Choosing several Instagram accounts

Choosing several Instagram accounts · Help

When you connect with Facebook, the panel doesn't ask you about a single account: it scans every Page your Facebook user manages and lays out the Instagram accounts linked to those Pages in one list. The Choose accounts to connect screen is where you decide which of them join your portfolio. This guide explains every row, every badge and every rule on it.

⚠️ This screen is valid for 15 minutes. If it expires it says "The selection expired or is invalid"; the Connect again link restarts the Facebook sign-in. No half-finished account is ever created.

What it is for

The screen has one job: which Instagram accounts join this portfolio. Each account you pick is added as its own account, with its own inbox, automations, settings and team access. You cannot merge two accounts into one inbox.

Even if the same Instagram account appears on several Pages, it is listed once; the line under the name tells you which Page it came through.

The boxes on the screen

The free-slot line

Above the list sits a line telling you how much room your plan leaves for new accounts:

"You can add up to 3 more new accounts to this portfolio. Reconnected accounts don't count."
When there is no room: "There's no room for new accounts in this portfolio; you can only select accounts to reconnect."

If your plan has no account limit, this line doesn't appear at all.

The selected-account counter

Right above the list it says how many accounts you've ticked: "2 accounts selected". With none selected you see "No account selected".

Account rows

Each row shows the profile picture, the account's name, and below it @username · Page name Page. Tapping a row selects or deselects the account; there are no checkboxes — the selected row is highlighted and a mark appears on its right.

Rows that can't be selected look dimmed and don't respond to taps; they are there for information.

Status badges

The badge on the right of a row tells you the account's state in the system.

No badge — the account can be added as new. It uses one slot of the portfolio's account allowance.
Will be reconnected (yellow) — a broken record of it already exists in this portfolio. You can select it and it uses no slot; the existing account is repaired and its conversations and automations stay in place.
Connected in this portfolio (green) — the account is already running here. Not selectable; nothing to do.
In your other portfolio (grey) — the account is connected in another portfolio of yours. Not selectable, but a Go there link appears on the right of the row; if you own both portfolios, Move here shows up too.
Connected elsewhere (yellow) — the account is connected in someone else's portfolio. Not selectable, and no owner is named.

The bottom button

If at least one account is selectable, the Connect selected button sits at the bottom. If none is selectable, a Connect again link takes its place and sends you back to the Connect account screen.

Step by step

Read the list top to bottom and look at the badges.
Some rows arrive already ticked: this portfolio's broken accounts always, plus as many new accounts as your free slots allow. Tap to untick the ones you don't want.
Tick the accounts you want to add. Check that the counter shows the right number.
Click Connect selected.
If you picked one account, the panel switches to it. If you picked several, it goes to Portfolio settings › Accounts and states how many were connected.

⚠️ Note: Confirmation is all or nothing. If one of your picks breaks a rule (someone else connected it in the meantime, or your free slots don't cover it), none of them is connected and the screen says why. No half-connected account is created.

A concrete example

You run a restaurant chain with three branches and have just opened a fourth. Your plan allows five accounts and you use three, so you have two free slots. Connecting with Facebook, five rows appear:

Three branch accounts with the Connected in this portfolio badge (dimmed, not selectable).
The fourth branch's account with no badge (arrives ticked, uses one slot).
An old campaign account with the In your other portfolio badge (with "Go there" beside it).

All you need to do is leave the fourth branch's account ticked and press Connect selected. Your portfolio ends up with four accounts and one free slot.

Common mistakes and how to fix them

Trying to tick everything without reading. Non-selectable rows don't respond anyway; being dimmed is not a fault.
Mistaking "Will be reconnected" for a new account. That row doesn't create an account, it repairs an existing one and uses none of your allowance. Leave it ticked.
Ticking more than your free slots. On confirmation you get "This portfolio has reached the plan's account limit" and nothing is connected. Untick the extras or upgrade the plan.
Leaving the screen open while you do something else. After 15 minutes the selection drops and you have to redo the Facebook sign-in.
Not finding the account you're looking for. You most likely didn't tick that account's Page on Facebook's permission screen. Use Connect again and select every Page there.
Thinking the account came through the wrong Page. The Page name on the second line is information only; it shows which Page we found the account through.

If you hit trouble here, see This account is connected somewhere else or contact our Support team.