Guide to Managing Profiles

By 16th December 2016Guides

Connecting a new Social Profile

The most obvious way to start the process of adding a new Social Profile to Yatter is from the Settings menu. Any of the following options will start the process. Additionally, you can also add a new profile from the Manage Profiles canvas view by clicking the New button on the top bar. Clicking the same button on the Dashboard will also initiate the process.

It is important to understand that in order to add a new Social Media Profile to Yatter you must first authenticate with the Social Network that the account is from. Nothing is done on Yatter without your permission and at no stage of the process do we have access to your password.

The process involves a round trip out to the social network and then back into Yatter to complete the integration. We are asking for certain rights to post to your accounts (we only read your account name, profile image and handle) and you should see the rights we have requested on the pages the social network shows you.

Choosing a Platform

This whole authentication process starts when you push one of these large buttons. Clicking any of the options above will lead to this page.

Profile Connection

The Connect Profile Options

When you click either of these options you will be redirected away to the platform you chose. If you are already logged in to that platform and have authorised Yatter in the past, then it may redirect you back immediately to Yatter. If you have more than one account it may be a good idea to log out of the platform before you initiate the connection.

Depending on the platform you will be required to sign in and then authorise Yatter to connect to your account. We never look at your personal information and have no rights to do so.

Returning to Yatter

When you have authorised your account the return screen on Yatter looks like this. On Facebook you will see your personal account on the left with pages disabled to the right. You must accept your personal profile before you can be allowed page access as all rights are based on your personal profile.

It’s a very simple decision. Click the tick to connect the profile to Yatter, click the cross to refuse.

If you are selecting multiples, please note that Yatter will wait for you to make a decision about all of your profiles. Clicking Finish at the bottom will end the authorisation and reject any profiles you have not yet authorised.

Authorise Profile

The Authorise Profile Window

As you can see from the screen shot this Authorisation process needs to be repeated to maintain the access token to your account. Facebook tokens expire after 28 days and while Twitter lasts longer we insist on meeting the 28-day limit on there as well. If you do not touch Yatter, we disable all contact after 28 days. This is a safety feature of both our and the target network platform to ensure that your profiles are not abused.

If the profile detected is contained in another Yatter organisation or if another user has authorised it in the past, then you will be prompted notifying you of the transfer. It may take a few seconds for all the content to appear in your queue if you are transferring in a profile from another organisation.

Manage Profiles Canvas

Manage Profile Brick

The Manage Profile Brick

If you select the Canvas menu at the top left and select My Profiles, you should be brought to a Canvas screen that contains a series of display bricks like this one.

This brick displays the account name (clickable), profile image, the number of items in the queue and when the profile expires on Yatter.

The six buttons do as follows: –

  1. Edit – opens an edit bar to allow changing of settings for the profile. This is an important area of the platform and controls all the defaults of the profile (see below)
  2. Authorisation – go through the authorisation process for this profile. Essentially repeat the process detailed above.
  3. Access – select which of the Users within your Organisation has access to this account. Yatter is designed to be multi user.
  4. Delete – completely purge this profile and all associated content from existence on Yatter. Delete means delete.
  5. Tweet – start a new Tweet with this profile already selected.
  6. Favourite – toggle favourite on this profile. Handy for finding regularly used profiles.

The bottom bar should open up your Organisation details. This is also an important part of the system as it controls what is visible to the Public and also your Partners.

 

Edit Profile bar

When you click the Edit button on a Canvas brick you are presented with the Edit Profile bar. This bar allows you to set the control settings and defaults used by the profile when creating content.

The profile image and name are brought automatically from the platform. This is the only thing we read from the platform. We do not allow you to change them and if you want to alter them then you have to make the change on the platform and re-authorise your profile for them to appear.

Email for Notifications

This setting allows you to vary the email address that Yatter will send about this profile. If your content fails or if your profile is about to expire then this is the address that will receive the notification. If nothing is specified it will default to the email address of the owner of the profile.

This profile requires authorisation

If you turn this feature on then the profile will have to go through a second stage after finalisation before it will enter your queue. Only those with authoriser privileges will be allowed to complete this second authorisation stage. Please be aware that this is a not often used feature of Yatter and at this early stage is still somewhat experimental. We are interested in hearing if you have issues with this feature or wish to use it extensively.

No of hours to advance next post

The number in this box is used to calculate the next time when a post is generated using the Next button on a finalised queue item. It is set to 24 by default but if you do a number of posts a day then you may wish to set this to only a few hours.

Default visibility on new posts

This is an incredibly important setting for your profile. It controls the default that is set every time you start a new item of content. Currently in this early stage of release we have this set to Public but once we are fully live we intend to switch this to Partner Only. It is relatively easy to overlook this setting when preparing content so if you have an account that posts sensitive content occasionally then we recommend you default this to Partner or Private.

Select Interests

This default setting will automatically populate an Interest when you start a new item of content. If you use your profiles to talk on a particular subject or interest then we recommend setting it here. That way every item of content you create will automatically be tagged with the interests you select here. It is often a lot easier to remove one or two interests per item of content and we are incredibly tolerant of people posting the occasional post in the wrong place.

Select Listings

Like the default for Interests but works for Listings. The listings you select in this list will be automatically populated when you select this profile during content authoring. It’s a very quick and easy way to get your content into places on Yatter where people might see it.

By classifying content into Listings and also Interests you help other users browse and find your content. Most users of Yatter use social media in at least a semi-professional capacity and want to extend their feeds with appropriate content with as little time and effort as possible. By simply defaulting your profiles into an appropriate set of Interests and Listings you increase visibility as well as increasing your chances of meeting a highly influential partner. It’s all about working together to make it all so much easier for all.

Save & Cancel

Save will save any changes while Cancel reverts back without committing anything. It does what it says on the tin.

Delete

It is worth mentioning the delete button at the top right of this bar. Don’t worry it will prompt you first. Please be aware that delete on Yatter means delete. If you remove data from our platform we will exterminate it.

Edit Profile Bar

The Edit Profile Bar

Summary

Managing your profiles is one of the earliest parts of Yatter that is worth mastering. Thanks for taking the time to do so, we hope this guide has been useful and it is our intention to update these guides as we go on.
Setting up your defaults, access rights and settings is always worth doing when you add a new set of profiles to Yatter. You will also get used to the round trip to the social networks to re-authorise your accounts. It can be a pain, but it does help safeguard your security.

If you have any suggestions, please feel free to leave some comments below. This area will be heavily moderated. If you do have a support issue we do ask that you contact us via our support helpdesk.

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Chris Carson

Chris Carson

Chris is a photographer and web developer who specialises in Wordpress and astronomical phenomena. He has helped out extensively with our guides and is also involved with Glasgow Subway Stories.