Skip to main content

Switching Between Profiles & Accounts

Learn how to efficiently navigate between different team profiles and social media accounts in NAVIRO using the Profile Switcher.

Ethan Monkhouse avatar
Written by Ethan Monkhouse
Updated over 4 months ago

Understanding Profiles and Accounts

Profile vs. Account Distinction

Team Profiles

  • Definition: A profile (also called a team) represents a brand, client, or content theme

  • Structure: Each profile contains its own settings, identity, and connected accounts

  • Purpose: Organize different brands or clients under one organization

  • Example: A marketing agency might have separate profiles for each client

Social Media Accounts

  • Definition: Individual social media accounts connected to a profile

  • Platforms: Instagram, TikTok, X (Twitter), and other supported platforms

  • Connection: Each account is linked to a specific profile/team

  • Example: A client’s Instagram, TikTok, and X accounts connected to their profile

Hierarchy Relationship

Organization → Profiles → Accounts

  • Organization: Your main NAVIRO account (billing entity)

  • Profiles/Teams: Different brands or clients within your organization

  • Accounts: Social media accounts connected to each profile

  • Access Control: Users have specific roles within each profile

Using the ProfileSwitcher Component

Accessing the ProfileSwitcher

Location in Interface

  • Top Navigation: Located in the top navigation bar

  • Current Profile Display: Shows the currently selected profile name

  • Dropdown Indicator: Arrow icon indicates expandable menu

  • Quick Access: Always available throughout the platform

Opening the Switcher

  1. Click on the current profile name in the top navigation

  2. The ProfileSwitcher dropdown menu appears

  3. View all available profiles and their connected accounts

  4. Use search functionality for quick access to specific profiles

ProfileSwitcher Interface Elements

Search Functionality

  • Search Box: Type to filter profiles and accounts

  • Real-time Filtering: Results update as you type

  • Match Highlighting: Matching text is highlighted in results

  • Keyboard Navigation: Use arrow keys to navigate search results

Profile Organization

  • Alphabetical Sorting: Profiles listed in alphabetical order

  • Recent Selection: Recently used profiles may appear at the top

  • Visual Indicators: Icons or colors to distinguish different profiles

  • Account Preview: Shows connected accounts under each profile

Account Display

  • Platform Icons: Visual indicators for different social platforms

  • Account Names: Username or display name for each account

  • Quick Select: Directly select specific accounts

  • Status Indicators: Shows connection status or issues

Switching Between Profiles

Profile Selection Process

Changing Active Profile

  1. Open the ProfileSwitcher dropdown

  2. Locate the desired profile in the list

  3. Click on the profile name to select it

  4. The interface updates to show the selected profile’s data

  5. All dashboard views now reflect the selected profile’s information

Profile Context Changes

  • Dashboard Data: All analytics and metrics update to the selected profile

  • Content Drafts: Draft list shows only the selected profile’s content

  • Strategy Information: Strategy and insights specific to the profile

  • Identity Settings: Brand identity and configuration for the selected profile

User Context Updates

  • Permission Adjustment: Your access level may change based on your role in the selected profile

  • Feature Availability: Available features may vary based on profile settings

  • Notification Context: Notifications relevant to the selected profile

  • Collaboration Focus: Team member visibility specific to the profile

Quick Profile Navigation

Keyboard Shortcuts

  • Search Access: Press / to quickly access profile search

  • Navigation Keys: Use arrow keys to move through profiles

  • Selection Shortcut: Press Enter to select highlighted profile

  • Escape: Press Esc to close the dropdown without changing

Recent Profiles

  • History Tracking: System remembers recently accessed profiles

  • Quick Access: Recently used profiles may appear at the top

  • Frequency Ranking: Most frequently used profiles may be prioritized

  • Session Persistence: Recent profile list persists across sessions

Managing Social Media Accounts

Account Selection

Switching Between Accounts

  1. Open the ProfileSwitcher dropdown

  2. Locate the profile containing the desired account

  3. Click on the specific account under the profile

  4. The interface updates to show data for the selected account

  5. All analytics and features now focus on this specific account

Account Context Changes

  • Analytics Focus: Data shown is specific to the selected account

  • Content Relevance: Content recommendations tailored to the account

  • Platform Specificity: Features adapt to the selected platform

  • Publishing Target: Default publishing destination set to selected account

Account Management Actions

Quick Account Actions

  • View Details: Access detailed account information and settings

  • Check Status: Verify connection status and health

  • Refresh Data: Update account data and analytics

  • Publishing Access: Direct access to account-specific publishing tools

Account Settings Access

  • Connection Management: Options to update or refresh connection

  • Display Preferences: Customize how account information is displayed

  • Notification Settings: Configure alerts for the specific account

  • Integration Options: Manage third-party connections for the account

Adding New Profiles and Accounts

Creating New Profiles

Profile Creation Process

  1. Open the ProfileSwitcher dropdown

  2. Click “New Profile” or “+” button

  3. Enter profile name and basic information

  4. Configure initial settings and identity information

  5. Save to create the new profile

Profile Setup Considerations

  • Naming Convention: Choose clear, distinctive profile names

  • Organization: Consider how the profile fits in your overall structure

  • Purpose Definition: Clearly define the profile’s purpose and scope

  • Team Planning: Determine who needs access to this profile

Adding Accounts to Profiles

Account Connection Process

  1. Select the profile you want to add an account to

  2. Click “Add Account” in the ProfileSwitcher or profile settings

  3. Select the social media platform to connect

  4. Enter account credentials and authorize connection

  5. Complete the setup process for the specific platform

Connection Requirements

  • Platform Credentials: Valid login information for the social account

  • Authorization: Permission to access account data and publish content

  • Business/Creator Account: Some platforms require specific account types

  • API Access: Proper API permissions for full functionality

Advanced ProfileSwitcher Features

Multi-Account Management

Bulk Actions

  • Multi-Select: Select multiple accounts for batch actions

  • Cross-Profile Operations: Perform actions across different profiles

  • Comparative Analysis: View side-by-side data from multiple accounts

  • Batch Publishing: Schedule content across multiple accounts

Account Grouping

  • Custom Groups: Create logical groupings of accounts

  • Cross-Profile Collections: Group accounts from different profiles

  • Temporary Groupings: Create ad-hoc groups for specific projects

  • Saved Selections: Store frequently used account combinations

Profile Organization

Customization Options

  • Profile Ordering: Arrange profiles in custom order

  • Visual Customization: Add colors or icons to distinguish profiles

  • Display Preferences: Control which information is shown in the switcher

  • Favorites: Mark frequently used profiles for quick access

Advanced Search

  • Filtered Search: Search by platform, status, or other criteria

  • Saved Searches: Store complex search parameters

  • Search History: Access recently used search terms

  • Deep Search: Find profiles or accounts based on detailed attributes

Troubleshooting ProfileSwitcher Issues

Common Problems

Display Issues

  • Missing Profiles: Profiles not appearing in the switcher

  • Account Visibility: Connected accounts not showing under profiles

  • Loading Delays: Slow loading of profile or account lists

  • UI Glitches: Visual problems with the switcher interface

Switching Problems

  • Failed Profile Change: Unable to switch to a different profile

  • Context Persistence: Previous profile data showing after switch

  • Partial Updates: Some parts of the interface not updating after switch

  • Permission Errors: Access issues after switching profiles

Resolution Strategies

Quick Fixes

  • Refresh Browser: Reload the page to reset the interface

  • Clear Cache: Clear browser cache if persistent issues occur

  • Session Restart: Log out and back in to reset user session

  • Alternative Navigation: Use direct URLs to access specific profiles

Prevention Measures

  • Regular Updates: Keep the platform updated to the latest version

  • Browser Compatibility: Use recommended browsers and versions

  • Permission Verification: Ensure proper access rights to all profiles

  • Connection Maintenance: Regularly verify account connections

Best Practices for Profile Management

Efficient Organization

Naming Conventions

  • Clear Identification: Use descriptive, unique profile names

  • Consistent Format: Establish a standard naming pattern

  • Hierarchy Indication: Include organizational structure in names if helpful

  • Searchability: Ensure names are easy to search and filter

Logical Grouping

  • Client Segmentation: Group profiles by client or client type

  • Brand Families: Organize related brands together

  • Geographic Division: Separate profiles by region or market

  • Purpose Categorization: Group by function or content purpose

Workflow Optimization

Context Switching Efficiency

  • Batch Processing: Complete tasks within one profile before switching

  • Task Organization: Group similar tasks across profiles

  • Scheduled Switching: Plan profile changes to minimize disruption

  • Handoff Protocols: Clear procedures when transferring work between profiles

Team Coordination

  • Profile Assignments: Clearly define which team members work on which profiles

  • Access Management: Regularly review and update profile access

  • Communication Channels: Establish profile-specific communication methods

  • Workload Balancing: Distribute effort appropriately across profiles

Next Steps

  • Review your current profile and account organization

  • Establish clear naming conventions and organizational structure

  • Train team members on efficient profile switching and management

  • Develop workflows that minimize disruptive context switching

Did this answer your question?