Platform

Understand and manage the fundamental elements of the application

20 articles in this collection
Written by Brian Kincaid, Amanda Savluchinske, and Jaênia Sousa

How to customize notification templates

Get in the know of how to manage platform emails and Slack messages

Written by Amanda Savluchinske
Updated over a week ago

PlusPlus Introduction

High-level overview of the app and the terminology we employ

Written by Brian Kincaid
Updated over a week ago

How to optimize user experience with Categories and Tags

Create buckets that help users locate the activities with which they want to participate

Written by Brian Kincaid
Updated over a week ago

How to filter content with default and flexible selections

Navigate more quickly to useful content within each module

Written by Brian Kincaid
Updated over a week ago

How to upload cover art

Select your file based upon the proper ratio and pixels

Written by Brian Kincaid
Updated over a week ago

How to limit access with Privacy and Groups

Control who can see and engage with your content

Written by Brian Kincaid
Updated over a week ago

How to create and manage Groups

Control the access to an event based upon group membership

Written by Brian Kincaid
Updated over a week ago

How to assign people to Groups

Associate groups to individuals and restrict access to events

Written by Brian Kincaid
Updated over a week ago

What is the Catalog?

Access the full list of event types to find a desired event or request one to be scheduled

Written by Brian Kincaid
Updated over a week ago

Feedback & Surveys

How to create Surveys

Build templates to consistently gather feedback

Written by Brian Kincaid
Updated over a week ago

How to gather feedback with Surveys

Schedule survey templates to collect Event insights

Written by Jaênia Sousa
Updated over a week ago

How to use Surveys Dashboard

Learn how to see all instances related to a survey, and export its responses

Written by Jaênia Sousa
Updated over a week ago

Dashboard & Analytics

How to export Dashboard data to CSV

Learn how to bulk export dashboard content, such as: events, enrollments, groups, sessions and others to CSV

Written by Amanda Savluchinske
Updated over a week ago

How to organize and edit content through the Dashboard

Search and filter all content to make changes or export datasets

Written by Brian Kincaid
Updated over a week ago

How to evaluate engagement with Analytics

View reports and statistics from the Dashboard

Written by Brian Kincaid
Updated over a week ago

Roles & Permissions

Introduction to roles and permissions

Identify controls that are available to power users for managing rights globally or for individuals

Written by Brian Kincaid
Updated over a week ago

How roles and settings can be grouped (matrix)

A visual representation of how role permissions and settings combine to create permission groups

Written by Brian Kincaid
Updated over a week ago

Where to set permissions for each user

Locate the User Profile, Menu Settings, and Dashboard to set user rights

Written by Brian Kincaid
Updated over a week ago

How to assign users to an Organizer or Mentor role

Increase the rights of Regular users and understanding the impact

Written by Brian Kincaid
Updated over a week ago

How to add permissions for all users through System Settings

Extend the ability to create, manage, or make requests within specific modules

Written by Brian Kincaid
Updated over a week ago