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The User accounts tab (at /settings/accounts) is where you connect the accounts First Touch uses to send on your behalf. It contains two sections: Social account and Email accounts.
View-only (free) members cannot connect accounts. The Add account button is disabled and a notice is shown. Contact your Team Admin to change Seat Type.

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Social Account

First Touch supports one social account per user in the Active Team. The account is available through your Team Membership in that Team. Click Add account to connect yours.

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Social Account Details Drawer

Click the row actions icon on a connected account to open the Social account details drawer. From here you can:
  • Edit Daily limits — the per-day caps for Profile views, Connection requests, and Messages. First Touch enforces these limits to protect your LinkedIn account health.
  • View your Location — the country proxy used to keep activity aligned with your usual region.
  • View Sync status — the last time First Touch synced your social connections.
  • Disconnect — click the trash icon in the drawer header to disconnect the account. The connection can be recovered for 72 hours. After that recovery window, First Touch permanently removes the disconnected account from First Touch.
Disconnecting a social account while it is being used in active flows will stop social steps in those flows from executing.

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Email Accounts

You can connect one or more email accounts. First Touch supports:
  • Gmail (Google OAuth)
  • Outlook (Microsoft OAuth)
Click Add account and select your provider. You will be prompted to sign in and grant access. First Touch does not store your email password. It stores the provider’s OAuth access and refresh tokens in encrypted form so it can maintain the authorized connection.

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Per-account Settings

Click the three-dot menu on any email row to open the Email settings drawer.

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Removing an Account

Click the trash icon inside the drawer (or via the table row actions) and confirm removal. Outreach Actions assigned to the disconnected email account wait on an Awaiting Requirement for an email account until a valid account is available; they do not fail solely because the account was disconnected.

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Access and Permissions