Basics

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Getting Started

Once you log in for the first time, you will be asked to confirm your profile information before continuing to use the platform. Make a change to your profile and then click Save.  

Security Features

This article helps you understand the platform’s security features for segregating content.

Content Visibility

Each content has a scope, defining which users can see and interact with it. The scope can be a single user, multiple users, an entire branch/location, or a team. The scope is applicable in two contexts — the user’s organizational scope and the content’s scope.

Notifications

We strive to keep you informed of things happening in your organization that sometimes overwhelm you in terms of platform notifications. So, we’ve provided you with the means to tune out notifications you don’t want to receive from the platform.