support.bpmcontext.com
Sync Dropbox accounts - Help Center
https://support.bpmcontext.com/knowledgebase/sync-dropbox-accounts
Learn about our platform. Learn about our platform. To enable Dropbox as the primary file storage service, Administrator download, install and activate the Dropbox plugin from WordPress. Edits made in files using Dropbox appear in Intranet Plus and visa versa. Click Go to Account Manager Dropbox. Sign in or create your account. Your Attachment sections should look like this:. To deactivate Dropbox, go to Admin Account Manager Dropbox and deactivate:. Search the Help Center. Learn about our platform.
support.bpmcontext.com
Newsfeed on the Home Page - Help Center
https://support.bpmcontext.com/intranet-plus/features/newsfeed-on-the-home-page
Learn about our platform. Learn about our platform. Newsfeed on the Home Page. Newsfeed on the Home Page. The home page is where your team can see recent updates, recent activity and view the workspace map, a list of all the workspaces for processes and activities specific to your team or organization. You can promote an update to the home page after you publish your work. Updates include a headline, picture, summary and link to the published workspace. Search the Help Center. Learn about our platform.
support.bpmcontext.com
Add a customer workspace for private access to files - Video - Help Center
https://support.bpmcontext.com/bpmcontext/add-customer-workspace-private-access-files-video
Learn about our platform. Learn about our platform. Add a customer workspace for private access to files – Video. Add a customer workspace for private access to files – Video. With Client Suites or Client Suites Plus you can manage all your private customer files. This video shows you how you can add a customer workspace, invite a customer to login and upload files that are privately available only to them. Search the Help Center. Add a customer workspace for private access to files – Video.
support.bpmcontext.com
Optimize Setup - Help Center
https://support.bpmcontext.com/intranet-plus/best-practices/optimize-setup
Learn about our platform. Learn about our platform. The first person to sign up for an account is the administrator for the account. Only the administrator adds or deactivates users, adds new extensions, deletes comments or files, renames pages, designs new workspaces and manages payment and billing. Adding and managing users. 8211; Secure access to data in your account is limited to invited users. Pages – collaboration starts with a page. Home Page, Company Page. Manage content and files. 8211; share li...
support.bpmcontext.com
Sharing - Help Center
https://support.bpmcontext.com/intranet-plus/best-practices/sharing
Learn about our platform. Learn about our platform. Invite customer and supplier contacts in your network to collaborate in one place to cut down the time it takes for approvals, reviews and edits. Collaboration Permissions for Shared Content with External Users. 8211; Invite people at this level if you want to give access to organization level projects. 8211; Invite people at this level if you want to give access to a specific office location. How to Invite a contact listed in the Sharing Box. 8211; Cli...
support.bpmcontext.com
What is Workflow? - Help Center
https://support.bpmcontext.com/intranet-plus/training/what-is-workflow
Learn about our platform. Learn about our platform. Workflow offers a way to manage assignments for activities to one person or to a group of people. Use workflow for an activity or process between people to improve accountability. Administrators can change the workflow of a task using the Workspace Designer. Options include serial, targeted or consumer:. Routing is designed in a logical order of assignments between people. Serial routing activities can include approvals or sales quote development. Newsf...
support.bpmcontext.com
Adding your team - Help Center
https://support.bpmcontext.com/intranet-plus/getting-started/adding-your-team
Learn about our platform. Learn about our platform. Adding your team members to your account allows people to create, view and edit workspaces and shared files. Internal members have access to all published workspaces. Primary administrators and administrators can invite and add team members. Go to Admin Menu Invite Team Members. Fill in Name, Email Address and add a welcome message, click Invite User. Deactivate users to disable their login:. Go to Admin Account Manager. Click Active Deactivate User.
support.bpmcontext.com
Client Suites Implementation Guide - Help Center
https://support.bpmcontext.com/bpmcontext/client-suites-implementation-guide
Learn about our platform. Learn about our platform. Client Suites Implementation Guide. Client Suites Implementation Guide. Client Suites Implementation Guide. Bpmcontext - client suite implementation guide v3. Search the Help Center. Add a customer workspace for private access to files – Video. Client Suites Implementation Guide. Compose a workspace: share files, notes & comments. Rename or delete workspaces, close workflow. Workspaces provide less hassle. Learn about our platform.
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