Workspace Settings

Workspace account settings allow you to customize default Workspace settings that apply to all posts and users for better management.

🔹 This is available on the Teams and Enterprise plans.

🔸 This feature is accessible to Admin.

Access Workspace Settings

Go to Admin.
Select Settings > Account.

Departments and Locations

Departments and Locations will be the first tabs. They are used for many Workspace features and capabilities–such as Assignments, Segments, Messages, organizing users, Groups, and Analytics.

When setting up your Departments and Locations, think of the level of detail needed to measure the program's efficacy. If specific locations, such as Austin, TX, are unnecessary, try generalizing more, such as a state or country.

Disclosures

Disclosures are required text to include when users share a post. Companies often include hashtags, such as #iworkforcompany. Active disclosures are available to add when creating or editing a post.

Once a disclosure is applied to a post, users must include it when sharing an article.

Click here to learn more about Disclosures.

Policies

Upload or link to the company's social media policy in the Policies section. This will be visible to users when they go through the registration process and agree to the Terms and Conditions.

Click here to learn more about adding social media policies.

Referrals

Users can invite colleagues to join the Workspace when this Referrals option is toggled on. This setting allows Admin to customize the banner to encourage users to invite a colleague and expand the advocacy program.

Admin Settings Account Referrals.gif