Socifyr dashboard guide
The dashboard is the web app for Socifyr. You use it to connect accounts, write and schedule posts, review what went out, and manage your team, keys, and plan. Everything you do here is also available through the CLI, SDK, REST API, and MCP server, except where a page below says otherwise.
What is in the Socifyr dashboard sidebar?
The sidebar has three groups, a bottom section, and a footer. Items you do not have permission for are hidden, so a Contributor sees fewer links than an Owner.
| Group | Page | What it is for | Permission needed |
|---|---|---|---|
| Overview | Dashboard | Stats, recent content, connections, quick actions | None |
| Overview | Analytics | Charts, top posts, follower growth | analytics.view |
| Content | New Post | The composer | post.create |
| Content | Content | List of drafts, scheduled, and published posts | post.view |
| Content | Media Library | Uploaded images, videos, documents | media.view |
| Content | Calendar | Month and week view of scheduled and published posts | post.view |
| Manage | Accounts | Connect, refresh, disconnect social accounts | platform.view |
| Manage | Usage | Usage against your plan limits | None |
| Manage | API Keys | Keys and agent guardrails | api_key.view |
| Manage | Integrations | Copy-paste setup snippets for CLI, SDK, MCP, REST | None |
| Bottom | Team | Members, roles, invitations | member.view |
| Bottom | Billing | Plan and subscription (hosted only) | billing.view |
| Bottom | Settings | Profile, workspace, AI key, delete workspace | None |
The top of the sidebar holds the workspace switcher. The footer shows your plan badge and, if you can view billing and are not on the top tier, an Upgrade plan button. A search dialog ("Search pages...") jumps to any page.
Billing is hidden in self-hosted installs, where all features are unlocked.
What does the dashboard home page show?
The Dashboard page greets you by first name and shows four stat cards: Uploads This Month, Connected Connections, Success Rate, and Recent Posts. Success rate is calculated from your last five posts only. Below that:
- Recent Content: your five latest posts with status and platform badges. Click one to open it in the Content list.
- Quick Actions: a Create New Post button, plus Connect Accounts (until you have one), View Content, and API Keys (if you can view keys).
- Connections: each connected account with a health icon based on its recent posts, and a Manage link to Accounts.
How do I switch between workspaces?
Use the workspace switcher at the top of the sidebar. It lists every workspace you belong to and has a Create Workspace item. See Team, roles, and workspaces.
Which dashboard page covers which task?
| I want to... | Read |
|---|---|
| Connect Instagram, X, Bluesky, Telegram, and the rest | Connecting accounts |
| Fix an account that says Expired or Disconnected | Reconnect an expired account |
| Write, publish, or schedule a post | Composing and publishing |
| Schedule many posts from a spreadsheet | Composing and publishing |
| See what is scheduled | Calendar |
| Reuse uploaded files | Media library |
| Save drafts or get a post approved | Drafts and approvals |
| Check results and follower growth | Analytics |
| Give an agent a key with limits | API keys and guardrails |
| Invite a teammate | Team, roles, and workspaces |
| See limits and upgrade | Usage and billing |
| Generate captions with your own AI key | AI composer and BYOK |
What can the dashboard not do?
- There is no webhook management screen. Create and manage webhooks through the API, SDK, or CLI.
- There is no screen for approval queues. Pending posts are reviewed one at a time on the post's page. See Drafts and approvals.
- Approving or rejecting a post is dashboard and REST only. The CLI, SDK, and MCP tools cannot do it.
FAQ
Do I need the dashboard to use the API?
You need it once, to connect accounts and create an API key. Connecting an account starts an OAuth or credential flow that runs in a browser. After that you can work entirely from code. See the quickstart.
Where do I find my workspace ID?
On Settings, under Workspace, next to a copy button. The Integrations page also shows it in the setup snippets.