Organization management and sphere administration
Widgets
To further customize your networks, you (as a sphere admin or an organization manager) can add widgets* to your spheres and organizations. Sphere widget Go to one of your spheres. Click on “ New sphere widget ”. Select and add the widgets of your choice. (https://storage.crisp.chat/users/helpdesk/website/a844c8e251a8f800/09be2a8e-f6bb-4904Some readersRequest and invitation in a sphere or organization
Entry requests and invitations can be found at 2 levels. At the organization level, a manager can view: Requests to join an organization Invitations to join a sphere of the organization sent by any manager or administrator. At the sphere level, an administrator can view: Requests to join the sphere. Invitations sent by all sphere administrators. At the level of an organization Requests to join the organization To access the requests forFew readersAnalytics
On Whaller, sphere administrators and organization managers can follow the activity in their networks by using the analytics* feature. Filters Filter your search according to a defined period and/or compare two periods. You can also filter by members, roles and spheres (analytics in an organization). Top 3 This podium represents the most active members during the seleFew readersHow can I remove a member from a sphere or an organization?
In a sphere (Admin profile) Go to the profile of the member in question. Click on the "More" button, then select "Remove from this sphere" Note: If the member does not belong to any spheres, they will still be a member of the organization, and will have access to the internal members portal. Only a manager can definitively remove a member from an organization.Few readersWebinar mode on BigBlueButton
On Whaller, organization managers have the possibility to make the BigBlueButton webinar mode* option available in all of the spheres in their organization. Enable webinar mode in an organization Go to your organization’s admin pages. Click on the “ Settings ” tab. In the “Sphere options” section, select “ Add webinar option to video conferencing ”. Enable wFew readersWidget template
You have discovered the widgets) available on the platform and how to set them up. Now discover the "widget templates", a feature that allows organization managers to prepare widgets available to sphere administrators at the widget center. Go to the "Widgets" tab of the management pages and at the bottom of the page, click on "Create a template", defining a title, a description and a widget type. (https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bbFew readers
Manage your sphere
Create a group in a sphere
Within a sphere, you can create different groups of people. Groups allow you to send information quickly to multiple members at the same time without having to mention each individual person. You must be a sphere administrator to be able to create a group. To get started, click on the 3 dots in the subheader to open the sphere menu. Select " Groups ". The firstFew readersChoose the logo of your sphere
Customize the logo, from the sphere settings As a sphere administrator, go to the three small dots at the top right of your sphere, from the menu, click on " Sphere settings ". In the "Editorial" section, go to "Change logo". Click on "Upload". Choose "Upload", "Gallery" or "Emojis". Make your selection then click on "Validate". ThreFew readersHow can I delete a sphere?
Only an administrator can delete a sphere. This can be done by accessing the "Sphere settings" menu and selecting "Delete this sphere".Few readersInvitations: How to invite someone into your sphere(s)
On Whaller, there are several ways to invite someone to join a sphere. Normally, you must be a sphere administrator in order to invite someone, however, certain organization settings authorize all members to send invitations. From your sphere (of which you are the administrator) In the top right of the header bar, click on the “Invite someone” icon. (https://downloads.intercFew readersHow can I rename a sphere?
To rename a sphere, click on the pencil icon that appears next to the name of the sphere (top right of the page) when you move your cursor over it. You can then enter the new name.Few readersImage gallery
The image gallery* is a sphere option that lets you display images posted in the sphere at the top of the feed. Images are displayed randomly, so that members have the opportunity to discover a variety of things. Clicking on an image will lead you directly to the associated post. To activate the image gallery: Sphere settings Image gallery (https://downloads.intercomcdnFew readersHow can I enable/disable the history in a sphere?
If you enable the sphere history, new members will be able to view all posts (excluding private messages) since the sphere’s creation. If you disable the sphere history, new members will only see posts starting from when they arrive in the sphere. New members are informed as to whether or not the history is visible when they join a new sphere. Note: You can modify the histFew readersAdministration of a sphere
A sphere administrator has access to the sphere administration pages via the 3 small dots on the right of the header bar. From these pages, a sphere administrator can: 1/ Manage requests to enter the sphere This tab allows a Sphere Administrator to manage users wishing to enter the Sphere. From this page, he can accept or refuse these requests. (https://storage.crisp.chat/Few readersHow to remove a member from a sphere?
In order to remove a member from a sphere, you must be the sphere administrator. Click on the member's avatar to bring up their profile. Click on "More", then select "Remove from this sphere".Few readers
Manage your organization
Internal portal
The internal portal is the showcase page of an organization, it can include: the directory of spheres, a calendar, CMS articles, widgets, etc. Header bar If the options are activated, the members will be able to find in the header bar the resources schedule, the badges (https://help.whaller.com/en/aSome readersInvite or add organization members to a sphere
Organization managers have the possibility to invite or add organization members to spheres quickly and easily from their management pages. Step 1 Go to the " Members " tab then filter your search by selecting the sphere(s) that you wish to see the list of members of. You can also filter members by their roles. Step 2 Once you have selected the sphere(s), a listSome readersHow can I attach an individual sphere to an organization?
In order to attach an individual sphere to an organization you must be both administrator of the sphere and manager of the organization. From within the individual sphere, click on the link "Do you want to attach this sphere to an organization?". A new window will open, where you can select the organization you would like to attach it to. (https://storage.crisp.chSome readersSet up your organization
Rename the organization To rename an organization, go to "Settings", then click on the "Rename the organization button". Enter the new name then click "OK". Logo and color In the "Settings" section, you can upload your logo (company, association, etc.). You can also change the main color of the organization portal. The color you choose will then be applied by default to any new spheres you create in the organization. Type of organization It is possible to define the typeSome readersWhat is a CMS?
What is a CMS? The CMS (Content Management System) is a tool integrated into Whaller as part of the options for organizations (available from the Business offer). It allows you to personalize your internal and external portals with text, images, etc. It can be accessed in the organization administration pages: via the gear icon on the organization portal Only organization managers and CMS editors can modify and create pages. Once on the CMS page, the list of articlesFew readersDashboard mode
The Dashboard mode, available only in White Label, is a feature that allows to customize the root page (home) with different widgets. These widgets will be defined both by the managers and by the user himself using personal widgets. On the root page, you will find in the top bar: your favorites, your tasks and your badges but also a tab with the sphere directory of the organization. Another particularity of the Dashboard mode is the "Active Spheres" (3) insert at the top right of the pagFew readersFederations
Whaller lets you create organized social and collaborative networks. Networks are built in the form of spheres and organizations. You can also link organizations together to give more structure and coherence. Federations are a way to arrange organizations (which contain spheres) in aFew readersBadges
On Whaller, badges are a way to reward your members for their work, skills or contribution for example. Create a badge Creating a badge is an attribute of the organization's managers. To create one, go to the management settings, the "Settings" tab and then the "Badges" section. By clicking on "Add a badge", a window opens where you have to fill in the name, the description (oFew readersMembers & Visitors
On Whaller, there is a distinction between members and visitors. Members are part of an organization and one or more spheres. They have access to the organization portal where the sphere directory, managers, CMS articles and widgets can be found. With the sphere directory, they can request to join other spheres of the organization which is not the case of visitors. OnFew readersAdministration of an organization
An organization manager has access to the administration pages of an organization via the gear wheel on the top right in the header bar. From these pages, an organization manager can: 1/ Manage requests to join the organization This tab allows a manager to manage the users wishing to enter the organization. From this page, he can accept or refuse these requests. 2/ ManageFew readersFAQ - CMS Article
The CMS (Content Management System) is a feature that is part of the organization options. It allows you to customize your internal and external portals, with articles, images, videos, etc. The "Frequently Asked Questions" is a type of CMS article that you can set up to facilitate the integration of your members by creating categories and/or FAQ questions. Set Frequently Asked Questions (FAQ)s articles As for the "classic" CMS articles, it is necessary to go to the administration pages ofFew readersSphere families
Within an organization, you can have an infinite number of spheres, which sometimes makes it difficult to navigate. If you'd like to add more order to your network, you can arrange your spheres into subcategories, or "sphere families" . In each family, you can group spheres according to type, similar use, number of members, etc. If you are an organization manager, go to the " Admin " menu, select " Settings ", then " Sphere families ". You can create as many different spheFew readersMultilingual Content: Message and CMS
An organization manager has the possibility to enable multilingual content* in their federation. *This feature is available uniquely with the Enterprise offer and on the web application. This allows you to create messages in different languages (among those available on the Whaller platform) and present the most relevant version to members according to their account language setting. The language of the message (or article) that appears by default is the language of the user's account.Few readersConnect Zapier to your account
Zapier allows you to connect Whaller to over 2,000 other web services. These automatic connections, called Zaps, can be put in place easily, and can automate your daily tasks and create work/ information flows between applications. For example, when you save a new item in Pocket, or save a new song on Spotify. Each Zap has an application that acts as a trigger, where information comes from, and that generates one or several actions in other applications, where your data is sent automaticaFew readersHow can I add advanced security options to my organization (password policy)?
An advanced security option is available for organizations with the Business or Enterprise offers. An organization manager can reinforce the password policy for their organization*. This choice will automatically apply to all of their members. Members must change their password to comply with the new policy that has been put in place. Organization managers can define/choose: The password lifetime The number of connections before renewal The complexity of the passwordFew readersCreate custom profile fields
Organization managers have the possibility to create organization-specific profile fields* for their members. To do so, go to your organization's administration pages. Select the " Roles & profiles " tab, then " Personalized profile fields ". Step 1 Add and personalize new fields, select the type (text, non-editable text, free list, free list with suggestions, predefined list with only one possible choFew readersWhat purpose do "roles" serve?
Roles can be created and assigned to members by the organization manager. On Whaller, roles can be used to: enrich members' profiles with data from the organization visually distinguish groups of people with "badges" attached to roles, that appear on their avatars in spheres mention a set of people with the same role in a sphere (by clicking on the "@" under the message writing field) have people in specific roles fill in specific profile fields ( "Admin >Few readersStore (and points)
The store allows you to sell items in Whaller. Organization members can purchase these items with points they have earned. Activate the store The store is an option available with Whaller's Business and Enterprise offers. If you would like to benefit from this option, please send a request to contact@whaller.com. Members can access it via the portal by clicking on the "Store" tab. A manager can create items in the stFew readersHow can I add or remove an organization manager?
To add or remove an organization manager, select "Members" in your organization Admin section. Choose the member you wish modify, then click the "Actions" button and select either "Add as admin" or "Remove from admins".Few readersNetwork structure and user roles and rights
Whaller's architecture is designed to support scalabilty and complex networks. It includes three key elements: Spheres: Secure, independent discussion spaces where members can communicate and collaborate. Organizations: A group of multiple spheres, including a members portal. Federations: An easy way to group together and manage multiple organizations. Federations are particularly suited to largFew readersResource scheduling/ management
Resource scheduling is an organization option that lets you manage reservations for resources, within Whaller. For example: meeting rooms, vehicles, material, etc. It appears in the form of a calendar on the organization portal, and can also be displayed in spheres. Creating resources To use the resource management function, you must first create resources. To do so go to "Admin", then "Resources". Click on the button "Add" and enter a label, a description (if necessary) and choose a colFew readersInformation for the manager
On Whaller, each member has a mini-profile on which information such as a biography or personalised profile fields can be displayed. As an organisation manager, it is possible to get more information about a member in the "information for the manager" section. Pending entry requests From the button "Pending entry requests", a manager can consult the entry requests made by thFew readersHow do I delete an organization?
Only an organization manager has the right to delete an organization. It is necessary to first remove all members of the organization via the organization's administration pages. Select all members For the selected members, click "Remove this person from your organization" The manager, being the last person left, must then click on the button "Leave thFew readersOrganizing your federation
On Whaller it is possible to create a federation of organizations. Federations are a way to structure organizations (which contain spheres) in a tree structure. As the manager of the parent organization, you will be able to create and modify your tree structure as you wish. To do this, go to the management pages of your parent organization and click on the "Federation" tab. (https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb380Few readers