Portals
User management module
The User management module is a new page module within Portals. Now users who have been assigned the role of HR Manager can manage the accounts of the other portal users to make, for example, the work easier for team leads.
Configuration
Add the new User management module to a column 1 layout page (or create a new page and select the column 1 layout). Open the module configuration.
.png?version=1&modificationDate=1618573760307&cacheVersion=1&api=v2&width=550)
.png?version=1&modificationDate=1618573760307&cacheVersion=1&api=v2&width=544)
You have various setting options: You must assign a heading. You select the invitation template, which can then be sent via the module. You also specify:
to which panel group the participants will be added
how many invitations may be sent per portal
which portal roles will be visible
which roles may be assigned to the other portal users
Furthermore, you can provide additional user information via variables. This way, the columns of the user table in the external view can be extended. The e-mail address as contact information of the panelist is mandatory.
The exterior view of the new module
Thus, the invitations to a portal, and the access of users can now be managed centrally. This module can also be used to create new portal users, define their roles, and delete or deactivate them. Via the list view you search for e.g. email addresses of the users. You can also use filters such as account type and status.
In the external view of the new module you have, for example, the possibility to invite users, to filter the user list by type and status, and a table of all users. By default, the following user information is available:
Name
E-mail address
Registration
Status
Account type
.png?version=1&modificationDate=1618576254804&cacheVersion=1&api=v2&width=544)
You can assign the different portal roles to a portal user.
The three icons can be used to delete the individual users, send an e-mail regarding the password reset and a new invitation email.
.png?version=1&modificationDate=1618576720929&cacheVersion=1&api=v2&width=544)
| Info |
|---|
The module can only be accessed by users who have been assigned the HR Manager role. |
IDEA Guide: Offline participation
To give invite team members who do not have their own email address or have limited internet access the opportunity to participate in an Ideation Guide IDEA guide survey, you can create vouchers to give these so-called offline users access to the survey and the IDEA Guide voting page.To make use of this feature, you must first select an email template on the Guides tab in the CMS area of your portal and set the desired number of
Configuration
Click on the Invitation tab of the guide configuration of your IDEA guide and select an e-mail template for the voucher codes.
Then activate the "Allow offline participations" option and define the number of possible offline participants (max. 100). You can also need to select a panel group for to which the offline participants . Panelists will be created for the offline participants and assigned to the selected group.After you have configured the IDEA guide, the guide initiator is able to invite offline participants in the invitation step of the guide setup in addition to those invited via email address by selecting a certain number of offline participants. When the invitation emails are sent, the guide initiator receives the corresponding vouchers for the offline participants, which he hands out to them..
The vouchers include the following information:
Wave topic
Manager name
Wave creation date
QR code and URL
You can also change the logo of the vouchers
.
| Info |
|---|
Participants who are invited via vouchers will not get access to the Action Board to see results of the process. |
ME Guide: Process details after process ended
PreviouslyFrom now on, the guide initiator could only see the participation rates for the different feedback provider groups during a 360° survey (ME guide). This led to the fact that in case of unsuccessful 360° surveys it remained unclear why the survey had not been successful, e.g. no self-assessment or only few responses in a particular group.Now these statistics can be accessed even after the process is finished. Simply click the "Show rater-groups" button. It is now possible to also view the participant rates after the 360° survey has ended. This allows the guide initiator to draw conclusions why the survey was not successfulparticipant rates of the various feedback groups are available to the guide initiator even after the process has been completed. This makes it possible to draw better conclusions about the reasons for a failed survey.
Guides monitoring:
Exportableimproved detail view
In order to support a particular ideation process you’re now able to oversee the usage of IDEA guide by using guides monitoring. The timeline view shows all processes of a user. The current phase is shown in the header. The following information is displayedDetail view of the IDEA guide and export function
To support the ideation process via the Guides monitoring module, the detail view of the IDEA guide waves is now available. The following information will be provided and can be exported:
Process details
topic selected by the guide initiator
start of the process
actions completed
Engagement
people invited: total number of the people invited to the process
people that suggested something: number of people that had been active in the suggestion phase
number of suggestions: total number of suggestions made
people participated in the voting: number of people that have been active in the voting phase
| Info |
|---|
Column labels are not multilingual. |
Detail view of the deleted processes
Deleted guide waves are now also displayed in the detail view and can be shown via the filter search.
Improvements: Report list
Report name for triggered reports
Automatically created reports listed in the report list module provide now the following information: Report + first and last name of the guide initiator + ID
Remove generated reports
In order to increase the clarity of the listed reports that are no longer required can be deleted. Use the trash can icon next to each report. The reports will only be removed from the list.
Survey
Auto-detect option for project type
Use the new "Detect from file" button for project import to automatically read the project type from the uploaded gpx file. The new button is always preselected when opening the "Import Project" tab.
End of support: Internet Explorer 11
We would like to inform you that from Oct 1st 2021 we will no longer support Internet Explorer 11 (IE 11). This is in line with many organisations ending support of this legacy browser, including its creator Microsoft who stopped supporting IE 11 on Nov 30th 2020. After this date, you may have a degraded experience if using IE 11. New features will not be available and certain features may cease to work. While we expect much of the platform to remain operational using IE 11 in the short term, any issues encountered with this browser will no longer be fixed after this date. Many of our customers have been using IE 11 since 2013. At this time we operated in a much less sophisticated online environment. Since then, new standards and browsers have allowed for more innovative online experiences. We highly recommend that our customers update their default browser to a more modern browser to experience a faster, safer, more responsive and extensive set of features in our EFS platform.