Managing clients

Clients are how work is organised in Julexis: each one has its own social accounts, brand voice and content history.

How do I connect social media accounts for a client?

Go to Clients → [Client Name] → Settings and click Connect Account for each platform. You'll be redirected to authenticate with that social network. Make sure you have admin access to the accounts you're connecting.

If the wrong account shows up during the connection, see Managing social connections. Instagram has two connection methods, described in Instagram connection methods.

Is team collaboration available?

Team collaboration features are planned for a future update. Currently, each account manages its own clients independently. For agency needs, the Agency plan offers higher client limits and white-label features.

Can I share client access with others?

You can share content plans with clients using the secure review link feature. Clients can view, approve, and provide feedback on content plans. Multi-user team access is planned for a future update.

What information should I include in the client profile?

Include: Brand guidelines, target audience details, brand voice/tone, preferred content types, hashtag strategies, posting frequency preferences, and any content restrictions or compliance requirements.

How do I export client content?

You can share content plans with clients via the review page system. Go to any content plan and click "Prepare for Client" to generate a shareable review link.

Can I use a different email for client communications?

Yes! SMM and Agency plans can set an alternative contact email in Settings. This email will be shown in client communications instead of your registration email. You'll need to verify the alternative email before it becomes active.