Create a workspace

Once you connect an account to Conma, comments and DMs are gathered in one place, and Insights analysis and auto DMs start right away. Before you connect, every screen shows a preview filled with sample data.

1.1Before you start

You can manage Instagram accounts and Facebook Pages in Conma. Facebook Pages are connected separately in Connecting a Facebook Page. Instagram and Facebook belong to the same company (Meta), so business accounts are usually managed on Instagram through Facebook. It works the same way as creating an ad on Facebook and running it on Instagram.

• We recommend a PC with Chrome. The connection happens in a pop-up window. On mobile, use the Chrome browser and turn off pop-up blocking.

Conma is officially approved by Meta. During connection, your password is entered only with Meta, and Conma never sees it.

1.2If you signed up through an invitation

If you sign up with the email a teammate invited, the 'Workspace Invitations' screen opens right after you agree to the terms. It only appears if you have invitations you haven't answered yet. Otherwise, you go straight to Home.

• Each invitation shows the workspace name and who invited you. Click 'Join' to enter that workspace, or 'Decline' to decline the invitation.
• Invitations expire 7 days after they're sent. You can't join with an expired invitation, so ask the workspace admin to invite you again.
• If you want to create your own workspace apart from the invitation, click 'Create New Workspace' below. You'll go to Home and can create one yourself by following the steps below.

Workspace Invitations screen

1.3Creating a workspace

A workspace is the space that holds your accounts, members, and analytics. (If you're working alone, just create one.)

1

Name your workspace

Name screen on first sign-up

Enter your brand or team name (e.g., Our Brand, Marketing Team). You can use up to 15 characters and change it anytime.

Window for creating an additional workspace

2

Connect the account you'll manage

On the Connect Account screen, choose the account you'll manage. Click the Connect Instagram Account card to go to the login method selection below, or the Connect Facebook Page card to follow the steps in Connecting a Facebook Page.

Connect Account screen

Next, the login method selection screen appears. There are two ways to connect, and either way connects the same Instagram account.

Method	When to use	Guide
Instagram Login	When you only have regular posts. No Facebook Page needed	Connecting with Instagram Login
Facebook Login	When you have ad posts. Requires a Facebook Page and a business account	Connecting with Facebook Login

Whichever way you connect, you can use comments, DMs, Insights, and giveaways. Only comments on ad posts are collected with Facebook Login. If you connected with Instagram Login, you can switch to Facebook Login later in Settings.

When permissions are listed, please allow all of them. Conma needs permissions for managing comments and DMs and viewing insights for auto DMs and analytics to work properly. If you allow only some, you'll see a "Insufficient permissions" message and need to reconnect.

3

Pick your challenges

Pick up to 5 things you've struggled with most while managing your account (too many comments / giveaway drawings are a hassle / hate comments and spam / repeated DM inquiries, etc.). Conma uses your picks to show you guidance that fits you. When you're done, you'll land on the Insights screen and your workspace is ready.

Pick management challenges screen

1.4If you already have a workspace and just need to connect an account

If you have a workspace but no account connected yet, a Connect Account window appears over the Comments, Events, and Insights screens. Click the Connect Instagram Account or Connect Facebook Page card to connect the same way as STEP 2 above. If the account is already used in another workspace, you can send a request to join that workspace.

Connect Account window

1.5To connect an account later

You don't have to connect right away from the Connect Account screen or window. Use the links at the bottom to switch to another workspace, view settings, or log out.

Links at the bottom of the Connect Account window

List of your workspaces

If you already use another workspace, just click it here to go back. The workspace you're currently viewing has a check mark.

1.6Wrapping up

Once connected, your account metrics fill in under Insights, and real posts are collected in Comments and DM Inbox. Comments are the first to come in.