V Socialware 2014

Transcription

1 V Scialware 2014

2 Cntents EXECUTIVE SUMMARY... 3 PURPOSE... 3 GENERAL GUIDELINES & DISCUSSION POINTS... 4 DEFINITIONS OF KEY TERMS... 4 SOCIAL MEDIA POLICY INTRODUCTION... 4 SITES ALLOWED/NOT ALLOWED... 5 ACCESS... 5 TERMINATION... 6 PERSONAL VS. PROFESSIONAL USE... 6 COMMUNICATIONS... 7 APPROPRIATE USAGE... 8 DISCLAIMERS... 9 TRAINING... 9 PROCEDURAL PROVISIONS POLICY CHECKLIST CORPORATE & REGULATORY POLICY REFERENCES SITE- SPECIFIC POLICY ABOUT SOCIALWARE

3 Executive Summary With scial netwrks grwing at unprecedented speeds and shwing n signs f slwing dwn, cmpanies must address bth the challenges and pprtunities surrunding scial media head n. The first step is t define yur cmpany s plicy. Every plicy will be different, built t match the risk prfile and business needs f each cmpany. Many aspects f a scial media plicy will build upn existing practices such as a cmpany s cde f ethics, supervisin plicies, and cnfidentiality. Because scial media has the ability t affect many parts f an rganizatin, it is recmmended that key stakehlders get invlved early n in the decisin- making prcess. Key stakehlders include, but are nt limited t, Marketing, Cmpliance, Sales, Crprate Cmmunicatin, HR, and Custmer Service. In additin, cmpanies shuld plan fr nging change. Scial media sites change, usage patterns change, best practices change and s must the cmpany. Alng the way, dn t ignre the need t keep emplyees r registered representatives educated n the benefits and pitfalls f this new cmmunicatin medium. Scial media represents the greatest cmmunicatin revlutin f ur time, as evidenced by the fact that it has already passed in terms f usage (2010 Mary Meeker Study). Building yur plicy tday gets yu ne step clser t enjying the benefits this new channel has t ffer. We hpe this kit helps address yur plicy questins, remves sme f the mystery arund adpting scial media, and accelerates yur mve t pening access in a safe and cmpliant fashin. Purpse The purpse f this dcument is t prvide a starting pint fr cmpanies wrking t create scial media plicies and prcedures. This dcument prvides discussin pints centered n key questins t cnsider while establishing individual plicies, alng with sample language fr each tpic. This dcument is fr infrmatinal purpses nly, designed t eliminate sme f the cnfusin while cmpanies navigate the prcess f scial media adptin. Each cmpany shuld cnsult legal cunsel and cmpliance when drafting its plicy. 3

4 General Guidelines & Discussin Pints Definitins f Key Terms Scial media: Any nline technlgy tl r platfrm that encurages r incrprates interactive electrnic cmmunicatin and cntent (such as texts, audi, vide, pdcasts, and images) and is largely user- driven. This definitin encmpasses, but is nt limited t, blgs, scial netwrks, file- sharing sites, and news- sharing sites. Apprved Sites: Scial media sites that have been explicitly apprved fr business use by the cmpany s scial media plicy. Prhibited Sites: Scial media sites that have been either declared unsuitable/prhibited r have yet t be addressed/vetted fr business use by the cmpany s scial media plicy. Interactive r Nn- Static Cmmunicatin: Any scial media that prvides the user with the ability t engage in real- time interactive cmmunicatins, such as tweets n Twitter r status updates n Facebk. Static Cmmunicatin: Scial media cntent that des nt prvide fr real- time interactive cmmunicatins and remains psted until the user r cmpany that established the accunt changes it. This infrmatin is typically accessible t all visitrs n the site. Scial media prfiles are an example f this cntent. Pst: The act f publicly cmmunicating via a scial netwrk. Examples f a pst include a Facebk status update, wall pst, r cmment; a tweet n Twitter; and a LinkedIn netwrk update r cmment. Scial Media Plicy Intrductin Yur plicy intrductin shuld explain the purpse f yur scial media plicy. The cmpany shuld cnsider that scial media is cnstantly changing and hw its plicy can accunt fr that dynamic. This sectin can als tuch upn the cnsequences f nn- cmpliance and name the cmpany s pint persn fr any questins r cncerns abut the scial media plicy. SAMPLE LANGUAGE This dcument gverns the use f scial media netwrks fr {insert cmpany name} and its emplyees r registered representatives. As this landscape is ever- evlving, the plicies and prcedures are cntinuusly subject t mdificatins and amendments. The plicies and prcedures are applicable fr use f all existing scial netwrks, any future develped netwrks, and Web 2.0 applicatins, when interacting with the public, partners, clleagues, and clients (current, past, and ptential). 4

5 Using internal and external netwrks and applicatins fr internal cmplaints and feedback is strictly prhibited. Each emplyee r registered representative is an agent f {insert cmpany name} and must be in adherence t the {insert cmpany name} emplyee r ther apprpriate manual. {Insert r refer t the cmpany s usual Internet disclsure, plicy guide, etc.} {Insert cmpany name} has the right t pre- review and recrd all emplyee, registered representative, and related third- party cmmunicatins n scial media. Emplyees r registered representatives are subject t the plicies and prcedures gverning {insert cmpany name} and will be subject t disciplinary actins fr vilating any aspect f such plicies and prcedures. Emplyees r registered representatives are first and fremst agents f {insert cmpany name}, and their persnal cnduct must reflect that. If an emplyee r registered representative has questins regarding the guidelines, he r she shuld discuss them with his r her direct manager, human resurces, legal cunsel, r {insert specific pint persn f cmpany}. These plicies and prcedures have been established t help the emplyees r registered representatives f {Insert cmpany name} cnduct themselves in a prductive and legal manner. Sites Allwed/Nt Allwed This sectin shuld specify which scial netwrks are acceptable r explicitly prhibited fr business purpses. Cmpanies shuld cnsider the suitability, benefits, and cmpliance risks f each platfrm when determining which sites will be apprved. If any scial media is deemed prhibited fr business purpses, the cmpany shuld address whether accessing the site fr persnal use during business hurs is permitted. If emplyees r registered representatives are allwed t use scial media fr bth business and persnal purpses, the cmpany shuld evaluate implicatins n supervisry and cmpliance prcedures. This sectin can be brken dwn further between regulated and nn- regulated emplyees. Anther key discussin pint wuld be whether different emplyee r registered representative classificatins r departments have different plicies regarding scial media use. SAMPLE LANGUAGE {Insert netwrks that are acceptable fr the cmpany} are apprved sites fr business use by the emplyees r registered representatives f {insert cmpany name}. {Insert netwrks that are prhibited fr the cmpany} r any ther scial media nt therwise addressed by this plicy are strictly prhibited sites fr business use by the emplyees r registered representatives f {insert cmpany name}. Access This sectin shuld address hw emplyees r registered representatives shuld access each scial media site. The cmpany shuld clearly dictate plicy n whether the scial media sites can be accessed thrugh crprate netwrks, brwser prxy, VPN, business laptps, persnal cmputers and laptps, and/r independent/public cmputer terminals. With the prevalence f 5

6 smartphne applicatins, the plicy shuld als cnsider and address the permissibility f mbile access. Accessibility f scial media sites can als be decided n a grup- by- grup basis (i.e., accrding t emplyee grades, cmpany departments, r regulated vs. nn- regulated emplyees r registered representatives). Cmpanies can als cnsider placing usage limits n scial media activity, such as restricting access t certain scial media site features (i.e., Facebk Games). SAMPLE LANGUAGE Emplyees r registered representatives f {insert cmpany name} are allwed t access the apprved sites fr business purpses thrugh {Internal Netwrk, Secure VPN, Mbile Device, Persnal Laptp, etc.} during the wrkday but must nt misuse r abuse these apprved sites. Terminatin This sectin shuld address hw emplyees r registered representatives shuld remve access and update infrmatin regarding each scial media site when leaving the rganizatin r prgram. The cmpany shuld clearly dictate plicy fr the infrmatin and access remval n the scial media sites. Given the prevalence f smartphne applicatins, the plicy shuld als cnsider and address the implicatins f mbile access. SAMPLE LANGUAGE Emplyees r registered representatives f {insert cmpany name} are required t remve all references t {insert cmpany name} as the current rle being held. In additin, emplyees r registered representatives are t remve the Scialware applicatin access fr the apprved sites. Persnal vs. Prfessinal Use Sme scial netwrks were designed with prfessinals in mind, whereas ther sites were designed as persnal cmmunicatin platfrms. In all cases the distinctin between these tw uses has blurred. Further adding cnfusin is the very fact that the persnal nature f scial netwrks drives value in a relatinship ecnmy. Because f this, prfessinal use f scial netwrks has becme cmmnplace as emplyees r registered representatives lk fr ways t leverage their persnal netwrks t achieve prfessinal success. If yu are pening access t scial media sites fr business purpses r designating them as persnal cmmunicatin platfrms, it is recmmended that the plicy prtect the cmpany by designating apprpriate business usage f scial netwrk sites. SAMPLE LANGUAGE Emplyees r registered representatives f {insert cmpany name} are allwed t access the apprved sites fr business purpses. All cntent and activity archived r managed by 6

7 Scialware, regardless f its nature (persnal vs. prfessinal), will be treated as business usage, and plicies cntained in this dcument will be enfrced. If yu chse t use scial netwrks nly fr persnal use, yu are nt allwed t d s n cmpany time r cmpany- issued devices. Cmmunicatins This sectin shuld include a discussin abut the substance f emplyees r registered representatives electrnic cmmunicatin n scial media, whether it is fr business r persnal use. Emplyees r registered representatives are ften seen as agents f the cmpany inside r utside f the ffice. Majr discussin pints include: ethical and credible pstings; prtectin f cnfidential and nn- public infrmatin; and acknwledgement f cpyright, fair use, and privacy laws. Ethics and cnfidentiality are critically imprtant in business, especially fr cmpanies in the financial services industry. Cmpanies deal with private and prprietary infrmatin n a daily basis, and it is imprtant t remember that scial media sites ffer very little privacy. This sectin f the plicy shuld address the disseminatin f nn- public infrmatin and respect fr custmer privacy. Things t cnsider include: privacy settings/features f each scial media site; types f infrmatin; degree t which each type is released; warnings n releasing infrmatin; intellectual prperty; trade secrets; etc. Cmpanies shuld als address cnfidentiality agreements and prcedures in place t address breaches f cnfidentiality. Cmpanies may want t designate a member f internal cunsel as the pint persn fr emplyees r registered representatives questins/issues. SAMPLE LANGUAGE Ethical Cmmunicatin Each emplyee r registered representative f {insert cmpany name} must act in an ethical manner when using {insert cmpany name} s apprved sites. Emplyees r registered representatives must be respectful and credible in their pstings n any scial media site. Emplyees r registered representatives are required t make sure infrmatin is accurate and fair prir t psting. It is the emplyee s r registered representative s respnsibility t use gd judgment in each cmmunicatin. When an emplyee r registered representative is uncertain f the nature f a cmmunicatin, he r she shuld nt be cmmunicating it. An emplyee r registered representative shuld nt make false r misleading claims r representatins. Cnfidentiality Emplyees r registered representatives are prhibited frm disclsing nn- public infrmatin and must be mindful nt t disclse prprietary infrmatin r intellectual prperty. If the emplyee r 7

8 registered representative is unsure f the nature f a piece f infrmatin, he r she shuld be prudent and nt pst the infrmatin and check with {insert cmpany name} s internal legal cunsel. Cpyright Laws Emplyees r registered representatives are required t respect all cpyrights, privacy acts, and fair use in all cmmunicatins. Each emplyee r registered representative shuld cnsult the legal cunsel f {insert cmpany name} if he r she is unsure abut the legality f a cmmunicatin. Apprpriate Usage As scial media sites gain even mre mmentum, cmpanies shuld carefully utline guidelines fr apprpriate usage by all emplyees r registered representatives. Emplyees r registered representatives are agents f their cmpany, and their behavir n scial media sites will ften be cnstrued as a reflectin n the cmpany and its brand image. This can cause real damage in situatins invlving inapprpriate psts, verreactins t negative feedback psted t scial netwrks, r the disclsure f internal vilatins. Here are sme best practices when it cmes t scial media usage: SAMPLE LANGUAGE Emplyees r registered representatives shuld identify themselves as representatives f {insert cmpany name} and must always cnduct themselves as such. Emplyees r registered representatives shuld take every cautin t pst meaningful cmments and shuld cnsider each new cmmunicatin as value added t that netwrk and/r public, emplying cmmn sense when psting any cmmunicatin. An emplyee r registered representative must cnsider his r her audience when cmmunicating via scial netwrks. Since an emplyee r registered representative is liable fr anything that he r she psts nline, he r she shuld fllw the same behaviral standards nline as he r she wuld in ff- line relatinships, interactins, and cmmunicatins. Each emplyee r registered representative is respnsible fr prfreading and verifying the truthfulness f cmmunicatins prir t psting. Additinally, if an emplyee r registered representative discvers a mistake after the fact, the emplyee r registered representative must acknwledge and crrect that mistake as sn as pssible {r insert cmpany- specific prcedure fr crrectin and retractin}. Emplyees r registered representatives shuld use scial media t: Build netwrks Build brand lyalty Build brand awareness Listen t clients Research custmers r prspects Intrduce themselves t new custmers and netwrks 8

9 Emplyees r registered representatives shuld nt use scial media t: Air grievances Share plitical views Debate tpics Criticize their cmpany r clleagues Attack cmpetitrs Recmmend r prmte any specific investment prduct r link Disclaimers Because emplyees r registered representatives are agents f their cmpany and its brand, cmpanies shuld create standard disclaimers as well as prcedures fr scial media use. These disclaimers shuld be readily available fr emplyees r registered representatives. Each cmpany shuld cnsider whether it may be useful r necessary t use statements clarifying that pinins belng t individuals rather than the cmpany. Such statements wuld declare that emplyees r registered representatives pstings f pinin are just that, the pinins f ne persn and nt reflective f the cmpany s general pinin. Any and all pstings n scial media may affect the cmpany s verall brand and reputatin, s the use f disclaimers is an imprtant discussin pint when creating scial media plicies. Cmpanies shuld cnsider which disclaimers are apprpriate fr each scial netwrk, given the nature f each pst type. Fr example, because Twitter allws nly 140 characters fr each pst, it is prbably nt feasible t include a disclaimer with each tweet. SAMPLE LANGUAGE Disclaimers Emplyees r registered representatives must pst disclaimers f {insert cmpany name} n their scial media prfiles. Disclaimers shuld als address that any third- party psts d nt reflect the views f the cmpany. {Insert disclaimers and/r lcatin f where these disclaimers can be fund.} Opinin Representatin This statement, r any ther pinin psted n this netwrk, is my pinin nly and neither represents nr is indicative f {insert cmpany name} s verall pinin. Training Cmpanies shuld implement a training prgram fr scial media usage. FINRA requires that emplyees r registered representatives participate in training prir t engaging n scial media sites fr business purpses. SAMPLE LANGUAGE All emplyees r registered representatives are required t attend training sessins n the cmpany s plicies and prcedures befre engaging in scial media fr business purpses. 9

10 Emplyees r registered representatives must participate in this training prir t engaging in any scial media activities as a representative f {insert cmpany name}. Prcedural Prvisins When drafting scial media plicies and prcedures, cmpanies shuld address the prcedures fr peratinal, cmpliance, and supervisry prcesses such as: Scial media usage apprval: Identify the individual r grups that grant apprval f usage as well as cntent (if applicable). Scial media accunt setup and/r transfers: User names, avatars, and phts culd be cnstrued as a reflectin f the brand, s cnsider requirements fr transferring pre- existing persnal scial media accunts t business use. Passwrd creatin/prtectin: T prtect the reputatin and privacy f the cmpany, emplyees r registered representatives, and custmers, the cmpany shuld cnsider a passwrd plicy that addresses hw t create and maintain a strng passwrd. Secure cmmunicatin: T further prtect the cmpany, emplyees r registered representatives shuld use secure HTTP transmissin (HTTPS). Twitter establishes this by default fr new accunts created, but LinkedIn and Facebk require the user t specifically apply this setting fr HTTPS. Crrectin and retractins: Define the prcedures fr dealing with an errr in a psting. Static cntent pre- apprval: FINRA requires static cntent t be pre- apprved by a registered principal. Cmpanies shuld cnsider step- by- step prcedures fr pre- apprval. Interactive cntent mderatin and : While FINRA requires pre- apprval fr static cntent, it nly requires supervisin f interactive cntent. Cmpanies shuld cnsider prcedures fr supervising and reviewing all scial media cmmunicatins. Enfrcement and vilatins f plicy: Define the implicatins f scial media plicy nn- cmpliance and the cmpany s enfrcement prcedures. Recrdkeeping: Regulatins such as Rules 17a- 3 and 17a- 4 under the Securities Exchange Act f 1934 and NASD Rule 3110 require archival f cmmunicatins; FINRA clarifies that these apply fr scial media cmmunicatins as well. Lawsuit discvery: Cnsider prcedures fr cmplying with a scial media discvery request in the event a lawsuit is filed against yur cmpany and/r emplyees r registered representatives. 10

11 Plicy changes: As the wrld f scial media is cntinuusly changing and expanding, cmpanies shuld cnsider hw frequently they review their scial media plicies. SAMPLE LANGUAGE Setting Up New Accunts Emplyees r registered representatives must chse user names and phts/avatars that reflect the brand f {insert cmpany name} and prmte prfessinalism and integrity t the public, partners, clleagues, and clients (current, past, and ptential). All new accunts must receive prir apprval frm the cmpany and must be in adherence with plicies and prcedures at all times. Passwrds {Insert current internal plicy here if ne is already established.} Passwrds must cnsist f at least 8 characters and use a mix f letters, numbers, symbls, and uppercase and lwercase letters. Avid using cmmn wrds r infrmatin that can be linked t yu. Secure Cmmunicatin Emplyees r registered representatives must cnfigure r update all accunts n the apprved sites t enable the secure transmissin f all scial netwrk activity. Enfrcement & Supervisin {Insert cmpany name} has the right t mderate and recrd all emplyee r registered representative cmmunicatins n scial media. Emplyees r registered representatives are subject t the plicies and prcedures gverning {insert cmpany name} and will be subject t disciplinary actins fr vilating any aspect f such plicies and prcedures. Emplyees r registered representatives are first and fremst representatives f {insert cmpany name}, and their persnal cnduct thrugh nline cmmunicatin mechanisms, including scial media, must reflect that the standards fr these netwrks are the same as fr in- persn r written cmmunicatins. Supervisin {Insert cmpany name} is required t supervise all interactive electrnic frums under NASD Rule The cmpany has the right t review any incming, utging, and internal electrnic cmmunicatins as it sees fit fr the prper supervisin f business. The cmpany reserves the right t emply risk- based principles t determine the extent f its review. {NOTE: The cmpany may want t define what will be pre- and ed.} Plicy Changes {Insert cmpany name} has the right t mdify r amend these plicies and prcedures at any time. These plicies and prcedures apply t the use f all existing scial netwrks, future netwrks, and Web 2.0 applicatins. 11

12 Plicy Checklist As yu mve thrugh the prcess f analyzing the benefits f scial media, identifying apprpriate plicies and prcedures, and prgressing twards implementatin, this checklist will help ensure that all steps are addressed. Frm scial media cmmittee t manage prject adptin. Gain cnsensus f cmpany s key stakehlders t establish and priritize bjectives and gals f emplying scial media. Research and understand scial media ptins, benefits, and pitfalls. Determine best fit f cmpany with scial media ptins. Determine which features/ptins/settings the cmpany is cmfrtable with r wuld prefer t prhibit. Develp regulatry cmpliance prcesses. Draft cmpany s scial media plicy. Designate emplyees r registered representatives t test apprved scial media sites. Cllabrate/crdinate with marketing department n guidelines fr cmmunicating with the public and fr the pre- cntent apprval prcess. Wrk with legal department t develp prper disclaimers. Wrk with IT department t integrate tls and autmate prcedures (mnitring, dcumentatin, access). Implement scial media training prgram. Establish mnitring, supervisin, and dcumentatin prcedures. Activate scial media prgram (enable and autmate access). Review written plicy frequently t keep up with scial media s rapid evlutin. Crprate & Regulatry Plicy References A list f referenced regulatry plicies fllws. Please reference these resurces fr mre detailed explanatins f the cmpliance issues assciated with scial media cntent: FINRA Regulatry Ntice Rule 17a- 3 f Securities Exchange Act f 1934 Rule 17a- 4 f Securities Exchange Act f 1934 NASD Rule 3110: requires cmpanies t make and keep recrds f cmpany cmmunicatins NASD Rule 2210: requires cmpanies t give prir apprval t any static cntent NASD Rule

13 FINRA Regulatry Ntice FINRA Regulatry Ntice SEC Natinal Examinatin Risk Alert Vlume II, Issue 1 Site-Specific Plicy Reference the individual scial media netwrk details belw. Yur plicy shuld include a detailed reference t what features are allwed and what will be archived and supervised. NOTE: All items listed in the Suggested Plicy clumn shuld be reviewed and replaced as necessary t match yur cmpany s specified scial media plicy. LinkedIn Capability Descriptin Suggested Plicy ACCESS POLICY Writing Recmmendatins Viewing Recmmendatins Recmmendatins are written by cnnectins wh had direct experience with a user in his r her prfessinal r academic career. Befre a recmmendatin will be displayed n the user s prfile, the user must frmally accept what the cnnectin has written. Recmmendatins a user writes fr anther persn will appear n the cnnectin s LinkedIn prfile and n the user s prfile. Accepting Recmmendatins News Sharing Cmmenting n News Shares Thrugh the LinkedIn News Sharing feature, a user can pst a news article t his r her netwrk r share the article directly with a defined set f cntacts. Users can pst an additinal cmment with the share. These articles are fund in the News sectin f LinkedIn. Netwrk Updates A netwrk update gives the user s netwrk insight int what the user is wrking n, news, jbs, r interesting ntes the user wants t share. It is viewable by any f the user s cnnectins n LinkedIn. This data is nt available t the public unless it is linked t the user s Twitter accunt and published there. Once a netwrk update has been published, cnnectins are als able t cmment n what the user had t say. 13

14 ACCESS POLICY, cntinued Netwrk Update Cmments A user can pst a cmment n a cnnectin s netwrk update. These cmments will be psted in the netwrk update feed and n the cnnectin s prfile page. Deleting Netwrk Updates/Cmments Sharing Netwrk Updates Netwrk Share Cmments Adding a Cmpany Liking Asking Questins Publishing Answers LinkedIn Answers Grups Creating Grup Discussins Cmmenting n Grup Discussins Deleting a netwrk update r cmment will eliminate it frm LinkedIn. Once deleted, the update will nt be viewable by ther LinkedIn users r fund by thse searching fr the tpic addressed. Users can share updates psted by their cnnectins frm the netwrk update feed. LinkedIn users can find the netwrk update feed n the LinkedIn hme page after they lg in t LinkedIn. Users can share their cnnectins netwrk updates with the public r with nly their cnnectins. Users can als pst public cmments n the shares. Users can add a cmpany prfile t LinkedIn. Users wh create a cmpany prfile becme administratrs f the cmpany prfile. Cmpany prfile administratrs can add cntent t the cmpany page, such as the cmpany descriptin, jb pstings, prduct and service fferings, Twitter, and ther activity feeds. Any LinkedIn user can add himself r herself as an emplyee f that cmpany and can write recmmendatins fr prducts and services listed fr that cmpany. A LinkedIn user can like a cnnectin s status update r ther cmments by clicking n the wrd Like beneath the update. A LinkedIn user has the ptin f psting questins fr cnnectins as well as fr the brader LinkedIn cmmunity. (See Linkedin.cm/answers) If the Asking Questins and Publishing Answers filters are enabled, a user can access the LinkedIn Answers page, but cannt pst questins r answers t questins. The LinkedIn Answers filter blcks access t the Answers page. When a user jins a Grup in LinkedIn, the user will autmatically see the grup s updates, news, and any cmments n the tpics being discussed. Users can create nging discussin tpics in a LinkedIn Grup, prmpting input frm anyne wh visits. Users can engage in nging discussin tpics in a LinkedIn Grup, prmpting input frm anyne wh visits. Allw 14

15 ACCESS POLICY, cntinued Accepting Invitatins Peple wh knw a user will ask t becme the user s cnnectin n LinkedIn. If the user knws and trusts them, the user shuld accept the invitatins then the user has ptential access t their cnnectins as well. Allw Invite Cnnectins Inbx Editing Prfiles Creating Tags 3rd Party Apps LinkedIn.cm Twitter Integratin Facebk Integratin Endrsements Accepting Endrsements Once a user finds peple he r she knws, the user shuld ask them t cnnect with him r her n LinkedIn. LinkedIn Mail is the central place fr a user t cntact his r her cnnectins privately, request intrductins t a cnnectin, request a recmmendatin, and share a jb psting r an event. LinkedIn makes it easy fr users t mdify their prfile details. The Edit Prfile tab will take the user t a page where he r she can update any prfile details. Tags are simple keywrds that users can create t rganize their cnnectins fr quick filtering n LinkedIn. There are a variety f LinkedIn applicatins that can enhance the infrmatin users share with their cnnectins, including presentatin sharing, links t a blg, recmmended reading lists, and grup plls. LinkedIn is the wrld s largest prfessinal netwrk. LinkedIn cnnects users t their trusted cntacts and helps them exchange knwledge, ideas, and pprtunities with a brader netwrk f prfessinals. A user can integrate his r her LinkedIn accunt with a Twitter accunt s that tweets autmatically shw up as status updates in LinkedIn (and are ntated as cming frm Twitter). A user can integrate his r her LinkedIn accunt with a Facebk accunt s that the user can share (Jbs, Grups, Events, Plls) t the Facebk accunt. Endrsements are chsen by ther peple wh had direct experience with a user in his r her prfessinal r academic career based n the user s specific skill set. Endrsements a user chses r recmmends fr cnnectins will appear n the cnnectins LinkedIn prfiles, and thers endrsements f the user will shw n the user s prfile. If the Endrsements filter is enabled, a financial prfessinal cannt pst an endrsement n a cnnectin s prfile. If the Accepting Endrsements filter is enabled, the user cannt accept an endrsement f a new skill. (after the prfile is initially created) Allw, archive, and Align with crprate plicy Allw r blck access, based n yur rganizatin s Twitter plicy Allw r blck access, based n yur rganizatin s Facebk plicy 15

16 ACCESS POLICY, cntinued Fllwing Influencers Cmmenting n Prfiles ARCHIVE POLICY Archive Netwrk Updates A LinkedIn user can fllw a LinkedIn Influencer t receive his r her status updates, lnger frm and riginal psts with vides, phts, and Slideshare presentatins. LinkedIn users can cmment n rich media items, such as dcuments, pictures, r presentatins, embedded in their wn r anther user s prfile. On LinkedIn, a user can pst netwrk updates, cmment n third- party netwrk updates, and like netwrk updates. This is a critical part f the LinkedIn experience that gets t the heart f having an interactive and tw- way dialgue. Allw Archive Published Answers Archive Administered Grup Inf Archive Psts t Administered Grups Archive User s Grup Membership Archive User s Psts t Grups Archive Persnal Prfile Archive, Detect, and Lg Installed Applicatins A user can ask a questin f the entire LinkedIn cmmunity, nt just cnnectins. This gives the user a much wider reach int all f LinkedIn. LinkedIn prvides several fields t custmize the Grup a user administers. The name, descriptin, categry, website, language, cuntry, pstal cde, lg, and membership plicy can all be mdified t meet the grup requirements. This infrmatin is accessible thrugh the Grup Settings and Grup Infrmatin sectins under Manage Yur Grup. LinkedIn Grups allw users and third parties t pst prmtins, create career discussins, and create jb pstings, as well as share cmments and links t grups a user administers. Grup members may share, cmment, r like thse created discussins. A LinkedIn user can jin Grups accrding t his r her interests and experiences. When a user jins a grup in LinkedIn, he r she will autmatically see the grup s updates, news, and any cmments n the tpics being discussed. Users can share links r pst updates thrugh the LinkedIn grups cmments screen. The Discussins Tab under Grups shws the latest cmments frm ther members f the grup. Discussins are nly visible t grup members. A user s LinkedIn prfile includes the user s summary, specialties, current and recent past prfessinal affiliatins (including current and past jb titles), educatin, recmmendatins, persnal website, prfile picture, and mre. There are a variety f LinkedIn applicatins that can enhance the infrmatin users share with their cnnectins, including presentatin sharing, links t a blg, recmmended reading lists, and grup plls. Pre- review and archive Allw and archive Pre- review and archive, archive, and 16

17 ARCHIVE POLICY, cntinued Archive Sent Messages Archive Received Messages Archive Cmpany Prfile On LinkedIn, users can send multiple kinds f messages. These messages can include messages received thrugh the LinkedIn inbx, cnnectin invitatins, grup invitatins, recmmendatins, intrductins, and mre. A LinkedIn Cmpany Page helps thers learn mre abut a cmpany s business, brand, prducts, services, and jb pprtunities. A cmpany's LinkedIn page is anchred by the infrmatin n the Hme tab. On this page is bth static and interactive infrmatin prvided by the cmpany. This archive filter cvers the static cntent prvided by the cmpany, such as Abut, Specialties, Headquarters, Website, Type, Funded, Industry, and Size. The Hme tab als cntains interactive infrmatin created by the cmpany in the frm f a status update, as well as feedback frm visitrs t the page thrugh the use f cmments and likes, which are archived via the Archive Cmpany Updates filter. Pre- review and archive Archive Cmpany Updates Archive Cmpany Careers On the Hme tab f a LinkedIn Cmpany Page, a cmpany can prvide status updates. Peple can respnd t a status update by either cmmenting and/r liking the status update. LinkedIn Cmpany Pages include a tab dedicated t recruiting. On this page is static cntent. This filter archives jb listings fr the cmpany as displayed n the Careers page. Pre- review and archive Pre- review and archive MODERATION POLICY Mderate Netwrk Updates A netwrk update gives a user s netwrk insight int what the user is wrking n, as well as news r ther updates that the user wants t share. A netwrk update is viewable by all f a user s cnnectins n LinkedIn. Once an update is published, cnnectins are als able t cmment n what the user had t say. Align with crprate plicy Mderate Creating Grup Discussins Mderate Grup Discussin Cmments Mderate Prfiles Users can create nging discussin tpics in a LinkedIn Grup, prmpting input frm anyne wh visits. Users can engage in nging discussin tpics in a LinkedIn Grup, prmpting input frm anyne wh visits. This filter enables users t submit their LinkedIn prfile fr pre- review thrugh the Scialware Prfile Manager befre publishing it t the scial netwrk. Users can access the Prfile Manager by ging t Pre- review and archive 17

18 Facebk Capability Descriptin Suggested Plicy ACCESS POLICY Liking A page administratr can like a cnnectin s cmment by clicking n the wrd Like beneath the cmment. Unliking Deleting Status Updates Status Updates Writing Cmments Milestnes Psting Links Ntes Questins Facebk Sharing Cmments n System Generated Psts A page administratr can unlike a cnnectin s cmment by clicking n the wrd Unlike beneath the cmment. A page administratr can delete a status update at any time, either befre r after anther user has cmmented n the update. Page administratrs can update their rganizatin s status at any time thrugh the simple text bx at the tp f the page. These updates are shwn n the page s wall in chrnlgical rder and autmatically shw up t thse wh have liked the page. Page administratrs can pst cmments n pht uplads, links, and anything they pst t their walls. This is a critical part f the Facebk experience that gets t the heart f having an interactive and tw- way dialgue. Milestnes represent key mments in time that display in the full width f a Facebk page. A milestne cnsists f a headline, lcatin, date, and descriptin, as well as an ptinal pht. Actins available t visitrs t a page are Like and Cmment. Links can be shared via Facebk status updates. When a page administratr shares a link, Facebk will autmatically display thumbnail images if available, as well as a summary f the page. Page administratrs can create Ntes in their accunts that are generally much lnger than status updates. Ntes are like miniature blgs that ther Facebk users can see and cmment n. Facebk users have the ptin f psting questins r answers t the entire Facebk cmmunity. (See questins) Facebk Sharing is the act f repsting smething that has already been psted by a third party. T give credit t the riginal pster, the pst will cntain the pster s username. Facebk will autmatically pst summaries f Facebk activity t a user s wall (such as page inf changes). Sme f these system- generated psts allw cnnectins t cmment n the activity. Align with decisin fr Liking 18

19 ACCESS POLICY, cntinued Backdating Psts As part f the Timeline release, Facebk allws fr histrical status updates. In essence, a page administratr can g back in time and make any pst that he r she wuld like and it will appear n the Timeline with the date the administratr has chsen. Psting Media Pht Tagging Persnal Wall Events Creating Events Psts t Event Walls Creating Ads Message Inbx Deleting Messages Prfile Editing Page administratrs can pst phts, pht albums, and vides, and uplad webcam vides and pictures t Facebk. Cnnectins can be assciated with phts by tagging them. This actin will assciate their names with the pht and will als ntify the cnnectins that they ve been tagged. A Facebk user can have a persnal prfile. This includes the persnal wall, stream, ntes, grups, and everything assciated with the persnal Facebk Prfile. Administratrs f an rganizatin s page can view and edit events they created r view and RSVP t events created by thers. When an event is created and a cnnectin respnds t the event invitatin, he r she can easily share it with friends and pst public cmments n the event s wall t encurage thers t attend. The administratr f an rganizatin s page can create events within Facebk and invite ther cnnected users t attend. When an event is created and a cnnectin respnds t the event invitatin, he r she can easily share it with friends and pst public cmments n the event s wall t encurage thers t attend. Facebk allws psts, links, phts, and vide t be added t event walls. These psts can be viewed by the event creatr r third parties. Public events allw any Facebk user t pst, while private events nly allw invited users t pst. Facebk ffers page wners pprtunities t create ads that target specific types f custmers. These ads appear autmatically t Facebk users wh have the advertiser s desired traits. A message can be sent privately t a single Facebk friend, similar t an . Facebk business pages nly allw a Page administratr t respnd t messages initiated by smene else. Activities that are archived with this filter include messages that are received, and any respnses sent thrugh Facebk. A user r the fficial administratr f an rganizatin s page can update the list f friends, privacy, and cnnectins via the accunt setting feature. This includes items that are publicly viewable, such as page infrmatin and public access t the page, as well as ntificatin settings and ther items relevant nly t the user r page administratr. Allw Allw Pre- review and archive after initial setup 19

20 ACCESS POLICY, cntinued Editing Page Inf The Page Inf tab n Facebk displays backgrund infrmatin n a user s business r cmpany. This includes details such as the website, cmpany inf, verview, prducts, date funded, fan page prfile picture, and links settings. Pre- review and archive Editing Page Prfile Pht Applicatins Facebk.cm The page prfile pht is displayed thrughut the fan page and shuld be representative f the business, brand, r the individual. Applicatins are ptinal add- ns t Facebk ranging frm business applicatins t games. Facebk is a scial netwrking service that lets users cnnect with friends, cwrkers, and thers wh share similar interests r wh have cmmn backgrunds. Many use it as a way t stay in tuch after finishing schl, r as a way t share their life publicly. Business Pages perate differently than Persnal Prfiles. after initial setup Align with crprate plicy ARCHIVE POLICY Archive User s Psts t Page Walls Users can cmment n page walls. Psts t page walls include any cmments r psts a user makes t a page wall and any third- party psts r cmments that are directly linked t the user s psts r cmment. This is a critical part f the Facebk experience that gets t the heart f having an interactive and tw- way dialgue. Archive Psts t Administered Page Walls Archive Administered Page Messages Archive Business Page Events Archive Creating Ads Archive Page Inf Psts t administered pages include bth the administratr s psts and third- party psts and cmments t walls f pages. This is a critical part f the Facebk experience that gets t the heart f having an interactive and tw- way dialgue. A message can be sent privately t a single Facebk friend, similar t an . Facebk pages nly allw a page administratr t respnd t messages initiated by smene else. Activities that are archived with this filter include messages that are received, and any respnses sent thrugh Facebk. Facebk allws a Business Page t create events. A Business Page administratr and third parties can als pst t the walls f events that the administratr manages. Psts t created events include bth the administratr s psts and third- party psts and cmments t the walls f events. Facebk ffers page administratrs pprtunities t create ads that target specific types f custmers; these ads appear autmatically t users wh have the advertiser s desired traits. Page inf n Facebk displays backgrund infrmatin n the business r cmpany. This includes details such as the website, cmpany inf, verview, prducts, date funded, fan page prfile picture, and mre. Pre- review and archive Pre- review and archive 20

21 MODERATION POLICY Mderate Status Updates t Page Walls Users can pst a status update r riginal pst t the wall f a page anytime thrugh the simple text bx at the tp f the target wall. These updates are shwn n the target wall in chrnlgical rder and autmatically shw up t the peple wh are cnnected t the target page. Align with crprate plicy Mderate Prfiles This filter will enable users t submit their Facebk Page fr pre- review thrugh the Scialware Prfile Manager befre publishing it t the scial netwrk. Users can access the Prfile Manager by ging t Pre- review and archive 21

22 Twitter Capability Descriptin Suggested Plicy ACCESS POLICY Favriting A user marks a tweet as a favrite by clicking the star next t the tweet. The user and thers will see a list f all favrites n the user s Twitter accunt. This list is autmatically created by Twitter. Sharing Images Tweeting ReTweets f Tweet Direct Messages Fllwing Edit Prfile Twitter.cm Twitter users can uplad and share images with their tweets s their friends and fans f their pages can view and discuss them. A tweet is a 140- character message psted n Twitter that is viewable t any user n Twitter r anyne searching fr the cntent n the web. Retweeting is the act f repsting smething that is already in the Twitter stream. It is usually preceded by RT t give credit t the riginal pster. Twitter nw allws ing a tweet. The cntains the tweet and may als cntain user typed cntent. The can be delivered t any valid address using Twitter s built- in capability. This capability is designed t share tweets with peple wh d nt have Twitter accunts. Hwever, the sent des nt use the firm s infrastructure and therefre cannt be supervised. A Direct Message is a private message between Twitter users. T fllw smene n Twitter means that a user has pted t autmatically receive all f that persn s tweets. A user r the fficial administratr f an rganizatin s page can edit the prfile; the prfile includes the user s name, lcatin, prfile blurb, backgrund images, and a prfile picture. Twitter is a scial netwrking and micrblgging service that enables its users t send and read messages knwn as tweets. Tweets are text- based psts f up t 140 characters displayed n the authr s prfile page and delivered t the authr s subscribers, wh are knwn as fllwers. Allw after initial setup Align with crprate plicy 22

23 ARCHIVE POLICY Archive Psts Twitter psts include a user s tweets, retweets, deleted tweets, and replies. All psts are 140- character messages that are psted n Twitter and are viewable t any user n Twitter r anyne searching fr the cntent n the web. Tweeting is essential t building a presence n Twitter. Archive Mentins f User Archive Persnal Prfile Archive Direct Messages Twitter mentins are tweets that third- party users make that cntain a user s Twitter handle with sign at the frnt f the handle All mentins shw up in a user list n his r her hme page n the Twitter website. When a third- party mentins a user, anyne wh sees that tweet can click the mentin and will be taken t the user s prfile. Mentins can have a significant impact n a brand. A Twitter prfile cntains a quick snapsht f wh a user is, the user s lcatin, a pht r graphic, and a link t the user s website. A Direct Message is a private message between Twitter users. All direct messages are fund n the Messages page n the Twitter website. Allw and archive Pre- review and archive MODERATION POLICY Mderate Tweets A tweet is a 140- character message psted n Twitter that is viewable t any user n Twitter r anyne searching fr the cntent n the web. Align with crprate plicy Mderate ReTweets Mderate Prfiles Retweeting is the act f repsting smething that is already in the Twitter stream. It is usually preceded by RT t give credit t the riginal pster. This filter will enable users t submit their Twitter Prfile fr pre- review thrugh the Scialware Prfile Manager befre publishing it t the scial netwrk. Users can access the Prfile Manager by ging t Align with crprate plicy Pre- review and archive 23

24 Plicy Defaults Capability Descriptin Suggested Plicy Enable Scial Tlbar The Scial Tlbar is displayed at the tp f the Facebk, LinkedIn, and Twitter pages. It lets the user knw that he r she is perating within the crprate plicies. In additin, it prvides a simple way fr users t search acrss their entire scial archive. Activate Enable alerts fr unauthrized prfile changes Enable Exclude LinkedIn Skills Display Prfile Cmpliance ID Vices default disclsure This plicy determines the ntificatin behavir when an unauthrized change t a prfile is detected. When enabled, ntificatins are sent t the wner f the prfile, all reviewers fr the grup in which the prfile wner is assciated. When disabled, ntificatins are nly sent t reviewers. N ntificatin is sent t the wner. This plicy setting cntrls if the Scialware prduct flags a LinkedIn prfile with an Unauthrized Change vilatin fr changes applied t the Skills sectin f the user's LinkedIn prfile. This ccurs fr prfiles mderated with Scialware Prfile Manager (see Mderatin tab) and the change t the Skills sectin is nt applied using Scialware Prfile Manager. An example is when a user receives a LinkedIn endrsement fr a skill nt currently listed n the user's LinkedIn prfile. By accepting the endrsement, the new skill is added t the user's prfile. At the next archival cycle, Scialware detects the new skill and changes the status f the prfile t Unauthrized Change and sends ntificatins t bth the user and thse listed with a reviewer privilege. Enable this setting t exclude the cntent f the LinkedIn Skills sectin frm triggering an Unauthrized Change vilatin. An administratr can chse whether t enable the cmpliance ID fields n prfiles in Prfile Manager. Enter a standard disclsure message in this field. The message will appear at the bttm f Vices user landing pages. Activate Align with crprate plicy Activate 24

25 Plicy Defaults, cntinued Enable Multi- Tier When Multi- Tier Review fr Status Updates is enabled, status updates Review fr Status that are mderated can require tw reviews. Only status updates Updates enabled fr mderatin n the Mderatin Plicy tab are eligible. When a status update is submitted n the scial netwrk site, the Scialware prduct rutes the status update fr mderatin instead f psting t the scial netwrk. Thse users wh are assigned as reviewers f the Cmpass grup and have the Cmpass privilege f Initial Reviewer perfrm the first level f review. Upn apprval by the first reviewer, the item is ruted t the review queue fr the users wh are assigned as reviewers f the Cmpass grup and have the Cmpass privilege f Reviewer. Upn apprval by the secnd reviewer, the Scialware prduct psts the status update t the scial netwrk. If the status update is rejected at either level, the status update is nt psted t the scial netwrk. If there are n reviewers with Initial Reviewer authrity, then mderated items are ruted autmatically t the queue f the reviewers with Cmpass privilege f Reviewer. Enable Enable Dwnlad Prfile Upn Apprval Enable autmatically Submit Prfile Edits t Mderatin when unauthrized Prfile Changes are detected When this plicy is enabled, a PDF will be generated autmatically upn final apprval f a prfile by a Reviewer. A dialgue bx will be presented t the Reviewer, allwing him r her t dwnlad this PDF when it is ready. When a prfile is in an Apprved and Published state and an unauthrized prfile change is detected this plicy will autmatically submit the prfile changes t mderatin fr apprval. The prfile will prceed thrugh the nrmal prfile mderatin prcess. Disable Activate Abut Scialware Scialware prvides sftware that allws cmpanies t empwer their emplyees t identify new business relatinships and strengthen existing nes via scial netwrks. Scialware is a trusted scial business partner helping cmpanies transfrm hw individuals engage, cnnect, and cmmunicate n Facebk, LinkedIn, and Twitter. It draws n unmatched expertise earned thrugh its wrk since 2009 with mre than 125 enterprise custmers. The Scialware platfrm allws prfessinals t drive business results thrugh measurable scial netwrk engagement. It enables crdinated sharing f cntent frm the brand level thrugh individual prfessinals t custmers, facilitating cnversatins arund chesive messages. Users can track interactins acrss their netwrks that pint t business pprtunities, creating mre dialgue and mre leads. In regulated industries, Scialware 25

26 prducts allw prfessinals t pursue these relatinships while maintaining strict cmpliance thrugh archiving, mderatin, and integratin with existing enterprise IT systems. Scialware is backed by investrs such as Mrgan Stanley Expansin Capital and CrunchFund; its crprate advisrs include senir leaders frm cmpanies including Salesfrce.cm. It has been named an innvative cmpany t watch by analyst cmpany IDC, and a 2012 Cmputerwrld Hnrs Laureate in Emerging Technlgy. Yu can find ut mre abut Scialware at 26