Customizing Your Workspace Settings: A Guide for Admins

Welcome back to EveryoneSocial! In this article, we’ll guide you through customizing your workspace settings in the admin console. We'll focus on configuring departments and locations, which play a crucial role in user onboarding, communication, and gamification within your advocacy program.

Accessing Workspace Settings


Navigate to the Admin Console: Click on Settings in the left-hand side of your admin navigation menu. This will take you to the settings page where you can make various edits to optimize your program.

Configuring Departments and Locations


Configuring Departments and Locations is essential for organizing users and tailoring content to specific teams or regions. Here’s how to set them up effectively:

1. Departments:

  • Purpose: Departments help categorize users based on their roles or teams, such as Sales, Recruiting, HR, or Marketing. This is useful not only for onboarding but also for targeted communication and gamification campaigns.
  • Setup Process:
    • Start by adding generic placeholders, which you can customize to fit your organization's structure. For example, you might create categories like "Sales - Enterprise" or "Sales - BDR."
    • Consider how departments will aid in managing communication. You can tailor content specifically for certain departments or create competitive campaigns using leaderboards.
    • Example Departments to Add: Sales, Recruiting, Human Resources (HR), Executive Leadership, Marketing.

2. Locations:

  • Purpose: Locations help organize users by geographic area, which is particularly useful for distributing region-specific content or content in different languages.
  • Setup Process:
    • Add locations based on global regions, states, or specific countries. For example, you might use "United States," "EMEA," "Asia-Pacific," or "Remote."
    • Consider what will be most relevant to your program’s needs and help drive user adoption.
    • Example Locations to Add: United States, Europe, Asia, Latin America, Headquarters, Remote.

After adding the desired departments and locations, perform a quick refresh to ensure the settings are saved correctly.

Leveraging Departments and Locations for Reporting, Communication, and Gamification


Once your departments and locations are set up:

  • Analytics and Reporting: Navigate to Analytics > Users to apply filters by department or location. This allows you to generate detailed reports on how different teams or regions are performing within the program. You can track metrics like shares, clicks, and overall engagement to identify key influencers.
  • Segments for Communication and Leaderboards: Return to Settings > Segments to create segments based on departments or locations. These segments can be used to target specific groups with communications or to set up leaderboard campaigns that foster friendly competition among teams.

Other Important Workspace Settings


In addition to departments and locations, here are a few other important settings to consider:

  • Company Pages: Ensure that the admin managing your LinkedIn company page also connects their social accounts within EveryoneSocial. This enables the platform to collect engagement data on who is interacting with your company content.
  • Social Media Policy: If your company has a social media policy, you can add it under settings. This policy will be displayed in step one of the user onboarding process, where users agree to the terms and conditions. You can also link to a 15-minute training on social media best practices, which is helpful for educating users about appropriate conduct.

Prioritizing Your Workspace Customizations


While there are many settings to explore, prioritizing the configuration of departments and locations will set a solid foundation for inviting employees to activate their accounts and engage with your program effectively.

Conclusion


By customizing your workspace settings—especially departments and locations—you’ll optimize your EveryoneSocial platform for better onboarding, communication, and engagement. This customization is key to running a successful advocacy program and fostering user adoption.

For more tips on customization and to learn about analytics and reporting, check out our next video or visit our Help Center. See you in the next video!


For further assistance or questions, feel free to contact our support team at support@everyonesocial.com.

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