Receiving Suggested Changes

After a profile in Hearsay Social is submitted for review, an admin not only has the ability to approve this material but can also make suggested changes to the profile content. If changes are suggested during the Profile Review process, an email notification is sent to the advisor letting them know that their profile has been reviewed and is one step away from being approved.

The advisor will then need to either click on the link included in that email or log in to Hearsay to view these changes. One can always access the status of profile content as well as take action on this content within the Hearsay Social Profiles tab.

Once on the Profiles page, an advisor can review the Changes Suggested status as well as Accept Changes or Revise and Resubmit. If the advisor clicks Accept Changes, Hearsay will then manually update the social account in question with the changes suggested.

To see how this is done, please watch the following video:

 

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