User Menu & Settings

User Menu & Settings

The portal settings are available from the User Menu on the top right bar, by clicking on your profile picture or this icon:  

From here, people with admin access are able to see a full list of setting that will allow them to manage the portal.
 

My profile: Every user has their own profile, the information can be migrated directly from M365 or manually typed according to the settings allowed by the organization. 

My content: Here, users will be able to see and manage all the content they have written. It is possible to find content by typing the name or keywords, or by selecting channels or status.

Content management: This is where administrators can view and manage all the articles, comments and channels created in the portal. We have organized each content category into different tabs: 

             -
Content: Will display all the articles that were published, by whom, on which channel, and the interactions (comments and likes) with the post.

 -Comments: Will display all the comments that were made, on which article, by whom, the channel where it was published, and the date.    

 -Channels: Will display all the channels and the administrators of each channel, from here, it is possible to view, edit or move the channel to a different scope, or manage the content of a specific channel.

Media management: Admins can use the media management dashboard to view and manage all the images and documents that were uploaded to the portal. Admins can perform basic operations like viewing each file, update it, rename it or delete it.

User management: From this menu option, admins can select users, groups, profile fields, authentication and settings.


For each tab is possible to:
              -Users: View users and their last activity. Manage users by creating or deleting individual users, or add and edit users in bulk using an Excel sheet.
       -Groups: Groups are used to set permission roles and access to scopes and channels. Additionally, you can use them to group people as you see fit. These groups can then be used as the audience in some features like Ideation or Newsletters.
      -Profile fields: Here, you can choose which fields are relevant to be shown on user profiles. You can also choose who has permissions to edit the profile information - the user themselves, to keep it in sync with Microsoft 365, or only by admins.
      -Authentication: Configure how users can authenticate to the portal. Out of the box, we support email and password login, or log in with Microsoft 365. If you would like another way to login, reach out to your support contact to see what is possible.
      -Settings: Manage access restrictions by email domain, and rules to automatically add users to groups.

Analytics: Dashboard where admins can monitor the portal usage and articles engagement.

Recognition dashboard: This is where you can configure medals that people can award each other. Use this to promote

Newsletters: Newsletters let you promote specific articles published in the portal by sending them by email to specific groups of people. In the Newsletters page, admins can view, manage, send or schedule newsletters.
To create a newsletter, it is necessary to create a title, add a description (optional) and select the articles that will belong to that newsletter. You can preview before publishing and even add an image


It's a great way to send weekly reminders or messages of the most important news or information.

Scope Settings: Where admins can manage the scope settings, is divided in 7 tabs: 
      -General Information: Where the admin can edit the scope name, logo, and administrators.
      -Scope Links: Allows setting footer links and social media pages, as well as add custom links to the side navigation.
      -Channels: Manage the sticky channels that show up on the sidebar, and set the channels that users will be subscribed to by default.
      -Highlights: Manage the highlight carousel that shows up on the home page. You can change the carousel style, the articles that are highlighted, as well as the maximum number of articles to display in the carousel. 
  Extra tip: Use the symbol    to order the articles or channels that you need. 

      -Components: Manage the components that are displayed on the homepage. You can choose components for the central part of the homepage and for the right side of the homepage. You can use these to highlight employee birthdays, important links, or even highlight the latest content from specific channels. The possibilities are endless.
      -Color Theme: The admin will be able to edit the portal colors while the user is on this specific scope. These can be reset at any time to match the global color theme.
      -Apps: Where the admin can set the favorite apps that users will have by default. Favorite apps will show up on the right side of the homepage for quick access, use this to highlight important tools or links that are relevant to all users.

Global Settings: Where admins can configure the portal general settings:
      -Global Settings: Admin will be able to set the portal name, images and logos for the login website, and the top left sidebar

      -Color theme: Where the admin can define the portal colors.
      -Microsoft 365: Manage the Microsoft 365 integration by choosing which features are enabled on the portal. Some features may need the consent of an Entra ID admin, which can be provided directly on this page.

      -Engagement: The admin can choose to hide or show the likes and/or comments
      -Integrations: The admin will be able to manage other integrations, ex: Diggy, Slack, Google and others
      -Terms & Conditions: The admin can set the terms and conditions that users must accept in order to access the portal. Admins will also be able to verify which users have accepted 
      -SCIM Provisioning: Where the admin can configure SCIM provisioning, which allows for almost instant user synchronization with your central directory. Check out
our article for help configuring SCIM with Microsoft Entra ID.

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