giving new users a break - upland software...3 company confidential ©2018 upland software, inc....
TRANSCRIPT
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📧📧 [email protected]
📞📞 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
© 2018 Upland Software, Inc. 6 | Company Confidential
Customize the default home page
© 2018 Upland Software, Inc. 7 | Company Confidential
Set this up in Admin – Default Home Page
© 2018 Upland Software, Inc. 8 | Company Confidential
Take advantage of News and Announcements
© 2018 Upland Software, Inc. 9 | Company Confidential
Control the noise through Permissions
Focus on what they need
© 2018 Upland Software, Inc. 11 | Company Confidential
The big permission kahunas for content
Keep an eye on this one
Getting more specific
Let’s see how this works
16 Company Confidential ©2018 Upland Software, Inc.
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
21 Company Confidential ©2018 Upland Software, Inc.
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
22 Company Confidential ©2018 Upland Software, Inc.
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
24 Company Confidential ©2018 Upland Software, Inc.
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
25 Company Confidential ©2018 Upland Software, Inc.
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
26 Company Confidential ©2018 Upland Software, Inc.
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
27 Company Confidential ©2018 Upland Software, Inc.
Share your questions and ideas…
28 Company Confidential ©2018 Upland Software, Inc.
Further Discussion+ Customer Success Manager+ Project Manager+ Open Q&A Sessions+ Datasheets and Infographics+ Product Help
Thank You!