Contacts / Connections
Communities / Discussions
Library / Resources
General | Top
Q: What is my username/password?
A: Use your email address and password to login. If you have forgotten your password, please click here to Reset Password
Q: How do I update my contact information?
A: Contact information is synched over from Salesforce. To update your email or other contact details, please use our Chatbot located on the home page or reach out to your Customer Success Manager.
Q: How do I control what information is visible in My Profile?
A: Please navigate to your profile page, then select the "My Account" tab and choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom. After you’ve made changes, click the “Save Changes” button at the bottom of the page.
Contacts / Connections | Top
Q: How do I add contacts to my contact list?
A: If you click on an individual's name and view their profile, you can click the "Add as Contact" button to the right of his or her profile picture.
Q: Why should I add contacts to my contact list?
A: Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.
Communities / Discussions | Top
Q: What are communities?
A: Communities allow you to participate in discussions and share resources with other members.
Q: What communities do I already belong to?
A: Go to “Communities” in the main navigation bar. Select “My Communities” to view the communities you currently belong to.
Q: How do I join/subscribe to a community and the affiliated discussion group?
A: Click on “Communities” in the main navigation and click on “All Communities” in order to see a list of available communities at the top of the results page. Locate the community that you wish to join and simply click "Join," then choose a delivery option for posts (Real Time, Daily Digest or No Email).
Q: How can I control the frequency and format of emails I receive?
A: Navigate to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. On that page, you can view and control your subscription options.
For each discussion, you have the following delivery options:
- Real time: sends an email every time a new message is posted.
- Daily digest: sends one email to you each day, consolidating all of the posts from the previous day.
- No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the community site.
- Consolidated Digest: Allows you to combine multiple communities into one notification email. Consolidated Digests send forum updates, but also include any community updates such as blogs, documentation, and events posted in the community.
Q: How do I unsubscribe from a discussion?
A: Go to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Here, you will see a list of the communities and to which you’ve subscribed. Adjust the "Discussion Email" value or uncheck the consolidated digest you no longer want to receive.
Q: How do I respond to others’ posts?
A: To respond to a discussion post, please navigate to the discussion post and click “Reply" to send your message to the entire community. To send a message to only the author of the post, please select “Reply Privately” (located in the "Reply" drop-down). We recommend replying privately for simple comments like “me, too” that add little value to the overall discussion; and replying to the entire community when you are sharing knowledge, experience or resources that others could benefit from.
Q: How do I start a new discussion thread?
A: Navigate to the community in which you want to post click on the Discussion tab. Then click on the “Post New Message” button. From an email for a particular discussion group, you can use the “Post Message” link located at the top of the discussion email. Each community also has a unique email address. Save that to your address book, and easily start a new post like you would a regular email.
Q: I’m having trouble viewing the HTML email messages. How do I fix this?
A: If images are not appearing, it is likely that your email client is set to suppress images. All Learning Edge emails are sent in both HTML and plain text to ensure that all information is viewable in either format.
Q: Can I search for posts across all the communities?
A: Yes, please enter a keyword in the search bar located in the main navigation. To refine your search results, select one or more facets from the menu on the left side.
Q: How do I see a listing of all of the posts to a specific Community?
A: Locate the community you are interested in viewing from the appropriate communities page. Click on the Community title to enter the community, then click on the “Discussions” tab. If you see a post you’re interested in, click the subject line which will take you to the entire thread.
Libraries | Top
Q: How do I find resources that may have been uploaded by other members?
A: If you know which library the resource might be located in, find the affiliated community via the My Communities page. Click on the “Documentation” tab and then click on the appropriate folder to see the documentation. If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine and use the facets on the left to narrow down the results.
Q: How do the DOCUMENTATION FOLDERS get populated?
A: The documentation folders are populated in two ways:
1. When you include an attachment in a discussion post, the system automatically places it in the community's "Post Attachment" folder (aka library).
2. You can also upload documents directly to a community by using the “Create Entry” button on the Documentation tab. Documentation resources are not required to be associated with a discussion thread.
Q: How do I upload a file?
A: Select the “Create Entry" on any community's documentation tab. Please note that uploading a document is accomplished by completing a few steps, and each step must be completed before you can move on to the next:
- Choose a title for your document, and include a description (optional). Select the folder to which you’d like to upload it. Then, choose an Entry Type (most will be Standard File Upload, but be cognizant of any copyright licensed material). Once you have completed these steps, please click “Next.”
- Upload your file.
- Select “Next” if you want to further describe your files and/or add tags to your file. Otherwise, please click “Finish” to post your entry.
Q: What kind of files can I upload?
A: The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images and YouTube videos.
Q: What are the “tags” for?
A: Tags are great way to organize and categorize content on your site. Tags can be applied to blogs, documentation entries, events, and glossary terms. Tagged items are prioritized in the search results.