A number of general Company Settings can be set to configure smartcrowds for your organisation’s needs.
Note that making changes to Company Settings in smartcrowds is only available to users with the Admin role.
These settings are available by selecting Admin -> Company Settings from the main menu, which opens the Company Settings page, illustrated below with the general Settings highlighted in blue.
General Settings
Company Name: The name of the organisation using smartcrowds. The name that is set is displayed to users on various smartcrowds pages and email templates.
Call to Action: The text that will be displayed in the menu bar Call to Action button – for example “Add an Idea”. Note that the text that is set will be displayed in UPPER CASE in the Call to Action button even if it is entered in Lower Case here.
Send Exchange Invites: When set, will create calendar invites in Exchange Calendars for users who are invited to smartcrowds meetings. When not set, no calendar invites are sent.
Can Comment with Hidden Identity: When set, will display a ‘Hide Identity’ tick box next to Comment posting functions for all users. When not set, the identity of all comments from all users is always visible.
Show Other Users Follows: When set, enables users to see items, groups and people that other users follow when visiting user profile pages. When not set, this information is hidden.
Default landing page: Choose what page you want users to see when they first log in - The Dashboard or the Groups page, where you will see all Groups displayed in card format
Skip Survey List for Single Pulse Surveys: When a Pulse survey is accessed by a user, smartcrowds can take the user straight to the currently live Pulse questions, or to the Pulse questions List page from where the user can choose to take the survey or not. When this option is set to 'Off', following sign-in to Pulse smartcrowds will take the user to the questions List page. When it is set to 'On', following sign-in to Pulse, smartcrowds will take the user straight to currently live questions instead. Note that this will only happen if the user is presented with questions from a single Crowd. If the user is being presented with questions from more than 1 Crowd, the List screen will always be presented.
Show warning on attachment upload: smartcrowds allows users to upload documents to the smartcrowds platform, which resides on the Microsoft Azure cloud. This option enables you to display a custom warning message, for example covering company policy around storage of information on the cloud, before documents are uploaded. When the option is set to On, a separate window will appear in which the custom message can be set.
First Registration Default App: When a new user is created on smartcrowds, a registration invitation email is sent to the user. On completion of the registration page, the user will either be taken to the smartcrowds Ideas application, or the smartcrowds Pulse application. Choosing either the Ideas or Pulse option will determine the application that the user is taken to.
Contact Support message: This is the message that will be displayed under Help > Contact Support. This could be contact details of your company's main contact, IT department, etc.
Company Images
Company Logo: The company logo is found at the top left-hand side of the smartcrowds menu bar, and also appears on various pages including surveys and ‘Thank you’ pages.
Your organisation’s own logo can be set by selecting the Choose image option from the Company Logo panel. To clear a selected Logo, choose Clear.
Company Banner: The company banner appears on various pages where a specific Crowd has not been selected, for example on the activity Feed page.
Your organisation’s own logo can be set by selecting the Choose image option from the Company Logo panel. To clear a selected Logo, choose Clear.
Terms and Conditions: You can add terms and conditions for both your employees and external users to agree to before they log in.
Users will be required to agree to these T&Cs upon logging into the system for the first time, and every time you tick 'Reset confirmations' on the Company Settings Page.
Visibility Settings: The visibilty settings allows for the simplification of the Homepage for standard users. Standard users in this case means any user who does not have elevated privileges (Assessor, Moderator, Group Owner etc.) anywhere in the system. One of the options on the left of the image below must be ticked at all times.
Company Lists:
smartcrowds supports a number of 'lists' that are used across the system, as follows:
Departments - a list of departments to which users can be assigned the various Manage User pages. To add a new depatment, choose the Add button.
Group Lists - As described elsewhere, Groups in smartcrowds can be referred to using configurable labels. The Groups list defines the full set of potential labels that will be available to users when when setting up a new Group within a Crowd.
Configurable Lists (1-4) - smartcrowds enables a further 4 lists that can be assigned to users. These lists are configurable, meaning that you can apply any label to them.
To set the label of one of the configurable lists, choose the small pencil icon next to the current Label (for example 'Location' in the screen capture below), and make the change to label text. Once you're happy with the change, choose the small 'tick' icon next to the text. If you want to cancel the change that you've made, choose the small 'cross' icon instead.
For all lists, to edit an entry, choose the blue Pencil icon. To delete an entry, choose the red Bin icon. To filter the list to show matching entries, type one or more letters into filter box and the list will filter automatically.
Note that when you delete a department list entry or any of the 4 configurable list entries, any users that were assigned to the deleted entry will lose their setting.
Once your lists have been set up, the department list entries and configurable list entries will be available on the 'Edit User' page (Admin -> Users -> Edit [user]) , illustrated below.
