Two kinds of profile
When a brand has both kinds, the tab groups them under Social accounts and Sites.
Reddit has no browser sign-in. Reddit posts are handed off through pre-filled links you open yourself.
Add a site
1
Open the Browser tab
Go to Connections, choose Browser, then Add a site.
2
Enter the address
Enter the address you sign in at, such as
https://app.example.com. If you leave off https://, Daoco adds it.3
Sign in yourself
A secure browser window opens on the site. Complete the login there, including single sign-on, MFA, or a CAPTCHA.
4
Confirm
Back in Daoco, choose I’m signed in. Daoco saves the session and the row shows Signed in.
- uses https,
- is a public site (not
localhost, an IP address, or a private or internal name), - does not contain a username or password, and
- is not a supported social platform. Connect those under Socials, then sign in from their row on the Browser tab.
Sign in to a social account
Connect the account under Socials first. Its row then appears on the Browser tab with Sign in. Daoco checks the platform’s login itself, so a social profile shows Signed in only once the platform confirms it. If a browser task needs a sign-in you have not done, Daoco shows a sign-in card in chat instead.What the status means
For a site, Signed in means a person confirmed it. Daoco cannot tell whether you are logged in to a site it does not know, so it takes your word. If no cookies were saved for the site when you confirmed, Daoco warns you. Some sites keep their session elsewhere; if the site signs you out later, sign in again.
Under each row Daoco shows who signed in or started the sign-in, and when the profile was last used or updated. A social profile whose account was disconnected shows Account disconnected. You can still remove it.
Sign in again starts from a clean browser and replaces the saved session.
Choose what Daoco may do
Each profile has an Access setting. Workspace owners and admins change it. Everyone else sees it.
How each kind of change is decided:
A button Daoco cannot place in one of these counts as publish and send. On a site that is not a social platform, a like, a vote, or a follow also counts as publish and send.
Changes you allowed ahead of time are listed under the profile, for example “Changes allowed without asking in one conversation”, with Revoke. Owners and admins see and revoke them. See Approvals for where they come from.
Always asks
These need a person to approve that exact action every time. No access setting, approval preference, earlier approval, or Bypass approvals skips them:- Deleting anything.
- Security settings on any site: passwords, two-factor, sessions, API keys, team members and roles, permissions.
- On social accounts: likes, reactions, and reposts; follows, connection requests, and subscribes; direct messages; posts, comments, and replies. A post or reply card shows the exact text. One approval covers one action, so Daoco cannot run bulk engagement.
Never done
Daoco refuses these in a browser. There is no approval for them; it stops and tells you:- buying, checking out, or starting, upgrading, or renewing a paid plan,
- entering or changing payment or billing details,
- launching an ad campaign or changing an ad budget or bid,
- typing a password, a one-time code, or a recovery code.
Remove a profile
Open the row’s ⋯ menu and choose Remove profile. Daoco deletes the saved session first, then the profile, its Access setting, and any changes allowed ahead of time on it. If the saved session cannot be deleted, the profile is kept and you can try again. For a social account, removing the browser profile does not disconnect the account. Its normal connection keeps working, and the next browser task asks you to sign in again. Anyone with access to the brand can add a site, sign in, and remove a profile. Transferring the brand to another workspace removes all of its browser profiles, because each one is signed in as a person. The new owner signs in again.Privacy and security
- You type your own password. You sign in in a secure browser window. Daoco never sees, stores, or types your password or one-time codes.
- Where the session lives. The session, including its cookies, is kept in an isolated browser profile at our browser provider, Browserbase, for this brand only. Daoco stores a reference to it, who signed in, and its status. Removing the profile deletes it.
- Who can use it. A profile belongs to one brand. Only that brand’s work uses it, and only on that site’s own address: Daoco cannot follow a link from a site profile to another site. Research that reads the public web never uses a site profile and browses signed out.
- Who can see the live browser. Anyone with access to the brand can open the thread, watch the browser while Daoco works, and take control. See Watch the browser live.
- What is kept as evidence. Screenshots and the steps Daoco took are kept with the task. Passwords, cookies, tokens, and codes are left out.
Troubleshooting
Related guides
- Browser automation: approvals, the live browser, and taking control.
- Approval preferences: the brand setting Ask follows.
- Connect platforms: connecting social accounts.