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Admin Onboarding & Setup

How do I get started as an admin and set up contentbird optimally?

S
Written by Sophia Siddig
Updated today

#admin #setup #operations #onboarding #configuration


Introduction

As an admin, you play a central role in setting up and structuring contentbird.

πŸ‘‰ Your goal is to configure projects, processes, and systems so your team can work efficiently from day one.


Your Role as an Admin

As an admin, you have full system access and are responsible for:

  • Setting up and structuring the platform

  • Defining processes and workflows

  • Managing projects and system logic

πŸ‘‰ You also have access to the customer area (invoices, licenses, add-ons).


First Steps in the Setup

1. Set Up Projects

πŸ“ Settings β†’ Projects

A project usually represents one domain (including subdomains or directories).

Key areas:

  • Details β†’ Add domain

  • Strategy β†’ Define personas, goals

  • Campaigns β†’ Organize and segment content

  • Keywords β†’ Manage keyword sets

  • Integrations β†’

    • Social Media (publishing)

    • Google Analytics (traffic, engagement)

    • Google Search Console (rankings, SEO data)


2. Invite Users

πŸ“ Settings β†’ Users

  • Create users

  • Assign them to projects

πŸ‘‰ Roles, permissions, and groups should be clearly defined to ensure smooth collaboration.


3. Configure the System

πŸ“ Settings β†’ System

This is where you define the foundation of your content and SEO processes.

Content settings:

  • Custom fields (e.g. market, campaign)

  • Statuses (your workflow stages)

  • Content types (blog, landing page, etc.)

  • Templates

    • Briefing templates

    • Layout templates

Outreach:

  • Custom fields for contacts and websites

  • Email setup (SMTP or managed service)

  • Sender profiles (name, email, signature)

SEO:

  • Keyword groups for structured analysis


Administration & General Settings

πŸ“ Settings β†’ Administration

Customize contentbird to fit your workflow:

  • General

    • Define currency for budgets and reports

  • Table views

    • Show/hide columns

    • Adjust column order

    • Define default views

πŸ‘‰ Each user can also save their own views.


Import Existing Content

You can import planned or existing content to get started faster and avoid rebuilding everything manually.


Conclusion

As an admin, you lay the foundation for successful content operations in contentbird.

πŸ‘‰ With a clean setup of projects, system settings, and clearly defined processes, you enable efficient planning, production, and analysis across your entire team.

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