First steps
Sign up / Log in / Log off
First visit? Click on the "Sign up" button or the following link: https://my.whaller.com/signup This will open a popup: Choose a username (if the username is already taken, you will be notified by a message), fill in your first and last names, create a password, accept the terms of use, and you're good to go! How to choose a username? Your username (or login) is the naFew readersChoose my status
Teleworking, videoconferencing or away? You have the possibility to define a status associated with your profile to inform your colleagues remotely! Define your status To define your status, click on your avatar at the top right corner, then on the "Choose my status" button. You can then choose one of the default statuses or click on "+ New status" to create a personalized status. To create a cFew readersOrganizations
An organization is an entity, such as an association, company, club, etc. Its users are the members of the organization (internal users, like employees, for example), or visitors (external users, like clients or partners). There is no limit to the number of members or visitors an organization can have. The spheres created within an organization are different from personal spheres. Characteristics of organizations Organization spheres Spheres created within an organizatFew readersManage your notifications
There are many interactions on Whaller, which means potentially many notifications. We recommend taking a few minutes to personalize your settings to choose how and when you would like to receive them. In the “ Account settings ” section (accessible by clicking on your avatar), select “ Notifications ”. Educational emails Here you can enable or disable the rFew readersSphere
Networks on Whaller are made up of “spheres”. A sphere is a secure and independent space where members can communicate via public/private messages and work together using a variety of collaboration tools. There are several different types of spheres to choose from, which allow you to customize your network according to your needs. Classic sphere A classic sphere is the most common type of sphere. It is private and sealed. Members must be invited to join to gain access. _AFew readersMobile App
Whaller has a web and mobile (or tablet) application available for download from the Apple Store and Google Play. It will be accessible via your usual username and password. Setting up mobile notifications Once you have downloaded the application, you need to go to the settings of your device to allow notifications from the Whaller application. To activate and customize the mobile push system, you need to connect to your account from the web application, click on your avatar and then on thFew readersManage your account/profile
You can modify your account and profile by clicking on your avatar, then selecting " Account settings " in the menu. Notifications section Whaller lets you manage your notification settings by email address and individual sphere, just like the appearance of your bio or avatar (more details in the Profiles section belFew readersHeader bar
When connected to Whaller, you will note that there is a header bar, present on all pages. Header bar icons explained (from left to right) "My spheres": view and access all of your spheres directly. The number next to each sphere indicates the number of unread messages (Total in the title, then in detail per sphere). House icon: return to the "root" (mainFew readersNotification center
Accessible in the header bar via the "bell" button, the notification center allows you to quickly find your new messages, pending invitations, entry requests (only for managers) and network suggestions. New messages In the first tab, you will find all the spheres in which you have unread messages. You can mark these messages as read by clicking directly on the red dot. InvFew readersFavorites
On Whaller, you can mark messages, files, folders, articles and spheres as favorites to make them easy to go back to later. Mark a message as a favorite Click on the star icon ⭐️ next to the message (top right corner). Or open the message’s menu (3 small dots at the top right) and select “Add to favorites”.  This is a sphere member who has the right to invite people, accept invitations and configure the sphere. Learn more about managing spheres Avatar This is the image that represents you. You can modify it for each individual sphere. Badge Badges can be created by managers, as a way to show appreciation foFew readersThe root page (homepage)
The Root page is the home page of every Whaller user. It can be accessed by clicking on the Home icon in the top left corner of the header bar. From this page a user can find the different spheres and organizations he is a member of, his favorites, the tasks he has been assigned and his badges. "My favorites" tab In this tab, a user will be able to find all the items he has aFew readersPresence chips
In the list of members, a color chip indicates the availability of your interlocutor: Green: present Orange: inactive Gray: not connectedFew readersIdentify rights and roles
On Whaller, there are several types of users within an organization: Members, Visitors, Sphere administrators, Organization managers, Members with [specific roles](https://help.whaller.com/en/article/rolFew readers
Tools
Task Kanban
The task kanban (available from the Pro offer) allows you to have a visibility on all the projects to do, in progress or finalized. It is accessible via the "Tasks" button in the header bar along with the other tools available in the sphere. To create a new task, click on the "Add a task" space and then define its name and deadline. The creation of a new task can also be done frSome readersHow to use BigBlueButton video conferencing
On Whaller, members can use BigBlueButton video conferencing to communicate and collaborate efficiently via audio, video and screensharing. Enable BigBlueButton from a sphere As an admin, open the sphere’s menu (by clicking on the 3 small dots at the top right). Select “ Sphere settings ”. Scroll down to the “ Tools ” section. Select “ BigBlueButton ” as the default video conference solution for the sphere. , the box gives members unlimited file storage and allows them to share and collaborate on documents in real time using the integrated Whaller 365 office suite. Various options are available in the file box: Create a folder Click on the ** “+ New** ” button to open the menu, then select “ Folder ”.  allows sphere members to view, create, modify and co-edit documents stored in a file box in real time. View a document You can view any document in a file box by simply clicking on it (no download necessary). ** Note: ** Documents cannot be edited in the viewer. . Start an audio sphere Click on the “ Audio sphere ” button in your sphere’s subheader. Join an audio sphere There are several ways to join an audio sphere that is already under way. From your sphere’s subheader. ![](hFew readersDownload the contents of a file box
On Whaller, sphere administrators have the possibility to export the contents of a single folder or the entire file box*. Note: This feature is not available with OneDrive. Download the contents of an entire file box In the file box, click on the "Download" button to download the entire contents of the box. ![](https://storage.crisp.chat/users/helpdesk/website/3e3e606e4bd6860/a0486489-3548-4fbd-b241-a56b7c_Few readersShare files externally
Via the file box, it is possible to share a file with people outside the platform. To do this, an option must be activated on the organization management pages and in the sphere settings. Activate file sharing option Organization level To activate this option, a manager must go to the organization's management pages in the "configuration" tab, then to the "spheres option" section and activate the "File box: allow external file sharing" option. ![](https://storage.crisp.chat/uFew readersFile-related conversations
On Whaller, it is possible to create conversations linked to a file present in the sphere box. To do so, click on the "preview" of a file, then on "Conversations" via the top-right button. By clicking on "+ new conversation", it is possible to send a new message attached to this file, either privately or publicly, which will be automatically published in the sphere. ![](https://sFew readersVersioning: version management, new version, file edition
From the file box, there are several ways of managing file versions, depending on whether your organisation has a Pro, Business or Enterprise package. Versioning Keep a history of the documents you're working on and revert back to previous versions. Access a document's menu by clicking on the three small dots next to it, then select " Version history ". ![](https://storageFew readersMembers directory of an organization
Accessing the directory If it is active, the directory of members of an organisation can be accessed from the header bar of the organisation portal as well as from your left-hand navigation sidebar, in the "Tools" section. Search by filter Several filters are available in the right-hand column to help you search for profiles according to : a role one or more tags by keyword in the seFew readersDiscussions: instant messaging
Discussions: instant messaging Discussions’ are Whaller's instant messaging functionality, equivalent to a chat. Discussions can take place between two people or in groups. Discussions’ are cross-platform and are not dependent on organisations or spheres. However, users can only start a conversation with people with whom they share at least one organisation or sphere in common. Discussions are private: only the people involved in the discussion can see the messages. Discussions’ offerFew readers
Messages
How to format your messages with Markdown
On Whaller you can personalize your texts (messages, comments, Markdown widgets, charters, profile bio, invitation email) using Markdown. Below is a guide for the syntax to use: Headings ## Heading level 2 ### Heading level 3``` ## Colors ``` <font color='red'>a text in red</font> <font color='blue'>a text in blue</font> <font color='green'>ua text in green</font>``` ## Lists Unordered list First item Second item Indented item Indented itSome readersTags
What are tags? Tags can be used to add keywords to a conversation, a sphere, an article or a profile in order to add context and precision. These tags can, for example, relate to project themes, sectors, skills, etc. Tags in messages You can create a tag by placing the "#" symbol before the word. For example, writing this: will generate this: . Fill in practical information like the name, date, time, place (optional) and set reminders (_priFew readersMessage tools
In a sphere you can post a public or private message. Several features are available to personalize your messages. 1/ Give a style to your message You can personalize your message with different predefined styles (problem, question, important ...) 2/ Mention onFew readersHow do you know if you have unread messages?
How do you know if you have unread messages? On the "root" page, your homepage: The number of unread messages is displayed in red next to each sphere: On other pages The total number of unread messages is indicated in the red dot above "My spheres" (in the header, top left) In the menu, after clicking on "My spheres", the red dots next to the spheres inFew readersContent moderation
Rights related to posts All users can modify or delete their own posts. Open the message's menu by clicking on the 3 small dots at the top right. Select " Edit " or " Delete ". If you are the administrator of a sphere and/or a publisher (i.e. a member of the “@@Publisher” group), you have the right to delete any posts in the sphere, even those published by other users _(excFew readersHow to share a link to a post?
If you would like to share a direct link to a message in a sphere, simply click on the link icon at the top right of the message to copy the URL to your clipboard. Just copy and paste it into another message.Few readersWrite and edit a message
Create a message You're signed up, logged in and connected to your contacts in a sphere? It's time to send your first message! Go to the sphere where you'd like to publish your message. Enter your message in the "Write a new message" field (top center). Select who you would like to share your message with (all sphere members or only mentioned users). Click on the button "Share in 'Name of sphere' ". You can also share a message quickly by using theFew readersShare a document
As an attachment To share a document, you must first attach it to a message in a sphere. In the sphere, click on the icons in the "Write a message" field to discover everything that you can attach to your messages: documents, events, surveys, tags, ads, tasks,... To attach a document or an image, click on the paperclip. You will then have the choice to share GIFs,Few readersSearch for a message
It is possible to search for one or several messages in a sphere: By typing the specific word you're looking for. In this case, the feed will be sorted with the closest words. By searching by criteria (date, sender, tag, etc.) In this case, the list of messages displayed will be exhaustive. ![](https://storage.crisp.chat/users/helpdesk/website/a7377a581c2c0000/2Few readersCan I share a post across different spheres?
It is possible to duplicate the same message in several different spheres. Simply click the ✚ icon to see the various message options available, and select "Copy this message into the spheres".Few readers