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Define Connection Options

Estimated reading: 1 minute 174 views Contributors

Parts of the Workspace

1) Indicates what page you’re on, within your project.

2) Indicates which project you’re currently working on.

3) Shows you’re in the first tab of the project phases navigation bar – Setup.

4) Shows your project status. Toggle on to enable project members to submit their survey responses.

5) Shows you’re in the ‘Define connection options’ tab of the Setup phase.

6) On the left you can select from your field options to drag onto the Connection options Builder canvas.

7) Use to view the stats on your connection fields, including the number of map members who have submitted a connection to another map member for the field.

8) On the right is the Connection Builder – you’ll drag fields from the left side of the workspace to the right. There you can put them in the order you want and edit the field content.

9) Enables you to preview the connection form.

10) Clone enables you to copy connection options from your account as a starting point. Existing fields will be over-written when you clone as survey.

11) Save the whole survey – don’t forget to save frequently!

Read more about survey fields.

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Define Connection Options

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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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