Settings Module Introduction

The Settings menu contains a wealth of different features for managing your organization. It can be found in the bottom-left corner of Social Media Management, by clicking on your profile image. In this introductory article, we’ll go over what you can find in the Settings module.

Warning:

Depending on your user role in Social Media Management, you might not have access to some parts of the Settings menu features.


Quick Access Features

The Quick Access menu pops up when you click on your profile image in the lower-left corner of Social Media Management.

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You can choose from the following options:

Org Switcher
Some users may have access to multiple organizations in Social Media Management. The Org Switcher makes it easy to change to a different organization.
Team Switcher
Admin users can go from an Admin view to a specific team’s view. Working in Team View removes clutter and simplifies management at a team level.

Note:

If you enter Team View as Admin, you will lose access to information from outside that team. Switching back to Admin View will give you full access again.

Settings
This option will take you to the rest of the Settings in Social Media Management This is described further below.
Edit your profile
Leads to the My Profile section (described below).
What's new
Links to the latest product updates.
Help
Links to the Social Media Management Help Center.
Log Out
Logs you out of Social Media Management.
URL Shortener
The URL Shortener, found above your profile image, is a great tool for reducing long, unsightly URLs. Simply copy and paste a URL into the tool it will return a shortened URL.

Tip:

Rather have your own vanity URL in Social Media Management? Please refer to our article on Setting Up Vanity URLs.


Settings Features

Profile settings

My profile

You can change personal information, set a profile picture, and set your format preferences.

You can also change your password here. We highly recommend that you enable two-factor authentication (2FA) in addition to a strong password.

A social login can be used to sign into Social Media Management through some of your social media accounts. Depending on your organization's set up, this feature may be turned off or enforced.

Lastly, you can see which teams you have been added to.

Notifications

You can choose if you want to receive an email notification each time a new piece of content arrives in Engage. (This is recommended for less active social media channels that are not actively monitored).

Organization settings

Overview
The Overview section offers some general statistics of your organization. There are shortcuts for adding channels, users, and teams.
Teams

An overview of all teams that you have access to. For Admin users in Admin View, this means all teams in your organization. For other user roles, it will show the teams you are assigned to.

Clicking on a team will open further options for managing that team. Users and channels can be added or removed to/from teams.

Engage reply templates can be set for the team. These let you send a standard reply to common inquiries.

For reporting purposes, you can set Business Hours and Service Targets for the team. This can offer more insights in your Team Performance Report.

Users

Similar to the Teams section, this is an overview of all the Social Media Management users in your organization, or in your assigned teams. New users can be created here and existing users can be deleted or changed.

Clicking on a user will open a detail view. Access levels, user expiration, and default geo-targeting of Publish content can be set there, as well as user roles for individual channels and ad sets.

Label Management

Through the Label Management section, you can gain insights into the usage of labels for reporting purposes. You can create, merge, and delete labels, as well as define which Users can create new labels.

Integrations & API

Social Media Management supports a number of third-party integrations. Learn more about what integrations and APIs are available in our help center.

The second tab gives you an overview of all active Social Media Management API keys. Find out more about our APIs here.

Audit Log

The Audit Log contains most actions taken by users on the platform, such as logging in or deleting a user. Admin users can see an overview of all actions taken by all users, while other user roles can view only the actions they took themselves. For more information, refer to our dedicated Audit Log article.

Channel settings

Channels

This section gives an overview of all channels connected to Social Media Management that you have access to. Admins in Admin View can see all channels connected to your organization, while other user roles can only see the channels assigned to the teams they are part of.

Channels can be connected, reconnected, and removed here. Their connection status is displayed on the right side in the overview.

Clicking on a channel will open a detail view with the option to Bulk Mark as Read content in Engage up to a certain date. A second tab offers an Audit Log of the channel, where you can see the connection history and any disconnection error messages.

Ad Accounts

This is similar to the channels overview, only for Facebook and LinkedIn ad accounts. Add new ad accounts, or reconnect and delete existing ones.

Clicking on an account will give you the option to set Advertise user roles.

Channel Groups

Grouping Channels together offers you an easy way to filter content per Channel group in the Publish section.

Campaign Tracking & Tracking Templates

These sections allow you to set up tracking for the links you share in your Publish content. You can create templates for each of your channels and edit them as needed. To learn more, check out our article on campaign tracking.


Eager to learn more about our modules? Continue your journey of discovery by visiting our other module introduction articles here.

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