Manage global settings

Define system settings that apply to the entire organization, like solution name, search topic parameters, location groups, labels for Social Center, or a custom link to a privacy statement. Set default values like date and time format, default screen language, or color theme for your Microsoft Social Engagement solution, letting your users start efficiently with your organizational requirements.

Note

You need to be a Social Engagement Administrator to perform this task.

If you aren’t an administrator, you can only override the default values for how Microsoft Social Engagement is displayed for you in Settings > Personal Settings > Your Preferences. More information: Edit your user preferences

Edit the solution name

Your solution name is used for reference in various areas of the application, for example on the nav bar, or when generating alerts and notification emails, or exporting the content.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Default Preferences.

  3. Enter the new name for your solution in the Name text box, and then click Save Save button.

Edit the default screen language

You can set the default language of the user interface for all users of your solution.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Default Preferences.

  3. Select the screen language from the Screen language drop-down list.

  4. Click Save Save button to apply your changes.

Edit the default time frame

Set the default time frame for the Analytics area. Any time you go to Analytics, you’ll see the data for the selected default time frame.

Choose from these options:

  • Today: Posts that were found on the current calendar day.

  • Last Week: Posts that were found in the past 7 calendar days.

  • Last Month: Posts that were found in the past 30 calendar days.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Default Preferences.

  3. Select the time frame from the Default time frame drop-down list.

  4. Click Save Save button to apply your changes.

Edit the default date and time format

You can use the available date and time format or customize it. All charts and analysis will show the selected date and time format.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Default Preferences.

  3. Select the date format from the Date format section.

  4. Click Save Save button to apply your changes.

Edit the number format

Choose the number format that meets your requirements. All charts and analysis will show the selected number format.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Default Preferences.

  3. Select the preferred number format in the Number format drop-down list.

  4. Click Save Save button to apply your changes.

Add or remove search languages

You can select the languages you want to have available when you set up or edit a keyword search rule in a search topic.

Add search languages

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Search Languages.

    Tip

    The more search languages you add, the more posts your keyword search rules may find. For more information on the supported languages, download the Microsoft Social Engagement Translation Guide.

  3. In the Search Languages pane, select the check boxes for the languages you want to enable in Search Setup.

  4. Click Save Save button to apply your changes.

Remove search languages

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Search Languages.

  3. In the Search Languages pane, clear the check boxes for the languages you want to disable in Search Setup.

    Caution

    Removing search languages may affect existing search topics and rules as follows:

    • Search rule gets updated: The removed search language is removed from search rules with multiple active search languages.
    • Search rule gets deleted: If the search rule consists only of the removed search language, the rule is removed from the search topic.
    • Search topic gets deleted: This occurs if the search topic consists only of search rules in the removed language.
  4. Click Save Save button to apply your changes.

Define defaults for new search topics

If you’re an administrator, you can define defaults for new search topics. Select the sources and languages that are selected by default for new search topics. Users that create new search topics can either use your provided defaults for their search topics or override your settings when they set up search topics.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Search Setup Defaults.

  3. Under Search Setup Defaults, select the sources and languages that you want to provide as default values for new search topics.

  4. Click Save Save button to apply your changes.

As an administrator, you can decide whether to show or hide the link to a privacy statement for your Social Engagement solution.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Privacy.

  3. Select the Show link to privacy statement check box.

    Or, if you want to hide the link, clear the Show link to privacy statement check box.

  4. Enter the URL of the privacy statement in the URL input field.

  5. Click Save Save button to apply your changes.

Tip

You may need to go to another page or refresh the application in your browser to see the updated link.

Turn adaptive learning on

The calculation of sentiment values for posts can learn from your users’ edits to sentiment values. As an administrator, you can choose if you want to enable adaptive learning for your organization. More information: Adaptive learning for your organization’s sentiment value edits

Manage labels for posts

Define labels to classify posts. Labels are a quick and easy way to assign a status to a post, and let you add visual markers for a post.

Note

Users must have a Social Engagement Enterprise User License and at least a Responder Engagement Role to assign labels to posts.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Labels.

  3. In the Labels pane, click Add Label Add button.

  4. Select a color from the Color drop-down list, add a description for your label in the Description text box, and then click Save to apply your changes to the label.

Tip

You can use the chevron controls next to the label description to rearrange the order of the labels.

To change an existing label, edit the color or the description in the labels list, and then click Save to apply your changes.

To remove a status label, click Delete Delete button next to the label description, and then confirm your deletion.

Create and manage location groups

Add location groups as quick filters to narrow the data set for locations that are most relevant in your context. Location groups are subsets of available countries/regions for location analysis in Microsoft Social Engagement. You can create custom location groups or use the predefined ones.

Find available location groups

  • To give you a set of location groups to start with, predefined location groups are automatically created.

  • To see the list of locations groups, go to Settings > Global Settings > Location Groups.

Create a custom location group

Create a custom location group to use as a filter for alerts and analysis. You need to be a Social Engagement Administrator or Power Analyst to perform this task.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Location Groups.

  3. In the Location Groups pane, click the Add button Add button.

  4. In the Group Details pane, enter a name for the location group.

  5. In the input field, start typing the name of the location you want to add to this location group until it shows up in the list. Choose the name of the location to add it to the location group.

  6. Repeat step 4 until you have added all required locations.

  7. Click Save Save button to create the location group.

Tip

To add a larger set of locations, you can add existing location groups to a custom location group.

Edit a custom location group

You can add or remove locations from a custom location group at any time.

Note

You need to be a Social Engagement Administrator or Power Analyst to perform this task.

Administrators can edit all custom location groups. Power Analysts can only edit custom location groups they own.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Location Groups.

  3. In the list of location groups, select the location group you want to edit.

  4. In the Group Details pane, add or remove locations until the configuration meets your requirements.

  5. Click the Save button Save button to confirm your edits.

Delete a custom location group

You can delete custom location groups that are no longer required. Predefined location groups can’t be deleted. You need to be a Social Engagement Administrator or Power Analyst to perform this task.

  1. Go to Settings > Global Settings.

  2. In the Global Settings pane, click Location Groups.

  3. In the list of location groups, select the location group, and then click Delete Delete button.

  4. In the overlay notification, review the information, and then click OK to confirm your deletion.

Note

Administrators can delete all custom location groups. Power Analysts can only delete custom location groups they own. Location groups are deleted irreversibly, but you can re-create them if required.

Alerts that have the deleted location group in the filter will automatically be set to inactive, and alert owners will be notified by email. Alerts won’t reactivate if you re-create a location group with the same name.

Promote custom tags to auto tags

Add custom tags to your auto tags list. You can add up to five custom tags to your list. Custom tags added to this list will be promoted to auto tags and will be automatically added to posts. More information: Tag posts with intention tags and custom tags

See Also

Set up searches to listen to social media conversations
Get started with Social Engagement
Set your preferences for the user interface