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Getting Started with the Social Media Panel

Only users with the permission to edit Organization settings can set up the Social Media Panel.

The Social Media Panel on the Dashboard gives you the ability to use your organization's Twitter and Facebook accounts. Before using the Social Media Panel, you need to set it up by enabling a connection to your organization's Facebook and Twitter accounts and granting users write/delete permissions.

In this tutorial, you'll learn how to set up the Social Media Panel for Facebook and Twitter and grant users write/delete permissions.

Before you begin

Before setting up the Social Media Panel, you need to:

IMPORTANT:   If you are logged into a personal account, the Social Media Panel will connect to your PERSONAL account, giving your organization’s users read access to your personal account.

To enable a connection to Facebook

1. On any page, click Settings.

The System Tools page opens.

2. In the Organizations section, click the name of the organization you want.

The Organization Details page opens.

3. Click edit.

The Edit Organization page opens.

4. Select the Social Media tab.

Note: Depending on your setup, the Web Analytics and Landing Pages tabs might not be displayed.

5. Click Enable.

The Facebook Request for Permission page opens.

6. If you are not currently logged into your Facebook account, enter your username and password.

Note: If you recently disabled the connection but still have active cookies, the page will briefly open and close, automatically re-enabling the connection. In this case, skip step 7.

7. Click Allow.

The connection is enabled and the list of available options and pages opens on the Edit Organization page.

8. Select the checkboxes of the options and pages you want all users to access.

Read access is granted to all users in the organization to the options you selected.

9. On the Dashboard, click your browser's Refresh button.

A confirmation message opens.

10. Click OK.

The connection is enabled.

To enable a connection to Twitter

1. On any page, click Settings.

The System Tools page opens.

2. In the Organizations section, click the name of the organization you want.

The Organization Details page opens.

3. Click edit.

The Edit Organization page opens.

4. Select the Social Media tab.

Note: Depending on your setup, the Web Analytics and Landing Pages tabs might not be displayed.

5. Click Enable.

The Twitter Authorization page opens.

6. If you are not currently logged into your Twitter account, enter your username and password.

Note: If you recently disabled the connection but still have active cookies, the page will briefly open and close, automatically re-enabling the connection. In this case, skip step 7.

7. Click Authorize app.

The connection is enabled. All users in the organization now have read access to your organization's Twitter account.

8. On the Dashboard, click your browser's Refresh button.

A confirmation message opens.

9. Click OK.

The connection is enabled. 

To grant users write/delete permissions

After you enable a connection to Facebook and Twitter, you need to grant users write/delete permissions to those accounts.

1. In the Other Users section on the System Tools page, click the name of the user you want.

The User page opens.

2. Click edit.

The Edit User page opens.

3. Select the Social Media tab.

Note: Depending on your setup, some tabs might not be displayed.

4. Select the checkbox of the account to which you want to grant permissions.

Note: The checkbox for the account appears only if a connection to that account is enabled. If the checkbox does not appear, follow the instructions above to enable the connection.

5. Click Save.

The permissions are granted to the user.

To grant write/delete permissions to other users, repeat steps 1-5 for each user.