Skip to main content

Getting Started

LinkedConnector Onboarding Guide - Start Here

The fastest way to set up LinkedConnector is with the onboarding Chrome extension. Install it once and it guides you through every step — from agency configuration to sub-account setup — in the right order, with videos and documentation at each stage.

LinkedConnector Onboarding Guide - Start Here

How It Works

When you click a checklist item, it expands and shows a View Instructions button. Clicking this redirects you to the relevant page in LinkedConnector, where a video walkthrough appears alongside links to the full documentation. Once you've completed the task, click Completed and the extension moves you to the next step.

There are two stages:

  • Agency setup — completed once for your agency account
  • Sub-account setup — completed for each sub-account where LinkedConnector is installed

Step 1: Install the Chrome Extension

Install the LinkedConnector onboarding extension from the Chrome Web Store:

Install LinkedConnector Onboarding Extension

Once installed, open the extension from your browser toolbar.

Step 2: Enter Your Domain and Location ID

Inside the extension, enter two details:

  1. Domain — your white-label domain or the default domain. Example: app.yourdomain.com
  2. Location ID — the ID of the sub-account you are configuring

Where to find your Location ID: Open the sub-account in your browser. The Location ID appears in the URL:

https://yourdomain.com/v2/location/[LOCATION_ID]/
⚠️
Make sure the Location ID matches the sub-account you intend to configure. Using the wrong Location ID will generate the checklist for the wrong sub-account.

Step 3: Configure Your Agency

Click Configure Agency to begin the agency setup.

You will be redirected to your agency in LinkedConnector and a checklist will appear on the right side of the screen.

The agency checklist includes:

  • Install LinkedConnector Snapshot
  • Push Snapshot to Sub-Account
  • Create/Edit Custom Menu Links
  • Configure Notifications & Band

For each item:

  1. Click the checklist item to expand it
  2. Click View Instructions
  3. You will be redirected to the relevant page, where a video walkthrough and documentation links appear
  4. Complete the task
  5. Click Completed to mark the step as done and move to the next

Work through the list from top to bottom. The agency setup only needs to be completed once.

Step 4: Configure Your Sub-Account

Once the agency checklist is finished, the extension will show Configure Sub-Account as the next step.

Click Configure Sub-Account. You will be redirected to the relevant sub-account page and a new checklist will appear to guide you through the sub-account configuration.

Work through each item using the same process — click to expand, click View Instructions, complete the task, then click Completed.

Step 5: Add More Sub-Accounts

To configure an additional sub-account:

  1. Open the Chrome extension
  2. Replace the Location ID with the new sub-account's Location ID
  3. Click Configure Sub-Account

A fresh checklist will be generated for that sub-account. The agency setup does not need to be repeated — only the sub-account checklist is required for each additional sub-account.

Checking Your Progress

At the bottom of the extension you can see the status of each stage:

  • Agency Setup — shows Pending until the agency checklist is complete
  • Sub-Account Setup — shows Pending until the sub-account checklist is complete

Once a stage is finished, its status updates automatically.

Enable or Disable the Extension

Use the toggle at the top of the extension to enable or disable it at any time. When disabled, the onboarding checklists will not appear until you turn it back on.