Our Digital Workplace app offers you an information sharing space with all your employees!
Make documents available to your employees by Agencies and by Type.
Inform your employees of company news/updates through publications.
⠀
App Installation & Configuration
Need help installing the app?
Nothing could be easier! We invite you to follow this dedicated tutorial! Also remember to Edit the app's visibility according to your preferences.
Rights Configuration
You can set various elements for using this app, including:
Which publication the manager can see upon arriving in the app;
Which publication they can read and/or create and Edit;
Whether they can put online documents;
To do this, first go to:
Administration > Manager/Role > The relevant manager role
Finally, Go to specifically the settings of the Digital Workplace app via:
Apps Tab > Digital Workplace > Configuration Cogwheel
Publication Rights
Publication Search View
First, you can configure the Publication Search view, meaning the publication list that the manager can see when arriving in Digital Workplace!
Filter by Agencies: choose here if the manager can see and filter articles from all your Agencies combined or only the Agencies they belong to.
Filter by Type: here you can decide if the manager can see and filter articles available for all types of employees (internal consultant, office manager, director, etc.) or only their own type.
The "Customize" column allows for special cases (e.g., allow viewing publications from a specific Agency or Type).
The "see all group cards" option allows authorizing to see all publications regardless. This cancels the implicit restriction of the filter search above.
Read/Write Access to Publications
Then go to the Card tab. It allows you to set which criteria the manager can read and/or Edit a publication. You can add perimeters in "Access" or "Restriction".
On the Access side, you can choose between 3 perimeters and grant read, write, or both rights!
On the Restriction side, you can restrict access based on the manager's type.
Creation and Deletion Rights
To grant a manager the right to put online publications or Delete publications, simply check the corresponding boxes.
Want to know more about rights configuration?
You will find all information about creating a role and managing rights in our dedicated article!
Document Management Rights
The right to add or Delete documents available comes only from the check you can see below, located in the Miscellaneous tab of the app settings.
⠀
Put a Publication Online
To Create an article, go to your Digital Workplace app via:
Menu Bar > Apps > Digital Workplace
Easier access to Digital Workplace
To find the app more easily and not miss anything, you can integrate it directly into your menu bar. This article explains how to do it in a few clicks!
Within the app, then click on "Configure" on the publication side to access the section reserved for editors. Finally, click the "plus" button to start writing the publication!
You will arrive at the following pop-up:
Enter the title of the publication here.
Then choose which audience it is intended for. Here you set who will be able to see your publication. You can select several perimeters simultaneously (by Agencies and/or by consultant type).
Write the content of your article here. At the bottom of this frame, you'll find the same editing bar as for actions.
Click publish and your article will instantly be online!
⠀
Make a Document Available
To Make available a document, go to your Digital Workplace app via:
Menu Bar > Apps > Digital Workplace
Within the app, then click on "Configure" on the Documents side to access the section reserved for document contributors.
To facilitate organization, all your documents must be classified into Categories.
To add a category, simply click the orange "plus" button at the top right.
You can then choose the category title and add a description if you wish. To facilitate understanding, feel free to add information about the contents of this category in "Description".
Once the category is created or if the category already exists, click it to access and add a document:
Upload the document from your computer first
The title will automatically take the file name but you can change it.
Then indicate which type(s) of employees can access the documents.
And which Agencies.
Confirm. You can add other documents if you wish.
When you confirm, the pop-up below appears:
It allows you to indicate for this category which document should be notified to the relevant employees.
⠀
FAQ
Are my employees notified of new documents and publications?
Absolutely! On the Document side, you can choose to notify them or not with each addition! On the Publication side, it's automatic.
They will find the information in their Notification Center.
⠀
Is there a limit to the number of document categories?
You can create up to 20 categories, each containing up to 50 documents.
My categories are out of order, what should I do?
From the category addition screen, you can drag and drop them into your preferred order!
Can I see documents and publications on my Dashboard?
Absolutely! You will find a new widget available for addition in dashboard configuration!
It displays the number of documents accessible to you and a view of the last 3 publications.
Can I add an attachment to my publication?
Of course! This is possible after saving the publication for the first time.
Why can't I share a publication or document with an Agency or a type of resource?
The available sharing list depends on the same sharing rights as for discussion threads and Boond card sharing.
⠀