Once BITeamwork is installed on your Business Intelligence system it becomes a seamless collaborative extension of the tool. Most of the functions that you will encounter are transparent and simply augment the main BI tool. This means that functionality is increased without disruption of the tool's standard operations.

BITeamwork is collaboration management plug-in for Oracle Business Intelligence 11g that provides Collaborative and Social Business Intelligence functionality. It is a complete management system allowing customizations, configuration, and integration capabilities with well-adopted Social Vendors. It is currently the only means to leave comments on dashboards and annotate reports and table cells with context-based information which can be referenced by other users.

As a user, to get started, the easiest thing to do is watch our BITeamwork videos. Second to that, read the documentation below to gain specific knowledge of how to manage your user settings, send cross vendor comments to Salesforce.com Chatter or Yammer, and create or read comments. You'll find that BITeamwork is quite intuitive and powerful. And, if you think that it is not, then we want to hear from you on our forums so that we can make it better.

  • Collaborative Business Intelligence
    • The means for users and groups within an organization to collectively analyze data, share information, spread ideas, drive activity, annotate dashboards, and make better business decisions by augmenting existing Business Intelligence practices.
  • Social Business Intelligence
    • The ability to relay information about the exploration activities of users and groups within a Business Intelligence system while invoking decisions and actions through personal reward and other influencing factors.
  • Social Vendor
    • A centralized organization providing services that empower one or more organizations or groups of users to communicate with other users within one or more public or private groups in order to quickly disseminate timely information about activities, ideas, and perspectives. Yammer, Podio, Salesforce.com, and the Oracle Social Network are examples.
  • Social Vendor Integration
    • The means, act, and solution of incorporating a Social Vendor's services into an existing consumption based services or solution. As an example the BITeamwork solution allows for several social vendor integrations with Yammer, Salesforce.com Chatter, and Oracle Social Network.
  • BITeamwork Pop-up (or Modal)
    • The main entry point to reading and creating comments using BITeamwork. The pop-up interface (often referred to as a modal window) is a temporary augmentation of the current web page which directs the user to focus on navigating or selecting the desired functionality presented. Once the desired operation is completed, the BITeamwork pop-up will close automatically. Alternatively, a user may cancel the BITeamwork pop-up by clicking X at the upper-right corner of the pop-up to have it closed.
  • Pop-up Window
    • Windows that navigate a user to other information without disrupting the content of the current web page are referred to as Pop-up Windows. These can either be in the form of a new browser window opening in a new browser tab or single window or they can appear on top of an existing web page. BITeamwork uses this concept during Social Vendor authorization to connect users to a Social Vendor website. If your browser settings are configured to block pop-up windows, the address bar may appear with one of the images seen below preventing you from accessing the necessary Social Vendor web site page requiring your attention to authorize BITeamwork to integrate your social settings to use Collaborative Business Intelligence within your BI application. Allow the pop-up by clicking on the address bar image and accepting the pop-up.
  • Global Header
    • The main menu bar horizontally placed at the top of the Business Intelligence application. This header or bar provides the core navigation functionality for the application. It also houses the BITeamwork menu (icons) system. Most of the user-based operations are launched from this area including access to the user settings.
  • User
    • An individual account having access to the native Business Intelligence system. This account, representing a single person or purpose, typically has an account profile, settings, and privileges managed by the native Business Intelligence application on which BITeamwork augments with its Collaborative Business Intelligence functionality. This account may also have additional separately accessed Social Vendor accounts whether under a Single Sign-On security method or otherwise accessed.
  • Application Role
    • An object that allows the object oriented management of users, group, and other Application Roles ("Principals") in a Middleware system such as your native Business Intelligence application. Application Roles are controlled by your Business Intelligence Administrator and typically created and defined with some coordination on the business units having access to the BI application or the management of dashboards, reports, etc. existing in the BI application.
  • OAuth Security Standard
    • A popular and evolving Internet standard for authorizing heterogeneous applications without passing sensitive security information over a network. OAuth is a token-based security system based on a Allow-Deny-Revoke principal which allows a user's publishing application to maintain the control it provides any subscribing application. OAuth is the preferred security authorization mechanism for exchanging data within an Social Vendor.

The main user interface to BITeamwork is based on the Global Header of the Business Intelligence dashboard portal. This is seen in the image below as the area of the BI Application where the navigation links reside.


Figure Header_1

The BITeamwork navigation icons reside within the Global Header of the BI Application. The image below shows the options available from a default installation.


Figure Header_2

Per the image here is a brief description of each BITeamwork navigation element based on the indicating letter reference.

  1. Comment Count
    • A link that provides a real-time count of comments on the current dashboard. This count will always be the total number of comments on the current dashboard. Comments types included in this count are dashboard and view comments, not cell comments.
  2. Augmenter
    • A button that turns on the BITeamwork dashboard augmentation feature that highlights all View Objects on the dashboard enabling the View Commenting functionality as well as the Cell Comment functionality.
      • Click this to turn on the grid of objects in the dashboard
      • Hover over a cell in the augmentation grid to view the action bar to create a view comment or dashboard comment
      • When the augmentation grid is active, click in any cell of a table or pivot table to create a Cell Comment
  3. New Comment
    • A button that opens the BITeamwork pop-up window in order to create a new Dashboard Comment

The header is the controlling entry point for BITeamwork. Additionally, if an end-user has privileges to view comments they can click on View Comment icon or on a cell with a Cell Comment to open the BITeamwork pop-up.

Each BITeamwork user, if given the correct privileges by the organization's BITeamwork Administrator, will have the ability to manage one or more settings or configurations associated with their account.

The Settings tab can be accessed from clicking the View Dashboard Comments link in the Global Header. The options available to a user are available below. As a user you may few or all of the options below depending on your privileges.


Figure Settings_1
  1. Access Links to Comments
    • Allows the ability for comments to have a URL/Link which can be passed along for viewing your comments.
      • An example of this would be that a user could send a link in an email that provided a reference to a comment where the comment and any subsequent replies to that comment may be read/consumed.
  2. Send all of my comments to Yammer
    • Turns on the automation of sending any Dashboard, Cell, of View comments directly to Yammer without being prompted. This allows for a seamless integration with the Social Vendor.
  3. Send all of my comments to Chatter
    • Turns on the automation of sending any Dashboard, Cell, of View comments directly to Salesforce Chatter without being prompted. This allows for a seamless integration with the Social Vendor.

Dashboard comments are created to annotate or otherwise communicate activity or action in respect to the dashboard. There are many use cases for leaving dashboard comments for other users within the organization. BITeamwork also has the ability to pass comments on to other Social Vendors such as Chatter and Yammer. These comments are dashboard specific and are not transferred to another dashboard. Dashboard comments are high-level comments and are dashboard specific and not specific to the dashboard context such as that denoted by changing prompt values, etc.

Creating a Dashboard Comment increments the Dashboard Comment count in the Global Header.

How to Create a Dashboard Comment

  1. Click on the new Dashboard Comment icon from the BITeamwork icons in the Global Header.
    • The BITeamwork pop-up appears with the Comment tab selected.
  2. Select a Category from the Category drop-down menu
  3. Enter a comment in the Comment textbox area
    • Comments must be a minimum of 5 characters in length.
  4. Click the Submit Comment button to save the comment.

You must have appropriate privileges to create dashboard comments.


Figure DashComment_1

Assign Comments to User(s) or Application Role(s)

Assigning Comments to a user or Application Role directly when submitting a new comment (not a Reply) will initiate a direct Email and Oracle BI Agent Alert out the recipient(s) defined in the list. This is a call to action for the recipient(s) of the comment. If you assign a comment, the comment is still global to the context in which it was created (i.e.: Dashboard, View, Cell) however the comment will specifically target the recipients will an Alert and Email.

  1. Assign a Comment Notification to a user or application role (group) by typing the first few characters of a person/group name.
    • Enter an @ symbol first and then the first characters of a person's name to find another user from the list

      Figure DashCommentNotify_1
    • Type the Group / Application Role name directly to find it in the list

      Figure DashCommentNotify_2

You must have appropriate privileges to assign comments. Only the Enterprise licensed edition of BITeamwork allows assigning comments.

See also Receiving Assigned Comments

A View (Dashboard View) comment is very similar to a Dashboard Comment in that by creating either a Dashboard Comment or View Comment the Dashboard Counter in the Global Header of the application will increment. The main difference is that a View Comment is specific to an individual object within the dashboard. Objects are also referred to as Views based on the way they are created during the report and dashboard development process. The objects available for a View Comment are:

  • Charts & Graphs
  • Tables & Pivot Tables
  • Narration View
  • ...basically everything except prompts.

How to Create a Dashboard View Comment

  1. Click on the new Dashboard Comment icon from the BITeamwork icons in the Global Header.
    • The BITeamwork pop-up appears with the Comment tab selected.
  2. Select a Category from the Category drop-down menu
  3. Enter a comment in the Comment textbox area
    • Comments must be a minimum of 5 characters in length.
  4. Assign a Comment to a user or application role (group) by typing the first few characters of a person/group name.
    • Enter a & symbol first and then the first characters of a person's name to find another user from the list
    • Type the Group / Application Role name directly to find it in the list
  5. Click the Submit Comment button to save the comment.

You must have appropriate privileges to create dashboard comments.

See also Assigning Comments to Users and Application Roles and Dashboard Comment Security

Comments that annotate a table or pivot table cell to indicate a comment or call to action can be achieved by clicking the augmentation icon from the BITeamwork icons on the Global Header.

How to Create a Cell Comment

  1. Click on the Dashboard Augmentation icon from the BITeamwork icons in the Global Header.
    • The dashboard will appear with a grid-like pattern that delineates each respective view object available for commenting on the dashboard..

    Figure cellcomment_1
  2. Hover over the view containing the table of pivot table for which you wish to leave a cell comment.
  3. Click in the desired cell of the table or pivot table to select the cell for comment
    • If the cell currently has any navigation link associated with the value currently inside of the cell, you will need to click carefully in any white space within the cell to effectively select that cell.
    • The BITeamwork pop-up will appear once the cell has been accurately selected.
  4. Select a Category from the Category drop-down menu
  5. Enter a comment in the Comment textbox area
    • Comments have a minimum length as determined by your BITeamwork Administrator.

    Figure cellcomment_2
  6. Assign a Comment to a user or application role (group) by typing the first few characters of a person/group name.
    • Enter a & symbol first and then the first characters of a person's name to find another user from the list
    • Type the Group / Application Role name directly to find it in the list
  7. Click the Submit Comment button to save the comment.

    Figure cellcomment_3

You must have appropriate privileges to create dashboard comments.

See also Assigning Comments to Users and Application Roles and Dashboard Comment Security

All comments can be secured. If a user is given the privilege to create a comment type then that user also has the ability to secure a comment.

How to Secure a Comment

  1. Adding a cell, dashboard, or view comment from the comment prompt provides all options available to secure a comment.
  2. Click the security lock icon next to the Notify input field.

    Figure securecomment_1
  3. The Add Comment... dialog expands to show the security options area.
    • Comments have a minimum length as determined by your BITeamwork Administrator.

    Figure securecomment_2
  4. Begin typing in the field under the Find a User or Application Role label.
    • Use the auto-suggest feature here; to find users start the search with an @ symbol, to find application roles to secure the comment by, just being typing.
  5. Click the green + icon at the end of the field once the user or application role has been found and selected. This will add the user/application role to the security list.
    • You will need to remove the Everyone user/item from the list by clicking the x associated with it. The Everyone user is a placeholder identifying that the comment is open to Everyone. Once you locate user(s) or application role(s) for which to secure access to the comment, then this item should be removed from the list.

      Figure securecomment_3
    The system highlights from the auto-suggestion drop-down the names of users or application roles currently identified in the system. If you select a user or application role not in the list then no security will be assigned as there is no link to the user/application role submitted as no check is performed on arbitrary vs. existing principals (i.e.: users, application roles).

    Figure securecomment_4
  6. Click the Submit Comment button to create the comment with the applied security.
    • Comments will then appear with the lock icon to privileges users with read access of the secure comment to indicate that it is a secure comment.

      Figure securecomment_5

You must have appropriate privileges to create comments.

See also Assigning Comments to Users and Application Roles

Viewing all dashboard comments can take place in several different ways. One or more of these approaches for an individual end-user or group may be restricted by the organization's BITeamwork administrator.

  1. View Dashboard Comments Count in the Global Header
    • On any dashboard, you can easily view the count of comments existing on the dashboard by viewing the value next to the word Comments.
    • The count is the total number of Dashboard and View Comments and does not include the count of Cell Comments or replies to any type of comments.
  2. Clicking on a Cell or View Comment
    • If a cell comment exists on a dashboard object, indicated by an icon or specific color shading on the cell, or if the object, such as a chart or header, contains a comment bubble then a comment is associated with that object. Clicking on either of these elements in read (non-augmentation of the dashboard) will only render the cell or view comment from the comment panel in the global header and not reveal dashboard comments. In the dashboard augmentation mode, the user can click on the respective view object area to create a View Comment and the BITeamwork pop-up will appear allowing access to View All Dashboard Comments as another tab option. A similar occurrence happens when clicking on a table/pivot-table cell in dashboard augmentation mode.
  3. Accessing the Dashboard RSS Feed
    • Each dashboard's comments are accessible from a XML-based Syndication Feed which is consumable via web browser, MS Outlook, or any other RSS reader having access to your network. The RSS Feed for a dashboard provides a listing of the most recent comments left on the dashboard. Access privileges to the RSS feeds are managed by the BITeamwork Administrator.

Using the View Dashboard Comments link in the Global Header, the BITeamwork pop-up will appear with several tabs. The initial tab from clicking on this link will always render the View All tab. Clicking on the History tab will review all comments posted by the current user.


Figure History_1

The comments shown in the History tab are comments entered via BITeamwork and not of those entered in any third party Social Vendor tool.

Observing comments left on a dashboard can be viewed in a few different ways:

All comment types can be replied to in order to create a collaborative thread based on responses from other users.


Figure Reply_1

How to Reply to a Comment?

As you are viewing any comment, below the comment, a Reply button/link is shown.

  1. View a dashboard or cell comment
  2. Click on the Reply or Comment button
  3. Type your reply to the comment in the Reply text field
  4. Click the Post Reply button to save the reply

Comments persist indefinitely in the BITeamwork system unless:

  • Purged by the BITeamwork Administrator
  • Deleted by the user who created the comment


Figure delete_1

How to Delete a Comment?

Comments can be deleted by only the user who created the comment. Once the comment is deleted it is removed from all viewable areas of the the dashboard, table cell, etc.

  1. View any cell, view, or dashboard comment you've created via the normal means of reading a comment. For dashboard and view comments you may also click on either the History tab or the View All tab from the comment folder pop-up on the Global Header.
  2. Locate the comment which you intend to remove/delete
  3. Click the trash can icon beneath your comment to delete it
  4. Follow the instructions on the prompt, if any
  5. Done
If a comment is deleted all replies related to the comment are also deleted (i.e.: no longer visible). In addition, when using Social Vendor integration, any related comments sent to a Social Vendor will NOT be deleted automatically on the Social Vendor application.

RSS Feeds allow dashboard comments to be leveraged by other applications such as Microsoft Office to consume information about dashboard comments without requiring an account to log in to the Enterprise Business Intelligence application. These XML based Feeds are a industry standard for distributing up-to-date news and information about one or more subjects; in this case dashboard comments and collaboration.

Users can access a Dashboard's comments RSS Feed by opening the BITeamwork pop-up window and clicking on the RSS Feed icon on the View All tab.


Figure delete_1

Doing so will open a new window/tab in the browser with the respective Dashboard Comments.

If you observe the URL in the browser window for the RSS Feed you may notice the dashboard name is present along with some other details. The last segment of the URL provides the ability to restrict the number of records returned in the RSS Feed. This can be helpful if attempting to display comments in a persistent fashion on a dashboard which could be accomplished in Oracle BI 11g by using a Narrative view for example.

At the top of the Business Intelligence application web page, the BITeamwork Administrator has the ability to turn on and off a banner that indicates which enviornment a user is currently operating within. This simple and unobtrusive banner is referred to as the Environment Eye.


Figure delete_1

A user has no control over the Environment Eye. It is simple an indicator to your current environment (i.e. Development, Test, SIT, QA, etc.). Its intent is to prevent mis-development or mis-directed activity if environments a user is working in are confused.

Environment Eye is typically used in all environments except for Production in which case it would obstruct the clean representation of the Business Intelligence application and portal.

The Splash Page pop-up window isa global means within the Business Intelligence Application to display current alerts, information, and direction to all end-users.

The BITeamwork Administrator controls the ability to turn on and off, or schedule a Splash Page, in order to display global information. The Splash Page may contain HTML content such as images and hyperlinks.


Figure delete_1

A Business Use Case for Splash Pages

An organization that has implemented Oracle BI 11g for the first time or has upgraded from a previous version of the tool may wish to provide training and other information about the new implementation to end-users. A Content Management System such as MS Sharepoint or Oracle WebCenter may be used to house training documents etc. However, a Splash Page could be scheduled to show (pop-up) at the home page and login page of the dashboard portal as a user accesses the Business Intelligence application during the project Go-Live. The Administration may create the content of the Splash Page so that it contains links to the SharePoint CMS site for training documentation, and perhaps a short video welcoming the end-users to the new BI systems.

Once the end-user has read the message(s) from the Splash Page and/or accessed the links they can then choose to close the Splash Page and continue on to the BI portal having now been explicitly informed within the BI application itself.

When a user creates a Dashboard, View, or Cell Comment with the Enterprise Edition of BITeamwork they have the ability (if the user's privileges permit) to notify a User or Application Role about a comment. Once the notified User(s) and/or Application Role(s) for which the comment are selected and the comment submitted, the user(s) will receive an email (requires Oracle BI Delivers to be configured) and a dashboard alert. This alert is pushed through the native Oracle BI 11g infrastructure and does not use any custom emailing mechanism etc. The notified user(s) are given this comment nofification to suggest priority and a call-to-action on their part.

Regardless of the comment notification assignee(s) the comment is still available to any users having access to the dashboard, or assigned privileges to the comment, once the comment is submitted.

If your organization has chosen to implement its Salesforce.com (SFDC) Chatter account with Oracle BI using BITeamwork in order to add Collaborative BI then just follow the steps below from the Oracle BI Dashboards to get setup. Otherwise, please contact your Oracle BI Administrator, CFO, or CTO and let them know you want BITeamwork.

  1. Navigate to any Oracle BI Dashboard
  2. Maximize the BITeamwork Collaboration Panel
  3. At the top of the Collaboration Pane, change the dropdown value from the default, BITeamwork, to Salesforce Chatter

    Figure sfdc_1
    NOTE: if there is no extra option for Salesforce Chatter then two things should be attempted:
    • Click the "Settings" (gear) icon and click the refresh button at the bottom of the pop-up window.
    • Ask you BI Administrator to double-check and test the Salesforce Chatter integration is properly configured.
  4. In the display area, the Salesforce.com Chatter logo will appear with a link. Click the Authorize Chatter link to navigate to the Salesforce.com login page.

    Figure sfdc_2
    This navigates you to the Salesforce.com authorization website which integrates your account with the Collaborative BI solution.
  5. Click the Authorize Application button on the Salesforce.com Authorization page.

    Figure sfdc_3
  6. Sign/Log in to Salesforce.com, if prompted.

    Figure sfdc_4
    If you were already signed-in to Salesforce.com, using Chatter or the Salesforce.com application you may not need to sign in. However, if your session has expired (i.e.: it's been a while since you've accessed the Salesforce.com application) you will need to sign in at this time. Please note that after you Authorize the Collaborative BI application you will not need to conduct this process each time you access the BI Dashboards or the Collaborative BI Solution.
  7. You will be returned to your network's webpage with the message below if all was successful with the integration.

    Figure sfdc_5
  8. Refresh Oracle BI dashboard page from which you initiated the Authorize Chatter process. You will now have the option for Salesforce.com Chatter and should see a new dropdown menu for the Chatter groups to which you belong.
    This may be in a different browser window or different browser tab or you can just re-open the BI Dashboards in a new window.

    Figure sfdc_6
  9. Done

As an advanced configuration, Salesforce.com allows users to have control over which portals have access to their personal information. BITeamwork uses the company-wide OAuth Remote Access configuration to integrate with Salesforce.com Chatter. At any time a user can interrupt this access, effectively breaking the previously established communication link between BITeamwork and their individual Chatter account. In order to do so, follow the instructions below:

  • Login to Salesforce.com
  • Select Setup from the user drop down menu
  • Expand the My Person Information section under Personal Setup on the left navigation pane
  • Select Personal Information
  • Scroll down the page to the Remote Access section
  • Click the Revoke button for the row(s) corresponding to established access connections created on your behalf
    WARNING: Be aware that the Application name associated with BITeamwork is established by your Salesforce.com administrator. Ensure that you are selecting the correct one in order to prevent breaking connectivity with another application you are currently utilizing. It is recommended to leave this section alone unless you know what you are doing.

If your organization has chosen to implement its Yammer system account with Oracle BI using BITeamwork in order to add Collaborative BI then just follow the steps below from the Oracle BI Dashboards to get setup as a user. If you are the BI administrator and have not yet configured this in integration BITeamwork please read the instructions in the BITeamwork Administration guide or BITeamwork Social Network Administration guide Otherwise, please contact your Oracle BI Administrator, CFO, or CTO and let them know you want BITeamwork.

User Authorization Steps:

  1. Navigate to any Oracle BI Dashboard
  2. Maximize the BITeamwork Collaboration Panel
  3. At the top of the Collaboration Pane, change the dropdown value from the default, BITeamwork Collaboration, to the Yammer option

    Figure yammer_1
    NOTE: If there is no extra option for Yammer then two things should be attempted:
    • Click the "Settings" (gear) icon and click the refresh button at the bottom of the pop-up window and try the above steps again.
    • Ask you BI Administrator to double-check and test that the Yammer integration is properly configured and enabled and that your login or your group (application role) has the correct access privilege.
  4. In the display area, the Yammer logo will appear with a link. Click the Authorize Yammer link to begin the authorization process which will navigate to the Yammer.com login page (usually a pop-up window).

    Figure yammer_2
    NOTE: Performing this step navigates you to the Yammer.com authorization website which integrates your account with the Collaborative BI solution.
  5. Click the Authorize Application button on the Yammer.com Authorization page.

    Figure yammer_3
  6. Sign/Log in to Yammer.com, if prompted. If not prompted, go to next step.

    Figure yammer_4
    After clicking the Log In button you will see the option shown in Step 6 above, so click the approve button when prompted.
    If you were already signed-in to Yammer.com, using the application you may not need to sign in. However, if your session has expired (i.e.: it's been a while since you've accessed the Yammer.com application) you will need to sign in at this time. Please note that after you Authorize the Collaborative BI application you will not need to conduct this process each time you access the BI Dashboards or the BITeamwork unless you've revoked access from the Yammer.com website or control application. In which case you will simply follow the above steps once more to connect.
  7. The open prompt will then be returned to a response page which is actually part of the BITeamwork system. The response webpage message will look similar to the one below if all was successful with the integration.

    Figure yammer_5
  8. Close the prompt window in which you conducted the last few steps above
    NOTE: This may be in a different browser window or different browser tab or you can just re-open the BI Dashboards in a new window.
  9. Refresh the Oracle BI dashboard page from which you initiated the Authorize Yammer process. You will now have the option for Yammer and should see a new dropdown menu for the Yammer groups to which you belong.

    Figure yammer_6
  10. Done

As an user profile configuration, Yammer.com allows users to have control over which portals have access to their personal information. BITeamwork uses the company-wide OAuth Remote Access configuration to integrate with Yammer. At any time a user can interrupt this access, effectively breaking the previously established communication link between BITeamwork and their individual Yammer account. In order to do so, follow the instructions below:

  • Login to Yammer.com
  • Click on the "..." (More) menu to expose the drop down menu
  • Select the Edit Profile option
  • Select My Applications from the left menu
  • Click the Revoke Access link/button for the row(s) corresponding to established application access connections created on your behalf
    WARNING: Be aware that the Application name associated with BITeamwork is established by your Yammer administrator. Ensure that you are selecting the correct one in order to prevent breaking connectivity with another application you are currently utilizing internally at your organization for another purpose. It is recommended to leave this section alone unless you know what you are doing.

If using a social app connection for Yammer, Chatter, etc. with BITeamwork you may wish to have any comment that you create be sent directly to the social app generically. First make sure that you have been given privileges by your BI Administrator and you have configured connectivity to the social application using the methods located in this user-guide. Follow the steps below and be sure to test this logic after setting the options so that you can determine the value of this interactivity to your and your business.

  1. Navigate to any Oracle BI Dashboard
  2. Maximize the BITeamwork Collaboration Panel
  3. Click the "Settings" (gear) icon to reveal the Settings tab of the prompt
  4. Check the checkbox for the application to which you'd like to post comments to upon each comment submission

    Figure social_direct_1
  5. Click the "Refresh" icon at the bottom of the prompt in order to refresh the page and affect your settings.