giving new users a break - upland software...3 company confidential ©2018 upland software, inc....

Giving New Users a BreakThey Could Use One

Giving New Users a BreakThey Could Use One

3 Company Confidential ©2018 Upland Software, Inc.

Your presenter…

Debbie O’MearaEngagement Manager and Manager, Project Specialist Team📧📧 domeara@uplandsoftware.com

📞📞 805-434-6338

https://www.linkedin.com/in/debbieomeara

+ 18 years at Upland Qvidian helping customers implement Qvidian solutions

+ 2 years on our own proposal team

+ Customizing the New User email+ Home page+ News and Announcements+ Timeouts+ Permissions and access

• Application-level permissions• Folder permissions

Agenda

Logging in the first time

+ How do I get to QPA?+ What is my username & password?+ Once I’m in, what do I do?+ What resources are available to me?+ (What will you let me do once I’m in?)

+ New user email+ Default home page+ News and Announcements+ Permissions

• Application• Foldler

First impressions: the new user email

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Customize the default home page

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Set this up in Admin – Default Home Page

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Take advantage of News and Announcements

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Control the noise through Permissions

Focus on what they need

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The big permission kahunas for content

Keep an eye on this one

Getting more specific

Let’s see how this works

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Starting point+ Folders: EMEA, General Company Information, Pricing, and Solutions+ Role: Limited Library Permissions with Qvidian User assigned to the role+ No application-level library permissions+ No folder-level permissions

Scenario 1: Using, not editing

+ Sales rep who researches and downloads content+ Can see General Company Information and Solutions

folders/subfolders (not EMEA or Pricing)+ No editing permissions+ Can suggest new content for General Company Information

folders

Scenario 1

+ Folder – Actions – Properties – Folder Security+ General Company Information: View, Submit, and View

Content + Solutions: View and View Content+ Checked the “Apply permissions to all child folders” checkbox

How we did it:

Scenario 2: SME

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Scenario 2+Product manager who can maintain (edit existing, suggest

but not approve new) product-specific content in the Solutions – Products and Services folder

+Can view General Company Information, Pricing, and Solutions folders

+Cannot edit the folders themselves

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How we did it+Folder – Actions – Properties – Folder Security+General Company Information: View and View Content

(folder and child folders)+Pricing: View and View Content+Solutions: View and View Content (folder and child

folders); Submit and Edit Content (Products and Services)

Scenario 3: In the Regions

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Scenario 3+ Regional content administrator+ Can see general company information but not Pricing or Solutions+ Can manage EMEA content+ Can add new subfolders under EMEA

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How we did it+ Folder – Actions – Properties – Folder Security+ Pricing, Solutions: removed permissions+ EMEA: blanket permissions to the content/folder/subfolders+ General Company Information: View and View Content

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In Summary+ Take advantage of customization options to ease new users into the system

+ New User email+ Custom home page

+ Assure them that the system is relevant to them+ Custom home page+ News and Announcements

+ Allow them to find what they need and minimize distraction+ Folder security

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Share your questions and ideas…

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Further Discussion+ Customer Success Manager+ Project Manager+ Open Q&A Sessions+ Datasheets and Infographics+ Product Help

Thank You!