Configuring Social Profiles

Users can configure their Social Profile with information about themselves and profile pictures. Administrators can add fields to be displayed and configured in a user's social profile.

Requirements

To configure your Social Profile, users must be assigned a security role with the following permissions:

• All Entities, User (system), Edit: Private
• Other Settings, Social Collaboration: Enabled
• Social Collaboration must be enabled on the portal

User Profile Configuration

To Configure Your Social Profile

1. Go to the My Profile Tab.
2. Click Edit Profile and then complete the fields provided.
3. In the Privacy Setting dropdown list, select a setting:
   • If you want all of your Social Profile information to display to other users, select Public.
   • If you want to only display your Alias, Title, and About Me to other users, select Private.

Private Account Behavior: Private accounts will not appear in the People Tab and all posts you share will be made under your alias. Other users will still be able to follow you in their feeds.

Note: Other users will be able to search for both your name or alias in private messaging.

4. Click Save Changes.

Privacy Settings Impact

Public Profile Settings:

• Complete profile information is visible to all portal users
• Profile appears in People Directory search results
• Other users can discover and follow your profile easily
• Posts and activities display your full name and profile information
• Supports organizational networking and professional visibility

Private Profile Settings:

• Only Alias, Title, and About Me information are visible to other users
• Profile does not appear in People Tab or Directory searches
• Posts and shared content display under your alias rather than full name
• Other users can still follow your activities through feeds
• Maintains privacy while allowing collaborative participation
• Users can still be found through direct search by name or alias in private messaging

Profile Picture Configuration

5. If you want to add or change your profile picture:
   • Hover over the Profile Picture pane and then click the camera symbol.
   • Click Choose a Photo, select a profile picture, and then click Open.
   • Crop your photo to create a thumbnail image by dragging and resizing the selection.
   • Click Save.

Profile Picture Best Practices:

• Use professional, high-quality images that represent your organizational role
• Ensure images are appropriate for your business environment
• Consider organizational branding guidelines when selecting profile photos
• Profile pictures enhance recognition and professional networking effectiveness

Cover Photo Configuration

6. If you want to add or change your cover picture, on the top left of the Cover Picture pane, click the camera icon, and then click Upload Photo. Select a cover photo and then click Open.

Cover Photo Specifications:

• Default size for the Cover Picture pane is 1200px wide by 280px high
• Ensure your image is within these dimensions before uploading for optimal display
• If your image does not fit within the pane correctly, adjust your image size accordingly
• Cover photos provide personal branding and professional presentation opportunities

Cover Photo Guidelines:

• Select images that reflect professional identity and organizational culture
• Avoid overly personal or inappropriate content for business environments
• Consider how cover photos appear across different devices and screen sizes
• Update cover photos periodically to maintain fresh, current appearance

Administrator Profile Field Management

To Add Fields to Social Profiles

Administrators can add additional fields to be viewed and configured on users' social profiles. To do so, follow these steps:

1. Under the People tab, navigate to a user's home page.
2. Click on their About tab.
3. Click on the gear button:
   • To change community user social profile layouts, click Community User Profile Layout.
   • To change employee user social profile layouts, click Employee User Profile Layout.

Important: Editing one of these profile layouts will apply to all users of that type.

Profile Layout Configuration

4. Select the additional fields to be displayed on the social profile and reorder them using the arrows:
   • Employee users will display User fields
   • Community users will display Contact fields

Field Permission Considerations: Selected fields will respect the user's read/edit permissions, ensuring appropriate data access and security boundaries.

5. When the fields have been configured, click Save.

Field Selection Strategy

Professional Information Fields:

• Job Title and Department for organizational context
• Manager and Reporting Structure for internal hierarchy
• Contact Information for business communication
• Location and Time Zone for distributed teams

Collaboration Enhancement Fields:

• Skills and Expertise areas for knowledge discovery
• Current Projects for collaboration opportunities
• Professional Interests for networking alignment
• Availability Status for communication coordination

External Integration Fields: Adding fields such as "Phone Number" and "Email" to the Social Profile can allow users to be reached directly from the portal using these channels if proper external plug-ins are installed.

Best Practices and Recommendations

User Profile Management

Complete Profile Development: Encourage users to complete comprehensive Social Profiles that reflect their professional identity and organizational role. Complete profiles enhance networking effectiveness and support knowledge discovery across the organization.

Regular Profile Updates: Establish practices for keeping profile information current including job changes, project updates, and contact information modifications that maintain accurate organizational directory information.

Professional Consistency: Maintain consistent professional presentation across profile elements including photos, descriptions, and contact information that reflect organizational standards and personal branding objectives.

Administrator Field Strategy

Strategic Field Selection: Choose profile fields that support organizational networking goals, knowledge discovery objectives, and collaborative workflow requirements while respecting privacy and security boundaries.

User Experience Optimization: Balance comprehensive information capture with user interface simplicity by selecting fields that provide maximum value without overwhelming users or creating maintenance burden.

Integration Planning: Consider how profile fields integrate with other portal features including search functionality, collaboration tools, and external system connections for comprehensive user experience optimization.

Privacy and Security Management

Privacy Setting Guidance: Provide clear guidance to users about Public vs Private profile implications for organizational networking, collaboration effectiveness, and professional visibility within the portal community.

Data Protection Compliance: Ensure profile field selection and information display comply with organizational privacy policies, data protection requirements, and regional privacy regulations including GDPR considerations.

Access Control Alignment: Coordinate social profile field permissions with broader Security Role permissions to maintain consistent access control boundaries and appropriate information visibility.

Common Use Cases

Professional Networking Enhancement

Expertise Discovery: Configure profile fields that help users discover subject matter experts, project collaborators, and knowledge resources across organizational boundaries for effective professional networking.

Team Building: Use profile information to facilitate team formation, project staffing, and cross-functional collaboration by providing visibility into skills, experience, and availability.

Organizational Navigation: Support new users and organizational navigation through comprehensive profile information that provides context about colleagues, reporting structures, and professional relationships.

Knowledge Management Support

Subject Matter Expert Identification: Configure profiles to highlight expertise areas, certifications, and specializations that support knowledge discovery and expert consultation across the organization.

Project Collaboration: Use profile fields to identify potential collaborators, project participants, and stakeholders based on skills, interests, and current project involvement.

Mentorship and Development: Support professional development and mentorship programs through profile information that facilitates mentor-mentee matching and career development networking.

Communication Optimization

Contact Integration: Configure contact fields that enable direct communication through multiple channels including email, phone, and messaging integration for efficient business communication.

Availability Management: Use profile fields to communicate availability, time zones, and communication preferences that optimize collaborative scheduling and interaction effectiveness.

Cultural Integration: Support organizational culture and community building through profile elements that encourage personal connection while maintaining professional boundaries and privacy respect.

Troubleshooting Tips

Common Profile Configuration Issues

Profile Picture Upload Problems: If profile pictures fail to upload, verify file size and format requirements. Ensure images are in supported formats (JPG, PNG) and within reasonable file size limits for optimal performance.

Cover Photo Display Issues: If cover photos don't display correctly, verify dimensions match the recommended 1200px x 280px specifications. Adjust image size before uploading to prevent display formatting problems.

Privacy Settings Not Working: If privacy settings don't function as expected, verify that Social Collaboration is enabled at both portal level and Security Role level. Check that user permissions support profile privacy management.

Field Display Problems: If custom fields don't appear on profiles, verify that field permissions align with user Security Role permissions and that profile layout configuration was saved properly for the correct user type.

Administrative Configuration Issues

Profile Layout Changes Not Applying: If profile layout modifications don't appear for users, verify that changes were applied to the correct user type (Employee vs Community User) and that affected users have refreshed their browser sessions.

Field Permission Conflicts: If profile fields display inconsistently, review Security Role permissions to ensure that selected fields are accessible to target user types and that permission conflicts don't prevent appropriate field visibility.

Integration Problems: If profile fields don't integrate properly with external systems or plugins, verify that external integrations are properly configured and that selected fields support the intended integration functionality.

Performance Optimization

Profile Load Performance: For organizations with extensive profile customization, monitor profile page load times and optimize field selection to balance comprehensive information with performance requirements.

Image Storage Management: Monitor storage utilization for profile and cover photos, especially in large organizations. Establish guidelines for appropriate image sizes and formats to optimize storage usage.

Search and Discovery Optimization: Optimize profile field selection to support effective search and discovery functionality without overwhelming search results or creating performance impacts on People Directory usage.

Jump to Social Collaboration Checklist

<< Using Social Collaboration with Documents Library Files