Category: Basics
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Understanding the Platform
The platform options vary based on your administrator’s personalization and your organization’s subscription. However, the following guidelines will help you easily understand and use the platform.
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Top Menu
You can see the following on the top menu: Logo: Your organization’s logo appears here. Click the logo to return to the home screen anytime. Sidebar Toggle Button: This button shows or hides the left sidebar to free up screen space or expand it to display apps and sites. Global Search Bar: Helps you search…
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Sidebar
The left-hand sidebar shows your organization’s subscribed apps and sites as well as Help Center information. Dashboard: Click here to return to the home screen anytime. The dashboard shows various widgets from the subscribed apps so users can easily access their content. Apps: Shows all the apps subscribed by your organization. Click them to view…
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Default Widgets
By default, the platform will display these widgets. Depending on the apps you’ve subscribed to, you may see additional widgets on the home screen. Today’s Weather: Set your current location to view weather information for your area. This widget is refreshed every 30 minutes. Know your Colleague: Randomly show your colleague’s profile information to know…
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Permission
The platform uses the CURDAW permission system at its core and further complements it with specialized privileges. The following are the permissions in the platform: Create: Having this permission allows you to create content on the platform. Update: This permission allows you to update the content you created. Read: Allows you to view content within…
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Roles
Each app has pre-defined roles that comprise the above permissions. For example, the Page app may contain a Page Author role with the CRUD permission on that app. This allows the user to manage content but not publish it.
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Changing Roles
Click Profile Menu -> Colleagues to view all the colleagues within your scope. Click the specific user’s menu (three dots at the right top of the card) and click Edit. Click the searchable text input field under the System Information -> Roles and start typing the app name. It will show the roles applied in…
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Organizational Scope
You can have access to another Organization despite being the staff in one. The Tenant Admin must set this by editing your profile. When you are part of multiple organizations, you can share your content with the users from that organization or view the content published by organizations other than yours. Additionally, the context switcher…
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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…
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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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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. Click your Profile Menu and then click Manage Notifications. Once the page lads, you will…