ActiveComply

Data Connector for BI Tools: SocialShield

SocialShield - Discovery Troubleshooting

SocialShield: Branch Address Profile Flags

Melissa Grindel

Sarah Cabrera

Kyle Phillips

SocialShield User Guide

What is Social Media?

What is a Platform/Service?

What is a Profile?

How Often are Profiles Checked for Changes?

What are Assets?

SocialShield Discovery Settings

What are Trigger Terms?

What is a Facebook Business Page?

How Often are Websites Archived?

Quick Undo

Facebook Business Page Help Guide

Updates to Instagram’s API: Invitations and Reauthorization

X (Twitter) Monitoring — What's Changing and How to Stay Compliant

FAQs

Executive Reporting Dashboard

Assets Monitored on Dashboard

Trends

Clearance Report

Notifications Tab

Alerts

Sorting Alerts

Clearing Alerts

"Move To" Button

Using the Date Filter

Advanced Trigger Term Search Engine

Clear Multiple Identical Posts

Archiving

Activity Log

Internal Notes

Alerts Folder

SocialShield Discovery Collection Folder

SocialShield Asset Monitoring Statuses

SocialShield Loan Officer Discovery

Discovery Folder

Profile Flags

Scanning for Individual Licensed Employee Information

Unapproved Websites

Profiles Folder

Collections Folders

Notification Toggle

Complaints & Good Reviews Collection Folders

Inappropriate Language & Politics Collection Folder

Translations Collection Folder

Videos Collection Folder

AI Video Assist

"More" Folders

Contacts Page

Contact Cards

Creating Contact Cards

Contact Emails & Bulk Import

Assets Page

Manually Adding Assets

Assigning Social Media Assets to Contact Cards

Bookmarks

Bookmarks Page

Exporting Reports From SocialShield

Terminating Employees in the System

Reporting Resources

Branches Page

Branch Cards

Branch Support Contact

Branch Contacts

Branch Tickets

Branch Ticket - User Portal Link

Branches

Tickets Page

Tickets and Emailing Corrective Action

"Sticky" CC's

"Send Later"

Content Risk Rating

Ticket Settings

Ticket Statuses

Changing the "From" Address on Automated System Emails

ActiveComply SocialShield Tickets - Guidance for Employees

Ticket Owner

Ticketing

SocialShield Settings Configuration

Manage Users

Creating your own trigger terms can be a little tricky. We've outlined a short how-to-guide to simplify the process for you.

Advanced Trigger Searches

Content Policies Page: Matched Keywords

Change your ActiveComply password using the steps below:

How to Change Your Password

Settings

Adding LinkedIn Accounts for Monitoring

ActiveComply LinkedIn Monitoring - Guidance for Licensed Employees

Renewing LinkedIn Permissions

LinkedIn Monitoring

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

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Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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