Empowering Account Owners to Take Control of Their Social Media Presence.
Your social media archive is more than a compliance safeguard: it’s a tool to help you actively manage your organization’s online presence. As a social media account administrator, you can use it to quickly respond to requests, preserve or annotate important posts, and collaborate with other stakeholders, all while automatically capturing your content securely for records retention.
With these capabilities, you can stay organized, act on issues promptly, and meet both the operational and compliance needs of your organization.
What’s New
As part of our Empowering Account Owners initiative, you now have:
A refreshed dashboard with at-a-glance archive health information and quick links to common actions.
Clear account connection management so you can easily connect, reconnect, or remove social media accounts.
Alerts to notify you of important events, such as disconnected accounts or potential gaps in your archive: including keyword alerts, alerts based on posts from a specific user, PII alerts, question alerts, blocked user alerts, and inappropriate image alerts.
Reports (available with the Risk Management and Analytics module) to help you track and analyze activity: including social network usage, social media activity comparisons, top commenters, general sentiment trends, alert history, and top conversations by sentiment.
Export options so you can quickly share relevant records with others in your organization or respond to public records requests.
Expanded training and resources including dedicated training sessions for organizations, self-guided learning options, and new Help Center articles to support you in using your archive effectively.
Quick Start for New Account Owners
Step 1: Sign In and Explore Your Dashboard
Your dashboard is your starting point. Here you’ll find:
Archive statistics, including the number of connected accounts and recent activity
Notifications for accounts that need attention
Quick links to search, browse, export, manage your connections, or create alerts
Step 2: Connect Your Social Media Accounts
To start archiving, connect the social media accounts you manage:
Go to Connections from the dashboard
Select the platform (such as: Facebook, X, Instagram, Nextdoor)
Follow the prompts to authenticate and grant archiving permissions
Step 3: Example Use Case: Stay Proactive and Responsive
Imagine this: a stakeholder in your organization asks for a post that was taken down last week. As the account owner, you can:
Search your archive to locate the deleted post instantly
Add an annotation explaining why it was removed and any follow-up actions taken
Export the annotated record and send it directly to the stakeholder, all within minutes
This helps you stay in control of your organization’s social media presence so you can meet internal and external needs quickly and efficiently.
Step 4: Set Up Alerts and Reports
Alerts (RMA Module Required)
Receive real-time notifications when:
Specific keywords appear in a post or comment
A particular user sends content
PII is detected
A question is posted
A user is added to your blocked list
An inappropriate image is detected
Reports (RMA Module Required)
Gain insights into your social media presence with reports on:
Social network usage
Social media activity comparison
Top commenters
General sentiment trends
Alert history
Top conversations by sentiment
Step 5: Review Your Role Permissions
Your account owner role comes with specific permissions that determine what you can see and do. Check the Role Permissions page to understand your capabilities and how they compare to other roles in your organization.
We Value Your Feedback
This update is part of our ongoing commitment to improve usability and transparency for account owners. If you have suggestions or need help, reach out to our support team.