Showcase Workshop Admin & Editor Guide

2  Glossary 3  The Showcase App 3  Device requirements 3  How to get up & running 3  Receiving updates on iPad & iPhone 3 3 on Android 4 on Windows 4 on the Chrome App 4  Sharing 5  The Showcase Website 5  Browser requirements 5  Logging in & forgotten password

5  Your user details 6  Managing Showcases 6  Create a new showcase 7  Edit an existing showcase 7  Manage User Access 8  Publishing a showcase 8  Unpublishing a showcase 9  Sharing Adding shareable content 9 9 Removing shareable content 9 In-place sharing 10 View Showcase Online 10  Shared content delivery

11  Preview a showcase 11  View the outline of a showcase 11  Replacing showcase documents 12  Copy an existing showcase 12  Delete an existing showcase 12  Editing showcases 12  Renaming a showcase 12  Setting an intro video 13  Setting a slide background 13  Create a new hotspot 13  Position & resize a hotspot 13  Edit an existing hotspot 14  Copy and paste a hotspot 14  Hotspot style 14  Delete an existing hotspot 15  Hotspot content 16  File Library 16  Supported file types 16  Uploading local files 17  Uploading from 3rd parties 17  Managing files 17  Folder management 17 Create a new folder 18  File management 18 Moving & deleting files 18 Rename or delete a folder

1 This menu is interactive. Please click on a page number to go direct to that page.

Contents 18 Create a new sub-folder 19 Renaming & downloading files 19  Settings 19 Email settings; Hotspot settings 20  Reporting 20  Analytics 20 Workshop analytics 20 Showcase analytics 21 User analytics 22  Activity log 23  Admin Settings 23  Viewer Role 23  Editor Role 23  Admin Role 24 Adding users 24 Change a user’s role 25 Edit a user’s details 25 Removing a user 25  Groups 25 Create a group 25 Add users to a group 26 Remove users from a group 26 Delete a group

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Although Showcase Workshop probably look like a cold, heartless corporation on the outside, we are actually a pretty nice bunch of real humans. Our goal here is to arm you with short, concise directions that get to the point without drowning you in technical jargon or detail. If you spot anything in our guides that you think could be explained more clearly, we’d love to hear from you. Shoot us an email: [email protected]. Happy Showcasing!

Glossary Showcase Workshop website: https://app.showcaseworkshop.com - where Admins & Editors build showcases, and Viewers view them.

Showcase Workshop app: The iPad, iPhone, Android, Windows, or Chrome app used to view your showcase(s).

Showcase(s): Created on the website and viewable on both the website and the app, a showcase could be a presentation, a digital brochure, a training manual, or a combination of these. A showcase contains slides with hotspots.

Hotspot: The tappable area that links to a submenu, image gallery, video, document or URL, created on the website.

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The Showcase Workshop App The Showcase Workshop app securely receives and stores the latest version of your company collateral for instant access from any device.

Device requirements • A compatible tablet, smartphone, laptop or desktop. • The ‘Showcase Workshop’ app • A Showcase password

In addition to the device notifications described below, an orange cloud will display under your showcase thumbnails to indicate that updates are available. The Showcase app will only download the updates, rather than the entire showcase.

Receiving updates on iPad & iPhone

How to get up & running on your device 1.  Download Showcase from your device app store. 2.  Enter your email address and password 3.  Download the available showcases by tapping on the green cloud below the showcase thumbnail.

If you are an iPad or iPhone user, you will be notified of the update by a red circle on the Showcase Workshop launch icon. The red circle will have a number inside it and this number indicates how many updates are available.

Receiving updates on Android If you are an Android user, a small monochrome icon will appear in the tray at the top of the screen.

Receiving updates As long as you are online. your device will automatically notify you when updates are available for your showcases.

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Swipe down the tray to read the notification message.

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Receiving updates on Windows If you are a Windows tablet user, the number of updates will show in the bottom left corner of the app icon in the start screen.

Sharing If the showcase has files available for sharing, you can share this content with anyone who has an email address. The recipient does not have to register for Showcase, download any apps or software, and they don’t need to have a tablet or smartphone. To share content from the app:

Receiving updates on the Chrome App If using the Google Chrome web app, a notification will be pushed to your desktop.

1.  Open the showcase you wish to share content from. 2.  Open the ‘Sharing’ menu by touching the share icon, top right of the screen (or from the tools tray that you pop out bottom left). 3.  Select the content you wish to share from the list. 4.  Hit next, fill out the recipient and message details & hit the ‘Send’ button to share the content. An email will be sent to the recipient containing a link to the content you have shared. You, as the sender, will also be CC’d in this message. You can track when a recipient has opened or downloaded the content you shared via the Reporting tab in the website.

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The Showcase Website Browser requirements

Forgotten password

Showcase Workshop has the following minimum browser requirements:

If you have forgotten the password for your account, choose the “Forgot your password?” link on the log in page.

• Internet Explorer 9

An email will be sent to the address associated with your account, which will provide you with a link to reset your password.

• Google Chrome (latest version) • Mozilla Firefox (latest version) • Safari (latest version) If your web browser is below the above requirements, a message will be displayed warning you about the potential of reduced functionality. For the best possible experience, please update your browser.

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Your user details You can access & edit your profile information by clicking the workshop name on the right hand side of the top navigation menu, and selecting your user name from the dropdown.

Logging in

As a user, from this page you can:

Visit https://app.showcaseworkshop.com from your supported browser.

• Edit/change your first & last name

Enter your account email address and password.

• Edit/change your contact number

If you do not yet have an account, sign up at Showcaseworkshop.com. If your company already has a workshop set up, you can ask to be added to this.

• Edit/change your password

• Edit/change your email address

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Managing Showcases Create a new showcase

When you create a new showcase from the Home tab, you have a couple of options: • New showcase from template • New blank canvas The templates have background images, hotspots, and sample files already in place so that you have a starting point. Pick one and it’ll start generating for you so that you can get on with it!

If you’d rather start from scratch, the blank canvas is exactly that - one blank slide for you to start with. When choosing a blank canvas, you can select the exact device orientation and aspect ratio you want to work with if you know it. If you don’t know the ratio, or your team have multiple differently sized devices, fear not - all sizes still scale gracefully on different screens, with subtle letterboxing where necessary. The default of 4:3 will work great in almost any situation, or search for your device type + ”aspect ratio” online. The blank canvas chooser will also tell you the best pixel dimensions for background images in your chosen ratio. Once you’ve chosen the settings you want, click ‘Make it!’ to get cracking with your brand new showcase.

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Edit an existing showcase You can edit or make changes to an existing showcase any time you like. 1.  Go to the ‘Home’ tab & click ‘Edit’ under your chosen showcase, or click the showcase thumbnail. 2.  You will be taken to the showcase editor where you can make changes or carry on working with your showcase. Make sure you publish your changes in order for them to be visible to your tablet app users.

Users with the Admin or Editor role can view and edit showcases at any time. 1.  In the Home tab, click “Manage Access” under the showcase you wish to manage user access for. 2.  Turn ‘Limit Access’ on. 3.  You can now choose to make this showcase visible only to certain groups, only certain users, or a combination of both. 4.  To grant all users access to a showcase, switch ‘Limit Access’ to Off.

Manage User Access You can control who has access to view your published showcases from their devices, at any time. By default, a showcase is set to be viewable by ALL workshop users. This can be changed, and can vary for each individual showcase in your workshop.

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Publishing a showcase To view your showcases on your devices, you must publish your showcase and any changes you make. If you have not published your showcase, it will not show up for authorized users to download on their device. Showcases can have three publish status types:

Publishing from the listing screen The Home tab listing screen will explicitly state if there are changes available to be published. To publish your changes here, click the “Publish Changes” link associated with the showcase.

Published: The showcase is published & available to download. Publish Changes: The showcase has changes pending publishing. Users can’t download these changes until they have been published. Unpublished: You have created a showcase, and your progress is saved, but it is not viewable by any users. Unpublishing a previously published showcase will revoke the access of current users.

Once a showcase has been published, users with the Admin and Editor roles have the ability to unpublish a showcase if needed.

The published status of a showcase can be updated via two methods:

Unpublishing a showcase will remove access to the showcase and it will no longer be viewable on the Showcase app.

Publishing from the editor

1.  In the Home tab, click the ‘More’ button under the showcase you wish to unpublish.

The publish status of a showcase is always displayed above the tool panel, on the right hand side of the showcase preview. To publish your showcase when you have finished editing, click the “Publish Changes” link above the tool panel on the right.

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Unpublishing a showcase

2.  Select ‘Unpublish’ from the drop down menu. 3.  Confirm you want to unpublish this showcase. Showcases can be re-published at any time.

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Sharing The Sharing feature allows you to create a list of shareable content associated with your showcase. You can add content from your file library, or upload new content to the list. Shareable features can be turned on/off at any time.

Adding shareable content 1.  In the Home tab, click the ‘Sharing’ link associated with the showcase you wish to add shared content to. 2.  Click ‘Add File’ on the left of the page.

Removing shareable content 1.  In the Home tab, click the ‘Sharing’ link associated with the showcase you wish to remove shared content from. 2.  Click the file you would like to remove, then click the ‘Remove’ button that appears just below the file type icons. 3.  Click ‘OK’ to confirm. Once confirmed, the file will be removed from the shared content listing and no longer available to share. 4.  Publish your showcase to send the update to your users. Removing files from the shared content list will not remove them from your file library.

In-place sharing In-place sharing allows you to share the current background image, video, or PDF document (in iOS, Android & Chrome) directly from the point that you are viewing it.

3.  Select content from your file library, or upload new content. 4.  Once confirmed, your content will appear listed on this page. 5.  Publish your showcase to send the update to your users.

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This differs from the Shareable Content file list, which specifies a fixed set of documents that are shareable from anywhere within a showcase. If in-place sharing is turned on, the currently viewed image or PDF will appear at the top of the shared content list when you access the sharing feature within the app. The currently viewed files will appear even if no files have been manually added to the Shareable Content file list.

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By default, in-place image sharing will be turned ‘OFF’ for all the showcases you create.

A compatible web browser and internet connection is all that is required on the recipients end.

If you want to place restrictions on the documents and images that your users can share, you should leave this feature ‘OFF’.

By default, View Showcase Online will be turned ‘ON’ for all the showcases you create.

To toggle sharing of the in-place images, videos and documents in your showcase:

If you want to place restrictions on the documents and images that your users can share, you should turn this feature ‘OFF’.

1.  In the Home tab, click the ‘Sharing’ link associated with this showcase you wish to disable/enable in-place sharing for.

To enable View Showcase Online:

2.  Toggle the button labeled “Allow in-place sharing”. 3.  Publish the showcase to push this update to users.

1.  In the Home tab, click the ‘Sharing’ link associated with the showcase you wish to enable Showcase Online view for. 2.  Toggle the button labeled ‘View Showcase Online allowed’ to turn access on/off. 3.  Publish the showcase to push this update to users.

Shared content delivery Using shared content results in an email being sent to your specified recipient. The email is always sent from [email protected], and the reply-to email address is the email address you used to log into your account - so if the recipient replies to the message, it will come to you.

View Showcase Online Enabling this feature allows you to share your entire showcase with anyone via a secure link, even if they don’t have the Showcase app. The feature can be turned on/off at any time.

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If the recipient email address you specify is incorrect, you will receive an email notifying you of the failed sharing attempt.

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Replacing showcase documents The replace documents feature allows you to quickly replace documents in your showcase, without needing to open the editor. To replace documents in a showcase: 1.  In the Home tab, click the ‘More’ dropdown under the showcase you wish replace documents for.

To preview a showcase: In the Home tab, click ‘Preview’ under the showcase you wish to preview. Alternatively, when editing a specific showcase, ‘Preview’ is the first item in the More dropdown next to the showcase title.

2.  Select ‘Replace Documents’ from the list. 3.  Click ‘Replace’ for the file you wish to replace, & select replacement content from your file library - or upload new content. 4.  Click OK to confirm. Once confirmed, your content will be replaced and the page listing will re-load. You will need to publish these changes in order for them to take effect.

Preview a showcase Previewing a showcase allows you to view and interact with your work, just as you would when using the app from your mobile device. Any unpublished changes will also be visible when previewing, which allows you to test functionality before publishing your changes to all users. (You can view the last published version of a showcase, without unpublished changes, under the ‘Showcases’ tab).

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View the outline of a showcase The outline feature in Showcase Workshop allows you to view a visual outline, or ‘site map’, of how your showcase is organized. This can be particularly helpful for large showcases. To view the outline of a showcase: 1.  In the Home tab, click More under the showcase you wish to view the outline of. 2.  Select ‘Outline’ from the drop down menu. 3.  You are provided with two views: Grid View and List View. Both views include edit links for every page, so you can go directly to that page to make changes, instead of navigating through the whole showcase.

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Copy an existing showcase 1.  In the Home tab, click ‘More’ under the showcase you wish to copy. 2.  Select ‘Copy’ from the drop down menu & confirm. Your showcase will be copied and now visible in the showcase listing area.

Delete an existing showcase 1.  In the Home tab, click ‘More’ under the showcase you wish to delete.

You’ll need to publish this change in order for it to take effect.

Setting an intro video

2.  Select ‘Delete’ from the drop down menu.

You can set an introduction video to play each time your showcase is opened. This can be turned on/off from the app if desired.

3.  Confirm the delete of this showcase.

To set an intro video:

IMPORTANT: Deleting a showcase cannot be undone! Once a showcase is deleted it is permanently removed from Showcase Workshop and removed from the Showcase app.

1.  On the Home tab, click ‘Edit’ under the showcase you wish to set an intro video for.

Editing showcases Renaming a showcase 1.  On the Home tab, click ‘Edit’ for the showcase you want to rename. 2.  Next to the title of your showcase, click the ‘Edit title’ button, which looks like a pencil inside a box.

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3.  Rename your showcase and click ‘Done’.

2.  Select ‘Intro video’ from the sidebar. 3.  Click ‘Choose video’ and choose a video file from the file library. To remove the intro video, click the ‘Remove’ button. You will need to publish this change in order for it to take effect.

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Setting a slide background To set a slide background: 1.  On the Home tab, click ‘Edit’ under the showcase you wish to set a new background for. 2.  Select ‘Slide background’ from the sidebar, and then ‘Choose Background’.

To position a hotspot: 1.  Click to highlight the hotspot you wish to position. 2.  Click and drag with the mouse cursor to move the hotspot. To resize a hotspot:

3.  Choose an image file from the file library.

1.  Click to highlight the hotspot you wish to resize.

To change the slide background, click ‘Replace’. You can then set a different background if desired. To remove the background and go back to the default black screen, click ‘Remove’.

2.  A drag handle will appear on the bottom right corner of the hotspot.

You will need to publish this change in order for it to take effect.

Create a new hotspot Hotspots are the basis for all navigation in your showcases. Hotspots allow you to add new layers, link to content and provide access to your collateral. To create a new hotspot, click ‘New hotspot’. You will need to publish any changes in order for them to take effect.

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Position & resize a hotspot

3.  Click and drag the handle to resize the hotspot. For ‘pixel perfect’ resizing, you can also manually adjust the position, width and height properties of a hotspot from the sidebar. You will need to publish any changes in order for them to take effect.

Edit an existing hotspot To edit the properties of an existing hotspot, click to select the hotspot you wish to edit. The hotspot properties will appear in the sidebar. You will need to publish any changes in order for them to take effect.

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Hotspot style

Delete an existing hotspot

You can style the look of the hotspots on your showcase by adding an image or text into the hotspot.

1.  Click to highlight the hotspot you wish to delete.

You can also add PIN protect to hotspots to restrict access to the content behind it. To do any of these, click to highlight the hotspot you wish to edit the style for, and the options will appear in the sidebar. You will need to publish any changes in order for them to take effect.

Copy and paste a hotspot Copying and pasting a hotspot does not refer to the content behind the hotspot; you’re only copying the hotspot style. This is really useful if you’re dealing with a lot of similar words or text styles in your showcase. While the hotspot is highlighted, click ‘Copy’. Then navigate to the slide you wish to paste the hotspot onto, and click ‘Paste’. Your normal keyboard shortcuts of Ctrl + C (Cmd + C) and Ctrl + V (Cmd + V) will also work to copy and paste. You can only paste once - so if you want to paste again, you have to copy again. This is to preclude too much confusion about what the heck it is that you’re actually pasting.

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2.  Select ‘Delete hotspot’ from the sidebar. 3.  Confirm the delete. IMPORTANT: Deleting a hotspot also removes any linked content attached to it. Content is only deleted from that showcase; it’s still accessible from the file library. You’ll see a warning message to remind you.

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Hotspot content You can link many different types of content to a showcase hotspot. • Submenu (new sub level slide) • Images (which appear as a swipable gallery) • An existing slide elsewhere in your showcase • Video [mov, mp4, m4v, avi, wmv, flv, mpg or mpeg] • Documents (.pdf, .docx, .xlsx, .pptx) • URL (website address) To link content or collateral to a hotspot: 1.  Create a new hotspot, or click to highlight the pre-existing hotspot you wish to add content to. 2.  Select ‘Add content’ from the sidebar and choose the type of content you wish to add to the hotspot. 3.  For videos, documents, & slideshows, you will be prompted to select your file(s) from the file library, or upload them via the filepicker. For existing slides, you will be gievn a grid of existing slides to choose from. URLs have a field that you can enter the address into, & New Submnu creates a new balnks lide automatically. 4.  Click ‘Done’ to confirm, or ‘Remove’ to change the content again.

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Once content is added to a hotspot, the ‘Add content’ option will change to indicate the filename or type of content that has been added. You can change this at any time by clicking this option and using “Replace” to assign different content as above. You will need to publish any changes in order for them to take effect.

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File Library Showcase Workshop allows you to upload and manage your digital content for use in your Showcases. Showcase Workshop goes above and beyond industry standard security practices to keep your file storage secure. Each Showcase Workshop account comes with 1000GB of storage space. If you need more, we can organize this. We won’t ever limit how much data you can store, but if you exceed 1000GB of storage, there is an extra monthly charge of $10 USD per 1GB of data.

Supported file types Showcase Workshop automatically manages video transcoding, so you can upload any of the listed video formats and they will work seamlessly across any device type. Showcase Workshop supports the following file types: Video files

Image files

.mp4 .mov .m4v .avi .wmv .flv .mpg

.gif .jpg .jpeg .png

.mpeg

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Document files .pdf .doc .docx .ppt .pptx .xls .xlsx

Font Files .ttf

Files in other formats can still be added. They will not display natively in the Showcase app, but can be shared, or opened in another appropriate app, if one exists on your device.

Uploading local files To upload files from your local or networked storage: 1.  On the ‘Files’ tab, click “Upload files” in the left sidebar. You will be presented with the File Picker window. 2.  Click “Choose files”, select your desired file(s) for upload, and click ‘Open’. Alternatively, you can drag files from your desktop or an open folder. 3.  Once the upload progress is complete, your file will be loaded in your library.

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3.  Select your desired file(s) for upload. Once the upload progress in complete, your file will be loaded in your library.

Managing files The file library under the ‘Files’ tab in Showcase Workshop allows for easy management of your uploaded files and collateral.

Folder management Uploading from 3rd parties Showcase Workshop allows you to connect to and leverage existing cloud storage services to gather your files and collateral. Showcase supports connections with Box.net, Dropbox, Google Drive and OneDrive. To upload files from accounts hosted with the above services: 1.  On the ‘Files’ tab, click “Upload files” in the left side bar. You will be presented with the File Picker window. 2.  Choose your desired service from the panel on the left of the File Picker window. If you have not previously used this service with Showcase Workshop, you will need to follow a one-time connection & authentication process to grant access to your 3rd party storage provider.

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Create a new folder Click the “New folder” button in the left sidebar; enter a folder name, and click “OK”.

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Create a new sub-folder 1.  Click the folder you wish to create a sub-folder in. 2.  Click the “New folder” button in the left sidebar; enter a folder name and click “OK”.

File management Moving files 1.  Click the file(s) you wish to move. A ‘Move’ button will appear in the row at the top. 2.  Click ‘Move’ and select the destination folder from the dropdown menu. 3.  Click ‘Select’ to confirm the file move.

Rename or delete a folder 1.  Click the folder you wish to rename or delete; continue to hover your mouse over the folder name until the rename & delete buttons appear. 2.  To rename, click “Rename” (the pencil in a box), rename your folder and click “OK”. 3.  To delete, click the grey x. You cannot delete a folder that contains files. A folder must be empty to be deleted.

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Deleting files 1.  Click the file(s) you wish to delete. A ‘Delete’ button will appear in the row at the top. 2.  Click ‘Delete’. 3.  Confirm you wish to delete the file(s). IMPORTANT: Deleted files cannot be recovered!

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Renaming & downloading files

Hotspot settings

You can only rename or download one file at a time.

These settings control the default colors and text styles that are applied to your showcase hotspots when using the editor.

1.  Click the file you wish to rename or download. The appropriate buttons will appear in the row at the top. 2.  To rename, click ‘Rename’ and enter the new name in the field that appears. Click ‘Select’ to confirm the new name. 3.  To download, click ‘Download’ and the download will start in your browser automatically.

The hotspot settings page allows you to change the default styling for hotspot text and color settings, so you don’t have to change each individual hotspot in the editor. To access the hotspot settings: 1.  On the ‘Settings’ tab, choose the ‘Hotspot’ page from the submenu. 2.  Change the default background color, text color, alignment and font as desired. 3.  Click the ‘Save’ button to save any changes you make. Changes will only affect settings for new showcases, not existing ones.

Settings Email settings This relates to the email settings for any mail sent on behalf of your workshop account. On the ‘Settings’ tab, the ‘Email’ page in the sub menu will be selected by default. You can add a disclaimer or cover image (e.g. your company logo) to the email template. Click ‘Save’ to save any changes made.

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Reporting Analytics

• top showcases by slide views within this time period

Showcase Workshop provides analytic tracking of the whole workshop, as well as individual showcases and users.

• top users, i.e. those with the most slide views • most commonly used devices

Analytics is the default page when you go to the ‘Reporting’ tab.

Showcase analytics

A time period can be specified at the top right of the page the default is one month to the current date.

To see analytics for an individual showcase, click the name of the showcase from within the list of top showcases.

Workshop analytics The default view is ‘Workshop Summary’ which provides an overall view.

Alternatively, analytics for individual showcases can be accessed from the ’More’ dropdown in the editor.

When viewing the whole workshop, the information displayed for the specified time period includes:

When viewing the ‘Showcase Summary’, the information displayed for the specified time period includes:

• a summary of all the slide views, file views, and shared items across all showcases in the workshop

• a summary of all the slide views, file views, and shared items for that particular showcase

• a graph-based snapshot of how many slide views are occurring per day

• a list of most viewed slides, with thumbnails • a graph-based snapshot of how many slide views are occurring per day • a list of most viewed files, with thumbnails • a list of users with the most slide views • a pie chart showing the breakdown of file types viewed • a summary of how many items were shared & how many opened; who the files were shared by; and on what days.

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User analytics

User analytics by showcase

You can see analytics for a certain user by clicking their name from the ‘Top users’ area of the Workshop Summary, or by clicking their name from the list in the ‘Users’ tab and then clicking the ‘User Analytics’ link.

In addition to user analytics, it’s also possible to see the analytics for one particular user’s interaction with a specific showcase.

When viewing analytics for a user, the information displayed for the specified time period includes:

• via the showcase-specific analytics, by clicking on a user from the Top Users list

• a summary of how many slides and files they have viewed, and how many items they have shared, across all showcases

• via the user-specific analytics, by clicking on a showcase from the Top Showcases list.

• a graph-based snapshot of how many slide views are occurring per day

The user analytics by showcase will show you the top slides and top files viewed by that user in that showcase within the specified time period.

• a list of the showcases they view the most.

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This can be accessed in two ways:

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Activity log The activity log tracks all user activity across Showcase Workshop. This includes: • Downloading a showcase • Editing a showcase • Deleting a showcase • Copying a showcase • Publishing a showcase • Restoring a previously published version of a showcase • Sharing of content: Each time a user shares content (customer name, content shared, time and date) • Accessing shared content: Each time a customer accesses shared content you have emailed to them (customer name and email, time and date) • Adding or removing a user • Adding or removing a user to/from a group • Importing or exporting a showcase • Emails that bounced • Billing: subscription events

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To access the activity logs: On the ‘Reporting’ tab, click ‘Activity Log’ on the submenu. Activity data can be filtered by user or group, type of activity, and time range. There is also the option to export this data to a .CSV file.

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Admin Settings This section only applies to Admin users, not Editors. Sorry Editors!

User roles There are three types of user access roles in Showcase Workshop: Viewer

Editor

Admin

Download showcases Access own activity Edit showcases Access all users activity log Access analytics Admin settings & billing

Editor A user of the Showcase Workshop website, able to create and edit showcases. Editors have the same privileges as Viewers, plus they can: • Create new showcases • View and edit existing showcases • Edit shared content

Admin A user of the Showcase Workshop website, able to manage other users of the workshop. Admins have the same privileges as Editors, plus they can: • Add, change and delete users, and change user roles

Viewer A user of the tablet app, able to view and share showcases. New users default to Viewer access. Viewers can: • Download showcases to their device(s) and share content • View and download an activity log from the Showcase Workshop website relating only to their personal login

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• Update billing information • View and download an activity log for all users and all showcases

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Adding a user

Pasting emails

1.  On the ‘Users’ tab, click ‘Add user’, top right of the page.

1.  On the ‘Users’ tab, click ‘Add user’, top right of the page.

2.  Fill in the email address and choose a role for this new user. By default, a new user will be given the Viewer role.

2.  Click the ‘Paste emails’ link under the email field.

3.  We email any users you add with some instructions on how to log in and set a password. In this process they also enter their name. If you don’t want this to happen, uncheck the ‘Email instructions’ box. Note that this means you will have to enter a name and password for the new user yourself. You’ll also have to let them know what their password is, if you want them to be able to log in! 4.  To add more users, click ‘Enter another’. If you decide you don’t want to add someone after all, click the ‘x’ at the end of the row. 5.  Once you have entered the details of all users you want to add, click ‘Add user(s)’. This will complete the process and as users are added to the system, you will see a list of their emails with ticks. If there are any errors in the details you have added, you will instead see a notification of these next to the field.

3.  In the larger field that appears, paste a list of email addresses, separated by a hard return. If separated by commas or spaces, the system will treat the 4 entries following the email address as a first name, last name, password & password confirmation respectively. 4.  Once you have pasted your list, click ‘Load’ and the emails will be loaded into individual fields so that you may choose roles & choose whether to email instructions. 5.  Once done, click ‘Add user(s)’ as above to complete the process.

Change a user’s role 1.  On the ‘Users’ tab, click the name of the user you want to change the role of. 2.  Under the ‘Role’ section of their user page, select the desired role for the user. The change is saved automatically. There has to be at least one Admin to a workshop.

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Edit a user’s details

Create a group

1.  On the ‘Users’ tab, click the name of the user you want to edit the details of.

1.  On the ‘Users’ tab, click ‘Create a new group’, found in the left-hand sidebar.

2.  Click ‘Edit Details’.

2.  Name the new group & click ‘Create’.

3.  Click ‘Done’ to save any changes made.

Add users to a group 1.  On the ‘Users’ tab, select a group from the left side bar. 2.  Click the ‘+’ (plus) button on the menu bar in the group details area.

Removing a user 1.  On the ‘Users’ tab, click the name of the user you want to remove. 2.  Click on ‘Remove User’ and confirm the user removal. You can add users back to your workshop if necessary, via the usual ‘Add users’ process.

Groups Groups can be useful for managing and sorting users - for example, into regional sales teams. Users can be members of more than one group. You can use the “Manage access” feature to restrict the visibility of certain showcases to certain groups only - see “Manage User Access” on page 7 for more details on this.

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3.  Select a user to add from the drop down list, and click ‘Add’ to add the user to the group.

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Remove users from a group To remove users from a user group: 1.  On the ‘Users’ tab, select a group from the left side bar. 2.  Locate the user you wish to remove & click their name. If there are many users in the group, you may need to use the search function. 3.  Under ‘Groups’ on their profile page, click the ‘X’ next to the applicable group to remove them from that group. Changes are saved automatically.

Showcase Software Limited US Head Office  510 Red Hill Avenue  San Anselmo, CA 94960, USA  Phone: +1 415 449 8526

Delete a group On the ‘Users’ tab, click the ‘x’ next to the group you wish to delete. IMPORTANT: Groups must be empty (free of users) to be deleted. Deleting groups cannot be undone.

New Zealand Office  19 Blair Street, Te Aro  Wellington, 6149, New Zealand  Phone: +64 4 385 6572 Email: [email protected] @showcaseworks

26 Showcase and the Showcase logo is © Showcase Software Limited 2016. All rights reserved.