How to Use OrgBook?
Home Page
Logged In Page
Create Org Structure
Add member/members
Add Multiple Users
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Upload excel sheet with four necessary fields
The four fields are First Name, Last Name, EmailId and Designation
Designation must be same as Circle name, if it is not same then it will be directed to Circle
Designation Mapping
In Circle Designation mapping you can map which designation you want in which circle
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Once excel sheet uploaded, Orgbook will create the profile automatically and send User
Name and Password to their email IDs
Add single user
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Feed member data
Select circle where you want to put the user
Save the data and it will create the profile and send UserName and Password to the email ID
Upload User Data
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If an admin wants to put a particular information for all the members at once, then they can
upload excel sheet with Email ID and Field name
Re Arrange Circles
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This option splits a circle in two circles automatically when conditions met
Members shifted from Source circle to destination circle
“Select operator” can be equal to, less than or greater than applied on “Select Field”. E.g, if
somebody wants to split a circle on the basis of age. Members who are above 24 have to be
in circle A and members below and equal 24 have to be in Circle B. Then, Source Circle A,
Select Field will be Age, Select Operator will be Greater than and Destination Circle will be B.
This condition will be saved can will be applied to Source Circle whenever conditions met
Make Admin/Remove from Organisations
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Members can be removed from organisation using this option
An admin can add more admins from option
Wall Posts/Attachments/Drawing Board
Drawing Board
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You can draw anything just like white board
It will be saved as image and other members can edit it save it along the discussion to make
the discussion more effective
Using stylus one can get best out of this feature
Have to select circle where one want to post these drawing board image
Attachments
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Select image, pdf, text file
Once posted you can see thumb nail for these files
Have to select circle where one want to post these attachments
Documents/Videos/Images
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Videos upload
Image upload
Excel, Word, PowerPoint, PDF and RTF file types are allowed
Admin has the option to allow videos upload or not
File size limitation can be set by admin for video files
Admin can set how many files a user can upload
Circle/Friend wise visibility can be set under “Action”
Friends
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To send friend request one need to know the email Id
Communicate with friends through messaging by clicking message icon in front of each
friend
Get Member information through profile view
Profile View is possible through Friend List by clicking the names
See Feed from different Circles
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Select circle from drop down
In drop down one can only find circles which are inside the circle in which you are part of
Archive/Re-post
Archive
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You can save any post for future reference using this option
Check these saved posts under “Post Archive”
Re-post
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Owner of the post can re-post the discussion on the other circles with just few clicks
This option is very beneficial for other members which are not part of that particular circle
Mails
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Using “Manage Email Accounts” one can add any email accounts here
Once email account added one can check all the emails from different accounts at one place
under “View Message”
Will be able to send emails from here using different accounts
Notice Board
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Separate notice board for each circle
Start and end date can be set for each notice
Notice will be visible on notice board in between start and end date
Notification for new notice is sent through email
Polls
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Create polls to get votes from employees/Customers/Clients/Residents etc.
Don’t need to create polls for whole org
Circles can be selectively picked for the poll
Get input from members in taking decisions
Members will get most impacted so their inputs would be of utmost importance
Public Pages
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“Public Page” is a way to communicate and inform outer world
Easy to create your own website using options shown in above icons
“Manage Menu” to add remove menus of a website
Using “Manage Pages” you can create pages and add them to the menu
“Manage Gallery” to add/upload pictures for the gallery
Finally “View Profile” will allow you to see how your website would look like
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“Add New Page” is for adding new page in the list of pages from “Select Page”
“Show Image Gallery” can change the page in which gallery images shown on the top
“Show Discussion” converts the page for discussion
After selecting “Select Page” one can edit/modify it by making changes in “Page Content”
Many editing options are available in “Page Content”
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“Menu Text” gives the option to provide a name for each page
Need to select the page through “Associated Page” for each “Mane Text” to save the
correlation
All these correlations can be seen below on the same page
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“Manage Gallery” gives the option to upload images with image caption
List of all the image can be seen below on the same page
Members of Multiple Organisations
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If User wants to use same registered email ID at multiple organization then that person can
switch organization just by click
All the info and data is kept separate
Very easy way to switch orgs without re login
Here in this example Abhas a user is part of three different organisations(AutoNinja, Demo
Org and Stratezy Sports)
Settings Page
Dashboard
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Page under “settings” is Dashboard
“Allow users to Join” will allow users to join directly to the organisation under “Welcome
Circle” which will be default circle these type of users
Most of the time these users would be customers
Offers and ads you can put in this circle’s feed
General Settings
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“Allow Video” will allow video upload, this saves space
“FileSize” put a upper limit to the allowed video file size
“NoofDocs” will put the limit to the number of files which a member can upload
Other fields in above picture are variable fields. One can change the name of these field
depending on the needs of that particular org. For example, in a school one can use one of
these fields to save percentage achieved in last exam to display the result
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These other fields can only be modified by admin
Write Permission for each circle
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Security feature
Admin controlled
Conditions like heated discussion or unification against management/Organization in
particular circle can be handled
Once this is enabled people from that circle can’t write anything
They can only read post from members of outer circles and admin