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Define Settings

Estimated reading: 4 minutes 149 views Contributors

Tier II

Parts of the Tier II Workspace

  1. Shows you’re in the first tab of the project phases navigation bar – Setup.
  2. Shows you’re in the ‘Define settings’ tab of the Setup phase.
  3. Updates your Network name.
  4. Turn on/off displaying your survey for map members. Default is on.
  5. Turn on/off displaying the connection tab of your survey. Default is on.
  6. Give your survey tab an alternative label.
  7. Change the hello text for your project member’s profile page.
  8. Change the Welcome text for your project member’s profile page.
  9. Change the Data usage text for your project member’s profile page.
  10. Change the Completion message when a project member submits their survey.
  11. Turn on/off to Hide the url field on the bio page. Default is on.
  12. Turn on/off to Hide the my preferences section of the project member profile. Default is off.
  13. Turn on/off to Hide the segment dropdown. Default is off.
  14. Change the Segment filter dropdown label on the project member’s connections tab.
  15. Change the label of your map in a project member’s view. If you only have one map connected, this is the label that will display.
  16. Change the label of map 1. Only updates if you have two maps connected and displayed.
  17. Turn on/off to display map 1. Default is off.
  18. Field to paste your map 1 embed link.
  19. Change the label of map 2.
  20. Turn on/off to display map 2. Default is off.
  21. Field to paste your map 2 embed link.
  22. Change the label of the Bio tab for project members.
  23. Change the CSS template of your project. Default is on at the start of a new project.
  24. Your project slug. This field is uneditable.
  25. Reset your project slug button. Use extreme caution before using this.
  26. ‘Cancel’ button.
  27. ‘Save’ button.
  28. ‘Archive or Delete This Project’ button.

Tier IV

Parts of the Tier IV Workspace

  1. Shows you’re in the first tab of the project phases navigation bar – Setup.
  2. Shows you’re in the ‘Define settings’ tab of the Setup phase.
  3. Updates your Network name.
  4. Turn on/off displaying your survey for map members. Default is on.
  5. Turn on/off displaying the connection tab of your survey. Default is on.
  6. Give your survey tab an alternative label.
  7. Option to select your project type. Options are persons or organizations. The default project type is unselected.
  8. Change the hello text for your project member’s profile page.
  9. Change the Welcome text for your project member’s profile page.
  10. Change the Data usage text for your project member’s profile page.
  11. Change the Completion message when a project member submits their survey.
  12. Turn on/off to Hide the url field on the bio page. Default is on.
  13. Turn on/off to Hide the my preferences section of the project member profile. Default is off.
  14. Turn on/off to Hide the segment dropdown. Default is off.
  15. Updates the Segment filter dropdown label on the project member’s connections tab.
  16. Updates the label of your map in a project member’s view. If you only have one map connected, this is the label that will display.
  17. Change the label of map 1. Only updates if you have two maps connected and displayed.
  18. Turn on/off to display map 1. Default is off.
  19. Field to paste your map 1 embed link.
  20. Change the label of map 2.
  21. Turn on/off to display map 2. Default is off.
  22. Field to paste your map 2 embed link.
  23. Field to customize your element label.
  24. Turn on/off to hide bio page. Default is off.
  25. Change the label of the Bio tab for project members.
  26. Change the photo upload button text.
  27. Change the bio url placeholder text.
  28. Change the bio about help text.
  29. Change the bio about placeholder.
  30. Change the bio not available text.
  31. Change the connections page title.
  32. Change the connections modal tile.
  33. Change the survey-based filter type.
  34. Change the survey-based filter label.
  35. Change the survey question used as your ranking question.
  36. Turn on/off to enable project members to agree to a Terms of Agreement. Default is off.
  37. Changes the CSS template of your project. Default is on at the start of a new project.
  38. Your project slug. This field is uneditable.
  39. Reset your project slug button. Use extreme caution before using this.
  40. ‘Cancel’ button.
  41. ‘Save’ button.
  42. ‘Archive or Delete This Project’ button.

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Define Settings

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CONTENTS

Fine Tuning Your Member Options

Moving Data Between Projects and into Other Platforms

Managing Project and Member Privacy

sumApp

Kumu

Understanding Options Regarding Connections and What Shows on the Member Connections Page

sumApp Member View | Connections Page | Filter by Segment

1. Click “Connections” to find members you want to add a connection to. 2. Selec

Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

1. From ‘My Projects’, select the ‘Manage’ drop-down for the project you want to

Manage Invitations

See a list of all members in your project. Send an invitation email to your memb

Use ‘Manage’ Button to Access All Your Project Pages

Click ‘Manage’ button to access your project management pages. Edit Survey Form.

Delete a Project

A project you no longer need can be: Deleted completely Deletion is not reversib

Manage Your Subscription

Cancel your subscription. Return to sumApp. Remove a payment method. Add a payme

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