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Use ‘Manage’ Button to Access All Your Project Pages

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  1. Click ‘Manage’ button to access your project management pages.
  2. Edit Survey Form. Create your survey/profile questions and options.
  3. Edit Connection Options. Create the relationship-type options that enable members to define how they are connected to one another.
  4. Define Email Templates. Create and save the email text for each of up to 4 types of email invitations. Includes ‘from email’ ‘from name’ and deadline fields.
  5. Define Opt-In Form.
  6. Define Settings. Includes various in-app texts, survey show/don’t show toggle, and map tab embed code input.
  7. Add Members. Upload members via .csv or enter by hand.
  8. Manage Invitations. Send one or more of the 4 invitation types to all members, depending on what they’ve been sent in the past.
  9. Manage Members. Access your member list. Edit, delete, send one-off emails, add new member manually, and check status of all members.
  10. Kumu Download.
  11. Graph Commons Download.
  12. Time Tags. Define timeframes for tracking network changes over time.
  13. Import connections. TIER IV only. Import connections from one project into another (from same account) – where there is member overlap between the projects.
  14. Connections List. TIER IV only. View connections after imported. Can delete if needed.
  15. Activity Logs.
  16. API.
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CONTENTS


Knowledge BaseContact

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

Editing a Member Record

Once a member has joined your Social System Map, either the member can edit thei

Editing a Member Record as a Map Member from ‘My Preferences’

1. From your project profile, click ‘My preferences’. 2. Make changes to the fie

sumApp Member View | My Preferences

Add Members

Placeholders – Unpublished Folder

The Storytelling Mode

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