Permissions and test mode
What you allow an AI assistant to do when you connect it, how test mode keeps it safe, and how to change or remove a connection.
You decide what each AI assistant (Claude, ChatGPT and others) can see and do. You can change it, or cut it off, at any time.
The sign-in screen#
When you connect an app, Social9 shows "[app] wants to access your Social9". You choose four things:
| Choice | What it means |
|---|---|
| Workspace | Which workspace the app works in |
| Brands it can use | Pick brands, or All brands (including brands added later) |
| What it can do | The permissions below |
| Test mode | On or off. On by default |
Then press Allow, or Deny to cancel.
Permissions#
| Permission | What the app can do | Ticked at first |
|---|---|---|
| See your brands and calendar | Brand profiles, connected accounts, posts, calendar, results and usage | Yes |
| Create and schedule posts | Write drafts, edit them, upload media and put posts on the calendar | Yes |
| Use your AI credits | Write posts, ideas and images with Social9 AI. Same credits as the dashboard | Yes |
| Publish posts right away | Send a post now instead of waiting for its time | No |
| Approve or reject posts | Decide on posts waiting in Approvals | No |
| Create and edit brands | Create brands, fill in their details, change their voice (tone, words and facts) and change their Autopilot settings | Yes |
An app can never do more than you can. If your role changes, or you are removed from the workspace, the app's access changes straight away.
Test mode#
Test mode keeps a new app safe. Every new connection starts in test mode. Use it to see what the app does before you let it post for real.
While test mode is on:
- Posts the app makes are clearly labelled (Test) in the calendar and lists.
- Scheduling and publishing go through every check, but nothing is sent to the networks. The post shows "Test mode — nothing was posted".
- Nothing is sent for approval. Approving or rejecting only reports what would happen.
- The app can only change its own test posts.
- The app cannot edit your brand voice.
Changing a connection#
Where to find it: Account menu → Connected apps.
The page lists your AI assistants. Each one shows who connected it, when it was last used, its brands, and Test mode or Live: can really post.
Press Manage to:
- Turn Test mode off or on
- Change the Brands it can use
- Remove a permission under What it can do
- See its Activity for the last 90 days, including requests that were refused
To give an app more permissions, reconnect it and tick them on the sign-in screen.
Press Disconnect to remove an app. It loses access straight away.
Plans and roles#
- Connecting AI apps is part of the Individual, Team, Agency and Enterprise plans. If a workspace moves to Free, connected AI assistants stop working within a minute.
- Owners, admins and editors can connect apps. Approvers and viewers see "Ask your workspace owner".