# Social Media Integration

Social Media Integration lets you associate public social media accounts with organizations in OtisEd.Nimble. Each organization can maintain a list of its official accounts — one per platform — so the portal always reflects accurate, up-to-date links. Administrators browse the organization hierarchy to locate the right unit, then add, update, or remove account entries as needed.

## Contents

* [Overview](#overview)
* [Supported Platforms](#supported-platforms)
* [Navigating to an Organization](#navigating-to-an-organization)
* [Viewing Social Media Accounts](#viewing-social-media-accounts)
* [Adding an Account](#adding-an-account)
* [Editing an Account](#editing-an-account)
* [Deactivating an Account](#deactivating-an-account)
* [Deleting an Account](#deleting-an-account)
* [Troubleshooting](#troubleshooting)

***

## Overview

Social media accounts are managed at the organization level. Each entry records the platform, the public-facing URL for that account, and whether the entry is currently active. Only one account per platform is permitted for a given organization — for example, an organization can have one Facebook entry and one LinkedIn entry, but not two Facebook entries.

Access to Social Media Integration requires the **Social Media** permission. If you do not see the Social Media section in the navigation menu, contact your system administrator to verify your role assignments.

***

## Supported Platforms

The portal supports five social media platforms:

| Platform    | Label in portal |
| ----------- | --------------- |
| Facebook    | Facebook        |
| Twitter / X | Twitter/X       |
| Instagram   | Instagram       |
| LinkedIn    | LinkedIn        |
| YouTube     | Youtube         |

When you create an entry you select one of these platforms from a dropdown list. The platform cannot be changed after the entry is saved.

***

## Navigating to an Organization

Social media accounts are organized under the **Social Media Organizations** view, which presents the organization hierarchy you have access to.

1. Open **Social Media** from the main navigation menu. The **Social Media Organizations** page loads.
2. The table lists organizations by name. Use the breadcrumb trail at the top of the page to track your position in the hierarchy.
3. To drill into a parent organization, click its name in the **Organization Name** column or click the drill-down icon on the left side of its row. The table refreshes to show the child organizations beneath it.
4. To move back up the hierarchy, click any breadcrumb link above the table.
5. When you reach the organization whose accounts you want to manage, click the **Social Media Accounts** icon (the preview icon) on the right side of that row. This opens the **Social Media Accounts** page for that organization.

> Only organizations with type codes that support hierarchy drill-down have the drill-down icon enabled. Leaf-level organizations show only the preview icon to open their accounts.

***

## Viewing Social Media Accounts

The **Social Media Accounts** page shows all social media entries for the selected organization.

The breadcrumb trail at the top of the page shows the full path from the root to the current organization. You can click any breadcrumb to navigate back to that level in the Social Media Organizations view.

The accounts table has these columns:

| Column        | Description                                                                   |
| ------------- | ----------------------------------------------------------------------------- |
| Platform      | The social media platform (Facebook, Twitter/X, Instagram, LinkedIn, Youtube) |
| URL           | The full URL for the organization's account on that platform                  |
| Active        | Whether the entry is currently active (Yes / No)                              |
| Created       | The date the entry was first added                                            |
| Last Modified | The date the entry was most recently updated                                  |

The table supports sorting on each column. Pagination appears automatically when more than ten entries are present; the default page size is 25 rows.

If no accounts have been added yet, the table shows the message: **No social media accounts found for this organization.**

***

## Adding an Account

1. From the **Social Media Accounts** page, click the **Add Social Media Account** button above the table.
2. In the dialog that opens, complete the following fields:
   * **Platform** (required) — select the social media platform from the dropdown. Each platform can only be added once per organization. If a platform entry already exists, the system will not allow a duplicate.
   * **URL** (required) — enter the full public URL for the account, for example `https://www.facebook.com/yourpage`. The URL must be a valid web address.
   * **Active** — toggle this to indicate whether the account entry is currently active. New accounts default to active.
3. Click **Save**. The new entry appears in the accounts table immediately.

> The **Platform** field is locked after saving. To correct a platform selection, delete the entry and add a new one with the correct platform.

***

## Editing an Account

You can update the URL and the active status of an existing account at any time. The platform cannot be changed once an entry is saved.

1. In the accounts table, click the **Edit** icon (pencil) on the row for the account you want to change.
2. The edit dialog opens with the current values pre-filled. The **Platform** field is disabled and cannot be modified.
3. Update the **URL** or the **Active** toggle as needed.
4. Click **Save** to apply the changes.

***

## Deactivating an Account

If an organization's social media account is temporarily unavailable or no longer in use but you want to keep the record, set its **Active** status to inactive rather than deleting it.

1. Click the **Edit** icon on the account row.
2. Toggle **Active** to off.
3. Click **Save**.

The entry remains in the table and its **Active** column shows **No**. You can reactivate it at any time by editing and toggling **Active** back on.

***

## Deleting an Account

Deleting an account permanently removes it. This also frees up the platform slot, allowing a new entry for that platform to be added in the future.

1. In the accounts table, click the **Delete** icon (trash can) on the row for the account you want to remove.
2. A confirmation dialog appears: **Delete Social Media Account? Are you sure you want to delete the \[Platform] social media account?**
3. Click **OK** to confirm, or **Cancel** to keep the entry.

The entry is removed from the table immediately after confirmation.

***

## Troubleshooting

**The Social Media menu item is not visible.** Your user account does not have the Social Media permission. Contact your system administrator to request access.

**I cannot drill into an organization in the Social Media Organizations view.** The drill-down icon is only available for organizations that have child units in the hierarchy. If the drill-down icon does not appear on a row, that organization is a leaf node and you can go directly to its accounts using the preview icon.

**When I try to add an account I see: "A social media account entry with this type already exists for the current organization."** Each organization can have only one account per platform. To change the URL for an existing platform, use the Edit action on the existing row rather than adding a new entry.

**The URL field shows a validation error.** The URL must be a complete, valid web address beginning with `https://` or `http://`. Check that the address is correctly formatted and does not contain spaces or unsupported characters.

**The accounts table is empty after navigating to an organization.** The organization has no social media entries yet. Use **Add Social Media Account** to create the first one.


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