How to Add & Manage Social Media Contact Information on Entity Profiles

Adding Social Media Links on Profile Pages

The 'Social' section on entity profile pages allows you to add social media information for entities, similar to how you add addresses, phone numbers, and email addresses. Please note that the Social section needs to be enabled at the organizational level for each entity type, and only Admins have the ability to enable this feature.

The options are:

Discord Facebook Instagram LinkedIn TikTok

Twitter Website WeChat WhatsApp Other (any link)

Enabling the Social Profile Section

By default, the Social profile section is not enabled when Admins create a new entity. Similarly, it won't be enabled on existing entity types. Admins will need to follow these steps to enable the Social profile section.

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Open Main Menu Button

 

Click on Entity Types

 

Select an Entity

 

Check the Social box

 

Click on Save Changes

 

Adding and Editing Social Media Profiles

Once the Social profile section is enabled, users of all types can add and edit social media profiles for entities. Follow the steps below to add or edit social media profiles:

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Select the entity you need to manually update

 

On the profile page locate the 'Social' section and click on ADD

 

Select the type of Social Media from the dropdown list

 

Add the social media handle or URL

 

You can confirm that the contact is valid by checking the Confirmed box

 

Click on Save

 

Populating Social fields by Upload

You can add social media handles and URLs for entities via upload. You can view our upload templates here for how to structure your CSV. file.

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