About the Mingel Social Collaboration Module
The Mingel Social Collaboration module works with many aspects of the Magentrix platform to allow users to interact and collaborate in the portal. With this module enabled, users can share and draw attention to specific files or Entities, manage their social profiles, engage in activity feeds, and build professional networks within the organization. The Mingel Collaboration features provided in the Magentrix platform can also be used to improve the flow of communication between users. A green inbox button will appear in the bottom right corner of pages for which social collaboration is possible.
Home Newsfeed
When Social Collaboration is enabled, the Newsfeed is added to the Home Tab. The Newsfeed displays recent user activities in the Social Collaboration module. If the user is following an entity record, the Newsfeed will also show any comments made on the record. The Home Newsfeed serves as a central hub for tracking organizational activity and staying informed about collaborative efforts across the platform.
Social Profiles and User Management
Users can create comprehensive Social Profiles that serve as personal hubs for collaboration and networking within the portal. Social Profiles provide centralized access to user activities, content management, and relationship building tools.
Social Profile Components
Profile Information and Customization: Users can customize their Social Profile with personal information, profile pictures, and cover photos. Social Profiles can be configured with privacy settings to control visibility throughout the portal, with options for Public or Private profile access.
Activity Management: Each Social Profile includes comprehensive activity tracking that displays user engagement across the platform, including file interactions, comments, mentions, and collaborative activities. Activity feeds provide visibility into user participation and engagement patterns.
Content Organization: Social Profiles feature dedicated sections for organizing and accessing user-specific content including personal files, starred items, and collaborative activities. Users can efficiently manage their content and track their collaborative contributions through their profile interface.
User Relationship Management
Following and Followers System: Users can build professional networks by following other portal users and managing their own follower relationships. The following system enables users to stay informed about colleagues' activities and build collaborative networks based on professional interests and project requirements.
People Directory: The People Directory provides a searchable catalog of all public Social Profiles, enabling user discovery and network building across the organization. Users can search for colleagues, partners, and customers based on their professional information and collaborative interests.
Network Building: Social Profiles support relationship building through following systems, shared activities, and collaborative engagement that strengthen organizational connectivity and knowledge sharing.
Social Collaboration Posts and Comments
Users can make posts on their Social Profile, and comments on Document Library files or other entity records. The Social Collaboration system provides comprehensive content creation and sharing capabilities that support organizational communication and engagement.
Content Creation and Formatting
Rich Text Formatting: Users can create professionally formatted posts and comments using comprehensive formatting tools including bold text, italics, strikethrough, inline code, preformatted text blocks, and quote formatting. These formatting options enable clear, professional communication that enhances readability and engagement.
File Attachments: Users can attach files to posts and comments to share resources, documents, and supporting materials directly within social collaboration discussions. File attachments integrate with Document Library permissions and organizational storage policies.
@username Mentions: Mention specific users in posts and comments to involve them in discussions and ensure they receive notifications. Mentioned users are automatically notified regardless of their following status or notification preferences.
Interactive Poll Creation
Poll Functionality: Users can create interactive polls within social feeds to gather opinions, make decisions, or assess community preferences. Poll creation includes comprehensive customization options for effective community engagement.
Poll Configuration Options:
- Multiple choice questions with customizable answer options
- Add choice functionality for dynamic poll expansion
- Vote modification settings allowing users to change their voting choices
- Rich text formatting within poll questions and choices
Poll Engagement: Community members can participate in polls to contribute to decision-making processes and provide valuable feedback on organizational topics, projects, and initiatives.
Content Visibility and Audience Controls
Granular Sharing Controls: Users can configure precise audience visibility for posts and comments using a three-tier visibility system:
Owner: Content is visible only to the specific owner of the related item, providing private communication channel for sensitive feedback, questions, or confidential discussions.
Internal Users: Content is accessible to all Employee users with appropriate access permissions, supporting internal organizational discussion while maintaining privacy from Partner and Customer users as well as external audiences.
Everyone with Access: Content is visible to all users with access to the underlying content, including Guest users when public access is enabled, providing the broadest visibility option for general discussion and community engagement.
Content Interaction Features
Like: Support posts and comments to express agreement and engagement.
Favorite: Save important posts and comments for later reference. Users can access their favorited content through their Social Profile for personal knowledge management and content organization.
Starred Content Management: Users can star any feed content directly from the activity streams, creating personalized collections of important information. Starred items can be accessed through the Social Profile for quick reference and content organization.
Social Collaboration with the Documents Library Module
Users can comment on Documents Library files. Social Collaboration with the Documents Library has the following features:
Like: Support a document.
Follow: Receive updates whenever the file is commented on.
Statistics: See information regarding the number of times the file has been viewed, downloaded, liked, and commented on.
Activity Integration: Document activities are integrated with user Social Profiles and activity feeds, providing comprehensive visibility into content engagement and collaborative workflows.
Activity Feeds and Content Discovery
Comprehensive Activity Tracking: The platform tracks and displays user activities across all collaborative features including file uploads, comments, mentions, following relationships, and content interactions. Activity feeds provide real-time visibility into organizational collaboration and engagement patterns.
Content Discovery: Activity feeds help users discover relevant content through peer interactions, collaborative activities, and network engagement. Users can identify important discussions, popular content, and active collaboration areas through their personalized activity streams.
Engagement Analytics: Activity tracking provides insights into user engagement patterns, popular content, and collaborative effectiveness, supporting optimization of communication and knowledge sharing strategies.
Notification System Integration
Email Notifications: Social Collaboration activities generate email notifications based on user preferences and following relationships. Notifications include mentions, comments, file updates, and collaborative activities that keep users informed about relevant organizational activities.
Platform Notifications: In-platform notifications provide immediate visibility into collaborative activities and user interactions, supporting real-time collaboration and communication effectiveness.
Notification Management: Users can customize notification preferences through personal settings, controlling frequency and types of notifications received to balance engagement with productivity requirements.
Integration with Portal Ecosystem
Security Role Integration: Social Collaboration operates within the portal's comprehensive Security Role framework, ensuring that social features and functionality align with organizational permission structures and user access boundaries across all portal modules and features.
Module Connectivity: Social Collaboration integrates with other portal modules including Document Library, Groups, and entity records, creating comprehensive collaboration ecosystems that support diverse organizational workflows and communication requirements.
Privacy and Security: Social Collaboration features respect organizational privacy policies and access controls, ensuring that collaborative activities operate within appropriate security boundaries while enabling effective knowledge sharing and relationship building.
Best Practices and Recommendations
Social Profile Management
Professional Profile Development: Create comprehensive Social Profiles that reflect professional identity and organizational role. Include appropriate profile and cover photos that maintain professional standards and organizational branding consistency.
Privacy Settings Strategy: Configure privacy settings based on organizational communication needs and professional requirements. Use Public profiles to encourage organizational networking and knowledge sharing, or Private profiles when content should remain within controlled access boundaries.
Content Organization: Utilize profile sections effectively by organizing files, starred content, and activities in ways that support professional workflows and collaborative efficiency.
Activity Feed Engagement
Strategic Following: Follow users and content strategically based on professional interests, project requirements, and collaborative needs. Balance following scope to stay informed about relevant activities without creating notification overload.
Content Curation: Use starred content functionality to build personal knowledge repositories of valuable information, important discussions, and reference materials that support ongoing work and decision-making processes.
Professional Communication: Maintain professional communication standards in all social collaboration activities, ensuring that comments, posts, and interactions reflect organizational values and communication policies.
Network Building and Discovery
Professional Networking: Use the People Directory to discover colleagues, subject matter experts, and collaborative partners across the organization. Build professional networks that support knowledge sharing and collaborative project success.
Engagement Balance: Balance active engagement with productivity requirements by managing notification preferences and focusing collaborative activities on high-value interactions that support organizational objectives.
Community Contribution: Contribute positively to organizational collaboration by sharing knowledge, providing helpful feedback, and supporting community engagement that benefits the broader user ecosystem.
Common Use Cases
Knowledge Management and Sharing
Expertise Discovery: Use Social Profiles and the People Directory to identify subject matter experts, track their contributions, and connect with knowledgeable colleagues across organizational boundaries.
Content Curation: Leverage starred content and following capabilities to create personalized knowledge management systems that support ongoing learning and reference needs.
Collaborative Learning: Engage in comment discussions and activity feeds to participate in organizational learning and knowledge transfer that benefits professional development and project success.
Project Collaboration
Team Communication: Use social collaboration features to enhance project communication through file comments, activity tracking, and team member following that keeps project stakeholders informed and engaged.
Progress Visibility: Leverage activity feeds and social collaboration features to maintain visibility into project progress, team contributions, and collaborative activities that support project management and coordination.
Stakeholder Engagement: Use mention functionality and following capabilities to involve stakeholders in discussions, share project updates, and coordinate collaborative activities that support project delivery.
Organizational Communication
Information Distribution: Use social collaboration features to distribute organizational information, share important updates, and facilitate communication that reaches appropriate audience segments across the portal ecosystem.
Community Building: Leverage social profiles, following systems, and activity feeds to build organizational community and strengthen professional relationships that support collaborative culture and organizational effectiveness.
Change Management: Utilize social collaboration capabilities to communicate organizational changes, gather feedback, and facilitate adoption of new processes and procedures through community engagement and peer support.
Troubleshooting Tips
Common Issues and Solutions
Profile Visibility Problems: If users cannot be found in the People Directory, verify that their Social Profile privacy settings are configured as Public rather than Private. Private profiles do not appear in the directory or search results.
Notification Issues: If users are not receiving expected notifications, verify that Social Collaboration email notifications are enabled at both the portal level (Company Preferences > Collaboration > Allow Emails) and individual user preference levels.
Following Functionality Problems: If following features are not available, ensure that Social Collaboration is enabled for the user's Security Role in the Additional Settings tab under Social Collaboration permissions.
Activity Feed Missing: If activity feeds are not displaying, verify that Social Collaboration is enabled at the portal level and that the user's Security Role has appropriate permissions for Social Collaboration module access.
Comment Visibility Issues: If comments are not visible to expected users, review comment visibility settings (Owner, Internal users, Everyone with access) and verify that underlying folder sharing permissions support the intended audience access.
Performance Optimization
Activity Feed Performance: For organizations with high collaboration activity, consider user training on strategic following to optimize activity feed relevance and reduce information overload that can impact user productivity.
Content Organization: Encourage users to organize starred content and manage following relationships regularly to maintain efficient personal knowledge management and avoid system performance impacts.
Storage Management: Monitor user file uploads through Social Profiles and provide guidance on appropriate content sharing and storage utilization to optimize system performance and storage allocation.
Video for Mingel Social Collaboration:
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Social Collaboration Checklist >>