Manage Talk Settings

From the Settings page you view and edit Talk settings like the Talk logo image, header colors, and content and collaboration options. Add Talk people information attributes. Click My Account to view details about your account, including a list of your groups and your admin role(s).

To access the Settings page

Do one of the following:

  • From the left navigation menu, click Settings.
  • Click your name at the top-right of the dashboard and select Account Settings.

To change Talk logo image and header colors

You can add or change the logo and header colors. Hover over Information to see the description of an option.

  1. Go to the Settings page. On the Tenant tab, in the General section, the read-only Tenant Name field displays the name of your current Talk instance for reference.
  2. The logo is the graphic that displays in the Talk banner. To change the Logo:
    1. Click the current logo.
    2. Navigate to and select a PNG, GIF, or JPEG file with the recommended resolution of 174 x 40 pixels.
  3. Modify the default color in the Talk header and control the color of text in the header:
    1. Click the current color selection drop-down for Header Color or Header Text Color. A color scale opens.
    2. Adjust the red, green, and blue sliders as needed. You can also enter a hexadecimal (hex) color code; for example, #005151 is the default header color.

To create and manage attributes

Attributes are common employee fields (people information attributes) that are mapped to and synchronized with your parent product. Standard (default) attributes include first name (or preferred name if any), last name, phone number, and email. These are included by default and do not need to be created. The Function Access Profile attribute is also included by default.

You can add up to ten additional attributes. These attributes enhance user profiles and can include such attributes as department, designation, job location, years of experience, title, and so on. Up to ten (non-standard) attributes are used when creating automation rules for groups.

Standard attributes and the Function Access Profile attribute cannot be changed or deleted. You can edit and delete attributes only if they are not configured for use in automation rules or used in access profiles.

Note: Any attributes you add in Talk must already exist in the parent product. After you add an attribute in the Talk Admin Dashboard, it must then be configured for synchronization using the Integrations Template Designer (Boomi™) and the Communications Export cross reference tables. For more information, contact your Service Representative.
  1. Go to the Settings page. On the Tenant tab, in the Attributes section, the four standard attributes display, along with any added attributes.
  2. Click Edit . The Create attributes page opens.
  3. To add a new attributes:
    1. Click Add New Field.
    2. For Choose Field Type, select either Text Field, Dropdown, Number, Email, or Date.
    3. Click Next.
    4. Enter a Field Name.
    5. (Optional) Select one of the following:
      • Required field.
      • Read only. Attribute is for reference only and cannot be edited in the user profile.
    6. Click Done.
  4. To edit an attribute:
    1. Locate the attribute and click Edit .
      Note: Edit is unavailable for attributes used in automation groups .
    2. Make the edits and click Done.
  5. To delete an attribute, locate the attribute and click Delete Garbage can delete icon.
    Note: Delete is unavailable for attributes used in automation groups .
  6. When you are finished on the Create Attributes page, do one of the following:
    • Click Save to save your work and return to the Tenant tab.
    • Click Cancel to discard your work.

To manage Content and Collaboration

From the Tenant tab, you manage how users interact with Talk content, including enabling and disabling chats and groups, managing comments and likes on admin posts, where users can post, and so on. These are universal settings and affect all Talk users.

  1. Go to the Settings page.
  2. On the Tenant tab, in the Content and Collaboration section, select or deselect the following settings depending on your business needs:
    • Users can post in:
      • Activity Feed
      • Feed style groups
    • Users can like and comment on admin posts in:
      • Activity Feed
      • Feed style groups
    • Users can like and comment on user posts in:
      • Activity Feed
      • Feed style groups
    • Enable inline translations.(Unselected by default.) When enabled, Talk users open their Settings (on Talk desktop) or Settings > Language > Chat & feed translations (on mobile) and select the Inline Translation language for user-generated content like posts, comments, and chat messages.

      Then, for each individual Talk post and comment, there will be a View Translation button users click to see the translation. These translations are powered by Google Translate. When the selected inline translation language is English, the View Translation button does not display.

    • Disable Chat
      Note: When the Tasks app is deployed for users, ensure Disable Chat is not selected. If chat is disabled, employees assigned tasks cannot access the task chat messages
      Note: When enabled, this setting overrides any other access settings for chat, including access profile permissions that include Chat. When Disable Chat is selected here, the Chat permissions for access profiles will not be available.
    • Disable Groups
    • Sort the posts in feed groups by:
      • Recently updated posts
      • Recently added posts
    • Show in User Profile:
      • Mobile Number
      • Email
    • System Reported Content:

      • Flag posts and comments for admin review when negative tone or language is detected. For more information about moderating reported content, see Moderate Reported Content in Talk.

  3. When you are finished, do one of the following:
    • Click Save to save your changes.
    • Click Cancel to discard your changes.

To view My Account profile

You can see an overview of your Talk profile from the My Account tab. These details are read-only.

  1. Go to the Settings page.
  2. Click the My Account tab. Your Talk account information displays, including:
    • Profile details, such as First Name, Preferred Name (if available), Last Name, Email, Phone, and any other attributes.
    • Your assigned user privileges for activity feeds and feed groups.
    • Your feed groups.
    • Your role(s) and role permissions.