Mingel Social Collaboration Checklist
Foundation Setup and Configuration
Portal-Level Social Collaboration Setup
☐ Enable Social Collaboration at Portal Level Navigate to Setup Home > Company Preferences > Collaboration tab and enable Social Collaboration, Social Profile, and email notification settings. Configure anti-spam compliance by including company address in email footers for legal compliance and professional communication standards.
☐ Configure Email Notification Management Enable "Allow Emails" to permit users to receive collaboration email notifications while allowing individual users to customize their personal notification preferences. Configure notification triggers for mentions, comments, shared content, polls, and collaborative interactions across the platform.
☐ Establish Community Guidelines and Policies Develop clear guidelines for appropriate social collaboration behavior including professional communication standards, content appropriateness, audience selection best practices, and escalation procedures for inappropriate use that align with organizational policies.
Security Role Configuration
☐ Configure Security Role Permissions for Social Collaboration Enable Social Collaboration permissions in Security Role Additional Settings for Employee, Partner, and Customer roles as appropriate. Configure Home tab access (On or Hidden) and Track Record Views for collaboration analytics and compliance reporting.
☐ Configure Advanced Social Collaboration Features Set up Direct Messages functionality for enhanced communication (noting that this cannot be disabled once enabled), Feed/Comment Edit Permissions with time limits, and role-specific social collaboration capabilities based on organizational security requirements.
☐ Establish Role-Based Access Controls Ensure Security Role permissions align with organizational access boundaries while enabling appropriate social collaboration features for different user types. Coordinate social collaboration permissions with other portal modules for consistent access management.
Entity and Record Configuration
☐ Enable Track Feeds for Magentrix Entities Navigate to Setup Home > Create > Entities and enable Track Feeds for entities that should support social collaboration including following, commenting, and activity tracking capabilities. Configure entity-specific social collaboration features based on business requirements.
☐ Configure Salesforce Object Integration For organizations using Salesforce integration, enable Track Feeds for relevant Salesforce objects in Setup Home > Extend > Salesforce to extend social collaboration capabilities to external CRM records and maintain consistent collaboration experience.
☐ Plan Entity-Specific Collaboration Strategies Develop strategies for which entities should support social collaboration based on organizational workflows, user access patterns, and collaborative business processes. Document decision rationale for future reference and maintenance.
Social Profile Management and User Experience
Social Profile Configuration and Customization
☐ Enable User Social Profile Creation Ensure Social Profile functionality is enabled in Company Preferences > Collaboration settings, allowing users to create comprehensive profiles with personal information, profile pictures, cover photos, and professional details that support organizational networking.
☐ Configure Privacy Settings and Visibility Controls Establish guidelines for Public vs Private profile settings, explaining that Public profiles appear in People Directory and are searchable while Private profiles remain hidden from directory listings but allow direct collaboration.
☐ Set Up Profile Field Management Configure additional fields for social profiles including Employee vs Community User profile layouts. Add relevant professional fields, contact information, and organizational details that support networking and collaboration effectiveness while respecting security boundaries.
Activity Feed and Content Management
☐ Configure Activity Feed Integration Ensure activity feeds display comprehensive user engagement including comments, posts, file interactions, mentions, polls, and collaborative activities across platform modules. Configure activity privacy settings that respect organizational access controls.
☐ Enable Starred Content Management Verify starred content functionality allows users to star any feed content for personal knowledge management and organization. Test starred content access through Social Profile interface for efficient reference and content curation.
☐ Set Up Content Discovery and Search Configure People Directory search functionality for user discovery and professional networking. Ensure search respects privacy settings and provides appropriate user visibility based on profile configuration and organizational requirements.
Following and Network Management
Following System Configuration
☐ Configure User Following Capabilities Enable users to follow colleagues, subject matter experts, and collaborative partners through People Directory and profile interfaces. Ensure following relationships generate appropriate notifications and activity feed updates based on user preferences.
☐ Set Up Record and Content Following Configure following capabilities for files, entities, and collaborative content with notification preferences including All Activities, Only Mentions, and Mute options. Test following integration with email notifications and platform notifications.
☐ Establish Following Management Best Practices Provide user guidance on strategic following to stay informed about relevant activities without notification overload. Document following relationship management through Social Profile interface for optimal collaborative networking.
Professional Network Building
☐ Configure People Directory and User Discovery Ensure People Directory displays all Public profiles with search functionality for discovering colleagues across organizational boundaries. Configure directory to support professional networking and expertise discovery initiatives.
☐ Set Up Follower Management and Visibility Configure follower relationship visibility through Social Profile Followers section, allowing users to monitor their professional network reach and engagement patterns while respecting privacy boundaries and organizational policies.
☐ Establish Network Building Guidelines Develop guidelines for professional network building including appropriate following behavior, engagement strategies, and collaborative relationship management that support organizational objectives and professional development goals.
Content Creation and Collaboration
Rich Content Creation Capabilities
☐ Enable Rich Text Formatting and Media Integration Configure comprehensive formatting tools including bold, italics, strikethrough, inline code, preformatted text, quotes, and file attachment capabilities for professional content creation and enhanced communication effectiveness.
☐ Set Up Poll Creation and Interactive Features Enable poll functionality within social feeds with multiple choice options, dynamic choice expansion, vote modification settings, and comprehensive poll engagement tracking for community decision-making and feedback collection.
☐ Configure Mention Functionality and Notifications Ensure @username mention capabilities work across posts and comments with automatic notification delivery regardless of following status. Test mention suggestions and user discovery functionality for efficient collaborative communication.
Audience Visibility and Content Controls
☐ Configure Three-Tier Visibility System Establish and test Owner (private), Internal Users (Employee users only), and Everyone with Access (all user types) visibility controls for posts and comments. Ensure visibility settings respect underlying content permissions and security boundaries.
☐ Set Up Content Moderation and Quality Controls Develop procedures for monitoring user-generated content, enforcing community guidelines, and addressing inappropriate content while maintaining positive collaborative environment and organizational standards.
☐ Establish Content Lifecycle Management Create procedures for content organization, archival policies, and collaborative content maintenance that support ongoing knowledge management and organizational memory preservation.
Integration and Analytics
Module Integration and Cross-Platform Features
☐ Configure Document Library Social Collaboration Ensure file following, commenting, and social interaction capabilities work seamlessly with Document Library permissions, folder sharing, and version control features for comprehensive content collaboration.
☐ Set Up Cross-Module Activity Tracking Configure activity feeds to display collaborative activities across all enabled modules including files, entities, groups, and other collaborative content for comprehensive user engagement visibility.
☐ Establish Integration with User Groups and Teams Coordinate social collaboration with User Groups, Team Access, and other portal collaboration features to create comprehensive collaboration ecosystems that support diverse organizational workflows.
Analytics and Performance Monitoring
☐ Configure Social Collaboration Analytics Enable activity tracking, engagement metrics, and user behavior analytics for social collaboration features. Set up reporting capabilities that provide insights into collaboration effectiveness and community engagement patterns.
☐ Set Up Performance Monitoring and Optimization Monitor system performance impact of social collaboration features, storage utilization for user-generated content, and notification system effectiveness. Plan for scaling and optimization based on user adoption patterns.
☐ Establish Usage Analytics and Business Intelligence Configure analytics to track collaboration impact on business objectives, knowledge sharing effectiveness, and organizational communication improvement for ongoing optimization and strategic decision-making.
Ongoing Management and Maintenance
User Training and Support
☐ Develop User Training Materials and Resources Create comprehensive training documentation, video tutorials, and help resources that explain social collaboration features, best practices, and professional usage guidelines for different user types and organizational roles.
☐ Establish User Support and Help Systems Set up support procedures for social collaboration issues including profile configuration, notification problems, following functionality, and content creation assistance. Create escalation procedures for complex issues.
☐ Plan Change Management and Feature Adoption Develop strategies for introducing social collaboration features gradually, monitoring user adoption, gathering feedback, and optimizing configuration based on actual usage patterns and organizational needs.
Maintenance and Quality Assurance
☐ Regular Review and Optimization Tasks Establish schedules for reviewing social collaboration settings, updating community guidelines, monitoring content quality, and optimizing features based on user feedback and organizational evolution.
☐ Security and Privacy Compliance Monitoring Regular audit of social collaboration privacy settings, access controls, and content visibility to ensure continued compliance with organizational security policies and privacy requirements.
☐ Performance and Scalability Planning Monitor system performance, storage utilization, and user engagement patterns to plan for platform scaling, feature optimization, and infrastructure adjustments that support growing collaborative communities.
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