What to set up first in v3.

Two places to know. The left rail under Manage holds Users, Leadership, Segments, Communications and Reporting. The gear icon at the top right opens Settings, where everything else in this guide lives. Each step links to a fuller help center article; the help center opens already signed in from the Help icon inside your workspace.

Your address is the same address your people use today. Your admin access is already there; nothing to install, nothing to request.

Where

Manage › Users

You are confirming

Your people are there, your admins are admins

1. Go to your workspace address in a browser and sign in the way you always have.
2. Open Users under Manage in the left rail. Everyone on your roster is listed with department, location, status and role. People who have not signed in yet show a pre-loaded status; that is expected before your scheduled date.
3. Check who is an admin. v3 has two workspace roles, Admin and User; moderators are set per topic (step 3). Anyone who was an admin before is an admin now. To add one, open the person's row, choose Edit, and set Role to Admin.

Managing users, seats and token healthDepartments, locations and roles

Departments and locations are how v3 decides who sees what: topic audiences, collections, campaigns, leaderboards and scorecards all key off them. Your names are already there. Grouping them under a parent is what unlocks audiences by division or region.

Where

Settings › People › Departments and Locations

You are setting

Parents and children, and any renames

1. Open Settings (the gear, top right), then Departments under People. Every department name from your program is listed. If your workspace uses its own words (Regions, Markets, Teams), those are the labels you see.
2. Add children under a top-level department with Add on its row, or use Move to on an existing one, so Field Sales sits under Sales. Two levels, parent and child, is the whole model, and it is enough for almost every program.
3. Rename anything that has drifted with Rename. People keep their assignment.
4. Repeat under Locations: regions above countries, or countries above cities, whichever your audiences need.

Departments, locations and roles

Each of your groups is a topic in v3 with the same name, the same moderators and the same moderation setting. The one thing worth eyeballing is the audience: which departments, locations or segments each topic reaches, and how strongly.

Where

Topics › Manage

You are confirming

Audiences, moderation, moderators

1. Open Topics in the left rail and switch to the Manage view. Every topic is listed with its moderation setting and activity.
2. Open a topic. Under Visibility, the Audiences row shows who it reaches. Each audience is Required (everyone in it follows the topic), Suggested (it is offered to them) or Discoverable (they can find it). Click a chip to change the tier; Add audience adds a department, location or segment.
3. Under Settings, confirm Moderation (on: submitted posts wait for approval; off: posts go live) and the Moderators list. Both came across; adjust if someone has changed roles.
4. Archive any topic your program no longer uses from the topic's menu. Archiving hides it from the feed and keeps its history.

Topic audiences, moderators and posting rulesBulk editing topics

Collections are new in v3: a group of topics that share one audience template and one set of rules, so you set things once instead of topic by topic. Build one company-wide collection first, so every new hire lands with the right topics on day one, then one per major audience.

Where

Topics › Manage › Collections

You are building

One company-wide collection, then one per major audience

1. In Topics › Manage, open the Collections tab and choose New collection. Name it for the audience, for example Company & Leadership.
2. Add the topics everyone should follow: company news, culture, your flagship product topic.
3. Set the Topic audience template to All users. Anyone who joins later is reached automatically.
4. Use Apply to all to push the template to every topic in the collection. Next, one collection per division or region, built on the parents you set in step 2.

Topics and collections: how the library is organizedManaging a collection

Program emails live in Communications › Campaigns in v3. A campaign picks an audience, the content to feature and a cadence, and sends on your schedule. Build the welcome campaign now so it goes out the week of your update, then a weekly one so the program has a heartbeat from week one.

Where

Manage › Communications

You are building

A one-time welcome campaign for update week, then a weekly campaign

1. Open Communications under Manage and choose New campaign. The wizard has three steps: Basics & Audience, Content, Schedule.
2. Audience: All active users, or pick departments, locations, segments or people. Content: the topics or posts to feature. Schedule: One-time for the welcome, set for the first weekday after your scheduled update date.
3. Send yourself a test from the campaign page, then schedule it.
4. Create a second campaign with a Weekly cadence (Daily, Every two weeks and Monthly are also there). On the Settings tab, set the From name and reply-to your people will recognise.

Communications: campaigns, templates and suppressionsThe campaign page: testing, scheduling and results

Your leaderboards come across with their rules and audiences, and start a fresh season at v3 point values. A fresh season is the best re-engagement moment a program gets: everyone starts level, and the first week decides the early leaders.

Where

Leaderboard › Manage

You are setting

Duration, point preset, the two-line announcement

1. Open Leaderboard in the left rail and click Manage. Every board is listed with its audience, participants and duration.
2. Open your main board and choose Edit leaderboard. Set the Duration to the season you want to announce: This quarter, This year, a rolling window, or a Custom range.
3. Check the Point preset. The 2026 default scores a LinkedIn share of your branded content at 50 points and other content at 30; the Scoring tab lets you set your own values per action.
4. Decide the prizes and write two lines for your announcement in step 12: the season dates and what the top three win.

Leaderboards: creating and scoring a board

Slack connects to v3 with one Add to Slack click. Do it before your scheduled date so posts flow into your channels from day one. Posting has its own switch, so connecting early changes nothing your people see.

Where

Settings › Integrations › Connected apps

You are doing

Add to Slack, then turn posting on for your scheduled date

1. Open Settings, then Connected apps. On the Slack card, click Add to Slack. Slack asks you to confirm the workspace and approve the app. If your Slack requires admin approval for new apps, your Slack admin sees the request; the IT page covers what they will want to know.
2. Back on the card, the switch turns posting on and off. Leave it off until your scheduled update date, then turn it on.
3. From then on, anyone can send a post to a Slack channel from the post itself, and your program can post into the channels you choose.

Slack integrationSlack: IT admin approval and permissions

Your sharing defaults, disclosures and link tracking came across with your program. This is a five-minute read-through so nothing surprises you on the day, plus one decision that is yours to make: who may compose brand-new posts for their own network.

Where

Settings › Sharing

You are confirming

Sharing defaults, Share permissions, Disclosures, UTM tracking

1. Sharing defaults: which networks are on and how each behaves (share, engage or both), the auto-scheduling window, and Auto-append UTM parameters.
2. Share permissions: the default copy-edit mode (Free, Rephrase only or Locked), and Who can share to their own network: Everyone, or only members of the segments you choose. Regulated programs can also require moderator approval for those shares.
3. Disclosures: your library and which ones are marked Required. They are as you had them.
4. UTM tracking: the parameters stamped on every shared link, so your analytics team keeps its attribution.

Sharing defaultsShare permissionsDisclosuresUTM tracking

v3 writes suggested share copy for your people. Your brand voice tells it how your company sounds; the advocacy goal tells it why your people share at all; an objective on a topic or collection tells it what a good share there is trying to do. Ten minutes here lifts the quality of every suggestion your people see.

Where

Settings › Brand › AI Configuration and Settings › Content › Content objectives

You are entering

Brand voice, advocacy goal, an objective per major topic

1. Open Settings › AI Configuration. In Brand Voice, describe your tone, the words you use and the words you avoid, then Save. If your brand team has a voice guide, paste its summary.
2. In Advocacy goal, write the one outcome your program exists for (awareness, hiring, pipeline) and Save.
3. Voice Personalization rewrites suggested copy in each person's own voice when they open the share dialog. Leave it on unless your policy says otherwise.
4. Open Settings › Content objectives and create an objective for each major topic or collection: a name, a one-line objective statement, and a focus. Assign it from the Objective row on the topic or collection.

Brand voice and the advocacy goalContent objectives and AI review

AI copy generation in v3 is yours to set at the workspace level: on or off, and which provider does the writing. If AI assistance is a question for your legal, comms or brand team, the switch is yours, and setting it now answers the question before anyone asks it.

Where

Settings › AI Configuration, bottom section

You are setting

Enable AI copy generation, Provider, Model

1. On the same AI Configuration page, scroll to the AI Configuration card. Enable AI copy generation turns suggested copy on or off for the whole workspace.
2. Choose the Provider (Anthropic Claude or OpenAI GPT) and the Model. Companies with their own agreement can enter their own API key; leave it blank to use ours. Save settings.

AI in EveryoneSocial v3: an overviewAI provider, models and bring your own key

Leadership is where your executives' social performance is ranked and tracked, and a scorecard is one page on one person, delivered by email on a schedule. Add your leaders now and turn on scorecard delivery, and your leadership sees the program working from the first week.

Where

Manage › Leadership and Settings › Organization

You are setting

Your leaders, their tier, scorecard delivery

1. Open Leadership under Manage and choose Add Leadership. Add the people whose performance you want to track and set each one's tier (C-Suite, Management).
2. Open Settings › Organization and find Scorecard delivery. Turn on Offer scorecard emails and pick the Send on day of the month.
3. Each leader then chooses Monthly, Quarterly or Off under Your scorecard in their own settings. Tell them it is there; the announcement in step 12 has a line for it.

Leadership: running your executive programYour scorecard: one person's performance in one page

On your scheduled update date the same address opens the new app. Your people go to the address they use today, sign in the way they always have, and they are in. Your job is one short note so they know what they are looking at. The note below is written for you; drop in your leaderboard lines from step 6 and send it from your own address the morning of your scheduled date.

Getting started: your first week on EveryoneSocialQuestions people ask in week one