Documentation
Task-focused operational guidance for every live route and workspace role.
Onboarding
Complete setup without skipping provider/account selection so publishing works on day one.
Onboarding
Guided setup for workspace identity, timezone, and first provider connections.
- Set workspace name and timezone accurately.
- Connect at least one social provider.
Workspace Settings
Workspace metadata, defaults, and operational preferences applied across the team.
- Update workspace name and timezone.
- Confirm defaults align with publishing windows.
Integrations
Provider account connections, reconnection flows, and permission recovery controls.
- Start provider OAuth flow from integrations list.
- Select correct account/page when prompted.
Profile & Personal Settings
Keep personal identity and role context current to avoid account and permissions confusion.
Profile & Personal Settings
User-level identity and preferences, including profile details and account linking context.
- Change name/avatar and save profile.
- Validate email-linked login identity.
Team Settings
Member invitations, role assignment, and access control for workspace collaboration.
- Invite new member by email.
- Assign role aligned with responsibilities.
Feedback
Collect structured product feedback with enough context for quick triage and response.
Feedback
In-app feedback submission channel for product issues, suggestions, and UX friction.
- Describe workflow, expected behavior, and actual behavior.
- Attach route and timestamp context.
Feature Guides
Route-by-route task guides generated from a single docs registry.
Core workspace modules
A workspace is the operating boundary inside Syncra. It groups billing, permissions, connected accounts, assets, and reporting into one controlled environment.
One login can belong to multiple workspaces, which is why workspace setup and workspace settings matter operationally rather than just cosmetically.
Use one workspace when the same team, billing, and asset library stay together.
Create another when billing, permissions, assets, or reporting need to stay separate.
Home Dashboard
Daily control center with account health, pending work, and next actions.
Core task: Start daily operations
- Review pending approvals and failed posts widgets first.
- Open suggested module links to continue work.
Onboarding
Guided setup for workspace identity, timezone, and first provider connections.
Core task: Complete initial setup
- Set workspace name and timezone accurately.
- Connect at least one social provider.
Calendar
Weekly/monthly schedule view for planning, drag-rescheduling, and status tracking.
Core task: Schedule approved content
- Filter by status to locate approved drafts.
- Drag to target date/time and verify timezone.
Posts
Create, edit, filter, and recover post delivery across all connected channels.
Core task: Create and submit content
- Compose copy and attach media.
- Select target channels and validate account permissions.
Drafts
Draft workspace for iterating on copy, media, and channel targeting before approval.
Core task: Refine draft quality
- Review text, media order, and channel fit.
- Use AI Studio assist where available.
Approvals
Decision queue for approve/reject cycles with role-aware communication channels.
Core task: Clear approval queue
- Prioritize by due date and channel.
- Approve or reject with clear rationale.
Inbox
Unified communication queue for post collaboration and response tracking.
Core task: Triage incoming messages
- Sort unread and priority threads first.
- Respond or assign follow-up actions.
Media
Asset library for uploads, tagging, reuse, and channel-ready media preparation.
Core task: Prepare assets for publishing
- Upload and tag assets by campaign/topic.
- Validate dimensions and file type per channel.
Templates
Reusable post structures for recurring campaigns and multi-channel consistency.
Core task: Standardize campaign content
- Create template with required blocks and placeholders.
- Assign default channels and tags.
Settings and configuration
Profile & Personal Settings
User-level identity and preferences, including profile details and account linking context.
Core task: Update personal identity
- Change name/avatar and save profile.
- Validate email-linked login identity.
Workspace Settings
Workspace metadata, defaults, and operational preferences applied across the team.
Core task: Set workspace defaults
- Update workspace name and timezone.
- Confirm defaults align with publishing windows.
Team Settings
Member invitations, role assignment, and access control for workspace collaboration.
Core task: Manage member access
- Invite new member by email.
- Assign role aligned with responsibilities.
Integrations
Provider account connections, reconnection flows, and permission recovery controls.
Core task: Connect or reconnect provider accounts
- Start provider OAuth flow from integrations list.
- Select correct account/page when prompted.
Billing
Plan management, quota visibility, and upgrade paths for gated features.
Core task: Manage plan and quotas
- Review current tier and usage counters.
- Compare upcoming needs to plan limits.
Data Export
Asynchronous workspace export jobs for CSV/JSON download and audit workflows.
Core task: Generate export package
- Create export request with scope and format.
- Track job status until complete.
Activity
Audit timeline of workspace actions for compliance and change tracking.
Core task: Audit key workspace actions
- Filter activity by actor and module.
- Inspect sensitive actions (roles, billing, exports).
Notes
Shared operational notes linked to content, accounts, and workflow decisions.
Core task: Capture handoff context
- Create note with clear owner and next action.
- Link note to related posts or conversations.
Analytics
Performance dashboards with date/account filters and export-ready views.
Core task: Analyze campaign performance
- Set date range and account filters.
- Compare key metrics across channels.
Reports
Client-ready reporting workspace with snapshots, layout editing, and share links.
Core task: Build and share report
- Create or open report from reports list.
- Refresh analytics snapshot and adjust layout.
AI Studio
AI-assisted writing workflows for drafting, remixing, and rewriting social content.
Core task: Generate and refine copy
- Start with brief/context and desired tone.
- Generate variations and select best candidate.
Feedback
In-app feedback submission channel for product issues, suggestions, and UX friction.
Core task: Submit actionable product feedback
- Describe workflow, expected behavior, and actual behavior.
- Attach route and timestamp context.
Admin Console
Admin-only operational playbooks for queue triage and support intake management.
Admin Feedback Queue
Administrative queue for triaging and resolving submitted product feedback.
Core task: Operate feedback triage
- Sort submissions by severity and theme.
- Assign ownership and status updates.
Admin Contact Queue
Administrative handling of inbound contact/support submissions from users.
Core task: Manage support contact intake
- Review new submissions and classify issue type.
- Acknowledge receipt and set SLA target.
Publishing Workflow
Full status model used across posts, calendar, and approvals.
Draft
Initial authoring state. Not queued.
Pending Approval
Waiting for approver decision.
Approved
Approved but not yet explicitly scheduled.
Scheduled
Queued for publication at a defined time.
Published
Successfully delivered to target platform.
Failed
Publish attempt failed and needs intervention.
Canceled
Publication canceled before delivery.
Roles & Permissions
Owner and Admin can manage billing, members, and integrations.
| Role | Manage Members | Workspace Settings | Manage Billing | Approve Posts | Publish |
|---|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | Yes | Yes |
| Approver | No | No | No | Yes | Yes |
| Creator | No | No | No | No | No |
| Viewer | No | No | No | No | No |
Plans, Features, and Limits
How plan entitlements shape navigation, actions, and quotas.
Feature flags
Reports and AI Studio are feature-gated by workspace plan and hidden in navigation when unavailable.
Usage limits
Billing surfaces current usage versus limits for accounts, media, AI requests, and scheduled posts.
Quota behavior
AI actions are blocked when quota is exhausted until plan upgrade or next period reset.
Integrations & Providers
Supported provider list from workspace integrations.
Glossary
Core terms used throughout Syncra.
Workspace
A shared environment with its own team, channels, plan, and limits.
Approval Channel
Communication stream attached to approvals (external and internal channels by role policy).
Selection Required
Integration callback state where a provider returns multiple account candidates.
Report Snapshot
Frozen analytics data used by report builder and exported/shareable outputs.
Plan Feature
Workspace entitlement gate (for example: reports or AI assistants).
Export Request
Asynchronous generation task for workspace data download in CSV or JSON.