Konverse Help

Admin Features

Giving you the ability to add new team members and remove those who have left your team will be crucial to making sure that the right folks are kept in the know about the exciting things happening within your organization.

Using the app's invite tool you can not only invite new members to the app, but you can also grant them access to specific rooms.

To get started: Click on the Invite button in the top menu bar (next to the Create button) Enter the email(s) of the member(s) you would like to add Advance to the next field where you have the option to add their first and last name Once you advance, the ability to add them as a room owner will appear.

Check the box if you wish for them to be a room owner of all rooms where they are added. A list of rooms avaialble will appear to the right of email's.

Check the boxes next to the rooms to which you would like to add the member. If chosen, the member will be able to see all content within these rooms.

Note: Only rooms that you are a member of will display in this list. Once all rooms have been selected, click Send Email.

The new member will receive a Welcome Email in their inbox. By clicking the Activate My Account button, they’ll be able to set a password and join the app.

Super Admins have access to our  Form Builder  tool, which allows you to build custom forms for your app. Form Builder is a great way to structure information to fit a specific function, make it easier to find in search, or help guide members to enter the correct details in a post.

 

The Form Builder tool is normally under the  :Konverse: Tools  category in the left navigation menu but this can vary depending on the app. To access the tool, click on the Form Builder tab in the menu.

 

The initial Form Builder page will show you all of the existing forms in your app. We recommend you do not edit any of the default forms in your app, especially the Member, Room, and Discussion forms.

 

Creating a New Form

 

To create a new form, click on the  + Add New  button at the top of the page or  + Add a new Form Type  button at the bottom of the page.

 

To build your new form:

 
  1. Add a  Form Name  and  Description .

  2. Add Fields to Your Form  - Click on the  + Add a new [type of field]  button to add that type of field to your new form.

    1. For a  Dropdown  field, you can manually type in the values or provide our support team a longer list of values (in .csv format) and we can load them into that field.

    2. Attachment ,  Video ,  File , and  Image  fields can be used to load an attachment into the middle of a post instead of at the bottom of the post.

  3. Fill Out the Labels on Each Field

    1. Input Label  - This is what will display above the field when you are creating the post. You can use this label to give specific instructions on what information to add to the field.

    2. Post View Label  - This is what will display above the field once the post is published. This is what everyone will see when viewing the post.

    3. Search Label  - If someone searches by this form type, this is the label that will display for that specific field.

    4. Required Checkbox  - Checking this box will make the field a required field. Members will not be able to publish the post without filling out all required fields.

  4. Make Sure Fields are in the Correct Order

    1. If your forms need to be reordered, simply drag and drop a form into the correct place order.

    2. If you need to delete a field, click on the red X on the side of the field input box.

  5. Click on the  Save Changes  button at the top of the page.

 

Now that you’ve created a form, you can add it to a folder within a room. There are two ways you can do this.

 
  1. In  Form Builder

    1. Click on the  + Add this form to a room  button.

    2. Under the  Name Your [form name] Folder  text, add the name of the folder with which the form should be associated. This will create a new folder that will only use that form.

    3. Click on the room under which you would like to include your new folder/form.

    4. You’ll return to the  Form Fields  page. Click on  Save Changes . If this button is not available when you return to the page, add a space or character to the title or description field and it should appear.

  2. In the  Room Edit Screen

    1. Click on the room to which you would like to add your new form.

    2. Click on the  Edit  button.

    3. In the  Folders  section, there should be a blank folder field. Click on the form dropdown menu to the left of the  Name of Folder  field and select your new form.

    4. Add a folder name in the  Name of Folder  field.

    5. Click  Save Room .

 

Editing a Form

 

To edit a form:

 
  1. Click on the form you would like to edit.

  2. Add new fields, drag and drop fields into a new order, or delete forms as described in  Creating a New Form .

  3. Save Your Changes  - To ensure all changes are saved, add a space or character to the  Form Title  or  Description  and then click on the  Save Changes  button.

 

Deleting a Form

 

Deleting a form requires a little more work outside of the form builder. To delete a form:

 
  1. Remove Any Folders Using the Form  - Go to any rooms with folders that are using this form. Delete the folders using the form and click on  Save Room .

  2. Return to the  Form Builder.

  3. Click on the form you would like to delete.

  4. Click on the  Delete This Form  button at the bottom of the page.

  5. Confirm that you would like to delete the form on the  Are you sure?  prompt.

 

The form should now disappear from the list of forms available in Form Builder and you should no longer see it in any rooms.

Plugins  are links from :Konverse: to other webpages. You can use plugins to make :Konverse: the central hub to reach all the tools your team uses on a daily basis.

 

You can add plugins to your app via the  Plugin Creator  tool, which can normally be found under the  :Konverse: Tools  category in your left navigation menu (this may vary depending on the app).

 

Creating a New Plugin

 

To create a new plugin link to a webpage:

 
  1. Enter the URL of the site to which you would like to link. This link must include the full web address (including http or https).

  2. Enter the name of the plugin - This name is what will display in the left navigation menu.

  3. Enter the icon URL - You can ensure an icon shows with the plugin in the left nav by copying an image address and including it here. Hosting the images in a private room in your app is a practice we recommend.  Once the image is loaded in your app, you can right click on the image so you can copy/paste the image address into this input. This will ensure the image loads correctly into the plugin for all users.

  4. Choose to  Send Session  - This defaults to  No  and should only be changed if your application is setup for Single Sign-On.

  5. Choose to  Allow on Mobile and Tablet Devices

  6. Choose  Screen Type  - You can choose where the page displays when a member clicks on it: either in a  New Tab  or in an  iFrame  (within the :Konverse: viewing panel). Please note that only sites with a valid SSL certificate (https) can iFrame into :Konverse:. Some sites also block iFraming completely even with an SSL certificate.

  7. Choose  Who Can See the Plugin  - In the  Security  dropdown, you can select who should be able to see it:

    1. Everyone

    2. Super Admins Only

    3. All Internal

    4. All External

    5. Specific Members - If you choose this option, an additional  Members  field will display. Type in the names of the users you’d like to see this plugin in this new field.

    6. Specific Groups - If you choose this option, an additional  Groups  field will display. Select the groups you would like to see this plugin from the dropdown menu.

  8. Submit Plugin - Click on the  Submit URL  button at the bottom to save these settings and create the plugin. The plugin will now display in the list of created plugins to the right of the  Create New Plugin  form as well as in the left navigation menu.

 

Edit a Plugin

 

To edit an existing plugin:

 
  1. Click on the  Edit  button next to the chosen plugin.

  2. Update any of the settings as described in the  Creating a New Plugin  post.

  3. Click on the  Submit URL  button to save your changes.

 

Delete a Plugin

 

To delete a plugin:

 

Click on the  Remove  button next to the plugin you would like to remove. The plugin will be removed from the list immediately (without any warning prompt) so be careful when removing plugins!

With your Super Admin account, you have a few additional options that you can choose to implement in the room. These options are:

 
  • Do not allow users to leave this room

  • Do not allow members to remove from home feed

    • If you select this option, all members of the room will have all posts from this room on their home feed even if they unsubscribe from the room.

  • Automatically subscribe all members to the room

    • If you select this option, all members of the room will stay subscribed to this room until they manually unsubscribe from the room or its folders.

Your Super Admin account can change the order of rooms and tabs in the left navigation menu and create new categories for your rooms and plugins.

 

Please note that any changes you make to the left navigation menu will display for  ALL USERS .

 

Editing the Order of Items

 

To edit the order of items in the left navigation menu:

 
  1. Click on the  pencil icon  at the top of the left navigation menu (next to your app icon and name).

  2. To move a specific item, click on the pencil icon next to it.

  3. If you’d like to place it under an existing category, choose the category from the  Parent Category  dropdown.

  4. To determine where it should fall in the list of rooms, choose the room that should be directly above it in the menu from the  Sort After  dropdown.

 

Create a New Category

 

Categories are a useful way to group rooms or plugins to help members find certain types of rooms. To create a new category in the left navigation menu:

 
  1. Click on the  pencil icon  at the top of the left navigation menu.

  2. Click on the  Add Category  button (folder with a plus) at the top of the menu.

  3. Enter the name of the category.

  4. If the category should fall under an existing category, choose the parent category in the  Parent Category  dropdown.

  5. Choose the  Category  or  Tab  that should display directly above your new category in the list in the  Sort After  dropdown.

 

Show/Hide All Items Underneath a Category

 

As a Super Admin, you can choose whether a category displays all items by default or hides all items by default.

 

Whenever you create a new category, it will automatically display all rooms, plugins, or tabs on the menu. If you would like to hide those items by default:

 
  1. Click on the  pencil icon  at the top of the left navigation menu

  2. Click on the  dropdown arrow  on the left of the chosen category. The arrow will turn and all items beneath the category will disappear.

  3. Click the  Save Changes  button at the top of the left navigation menu to save the configuration.

To access your Super Admin account:

 
  1. Click on the dropdown arrow next to your profile in the top menu bar. The Super Admin account should appear as an option in the  Switch User  dropdown menu.

  2. Click on the Super Admin account to access it.

 

Once you’re in the account, you’ll see that the profile name in the top menu bar has changed to that of the Super Admin account. Anything you do while logged in to this account will be done as the Super Admin (including posting and commenting).

 

If you need to exit the Super Admin account and go back to your normal account:

  1. Click on the dropdown arrow again to reveal the  Switch User  menu.

  2. Click on  Return to your account  and you’ll be back in your normal user account. To confirm, make sure your profile has changed back to your picture and name in the top menu bar.

Yapmo internationalization documentation
With this feature Yapmo now supports replacement of hard coded text strings throughout the whole application and all of the application’s notifications.

What determines the language presented to the user?
When a member logs into the application the default language is determined by a number of factors. First if the member has set a language in their settings it will use that setting. If the member’s browser is requesting a language code that exists for that application it will load that language to present to the member. If the language the browser is requesting doesn’t exist in the application, it will load in the default language. The default language is pre installed English (en) that comes with every Yapmo instance.

How do I add / Change languages?
The Language admin tool is a plugin accessible only by super admin. You can create languages with this tool from the upper right hand button. When creating a language it always initializes with the installed mappings, defaulting everything to the standard yapmo language.

You can also edit any text strings on any languages. Yapmo does special things with these strings to achieve both interpolation and plurals. First for interpolation of nouns in the middle of a sentence “Hello, {name}” Will appear in the app as the member’s name (ex: “Hello, Raymond”). So the proper replacement to achieve the same effect for a spanish version would be something like “Hola, {name}”. Always maintain the key within the “%{“ and ”}” bookends.

In English (and German, Spanish and others) there are only two plural forms. Some languages get a lot more complicated like 3 separate forms in Czech. For pluralization to work you need to have the language having the correct locale code. The current supported locale codes for use with pluralization are: 'fa', 'id', 'ja', 'ko', 'lo', 'ms', 'th', 'tr', 'zh', 'da', 'de', 'en', 'es', 'fi', 'el', 'he', 'hu', 'it', 'nl', 'no', 'pt', 'sv', 'fr', 'tl', 'pt-br', 'hr', 'ru', 'cs', ‘pl’ and ‘ls’. Yapmo provides a basic pattern for pluralization on a single string that contains all plural forms. The key is separating the plural forms by the delimiter “||||”. For instance for pluralizing the word loops in english we would use the string “%{smart_count} loop |||| %{smart_count} loops”.

Are there other uses for Internationalization support?
What if you don’t like the word loop for my application? That’s fine just for the default language you need to go in and use the filter option in the top right to filter only strings that contain the word loop in it. From There just simply edit all the strings that appeared and replace the word loop with whatever your pretty little heart desires.

Over time, members of your team will leave the organization and you’ll need to remove them from your :Konverse: app. This is a task that only a Super Admin can undertake. To remove a user from your app:

 
  1. Login to your Super Admin account.

  2. Click on the member’s profile.

  3. Under their profile picture and  Subscribe  button, you’ll see the  Member Admin Tools  menu. To remove the member, click on  Delete member .

  4. A prompt will display asking if you really want to delete this member. Click  Delete  and the member will be removed from the app.

 

If you make a mistake and accidentally delete a member, don’t worry! You can contact our success team with the user’s name/email and they can re-enable the account.

When creating a new room, you want to have a nice looking visual icon to help members identify it in their left navigation menu. You can create on-brand icons for your rooms via the  Room Icon Generator , which can normally be found under the  :Konverse: Tools  category in your left navigation menu (this may vary depending on the app).

 

To create a new room icon:

 
  1. Choose a room icon from the library of icons at the bottom of the page.

  2. Choose background color

    1. Choose a pre-selected color from the options at the top of the page.

    2. Click on the grey  hex icon  in the bottom right corner of the color options and enter a hex code to use it as the background color.

  3. Choose a foreground color (the color of the icon itself)

    1. You can choose white, black, or click on the hex option to enter a hex color for the icon

  4. Choose a border color

    1. The default is white but you can add a hex color by clicking the hex option

  5. Right click on the room icon and  Save Image .

 

Now that you have the room icon saved, you can return to the room to which you’d like to add it.

 
  1. Click on the room’s  Edit  button

  2. Under the  Room Icon  header, click the  Upload Image  button.

  3. Select the room icon from the location where you saved it and click  Open . The icon will now display on the room edit form.

Click  Save Room  and reload the page. The room icon will now display on the room homepage and in the left navigation menu.

Super Admins can perform some additional functions from a user's profile.

 

Update Profile Information

 

As a Super Admin, you can update other users’ profile information. To update their information:

 
  1. Click on the member’s profile.

  2. Click on the  Edit  tab on their profile.

  3. Enter information into any of the existing fields.

  4. Click Save.

 

NOTE: Editing another user’s First Name and Last Name may not load and is best to either add via the API  or you can encourage the user to update it themselves.

 

Switch to Another Member

 

Your Super Admin can login as any other member. This ability is especially useful for troubleshooting when a member reports an issue, checking the subscription and notification settings for a member, or in the event where someone cannot access the app but would like you to post content on their behalf.

 

To switch to another member’s account:

 
  1. Click on the member’s profile

  2. Click on  Switch to this member  under the  Member Admin Tools menu on their profile page.

  3. Your page will reload and your profile will switch to the member’s profile. You’ll now be able to see exactly what that member sees when they login to :Konverse:. Anything you do, including viewing posts, posting, or commenting, will be done as this user until you exit the account.

 

If you need to exit the account and return to your Super Admin account:

 
  1. Click on the dropdown arrow next to the member’s profile.

  2. Click on  Return to your account  in the  Switch User  dropdown menu. You’ll be returned to whomever you originally logged into the application as and not the Super Admin account. To return to your Super Admin account, follow the steps in the  How to Access Your Super Admin Account  section.

 

Resend Welcome Email

 

Members will sometimes report that they did not receive or cannot find their welcome email to activate their account. To resend a welcome email to a user:

 
  1. Click on the member’s profile.

  2. Click on  Resend Welcome Email  under  Member Admin Tools .

  3. The member will receive a new  Welcome Email  with a link to activate their account. Please note that if a new welcome email is sent, the old welcome email will no longer activate their account.

 

Password Reset Email

 

Super Admins can send password reset emails to assist members in logging back into their account. To send a password reset email:

 
  1. Click on the member’s profile.

  2. Click on  Send password reset email  under  Member Admin Tools .

  3. The member will receive a password email with a link to update their password.

 

If your organization has a SSO provider established with :Konverse:, this option will not be available to you, as the passwords are managed internally by your organization. To reset a member’s password in this situation, you’ll need to contact your SSO provider or  organization’s IT administrator.

 

Log Member Out of All Devices

 

A member may have a device stolen or be a victim of identity theft. If this happens, you can log a member out of :Konverse: on all devices so no one can view or post information from that account without logging back into the app. To log a member out of all devices:

 
  1. Click on the member’s profile.

  2. Click on  Log member out of all devices  under  Member Admin Tools .

  3. The member will now be logged out of the desktop and mobile version of the app. To gain access again, they can simply login with their existing password.

 

Add or Remove Members from Groups

 

If you have already created groups and mapped them to specific rooms, you can add or remove a member from those groups right on their profile page.

 

To add a member to an existing group:

 
  1. Click on the user’s profile.

  2. Check the box next to the group to which you would like to add this member.

  3. Click on the  Save Group Changes  button. The member will now be a part of that group and will have access to all rooms associated with it.

 

To remove a member from an existing group:

 
  1. Click on the user’s profile.

  2. Uncheck the box next to the group from which you would like to remove this member.

Click on the  Save Group Changes  button. The member will no longer be a part of that group and will no longer have access to the rooms associated with it (unless they were added to the room individually as well).

Your Super Admin account can access the  User Mapping  tool (in some apps this is called the  Group Mapping  tool). This tool can normally be found under the  :Konverse: Tools  category in your left navigation menu (this may vary depending on the app). User Mapping allows you to manage room membership for large groups of app members by creating a group of members and assigning them to a set of rooms, saving you the time and effort required to manually manage room assignments for each individual.

 

Create A New Group

 

First, you’ll need to create a  group . To create a group:

 
  1. Click on the  User Mapping  tool. Within the tool, you’ll automatically be taken to the  Edit Groups  tab, where you can see all of the existing groups.

  2. Click on the  + Add Group  button. A blank field will appear above the button.

  3. Enter the name of the group. Make sure to use something that describes the members of the group or the set of rooms this group can access.

  4. If the members of this group should all be room owners (learn more about room ownership here), check the  Room Owners checkbox .

  5. Click  Save .

 

Map Groups to Rooms

 

Now that we’ve created a group, we need to determine which rooms the group should be able to access. We call this process  Mapping Groups to Rooms .

 

To determine which rooms your group should be able to access:

 
  1. Click on the  Map Groups to Rooms  tab (between  Edit Groups  &  Map Members to Groups )

  2. Select the Group you would like map from the dropdown under the  Select a Group to manage room mapping for  label. Two columns will appear. The left column contains all active rooms and the right column contains all the rooms mapped to this member group.

    1. If you have a long list of rooms, you can use the  Filter Rooms  field in either column to find a specific room. Enter a keyword or phrase and the results in the column below will narrow down to the list of rooms that satisfy your search terms.

  3. Add room access for your group. Click on a room in the left column and confirm that you want every member of this group to be a member of the room you’ve selected.

    1. If you need to remove access to a room, click on it in the right column and access will be removed for the group.

    2. If you want to turn off the confirmation prompt when you move a room, uncheck the  Require confirmation before saving changes  checkbox at the bottom of the page.

 

Map Members to Groups

 

Now that you’ve determined what rooms your group can access, it’s time to add members to the group. Remember that anyone added to the group will immediately be able to see and interact within the rooms you added in the  Map Groups to Rooms  stage.

 

To add members to your group:

 
  1. Click on the  Map Members to Groups  tab (to the right of the  Map Groups to Rooms  tab)

  2. Select the Group you would like map from the dropdown under the  Select a Group to manage member mapping for  label. Two columns will appear. The left column contains all active members of your app and the right column contains all the members you have already added to this group.

    1. If you have a long list of members, you can use the  Filter Members  field in either column to find a specific member. Enter a keyword or phrase and the results in the column below will narrow down to the list of members that satisfy your search terms.

  3. Add members to your group. Click on a member in the left column and confirm that you want them to be a member of this group (and have access to all of the rooms you selected in the  Map Rooms to Groups  phase.

    1. If you need to remove a member from the group, click on the member in the right column and that member will be removed from the group (and access to the associated rooms will be removed immediately).

    2. If you want to turn off the confirmation prompt when you move a member, uncheck the  Require confirmation before saving changes  checkbox at the bottom of the page.

 

Edit an Existing Group

 

If you need to change the name of a group or make all members of a group room owners:

 
  1. Click on the  Edit Groups  tab.

  2. Hover over the name of the group in the list.

  3. Click on the pencil icon next to the group. The name field should be editable and the room owners checkbox should display.

  4. Update the name or room ownership checkbox as needed.

  5. Click  Save .

 

Delete an Existing Group

 

If you need to delete an existing group and its associated mappings:

 
  1. Click on the  Edit Groups  tab.

  2. Hover over the name of the group in the list.

  3. Click on the red X icon next to the group.

  4. Click the  Delete  button on the prompt confirming that you want to delete the Group.

 

The group will disappear from the list and any mappings you created will be deleted from the app.

There are a few different types of data that you can measure in the Basic Analytics tool:

 
  • Users Engaged  - Users who have opened a notification, viewed content in the app, posted, or commented.

  • Posts & Comments

  • Posts

  • Comments

  • The number of comments made either in the app or via email notification replies

     

  • File Uploads  - The number photo, video, or other files attached to posts in the app

  • Rooms Created

  • Page Views

 

You can view these analytics at the following intervals:

 
  • Monthly

  • Weekly

  • Daily

 

To find analytics for a given date range:

 
  1. Select the beginning and end dates in date range

  2. Select the type of data you’d like to view

  3. Select the interval you’d like to measure by

  4. The graph will update and you’ll be able to view the data trends. To view a specific data point (along with the date of the measurement), hover over a dot on the graph.

To help you easily manage your :Konverse: app, each app has a  Super Admin  account. This account allows you to manage users, create rooms with special options, and access a number of tools that will help you get the most out of your app.

 

What Can the Super Admin See?

 

Your Super Admin account has unhindered security restrictions. You can see every room, post, comment, user, and tool within the app. While you can see everything going on in the app, you will still need to join rooms to post or comment within them.

 

What Can the Super Admin Do?

 

Your Super Admin account can do everything that a normal user or room owner can do along with the following actions:

 
  • Add and Remove Users to :Konverse:

  • Edit the Left Navigation Menu

  • Update User Settings

  • Create and Edit Rooms with Additional Settings

  • Access to additional :Konverse: Tools

    • Form Builder

    • Plugin Creator

    • Room Icon Generator

    • User Mapping

    • Basic Analytics