Help Document
Enabling Mingel Social Collaboration and Social Profiles

    ENABLING MINGEL SOCIAL COLLABORATION AND SOCIAL PROFILES

    Enable Mingel Social Collaboration to allow users to use Social Collaboration features in the portal. Social Collaboration must be enabled at three levels: for the portal, for Security Roles, and for Magentrix Entities.

    Requirements

    To enable Social Collaboration, users must be assigned a security role with the following permissions:

    • Administrator System Role

    SOCIAL COLLABORATION NOTIFICATION

    The Mingel Social Collaboration module allows users to receive notifications about activities on Document Library Files, other records and user activity. Users will receive email and Home Newsfeed notifications.

    The following is a list of notification triggers that will cause you to receive a notification:

    • When a user posts on your Social Profile wall.
    • When a user posts on a Document Library File or record you follow or own.
    • When a user comments on your post.
    • When a user mentions you in a post.
    • When a user comments on a post you liked.

     

    TO ENABLE SOCIAL COLLABORATION FOR THE PORTAL:

    1. In the Setup Home page, click Manage > Company Preferences.
    2. Click Edit.
    3. Select the Collaboration tab.
    4. Check Social Profile.
    5. Check Enable Social Collaboration.
    6. Click Save.

     

    TO ENABLE SOCIAL COLLABORATION FOR SECURITY ROLES:

    1. In the Setup Home page, click Security > Security Roles.
    2. Click the Security Role for which you want to enable Social Collaboration.
    3. Click Edit.
    4. Select the Tab Settings tab.
    5. Set Home to On or Hidden.
    6. Select the Other Settings tab.
    7. Check Social Collaboration.
    8. If you want users with this Security Role to be tracked by the Social Collaboration Statistics, check Track Record Views.
    9. Click Save & Close.

     

    TO ENABLE SOCIAL COLLABORATION FOR MAGENTRIX ENTITIES:

    1. In the Setup Home page, click Create > Entities.
    2. Click the Entity for which you want to enable Social Collaboration.
    3. Click Edit.
    4. Check Track Feeds.
    5. Click Save.

     

    TO ENABLE SOCIAL COLLABORATION FOR SALESFORCE OBJECTS:

    1. In the Setup Home page, click Extend > Salesforce.
    2. Click the Object for which you want to enable Social Collaboration.
    3. Click Edit.
    4. Check Track Feeds.
    5. Click Save.

     

    << Social Collaboration Checklist | Using Social Collaboration with Documents Library Files >>