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CRUD: Social Platform Connections (ShareWiseAI)

non-critical   Property: ChurchWiseAI   Category: Admin Dashboard Tier: suite-both Persona: communications-manager Touchpoint: /social/app/settings/platforms

Preconditions

  • User logged into ShareWiseAI
  • Has admin access to organization settings

Steps

#ActionExpected Result
1Navigate to Platform SettingsPlatform connections page loads. Shows list of connected platforms (Facebook, Instagram, etc) and their status.
2Connect new platform (Facebook)Click 'Add Platform'. OAuth flow begins. User authorizes ShareWiseAI to post to Facebook. Platform added with status 'Connected'.
3Verify platform connection permissionsShow what permissions ShareWiseAI has: post, schedule, analytics access, etc. User can see what they've authorized.
4Connect multiple pages (Facebook Pages)If user manages multiple Facebook Pages, can select which pages to connect. All pages show in list with connection status.
5Disconnect platformCan revoke access to a platform. Confirmation popup. Once disconnected, can no longer post to that platform.
6Reconnect platform (refresh token)If authorization expires, can reconnect without full OAuth flow. System refreshes access token.
7View platform posting historyCan see recent posts sent to each platform. Shows success/failure status.
8Test platform connectionCan send test post to verify connection is working. Test post shows on platform briefly then deletes.
9Update platform publishing settingsPer-platform config: posting hours, frequency limits, hashtag rules. Saves and applies to future posts.
10Delete platform connectionCan permanently remove platform. Confirmation. Once deleted, no longer available for posting.

Known Failure Modes

  • OAuth flow fails — user can't connect platform
  • Posts not sending to platform — silent failure
  • Multiple pages not selectable — user can only post to one page
  • Token expiration not handled — posting fails weeks later

References

Notes

Tests platform OAuth connection management. Users need to securely connect Facebook, Instagram, LinkedIn, Twitter, TikTok, etc. Each platform has different APIs, permissions, and auth flows. Connections must be reliable, visible, and safe to remove. Multi-account support (multiple pages/accounts) is critical for organizations managing multiple pages.