Connect a LinkedIn Account to the Archive

This article walks through all the different ways to connect a LinkedIn Account to the Archive. Whether you are a system admin, customer, or connecting multiple pages.

Prerequisites and Critical Information

• The Connect LinkedIn button and Connection Flow must be enabled by the Social Media Archiving Customer Experience team

  • Please contact Support to request this be enabled, should you not see the Connect LinkedIn button in your archive

• Every user posting to a LinkedIn Company Page must follow the connection flow(s) below to ensure their authored posts are captured

• LinkedIn does not backtrack to capture past records

• LinkedIn records and Pages can take several hours to populate in the archive, sometimes up to a few days or only after a new post is made to the account

• LinkedIn does not allow for dummy/fake Profiles. Your Profile must reflect your true identity.

• Using a third-party application (such as Hootsuite, Buffer, and Sprout Social) to schedule and post to a LinkedIn Page is not supported by our compliance partner, Erado. Posts made through third-party tools are not guaranteed to be captured in the archive.

Connect as an Account Owner: Initial Steps

Account Owners are emailed a custom link from [email protected] that takes them to a unique account connection portal, as shown below. The title of the email is ArchiveSocial Action Required: Archive your Social Media.

1. Find the Account Owner setup email titled CivicPlus Social Media Archiving: Action Required - Connect your Social Media Accounts:

2. Click the custom link provided in the email to navigate to your Connect Accounts page:

3. Click the Connect LinkedIn button to start the connection flow:

Connect as a System Admin: Initial Steps

1. Log in to your Archive

2. Click Configure:

3. Click Connect Accounts next to the Account Owner whose LinkedIn you want to connect:

4. Click the Connect LinkedIn button:

All Users: Connection Flow

1. Sign into your LinkedIn Profile account in the pop-up window:

2. Click the Allow button on the Zix prompt:

   Note:

   Social Media Archiving works with a third-party compliance partner called Zix to archive LinkedIn. To view the Zix application terms, click the terms link in the pop-up window or review the Zix Privacy Policy.

Connect to All Company LinkedIn Pages

1. Enable both checkboxes under the "Company pages connection settings" heading:

   • Autodetect company pages managed by User Name: When enabled, this setting automatically searches for all company pages that are managed by the user

   • Archive autodetected company pages managed by User Name: When enabled, this setting allows any company pages that have been autodetected by the user to be archived

     Note:

     Do not check the box for your Personal Account.

2. Click the Finish button:

Connect to Certain Company LinkedIn Pages

1. Under the "Company pages connection settings" heading, click the checkbox to enable Autodetect company pages managed by User Name:

   • After 1 day, the LinkedIn Pages you manage will be detected

   • Account Owners: From your personalized connection link, use the click here link to add LinkedIn company pages:

2. Sign in to your LinkedIn account, accept permissions, and then select the Company Pages you would like to archive from the screen:

3. Click the Finish button:

Financial Customers: Connect a LinkedIn Profile Account

1. Under the "Personal Account" heading, check the box to Archive your Personal Page:

2. Click the Finish button:

Financial Customers: Connect a LinkedIn Profile and Company LinkedIn Pages

1. Follow the steps above for Financial customers connecting only a LinkedIn Profile account

2. Choose either Connecting all LinkedIn Company Pages you Admin or Connecting only certain LinkedIn Company Pages you Admin

3. Click Finish: