Getting Started Tutorials

Version 3

     

    Set up your profile

    Setting up your profile is the first step to becoming active in your community. Your user profile provides other community members with an easy way to learn about your experience, skills, and interests. Your profile shows up in search results when other members search for keywords contained in your profile. You can update your information at any time.

     

    To set up your profile:

    1. Click the drop down next to your name or avatar.
    2. Choose the edit profile link under Personal.
    3. Click the Your Profile tab to access your profile fields.
    4. Fill in as much profile information as you like. All required fields (marked) will need to be filled in before you can save the profile. Note that your profile will be found when people search, so if you have professional roles or interests that would be useful for others to know, be sure to include them. Your community manager may set up certain fields for you, such as your username, and you may not be able to edit them. Please complete the following fields:
      1. First and last name
      2. Email (only visible to your connections)
      3. Role
      4. Company/Affiliation
      5. Biography (required for contributors, but optional for others)
      6. Country
      7. I would like to receive promotional emails (Yes/No)
    5. Click Save.

     

    Upload a photo and avatar

    Your photo is a great way for people to “meet” and recognize you in person. You can upload up to ten (default; max 50) photos that people can see when they visit your profile. Your avatar lets community members quickly associate your comments and status updates with a simple visual cue.

     

    To upload a photo and set your avatar:

    1. Click the drop down next to your name or avatar.
    2. Choose the edit profile link under Personal.
    3. To add a photo, click the Add photo link at the bottom of the first box under the Profile Photos heading on the left.
    4. Browse to a photo on your computer that you’d like to upload.
    5. Click the Upload & Continue button.
    6. If you’d like to crop your photo, drag the handles to select the portion of the photo you want to show, then drag the box to position your selection. Click the Crop Photo button.
    7. If your community allows uploaded avatars, you can update your avatar with this photo by clicking the Yes link in the Update Avatar section and choosing a square of the photo to use as your avatar.
    8. Click Finish. Your photo now appears in your photos and in the avatar section below.
    9. The top left photo is your primary photo.  Drag a photo from one of the other boxes to make that photo your primary photo.
    10. If you can upload your own custom avatars, click the Add another avatar link and find the file you wish to use and click the Upload and Continue button.
    11. Crop the file and click the Crop Image button.  This will add the new avatar to your list of custom avatars and automatically set it to your current avatar.
    12. Optionally, you can choose an avatar from the gallery of available images, including ones you have uploaded.
    13. Click Finished to set your photos and avatar and return to your profile page.

     

    Manage your email notifications and preferences

    Exchanges & Education Services

    When you are active in your community, you may receive emails alerting you to activity on content and places you are following. Editing your preferences allows you to choose what content you receive email notifications about and how you view the content with which you interact.

     

    To view or change your preferences:

    1. Click on the dropdown next to your name or avatar.
    2. Select Preferences from the Personal menu.
    3. Decide which streams you wish to get email notifications about when new activity happens in them.  By default the first two inbox stream options should be turned on.  As you create custom streams they will be added to this list.
    4. Turn off the community digest.
    5. Turn on or off the getting started functionality.  If you have already completed it then you can turn it off.
    6. Choose how you want responses and comments to appear.
    7. Options in the Language, Locale, and Time Zone drop down menus are likely preset for your community. Choose a different option from the drop-down menus to change those preferences.   By default your computer will determine your language and will display as a series of dashes.
    8. If you assign tags to your content frequently, click the Quick Tagging Mode check box to keep the Add/Update Tags field open by default.
    9. Click the Save button to return to your profile page.

     

    Screenshot of recommended preferences is provided:

    preferences.png

    Customer Support

    If you are not looking to stay active in the community and wish to limit your notifications to those related to your support case, you can leave your settings unchanged and simply opt not to "Follow" any customer support communities.

     

    Update your privacy settings

    Privacy settings allow you to control what profile information is visible to members of your community.

     

    To change your privacy settings:

    1. Click on the drop down next to your name once you’ve logged into your community.
    2. Under Personal Settings, select Edit Profile.
    3. Click the Privacy tab.
    4. For each profile field, select the type of user who can view it. If you select everyone, then all users can see the contents of that field. Make sure you don’t hide too much about yourself because that’s how others will connect with you. Your system administrator may also control who sees certain fields.
    5. You can view your profile as others see it. In the Preview your profile box, click the View your profile as: drop down menu and select a user type to see what information they can see.
    6. Click the Save button to return to your profile page.

     

    Working with your inbox and notifications

    You gain access to your Jive Inbox by clicking the @ symbol that appears in the top right hand corner of your screen. A number appearing next to this icon indicates you have unread items.

     

    The Inbox is where all of the activity you’re participating in resides.  In addition to that it also shows direct social actions (shares, @mentions and messages) as well as action notifications like when someone follows you. Selecting an item in the list will populate the content in the bottom view.  This interface is fully interactive in that you can share, reply and navigate to the content.

     

    The Inbox has a few options to allow you to filter the information you’re viewing.

    • Unread Only – similar to an email inbox you can choose to see only the unread updates only.
    • Mark all read – marks all updates as read
    • Filter
      • By Type - @mentions, messages, shares and notifications
      • By Participant – type the user’s name to filter out who the update involved

     

    Tip:  to stop following the activity of an item, select it and then click the link Hide new activity in the top right corner of the reading view.

     

    Search the community

    The search functionality allows you to use keywords to find the content, place or person you’re looking for. There are 3 methods of searching: global search, search by space, and shortcut search.

     

    Global Search

    Search bar at the top right of your screen that searches across all communities.

     

    Search by Space

    • In Customer Support, this is located in the top center of the homepage and can be used to search FAQs, discussions and more within the Customer Support area. If a preexisting answer is available, it will appear under the "Answer" section, or if none appears, you have the option to "Ask the Community", "Chat with Us", or "Contact Us".  You can also view related community discussions.
    • In  Education Services, this is located in the top right of the homepage and can search for a question, search all results, or ask a question, all within this community.
    • In Exchanges, this is located in the top right of the homepage.  Enter a keyword or phrase and 5 results will load, with the option to load 5 more (if available) before an option to "see all results" appears.

     

    Shortcut Search

    1. Click the "S" button on your keyboard
    2. A fly out menu will appear with a text entry area at the top
    3. Start typing the keyword(s) in the field.  After 3 characters the spotlight search will show different results and will change as you enter more characters.
    4. If you see your desired result simply click on it.
    5. If you do not see your result, hit the enter key to navigate to the search results page where you can refine the search.

     

    Tip:  adding tags (keywords) to your content and places will improve the results you will get when you search.

     

    Browse for content, people and places

    The browse interface allows you to view all of the people, places, and content available to you in the community.  It also provides filters to narrow down your view.

     

    For example if you were looking for content:

    1. Click the drop down by your avatar in the top right hand corner
    2. Select the "My Discussions" link to access the browse content interface
    3. By default, the “Authored” option will be selected on the left side.  You can change this to change the scope of your view. You can also view your draft documents which have not yet been published.
    4. Click the desired content type button along the top of the interface (for example, Documents).  This will remove all other content types from the view and open up other filter options.
    5. Click the document type drop down and choose the type of document or file you’re looking for.
    6. Optionally enter text or tags to help further narrow the selections.

     

    If you were looking for a Place:

    1. Click the drop down by your avatar in the top right hand corner
    2. Select the "My Communities" link to access the browse content interface
    3. By default, the “All” option will be selected on the left side.  You can change this to change the scope of your view.
    4. Click the desired Place Type button along the top of the interface (for example Groups).  This will remove all other place types from the view and open up other filter options.
    5. Click the group type drop down and choose the type of group you’re looking for.
    6. Optionally enter text or tags to help further narrow the selections.

     

    If you were looking for a Person:

    1. Click here: https://hub.wiley.com/people
    2. By default, the “All” option will be selected on the left side.  You can change this to change the scope of your view.
    3. Optionally enter text or add filters to help further narrow the selections.