Quick-Start Paths by Role

ZorgSocial serves a wide range of users. Use the path below that best matches your role to get up and running quickly.

Solo Founders & Small Business Owners

You are managing one or two brands yourself, posting to a handful of platforms.

Recommended setup order:

1. Connect your primary social accounts (see Connect Your First Social Accounts).
2. Create a brand kit with your logo, colors, and voice (see SetUp Your First Brand).
3. Use AI-Assisted Posts to generate a week's worth of content in one session.
4. Drag posts onto the Calendar to schedule them.
5. Check the Dashboard weekly for engagement summaries.

Features to focus on first: AI-Assisted Posts, Calendar, Dashboard

In-House Marketing Teams

You are part of a team managing a single brand's presence across multiple platforms.

Recommended setup order:

1. Have the admin connect all company social accounts.
2. Set up a single brand kit shared by the team.
3. Invite team members via Settings → Team Members with appropriate roles (Editor, Scheduler, Viewer).
4. Use Campaigns to group posts around product launches, promotions, or themes.
5. Use the Calendar for a shared overview of what is scheduled.
6. Use Analytics to track performance and feed insights back into your content strategy.

Features to focus on first: Campaigns, Calendar, Team Members, Analytics

Marketing Agencies (Multi-Client)

You are managing content for multiple clients, each with distinct brands and accounts.

Recommended setup order:

1. Create a separate Organization (or sub-account) for each client.
2. Connect each client's social accounts under their respective organization.
3. Create a brand kit per client.
4. Set up Campaigns per client, per product line, or per campaign period.
5. Use the Repository to store reusable assets (logos, templates, copy blocks) per client.
6. Assign team members to only the organizations relevant to their access.

Features to focus on first: Organizations, Campaigns, Brand Manager, Repository, Team Members

Compliance-Regulated Industries

You operate in healthcare, finance, legal, or another industry where content must be reviewed before publishing.

Recommended setup order:

1. Connect social accounts — set all accounts to Manual Approval mode.
2. Create your brand kit with strict tone settings (Professional, Authoritative & Expert).
3. Add Words to Avoid and compliance-sensitive terms in the brand voice settings.
4. Create a content review workflow: assign an Editor role to content creators and a Scheduler role only to approved reviewers.
5. All posts remain in Draft status until a Scheduler explicitly approves and publishes them.

Features to focus on first: Brand Voice (Words to Avoid), Approval workflow, Team Roles

Content Creators

You are a solo creator or influencer managing your personal brand across multiple platforms.

Recommended setup order:

1. Connect all your creator accounts (Instagram, TikTok, YouTube, X).
2. Set up a personal brand kit reflecting your niche, voice, and visual style.
3. Use AI-Assisted Posts to batch-produce captions and ideas.
4. Use the Media Studio to generate or edit thumbnails and visuals.
5. Use the Calendar to maintain a consistent posting schedule.
6. Monitor Analytics per platform to see which content format performs best.

Features to focus on first: AI-Assisted Posts, Media Studio, Calendar, Analytics