Searches for Falcon social media usually come from teams who have outgrown posting from personal phones and want one shared workspace with approvals. This article does not review Falcon or say what it includes. It answers the question behind the search: how does a firm of 10 to 250 people run social as a team, with drafts, sign-off and shared replies, and what does Falcon social media management or any similar suite need to give you? It also shows how to set up that team workflow on the levelpartner.ai platform.
The job behind the search
Social stops being a one-person job sooner than most firms expect. A director wants to approve anything mentioning clients. A sales lead wants to post about a new service. An administrator answers messages. Without a shared workflow, posts go out unchecked, two people answer the same comment, and nobody knows what is scheduled for next week.
A team suite solves the coordination problem. The questions to settle are who drafts, who approves, who replies, and where the record of all of it lives.
What to check before choosing a team suite
Ask any vendor, Falcon included:
- Can a junior person draft a post that cannot go live until a named approver signs it off?
- Where do replies to comments and messages happen, and can two people see who is handling one?
- Does a social conversation become a contact record in your CRM without manual copying?
- How many people need a seat, and what does each extra seat cost you?
- Who sets up and maintains the link to your other systems?
Seat pricing matters more than it looks. A firm where eight people touch social in some way needs a model where adding the fifth or sixth person is not a budget conversation.
Before you start on the platform
- Social accounts connected in the Social Planner under a shared business login, not a personal one.
- A list of every person who will draft, approve or reply, and which role each one has.
- Written rules on what needs approval: anything naming a client, anything about fees, anything about results.
- Agreement on who covers replies when the usual owner is away.
How to set up drafting and approval
Add each person as a user with access to the parts of the platform their role needs, then agree that every new post goes through the approval flow rather than straight to the calendar. The approver receives an email for each post sent for review.
- Go to Marketing > Social Planner and create the post.
- Choose to schedule the post for approval.
- Set the date and time, choose the approver and add a note.
- The approver opens Content > Approval.
- The approver views, edits, approves or rejects the post.
- Approved posts appear on the social calendar at the set time.
Roles that work at this size
Keep roles simple. One to three drafters, one approver with a named deputy, and a reply team that can be the same people. Unlimited users on the platform mean you can give a partner access to the planner without paying for another seat, which removes a common reason for posts going out unchecked.
Separate drafting from approving even if the same small team does both. The person who wrote a post is the worst person to spot the client name in the third line. For more on structuring the content itself, see social media content planner.
Imagine two advisers and an administrator drafting posts, with the compliance-minded director approving. If approvals happen by message, a post can slip out before she has seen it. With drafts held in the planner and a ten-minute daily review slot, nothing would reach the calendar without her sign-off, and the cost would be under an hour of her week.
The trade-off
Dedicated team suites often offer more detailed approval chains and more polished content libraries for large marketing departments. If you run several brands with layered sign-off, that depth may be worth paying for. You give up some of it by using a platform where social is one feature among many. In return, comments, messages, contacts and pipeline sit in one system, which is what a mid-size firm usually needs.
Giving everyone publish rights to save time. It works until the day a well-meant post names a client or quotes a rate. Keep publishing with the approver, and make the daily review slot short enough that nobody is tempted to skip it.
Weekly time it takes
Drafters spend whatever their content plan asks. Approvers need ten to fifteen minutes a day. The weekly calendar review takes twenty minutes. Look at social media posting calendar for how to run that review.
Troubleshooting
Drafts sit unapproved for days. The approver has no fixed slot. Book one in their diary and agree that the deputy approves anything older than a working day.
Two people reply to the same comment. Conversations are not assigned. Assign social messages to a team and ask people to claim one before replying.
A former staff member still has access. Remove the user in Settings the day they leave, and reconnect any social account they originally linked with their own login. Manage social media accounts covers offboarding.
The approver cannot see drafts. Their user lacks access to the Social Planner. Adjust the permissions and ask them to sign out and back in.
Frequently asked questions
Is Falcon social media the same tool as the platform's planner?
No. They are separate products that cover overlapping jobs. Decide what your team needs, usually drafting, approval and shared replies, then check which tool does that with the least extra work.
How many people should approve posts?
One, with a deputy. Two approvers on every post slows publishing without catching much more.
Can people outside marketing draft posts?
Yes. Advisers and consultants often have the best material. Give them drafting access only, and the approval step keeps quality and compliance in check.