How Onboarding Works

Once you submit your completed CSV template, our support team handles the initial account setup on your behalf — typically within 5 business days. This includes:

• Creating a private Access Group for each creator (learn more here: Talent Partnerships Account: Access Groups Explainer)
• Inviting your talent to Later Social
• Inviting your team members to Later Social and assigning them to the correct Access Groups

All you'll need to do once setup is complete is guide your creators through authenticating their social profiles (click here to jump to section).

Step 1: Complete the CSV Template

This is the most important part of your onboarding. The information you provide directly determines how your account is configured — so please fill it in carefully and accurately before submitting.

Here's what each field requires:

Creator Name

The creator's name. This is used to name their Access Group, so use the name your team will recognise — typically their public-facing or professional name.

Creator Email

The email address the creator will use to log in to Later Social and authenticate their social profiles. 

Does this creator have a Later Social account?

Indicate whether the creator already has a Later Social account. This helps our support team handle the setup correctly and avoid any conflicts with existing accounts.

• Yes: the creator has an existing Later Social account
• No: the creator has not used Later Social before

If you're unsure, check with the creator before submitting.

Emails of agency team members who require access to social profiles and campaign management in Later

List the email addresses of everyone on your team who needs access to this specific creator's account — for example, talent agents or managers, covering agents, brand partnerships team members, campaign coordinators, and assistants.

A few things to keep in mind:

• List only the team members relevant to each creator. Team members are assigned per creator, not across the whole account — so only include people who will actively work with that creator.
• Double-check every email address. Typos here mean team members won't receive their invitation and will need to be added manually later.

Step 2: Submit the CSV

Email your completed CSV to talentpartnerships@later.com

Our support team will process your file and complete account setup within five business days. Once done, Later Social will automatically send email invitations to your creators and all listed team members.

Step 3: Creators Authenticate Their Social Profiles

This is your one remaining task after setup is complete. Each creator needs to log in to Later Social and connect their social profiles — Instagram, TikTok, Facebook, Pinterest, and so on.

Once authenticated, anyone you’ve designated to be on a talent's team can apply to campaigns and manage campaign workflows on their behalf.

Here's a message template you can send to your creators:

Example message to send to creators:

Hi {{creator name}},

You should have recently received an email inviting you to Later Social — the platform we use to manage collaborations and campaign workflows.

Please click the link in that email to set up your account. If you don't see the email or run into any issues, you can reset your password directly here: https://app.later.com/user/reset_password/

Once your account is set up, the only thing I need from you is to connect and authenticate your {{Instagram and TikTok}} profiles. To do this, from the calendar view simply click the relevant social icon and log in to the social network.

If you have any questions or run into issues, Later's support team is available via the "Get Help" button in the bottom-right corner of the site.

One thing to be aware of: Instagram requires all third-party tools (including Later) to refresh their connection roughly every 60 days. It's a standard security measure, so you may occasionally be asked to re-authenticate your Instagram profile.

Thanks — let me know if you need anything!