Author: Help Administrator
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Links Listing
Click Links from the left sidebar to see the list of links and access your other options related to them. You will see links created by you or shared with you (which require at least R permission). Additionally, you can do the following using the toolbar. Search: Type a text to search and list all…
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Widget
Links have one fixed widget that shows the contacts on the dashboard. Important Contacts: This widget shows up in the dashboard. The most recently published five contacts in the linked categories show up here. Clicking a specific contact here will take you to the Contact View screen. Clicking View All in the widget will take…
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Manage Categories
Click Categories to see the list of categories available for you. You will see the Add button. Each category can be edited if you are the owner or the collaborator, disabled or viewed. Adding a new category Click Add to add a new contact category. The following are mandatory: Title: enter a category name. The…
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Manage Contacts
Adding a new contact Click Actions -> Create to create a new contact from the listing screen. The following are mandatory: First Name: enter the contact person’s first Name here Email: enter a valid email here (for example, johndoe@email.com or john.doe@email.com.ca). The following are optional: Category: Select a category here. Last Name: Enter the contact…
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Contacts Listing
Click Contacts from the left sidebar to see the list of contacts and access your other options related to them. You will see contacts shared with you (which require at least R permission). Additionally, you can do the following using the toolbar. Search: Type a text to search and list all the matching contacts within…
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Manage Widgets
You can do the following in this section, which is available for the Tenant or App administrators for the Organization. Click Actions -> Widgets to see the available widgets and manage them. This shows all the available widgets and allows you to customize them. They are organized into middle-column widgets, right-column widgets, and other widgets.…
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Manage Apps
Click Actions -> App Store to view and enable/disable the subscribed apps. To do this, you need to be a tenant or app administrator with an Organization Admin role. Select the Control and then check the Enable to make the respective app/feature available to this organization. Control: They restrict or allow the branch or location…
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Managing Organizations
You must be a Tenant or Organization Administrator to create, update, or manage subscriptions and widgets. Other users can view the organizations under their scope. Creating an Organization Click Add to create an organization. All except the Organization’s legal name is optional. Image: This is used for the banner in the Organizations listing. For better…
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Colleagues
This feature allows you to see the colleagues within your organization’s scope (refer to the Security Features article for more information). Click Profile -> Colleagues. You will see the list of colleagues within your organizational scope. You can view their Profile or follow/unfollow them (if the social app is enabled). Click View (or click the…
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Updating Profile
Click the Profile Menu -> Profile to view your profile. All except your First name are optional. Images Cover Image: Shows a cover image on your profile to its viewers (via Social app or Know your Colleague widget). Click Change Cover Image to upload a new one. We recommend a landscape-oriented image with a 3:1…
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Administrators
Tenant Admin: The tenant admin can manage the platform for you by adding or removing users, integrations, and others. However, the tenant administrators cannot manipulate other users’ content. The content owners must explicitly add them as collaborators to do so. Organization’s Admin: This is a regular user with all the A (Admin) permissions for each app.…
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Content Scope
When you create content, you will see a panel called Access with Visibility and Collaborators. Visibility: This defines the scope of that content, such as which users can see it. You can add users, user groups, organizations, or branches here. When you set your content’s visibility to one or more organizations, all users in that…