use the same Page access token for API calls

Rate Limiting

Instagram enforces a limit of 25 posts per 24-hour rolling window per account. The module tracks this automatically:

  • The Posts Today counter on each Instagram account shows daily usage

  • If you exceed the limit, publishing attempts will fail with a rate limit error

  • The counter resets at the start of each day

Note

Facebook Pages have much higher rate limits and are not tracked individually.

Additionally, the module respects Meta’s API-level rate limits (200 requests per hour per user). If the API returns rate limit headers indicating high usage, the system automatically backs off for 5 minutes.

See also

  • Configuration - Meta App setup required before connecting accounts

  • Creating Posts - Create posts using your connected accounts

  • ../security - Permission requirements