Manage Social Media Like a Pro with Metricool

Metricool is an awesome tool for agencies, and many already rely on it as their go-to solution. If you're looking to maximize Metricool for your agency, this guide will show you how its various features and options can help you manage social media efficiently and achieve the results your clients need.

The Advanced plan is the one for agencies, allowing you to connect more brands (starting with 15 brands) and access all of Metricool's features (except for White Label), including User Management and the Content Approval System. Check out all our plans here.

What’s included in a brand? You can connect one account from each social network per brand. See the available connections here.

Connecting Your Clients' Social Networks

You’ve got two options to connect your clients’ social networks to Metricool:

The brand owner or someone with management permissions on the Metricool account connects them.
You’ll need admin permissions or login credentials for the social network. Find more details here.

Your client connects their networks if they have management permissions in your Metricool account.
If your client wants to connect their own accounts, you’ll need to grant them management permissions for the brand.

Access and Permissions

With the User Management feature, you can grant unlimited users access to one or multiple brands and choose their level of access. There are predefined roles (Analyst, Editor, Admin, Content Creator, and Client) and the option to create custom roles.

From a single interface, you can assign multiple brands to a user and manage their permissions.

Sharing a brand only requires a FREE Metricool account. If the collaborator doesn’t have an account yet, they’ll get an email invitation.

💡 If you grant access to a free account, the "Premium" message will still appear, but they’ll have Premium functionalities for shared brands.

Review and Approval of Posts

With the Content Approval System, you can streamline social media workflows, making collaboration with your clients and team a breeze. Use notes to leave feedback, suggestions, or tweaks directly on posts to ensure everything is perfect before publishing.

Plus, sending a post for review doesn’t require a Metricool account—you can add any email address during the process.

Each collaborator with a Metricool account can manage pending posts through My Tasks.

Benefits of Having an Approval Workflow

Implementing a content approval system not only improves social media workflows but also brings several benefits:

No passwords, more security: Forget about sharing passwords and usernames. With assigned roles, everything is under control, and if someone leaves, you just revoke their access.
Faster processes: Speed up content approvals without long back-and-forths. Plan, notify your client, and wait for their approval directly in the calendar.
Always correct content: Collaborate with your clients to perfect the content. If adjustments are needed, they can leave clear notes for easy fixes.
Full control of the process: Manage the entire workflow—from creation to editing and analysis—while keeping precise control at every stage.

Features You’ll Love

In addition to User Management and the Content Approval System, Metricool offers tons of features to simplify social media management. Here are some that are especially helpful for agencies:

Custom Reports: Download reports in PDF or PPT with your client’s logo. You can also download data in CSV format. With the Advanced and Custom plans, you can use Looker Studio for even more flexibility and detail in your reports.

Inbox: Spend hours replying to comments? With Metricool’s Inbox, you can manage messages and comments from all your clients’ social networks in one place. Check it out here.

SmartLinks: Got a client launching a campaign or special promotion? Impress them by creating an eye-catching page with their key links and CTAs. Add it to their bio link for maximum visibility. Here’s how: SmartLinks: Complete Guide.

AI Text Generator: speed up your content creation with the help of a virtual assistant. Learn more here.

Save Texts: This feature lets you store recurring text and save time when creating posts. It’s especially handy if you manage different hashtag groups for each client or platform. A real lifesaver! More info here.

Post Library: Ideal for agencies, this feature lets you save posts and ideas as templates without fixed dates. Prep them ahead of time and publish easily when needed. Learn more here.

Google Drive Integration: Attach content directly from Google Drive when planning posts, making file management with your team and clients a breeze. Learn more here.

Integration with Canva: It helps you transform designs into posts effortlessly, streamlining visual management with your team and clients. Save time and maintain visual consistency. Learn more here.

Updated on: 24/03/2025