Author: Help Administrator

  • Making a Post

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    Enter some text in the What’s new? Rich text editor field, and then click Post. This posts the content and notifies your followers (depending on their notification personalization settings). Optionally, click Insert/Update and then insert buttons, accordion, and contents as part of the post from the cursor position. You can also use the Link With…

  • Post Card

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    Posts listing use a card layout, with each card featuring a few options described below: View Profile: Click the post user’s profile to see the profile pop-up. This card displays the post owner’s profile image, name, primary work Organization, and options to follow/unfollow and view. Clicking Follow will show their posts on your Social app…

  • Posts Listing

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    Click View All from the social widget or Social from the left sidebar to view the social post listing. This page shows additional options in the navigation bar. Filters: Allows you to filter the posts using various listed criteria. Sort: Allows you to sort the posts section using various criteria. Go Back: This takes you…

  • Social Post Widget

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    This widget from the Dashboard allows you to create rich text posts with images, videos, and/or in-platform content. Enter texts and click Post to make a post. Optionally, click Insert/Update and then insert buttons, accordion, and contents as part of the post from the cursor position. You can also use the Link With field to…

  • DealMaker

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    This is a CRM app that helps you manage customer data, interactions, and relationships. It centralizes contact information, tracks deals, and enhances customer support. This keeps all lead- or customer-related activities in a single place, keeping you focused. We have several apps scheduled for release in the next few quarters. We aim to reduce your…

  • Huddle

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    This app allows you to schedule organization-level, team-level, or private events and appointments. This also allows you to synchronize your work calendar and view your peers’ availability to schedule a meeting.

  • Pulse

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    This app enables organizations to create and share news (externally published information) and/or announcements (internal to the Organization) that you should be aware of.

  • Pages

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    As the name implies, this helps you create and share rich content pages with your peers, or create and manage sites that provide useful information in a standard way. For example, your administrators can create an Intranet Site about Policies and Standards and share it with a branch office, subsidiary, team, or user group. You…

  • Links

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    Allows you to bookmark important external web links and share them with the rest of the Organization. This helps inform your peers about business-supported news outlets, compliance requirements, or new legislation that affects your industry.

  • Files

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    This app allows you to store and share files with your colleagues and external users. You can have private file storage and/or team file storage that shares documents with all team members, eliminating the need for private copies. Image Dropbox or Google Drive for your Organization.

  • Social

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    This feature allows you to network with your colleagues, similar to other social networking platforms, but within the confines of the tenants or as permitted by your administrator. Follow your colleagues for updates, tag them in the conversations, link to in-platform content, and respond to others’ posts.

  • Flow

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    If present, this app enables you to define business workflows and implement review and approval processes for most in-platform apps.