Contact us Not a customer? Login
Contact us Not a customer? Login

How to Author and Build Groups

Simeon Drage
  • Updated

Contents of this article: 

 

Authoring a Group

Under Resources, find the Group tab. To create a new Group, click the + New group button in the top right corner.


 

Or, if you're an Admin or have Authoring access, you can also find access to creating new Groups through the Authoring tab. 


Give your Group a name and a description and click Create. 

Please note the Group name needs to be unique. If you enter a name that is already taken you will see an error message and need to select a different one.

Privacy

Once your Group is created, you may want to adjust its privacy. By default, your Group will be Private. Under the Privacy tab, you can adjust this. 

Building a Group

Adding a banner and a logo

At the bottom of the banner image and profile image is a bar labeled Click here to upload a banner / logo.

Click this to upload an image. To fit perfectly, the images must be the following dimensions:

Banner: 1895 x 300px
Logo: 300 x 300px

If the image does not match these sizes, it will become distorted.

 

Adding Pages

To add a page to your Group, click the New+ button on the left hand side, then click New Page.

 

Adding Headings

You can separate your pages into sections using headings.
To add a heading, click the New button on the left hand side, then click New Heading.

 

Give your heading a title and click Save to add it in among your pages.

Title of new heading.

Changing the Page Order

You can move pages and headings up and down the contents list by clicking and dragging pages or headers up and down. 

Click and drag the Heading or Page up or down to position it where you'd like, then hit Done. 

 

Page Edit Icons

Next to the name of the page, click the cog icon to make changes. Your options are: 

  • Edit to modify your content.
  • Rename to edit the name of the page.
  • Publish to publish or unpublish the page. Members of the Group will be able to see the content once the page is published.
  • Delete to delete the page.

 

Editing Layout

1.  Enter the title of your page. You can change this at any time.

2.  Use these tools to add bold text, italics, 

Quotes and more. Hover over each button to see what it does.

3.  This is the Editing Pane. Type your text here.

4.  This is the Preview Pane. This will show you what your page will look like when published. It updates in real time.

5.  Use these buttons to save or publish your page.

Components of a group page.

 

 

Publishing

Before your page can be viewed by other people in the Group, it must be Published.

Publish your page by clicking on the Publish button in the top right, next to Save.

Publish, Saved or Back button.

 

You can also publish a page by click the cog icon, then hit Publish. 
Hit publish to make official.
Once published, your page is visible to everyone who is a member of the group. You can still edit the page and also unpublish it if you no longer want people to be able to see it.

Unpublished pages will show a crossed out eye symbol. Published pages will show in normal text.
 

Adding Text

Add text to page.

Add text to your page by typing in the editing pane on the left. You can see how it will look in the preview pane on the right.

You can give your text special styles by clicking the buttons above the editing pane. This will insert special characters into your text, giving it attributes such as bold, italics or 'emphasis.'

 

Adding Images and Videos

Image

Add images by clicking Insert+ and then Image. Upload an image or paste an image URL.

Inserting an image.
 

Multiple Images

You can upload multiple images to your Group at a time using the attachment and image uploader under the Resources heading.

Resources section, adding images under attachments.

 

Reflections or Videos

Add a reflection by clicking Insert+ and then Reflection Link or Video.

Inserting a video or reflection link.
Choose your reflection from the list. The list contains all reflections that have been shared with this group.

NOTE: A Reflection must be shared to the group first.
Choosing a reflection to insert.
Inserting a video, reflection or external.
Inserting a video means the video is able to be reviewed on the groups page. However, the viewer won't be able to add comments or use insights.
Inserting the same video as a reflection, the user needed to click the Review button which opens up the Reflections show page where they can add comments and interact with the reflection as they would usually.
Video after inserted.
 

Size and Positioning

Choose size and positioning for the video.
 

When you save the image, you will see the code that displays it automatically appear in your editing pane. From here you can adjust how it appears on the page by editing the text, such as the size and the alignment.

It will also mention where to place the text you would like to appear alongside the image.
Text next to the video, showing the ratios.

 

Adding Insights

You can share feedback Insights with other users via Groups. This is a great way to create a shared Insights library.

NOTE: Insights must be shared with the Group before they can be added.

Insight title

Add an insight by clicking Insert+ and then Insight. Select from the list of insights that have been shared to the group to add a link to it.

Insert insight button.
For more information on Insights, visit here.

 

Adding Discussions

Discussion Boards give you the ability to host discussions between users on your group pages.

Discussion Boards are mini forums where users can discuss topics related to the group. The group administrator can set a topic for the discussion, moderate posts, or lock the discussion if they want.

Discussion board.


Discussion Boards can be added to any group page using the Insert+ drop down menu and selecting Discussion.

Insert discussion button.

For more about discussions, go here.

 

Adding Attachments

You can add your own resources to your groups page. You can share .pdf's, presentations and other documents as attachments.

First you have to upload your file to your Group. Do this using the Attachments tab under the Resources header on the left.

Click the green Upload button on the right and select your file to upload it. Please note the maximum file size you can upload is 250MB.

Under attachments, add files.

You can then add your file by returning to the page you are editing and clicking Insert+ and then Attachments.

Insert Attachment button.

Related articles