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  2. Admin Guides

Admin Guides

Everything an Admin needs to know about managing users and content

Users & Groups

  • Users & Groups Overview
  • Adding Users
  • Excel/CSV Upload
  • Inviting Users
  • Suspending Users
  • Creating Groups
See all 9 articles

Engagement Tools

  • Engagement Tools Overview
  • Campaigns
  • Surveys
  • Anonymized Surveys and Campaigns
  • SMS Campaigns
  • Newsletters
See all 15 articles

Operational Tools

  • Lite Features Overview
  • Shortcuts
  • Document Library
  • Documents Lite
  • Disabling Documents Lite
  • Forms
See all 12 articles

Streams & Posts

  • Streams Overview
  • Adding Streams
  • Stream Management
  • Creating, Editing, Deleting or Moving a Post
  • Creating Polls
  • Scheduling Posts
See all 15 articles

Admin Permissions

  • Admin Permissions Overview
  • Global Admins
  • Org Unit Admins
  • Location Admins
  • Group Admins
  • Stream Admins
See all 8 articles

Analytics

  • Analytics Overview
  • Analytics: Definition of terms
  • Engagement
  • Engagement Benchmarking
  • Content
  • Understanding 'Top Posts'
See all 7 articles

Locations

  • Locations Overview
  • Locations and Org Units FAQs
  • Set up Locations and migrate users
  • Create new users in a Location
  • Create a Group within a Location
  • Create a Location Stream
See all 9 articles

Workflows

  • Workflows Overview
  • Creating and editing a Workflow
  • Rich text formatting in messages sent through Workflows
  • Adding a decision step to a Workflow
  • Adding Workflows Automation Bot to a Group
  • Automating uploads to Document Library
See all 18 articles

Chats

  • Chats Overview
  • 1:1 Chats
  • Group Chats
  • @ Mentions in Chats
  • Archiving Chats
  • Deleting Chats
See all 13 articles
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