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Microsoft Graph API serves as an interface for developers to interact programmatically with Azure Active Directory (AD), facilitating access to comprehensive user and group-related functionalities and data.

Korbyt Required Minimum Permissions

These permissions can be configured in the Azure AD application’s registration settings under “API permissions.”

It’s important to note that administrative consent may be required after adding these permissions, especially in environments where the application’s service principal lacks administrative privileges.

for our application’s functionality, the minimum permissions required are:

• Group.Read.All
  • Requires Application Level access for this API Call
    • Delegated access is not sufficient
  • Essential for enumerating groups from Azure AD
  • Provides access to group-related information such as group name, description, memberships, and other properties
  • Required for Korbyt to efficiently manage and interact with groups within the Azure AD directory
• User.Read.All
  • Requires Application Level access for this API Call
    • Delegated access is not sufficient
  • Required for enumerating users from Azure AD
  • granting access to comprehensive user properties and relationships, including the Security Identifier (SID)
  • The SID is a critical identifier assigned to each security principal in Windows operating systems, including Azure AD
  • Required for Korbyt to retrieve vital user information such as contact details, organizational data, and the SID, enabling seamless user management and interactions
  • We use the SID as a unique identifier when logging in Korbyt users.
• User.Read
  • Required for Authenticating the individual user when they log in
  • Delegated Permission is sufficient for this API Permission

By securing these minimum permissions at the application level, our application can ensure secure and efficient access to group and user-related data within the Azure AD directory, while adhering to organizational policies and regulatory requirements.

With the Group.Read.All and User.Read.All permissions in place, our application is well-equipped to fulfill its functionality of group and user enumeration, providing users with a seamless experience and facilitating effective user and group management within our system.

For more information on the steps of connecting Korbyt to your Azure AD please see

• How to Manage CMS Users – Importing from Azure
• How to Manager End Users of Desktop(InView) and Mobile&Web – Importing for Azure

The rest of this article explores the implications of Microsoft Graph API calls, and their effects so that you can better understand Korbyt’s need for the previously listed services.

Understanding Minimum Permissions Required for Group Enumeration

When utilizing Microsoft Graph API to enumerate groups from Azure AD, it’s essential to configure the appropriate permissions to ensure secure and efficient access to the required data.

The minimum permissions required for group enumeration are as follows:

• Group.Read.All: – REQUIRED Application Level Access
  • This permission allows reading all groups within the Azure AD directory.
  • It provides access to group-related information such as group name, description, memberships, and other properties.

• Group.ReadWrite.All: – Not Required and Not Recommended for Korbyt Access
  • In addition to reading group information, this permission grants the application the ability to modify group properties and memberships.
  • It provides full read and write access to all groups within the Azure AD directory.
  • Korbyt Does Not Want this level of access to your Azure Active Directory.

Understanding Group Member Read Permissions

While Group.Read.All and Group.ReadWrite.All permissions focus on accessing group-related information, so it’s crucial to differentiate the implications of using GroupMember.Read.All permission in this context.

• GroupMember.Read.All: Not Required and Not Sufficient for Korbyt Access
  • This permission grants the application the ability to read the members of all groups within the Azure AD directory.
  • It provides access to user or application memberships within groups.

Important Consideration: Although GroupMember.Read.All allows reading group members, it does not provide permissions to enumerate groups themselves. This means that while the application can fetch information about group members, it lacks the capability to list the groups present in the Azure AD directory.

Understanding Minimum Permissions Required for User Enumeration

When leveraging Microsoft Graph API to enumerate users from Azure AD, it’s imperative to configure appropriate permissions to ensure secure and effective access to required data.

• User.Read.All: REQUIRED Application Level Access
  • This permission grants your application the ability to read all user profiles within the organization’s directory.
  • It provides access to comprehensive user properties and relationships, encompassing details such as contact information, organizational data, and more. User.Read.All is sufficient for retrieving basic information about users.

• User.ReadWrite.All: Not Required and Not Recommended for Korbyt Access
  • In addition to reading user profiles, this permission facilitates the modification of user data.
  • It empowers your application to both read and write all user properties within the organization’s directory, offering comprehensive access for data manipulation and management.
  • This permission is not recommended for Korbyt integration.

• User.ReadBasic.All: Not Required and Not Sufficient for Korbyt Access
  • Does not include access to the SID
  • SID is required to identify the user when logging in

Application Level Permissions Required for Group and User Enumeration

To access the SID and other detailed properties of all users in the directory, Application-level permissions (also known as application-level or admin-level permissions) are required.
These permissions are typically granted by an administrator and apply to the entire directory.

Delegated Permissions grants access to just the signed-in user’s profile rather than the entire directly, meaning that the permission is granted by the signed-in user only for their own user profile and the profiles they have access to.
Therefore it is insufficient to read all groups or users who require access.

Understanding Minimum Permissions Required for User Login

• User.Read: REQUIRED
  • Delegated access is sufficient for this API call
  • Used when the individual is requesting to log into Korbyt to verify their SID information within the organization’s Active Directory

The post Microsoft Graph API Permissions Required by Korbyt For Azure AD Integration appeared first on Korbyt Knowledge Base.

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Please update any of your bookmarks to the new Knowledge Base

For assistance on using the new Knowledge Base, we have a Welcome to the New Korbyt Knowledge Base guide

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The Urgent Alert system in Korbyt allows critical messages to be created in advance and then when activated the message can be pushed to Signage, as well as Desktop(InView), and Mobile & Web users.

Urgent Alerts can be found by

• Clicking on the Mega Menu in the upper left corner
• In the Schedule column, click on Urgent Alerts

This article will review

• Creating Urgent Alert Templates
• Adding Urgent Alerts
• Activating Urgent Alerts

Creating Urgent Alert Templates

When you build an individual Urgent Alert (next step) you select from an available template.
The templates have customizable text and a graphic field.

The system has a Default Alert template provided, and if you are satisfied with that template, you could move on to the next step.
Default Alert Template

If you would like other Alert Templates

• On the Urgent Alerts Screen click the blue Add Urgent Alert Template button
  
• Set a Template Name, and optionally add any Tags that are desired, then click Create
  
• You will now be in a very limited Builder Tool, specific to building Alert Templates
  
  • If you need more information on using the Builder Tool see
    • Using The Builder Tool For Layouts Or Messages
• REMINDER – you are building a template for alerts, so any element that should be editable by others in creating their actual alerts
• For Elements you want to be customizable, such as the text, it has to have Templated Properties
  • Use the Element’s settings menu (Gear Icon) to select Properties
    
  • In the Properties window click the Attribute tab, give the field a Label, and click Templated
    
    • For Text fields, you can set a max character length
    • For images and videos, you can lock selection down to specific sources
  • After setting the field to Templated, Set your placeholder values
    • This will set the text Font, color, spacing, and size
• When you have completed your Template, click Publish at the bottom of the control panel

Once Published, this Alert Template will be available from the drop-down of templates when a user creates a new Urgent Alert (Next Step)

back to agenda

Adding Urgent Alerts

When adding an Urgent Alert users will be able to select an available Alert Template.

Alerts are created in advance, configuring the message and the channels it should be displayed to, then when needed it can simply be “activated”

To create a new Urgent Alert

• On the Urgent Alerts Screen click the blue Add Urgent Alert button
  
• This will open the Add Urgent Alert screen with three different areas of control
  
• Alert Message Setup – create and customize the alert
  • Select an Alert Template from the drop-down
  • Set an Alert Name
  • Enter the text for the text elements that are available in that template
  • Select media items for image and video elements that are available in that template
• Preview – see the results as you work
  • Changes based on the values entered on the left
  • Shows what the message will look like on a computer screen or mobile device using the blue tabs at the top left of the preview
• Scheduling – set what players or users receive the urgent alert when it is activated
  • the Select Audience button opens the menu to select from Desktop(InView) / Mobile & Web user audiences that should receive this alert
  • the Select Players & Player Groups button opens the menu to select specific players or player groups that should receive this alert
  • Alert Expiration sets how long the Alert should remain active for
  • Channels toggles to turn on which methods the Urgent Alert should be shown through
    • Signage – if turned on opens a Duration option for how long the alert should be shown on the screen for each time it is displayed. A duration of 0 seconds will force the alert to stay on the screen not letting those players show any other content.
    • Desktop (aka InView) – if turned on allows a notification message to be set
    • Mobile/Web – if turned on allows a notification message to be set, and a check box to have Push Notifications through the Mobile app
    • SMS – if turned on allows a notification message. Requires that SMS messaging be setup in your tenant-wide settings
    • Email – if turned on allows an email subject and message body to be set
    • Phone (Text-to-Voice) – if turned on allows a text-to-voice message to be entered. Requires Text-to-Voice service to be set up in the tenant-wide settings.
• Once configured, click the Save button
• You will still be on the Edit Urget Alert page
  • You have the option to activate the alert now, make further edits, or exit

When you exit you will now see the message available on the Urget Alerts screen

back to agenda

Activating Urgent Alerts

Individual Urgent Alert messages can now be Activated when needed

To Activate an Urgent Alert

• On the Urgent Alerts Screen click the Active/Inactive toggle for the message you would like to active
  
• If you click the toggle you will be asked to confirm that you are activating the alert
  
• Active Alerts show with a green toggle and have a display of how much longer the duration has over the thumbnail
  
• Once Activated, the Alert is programmed out to it’s programmed channels
• To deactivate an alert click the toggle again, and confirm the change

Urgent Alerts can be activated/deactivated remotely by other systems through integration with the Korbyt Service Catalog and our APIs which require a separate subscription.

back to agenda

The post Managing Urgent Alerts appeared first on Korbyt Knowledge Base.

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Please update any of your bookmarks to the new Knowledge Base

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Korbyt can integrate with RAVE Alerts to display your critical alerts and messages throughout your Kortby Solution.

Through the use of a custom Data Adapter, your alert information can be presented

• On your Korbyt powered signage displays and wallboards
• Through Korbyt Desktop(InView) Software
• In the user’s Mobile and Web experiences of the Korbyt Anywhere Employee Communication Application (ECA)

For Rave Alerts to be presented in Korbyt instentaniously it will require a subscprition to Korbyt API services.
Without Korbyt API Services RAVE Alerts can still be presented, but will have a 15 minute refresh interval.

In the setup process of creating your custom data adapter the Korbyt Professional Services team will review;

• Your Rave Alert URL
  • Also known as Channel
  • Must be CAP-formatted
• The alert messages you will send through Korbyt
• All Clear Methodology
  • Do you use an All Clear message
  • Or will you use a timed or a manual clearing process
• The Data Fields that you will want to display
  • The fields present in the Rave URL typically included Identifier, Sent, Status, Event, Urgency, Severity, Headline, Description Instruction

The post RAVE Alert Integration appeared first on Korbyt Knowledge Base.

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Korbyt provides the option to create a draft Signage Layout when publishing a new Image, Video, or Article Post to your Mobile & Web news feed.

The feature is not available for other post types at this time

This will allow easier use of content across multiple communication channels

This option is available when adding a post in the Post Setting section on the right of the screen

This option will produce a Layout the when the post moves from a Draft to a Published status.

After constructing your and publishing your Post a new Layout will be created in draft status.
The name of the Layout will be the Title from the Post.

This new layout will have been created with Two Elements populated

• A Text Note Element at the top with the Text from the Title of the Article
• A media element that will vary based on the media in the post
  • A Video Element will be created from a Video Post
  • An Image Element will be created from an Image Post or an Article Post with 1 Image
  • A Carousel Element will be created from an Image Post or an Article Post with multiple images
    • Default 10 sec view time and a face transition for each item
    • Positioned using the Cover sizing mode

This new layout can be further edited as normal using the Builder Tool, and published to Playlists.

If you do not see this option present in your Mobile & Web tenant please contact your Korbyt Support team so that it can be turned on.

The post Creating a Signage Layout when Publishing a Mobile & Web Post appeared first on Korbyt Knowledge Base.

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The post Supported Browsers and Mobile Devices appeared first on Korbyt Knowledge Base.

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The post Content Managers (CMS Users) Roles and Permissions appeared first on Korbyt Knowledge Base.

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This article reviews how to add new End Users to your your tenant. End Users are the users who will be logging into the Desktop(InView) Application to view Messages or will be Logging into the Mobile & Web Experience to view and interact with their News Feed.

Both the Desktop(InView) and Mobile & Web platforms share the same End User List. If you have an individual who uses both systems they only need to be added once as an End Users.

End Users are different than Content Management System Users (CMS Users) who log directly into the tenant to create and mange communications.  If you are trying to add new CMS Users you should check out the How to Manage CMS Users article

End User Management

To find your End Users in Korbyt

• Click on the Hamburger Menu
  
• Then from the Mega Menu (depending on your services) you can open click on Users in the Desktop Section or the Audience Section
  • If you subscribe to both the Desktop(InView) AND the Mobile, Web, & Email services you can navigate through either path to find your End Users
    
• If you already have End Users in your service they will also be listed on this screen and The Edit, Export User, Impersonate Desktop View, Send Notification and Archive Actions are available.
  
  • Users who no longer access the system are Archived, rather than deleted
    • This maintains the record of previous interactions
  • If a users was Archived and needs to be active again
  • • IF you manually add single users you can not move them back directly, you will need to follow a few steps
      • Find the Archived record, click the Pencil to edit, and change the archived records email and/or user name
        • This will free up the email address and/or user name to be used for a new active user
      • Create a New User record for the person
    • IF you manage users through CSV files, adding them back to the CSV file will create an active user for them again

There are 4 different methods to add End Users to your Korbyt tenant

• Adding a Single Users
• One Time Import Through CSV File
• Schedule Import Through CSV File
• Azure Active Directory Import

Optional First Step – Creating User Attributes

If you will be creating different Audiences in your tenant so that they can receive different messages these audiences can be managed dynamically using User Attributes. The alternative to a Dynamic Audience is one that would have to be managed manually.

If you are using Azure AD Integrations, you can create Audiences from Azure groups

The section at the end of this article reviews How to Create User Attributes

Add A Single User

To add a  single user one at a time follow the steps below:

• In the Users screen described above Click on the Add Users button and Select Single Users
  
•  Fill the required information (*)
  
• Click on the button to Select the Audience.  The Audience section is where all the available audiences can be found. NOTE: An audience must first be created to be available in the list of options.  The steps to create an audience are listed in the next section below.  In this example the audience has already been created.
  
• Click on the Done button to complete selecting the Audience(s)
• Then Click on the Save Button to complete the action of adding a User
• The employee contact is created. The Edit, Export User, Impersonate Desktop View, Send Notification and Archive Actions are available.
  
• The user(s) are then imported and listed in the End User section

Back to Agenda

One-Time Import of a List of Users

To import a list of employees through a One-Time Import follow the steps below:

• In the Users screen described above Click on the Add Users button and Select One Time Import
  

• Click Download Template to get a CSV File with the correct columns and example information
  
• Navigate to the Downloads Folder on your Computer and you will see the template file
• Populate the file with your list of employees and save
  
• Fill in the CSV File with your values
  • first_name: Must contain a value.
  • last_name: Must contain a value.
  • email: Must be a unique value. You can leave this field blank. However, we recommend that you include an email address to ensure the highest degree of reach.
  • username: Must be a unique value. You can leave this field blank
  • phone_mobile: Must be a unique value. If you are loading email address, you can leave this field blank.  If you are using username only, mobile number is required.
  • international_code: This is the country code for mobile phone numbers such as 1 for US numbers. If you load mobile number, this field is required.  Otherwise, you can leave this field blank.
• If you include any user attributes in your CSV import file that are not defined in your Korbyt Anywhere settings such as Department and Location, your file will still load but those attributes will be ignored. See the User Attributes Section of this article
• Back in Korbyt, click on Select CSV file link to select the file.
  
• Locate your completed CSV file, select the file and click Open
  
• Once the file is selected, click on the “Validate and Preview” button.
  
• The Validate and Preview will show the employees on the file.
  • You have the Option to Remove Users who are no longer on the file by checking the box in the upper right
  • This will add new users and archive anyone no longer present on the CSV File
• Review that all info is correct and click on the Import or Cancel button.
  
• The user(s) are then imported and listed in the End User section

Back to Agenda

Scheduled Import of a List of Users

• In the Users screen described above Click on the Add Users button and Select Scheduled Import
  

• Click Download Template to get a CSV File with the correct columns and example information
  
• Navigate to the Downloads Folder on your Computer and you will see the template file
• Populate the file with your list of employees and save
  
• Fill in the CSV File with your values
  • first_name: Must contain a value.
  • last_name: Must contain a value.
  • email: Must be a unique value. You can leave this field blank. However, we recommend that you include an email address to ensure the highest degree of reach.
  • username: Must be a unique value. You can leave this field blank
  • phone_mobile: Must be a unique value. If you are loading email address, you can leave this field blank.  If you are using username only, mobile number is required.
  • international_code: This is the country code for mobile phone numbers such as 1 for US numbers. If you load mobile number, this field is required.  Otherwise, you can leave this field blank.
• If you include any user attributes in your CSV import file that are not defined in your Korbyt Anywhere settings such as Department and Location, your file will still load but those attributes will be ignored. See the User Attributes Section of this article
• Back in Korbyt, click on Select CSV File link to select the file
• In this interface you will be able to select a CSV File from your Media Manager
  • You can Drag and Drop the File into this window if you have not already uploaded the file to Korbyt
• Once the file is selected, click on the “Validate and Preview” button.
  
• The Validate and Preview will show the employees on the file.
  • You have the Option to Remove Users who are no longer on the file by checking the box in the upper right
  • This will add new users and archive anyone no longer present on the CSV File
• Review that all info is correct and click on the Import or Cancel button.
  
• The user(s) are then imported and listed in the End User section
• The File will be re-checked every 24 hours

• To update the Users, Load an updated copy of the CSV File to the Media Manager
  • Make sure to use the same file name, and check the box to Overwrite media if the File already exists
    
  • Now when the schedule runs again and checks the updated file it will add and remove users as you have specified.

Back to Agenda

Creating User Attributes (Optional)

• Creating User Attributes in the settings allows you to apply those attributes to your end users when they are loaded into the system, and you can then create an audience of users based on that attribute rather than manual selection
• This step is optional, but will mean that creating different audiences will be done through manual selection of members
• If you are going to use Attributes, they should be created in the system before End Users are added
• To set User Attributes Navigate to the CMS Settings by clicking the gear icon  in the upper right, then scroll down on the General Tab or  select the Mobile & Web Tab depending on your services
  

• You can then Name your Attribute
  • For example, “Job Title” or “Role” or “Location”
  • What ever the name of the attribute is that will separate your users into groups
• Select the Type
  • This will define the space this information is entered
  • We recommend Lookup as a type with multiple predefined options, you can then define those options that will be available
    • For example, a list of Job Roles, or Locations
  • Boolean as an option when the selection either “Yes or No”
    • For example, If the Employee is a remote worker
  • Defining these attributes in settings will make them available to assign to end users both individually and through CSV file import

Back to Agenda

Importing Users from Azure Active Directory

Korbyt Anywhere provides integration with Azure AD for secure and scalable user management and single sign on, allowing a customer’s employees to login to the Korbyt Anywhere CMS, Desktop, and Mobile applications using
their Azure AD credentials.

This process will require configuring both your Korbyt Tenant as well as your Microsoft Azure services. Your IT Department, as well as Korbyt Professional Services will likely be involved in the process.

This document provides high-level insight into the process steps.

There are three main steps in the setup process:

• Granting Access: In your MS Azure service you must grant Korbyt Anywhere access to the desired Azure AD groups
  • In Azure – Registering an app on the Azure app registration portal
  • In Azure – Confirming permissions for Microsoft Graph on the app
    • Microsoft Graph API permissions are required for integration with Azure AD
    • This article lists the specific Microsoft Graph API Permissions Required by Korbyt
  • In Azure – Obtaining Administrator consent
  • In Azure – Generating a Client Secret
  • Recording the details from these steps as they will be used in Korbyt to create the connection

• Importing Users: Inside Korbyt Anywhere, setting the information so that Korbyt can automatically create a corresponding CMS
  and/or Desktop or Mobile user for each employee it detects in the customer’s designated Azure groups
  • In Korbyt – Enter User Import Parameters
    • Open the Mega Menu, in the  Advanced section select Azure AD
    • Click the pink +Add New Azure Users button and enter the details you established in the first steps
      
    • Click Save
  • In Korbyt – Map Azure Fields to Employee Metadata
    • This will allow you to select the Azure AD Fields you would like to make part of the employee record in Korbyt
      
  • In Korbyt – Filter By Group
    • If specified, the import process will only add users that are members of selected groups. This can be helpful if you have a large number of users and you only wan to import a subset of those uses
    • In the Azure Menu, use the Action to select Filter By Group
      
  • Now Established the Azure AD and Korbyt will communicate periodically to match the users that should be in Korbyt based on the information in your Azure AD.

• Employee Login: Once the import is processed and complete, an employee will be able
  to log in to Korbyt Anywhere using their Azure credentials

Back to Agenda

The post How to Manage End Users of Desktop(InView) or Mobile, Web, & Email appeared first on Korbyt Knowledge Base.

Guide Agenda

Click on a Section or Scroll Down Through the Steps

.

Logging In

• To log into the Korbyt Anywhere Content Management System (CMS) navigate to Korbyt.com/login
  • Chrome or Edge web browser are required for full functionality
• Enter your email address and password
  • Or use the SSO service configured for your tenant
• When you login you will be viewing the dashboard for your service
  • Navigation in the system is done through icons at the top of the screen

Navigating the Mega Menu

1. The Hamburger ICON in the upper left opens the Mega Menu
   • Giving access to all the features and services in the account
2. The Gear Icon in the upper right opens the settings menu
   • Letting administrators set system wide controls like Branding and Interaction Options
3. Hovering over the profile picture outline in the upper right corner will open the User Profile and the CMS User Management options
   • Letting individuals set a profile picture
   • Letting Administrator Manage and Add other CMS Users who can manage the system

If you need to add other CMS Users to the system the article How to Manage CMS Users will take you through those steps

Back to Agenda

.

Setting Logos, Icons, and a Color Scheme

• You can customize the Korbyt Anywhere platform to match and promote your company’s branding through the Content Management System
• This will affect the Mobile and Web experience your audience will see, not the appearance of the CMS itself
• To Set the branding for your interface Navigate to the CMS Settings by clicking the gear icon  in the upper right.
• The General tab is selected by default and contains settings for branding your tenant.

• You should set the following at a minimum to ensure that the audience understands that this is your service
  • Colors: Set primary, secondary, and tertiary colors to match your brand standards or preferences
    • These will be used throughout the Mobile and Web experience
  • Horizontal & Stacked Logo which appears in both the Mobile and Web login screen and header
    • Should be a PNG sized 120px x 60px
  • More details on branding settings can be found in the following Knowledge base Articles
    • Updating your Branding
    • Branding Guidelines

Establishing User Generated Content Preferences

The Mobile, and Web system is designed with interactivity in mind, that’s why it is a best practice to enable features such as User Generated Posts and other features that will allow you audience to feel involved.

• To Set Global settings for the end user interaction Navigate to the CMS Settings by clicking the gear icon  in the upper right, then select Mobile & Web
  
• After they have been enabled system wide they can be controlled in more detail within specific categories and posts.
  • For example, Comments can be allowed in general but if a post from the HR department should not allow comments they can be disabled on that specific post

Back to Agenda

.

Adding End Users

• End Users are those who will be logging into and viewing the Mobile and Web experience. These users can be added manually one at a time, or imported using a CSV file
  • End Users are different than CMS Users who log into the Content Management System
  • If you are interested in having the system group users together into different audiences based on selected criteria you should first review the option User Attributes section of this guide
• To add End Users, Open the Mega Menu by clicking the hamburger icon in the upper left, then Select Users under the Users & Audiences heading

• On the Users screen you can use the Add Users dropdown to start adding users

• Adding a Single User (one at time) will require setting each users information
  • Required are First Name, Last Name, and either an Email or a Username that the users will use to log into the service

• Adding users through either a One-Time Import or Scheduled Import will involved using a CSV file to fill in users information
  • When you select either One-Time Import or Scheduled Import a dialog box will open which will allow you to download a template that will have columns identified for where specific information is filled in
• 
  • You can then upload your completed CSV File, Validate and Preview, and then Import your Users
  • For more detailed information please visit these Knowledge Base Articles
    • Adding Users Manually to the Korbyt Anywhere Platform
    • Using a CSV File to Import Users
• If you are interested in defining your users into separate Audiences you should look at the Optional Steps in this guide for Creating User Attributes and Creating Audiences

Creating Categories (Optional in general, but required to allow User Generated Content)

• Categories group posts together based on the type of post they are
  • For example, a Sales Enablement Category that groups together sales tips and strategies
• Categories is where End Users Generated Content can be allowed to post to
  • Continuing our previous example, allowing End Users to submit their own sales tips
  • This User Generated Content can be set require an audit and approval before being posted, or automatically post to the category
  • End Users can only create posts that go to specific allowed Categories
• The Knowledge Base Article – Creating Categories – will take you through the steps of creating a category

Back to Agenda

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Composing a Post

• CMS Users can create Newsfeed posts with more control than an end user can submitting content through their Mobile or Web experience
• To create a Post through the CMS Start by click the Plus sign in the upper right, this is a short cut to the Add Post options

• This will take you to the Add Post options where you can compose the item

• 1 – Select your Post Type (required)
  • Depending on the post type you select there will be different fields that become available

• 2 – Create the Post Headline (required)
  • All Post types need a Headline or Title
• 3 – Create a post description (optional)
  • All Post types have an optional description section that will be viewable in the Newsfeed along with the title
• 4 – Select and Audience or Category for the Post to publish into (required)
  • If you have not taken the step to create Categories you will be posting to the Global Audiences
    • Click the Audiences button
    • Then check the Global Audience box
      
    • If you have created Categories you will be able to publish the Post to those specific areas instead of to the Global Audience
• 5 – Publish / Save / Preview / Exit
  • At anytime you can save the Post as a draft and return later
  • Before you click Publish you may want to examine your Publishing Options

Publishing Options

In the Post Settings, below setting the Audience/Category there are several other options that can define how the post is published

Setting	Description
Private Draft	Saves the post as a private draft. CMS users won’t be able to see it. The post will only be visible to you until you choose to disable private draft or publish the post.
Featured	Displays the post in the featured section with the Korbyt Anywhere mobile app and web interface. In the Korbyt Anywhere mobile app, users will see all featured posts that are targeted to them and any posts that are in a subscribed category. In the Korbyt Anywhere web interface, users will see the four most recently featured posts that are being targeted to them and any posts that are in a subscribed category.
Likable	Displays a heart icon  in the Engagement section within the post. Users can click it to express that they like the post.
Comments	Displays a comment icon  in the Engagement section within the post. Users can click it to initiate a discussion.
Shareable	Displays a share icon  in the Engagement section within the post. User can click it to share the post to Facebook, LinkedIn, or Twitter.
Translatable	Gives users the ability to translate the post to other languages.
Author Selection	Gives users the ability to designate an author for a particular post. This may not be the person who initially created the post.
Label Option	Draws more attention to a post.
Schedule	Specifies a start and end date for the post based on a specific timezone.
Tags	Allows you to organize your content for future analysis.  Keep in mind these are not post tags so they will not carry through to the end user experience for the Korbyt Anywhere mobile app or web interface.
Promote	Allows you to send an email or push notification to users when you publish new posts.

• These Knowledge Base articles provide more detail on create a post
  • Using the CMS to Create Posts

Back to Agenda

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• Once you have set up your Mobile and Web service and you are ready to have your end users start using the platform the following articles will help them understand how to log into and interact with the service
  • Getting Started with the Mobile App KB Article
• If you have enabled User Generated Content, you users can submit post following these steps
  • Using the Mobile App to Create Posts
  • Using the Web Experience to Create Posts

Back to Agenda

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Creating User Attributes (Optional)

• Creating User Attributes in the settings allows you to apply those attributes to your end users when they are loaded into the system, and you can then create an audience of users based on that attribute rather than manual selection
• This step is optional, but will mean that creating different audiences will be done through manual selection of members
• If you are going to use Attributes, they should be created in the system before End Users are added
• To set User Attributes Navigate to the CMS Settings by clicking the gear icon  in the upper right, then select Mobile & Web
  
  • You can then Name your Attribute
    • For example, “Job Title” or “Role” or “Location”
    • What ever the name of the attribute is that will separate your users into groups
  • Select the Type
    • This will define the space this information is entered
    • We recommend Lookup as a type with multiple predefined options, you can then define those options that will be available
      • For example, a list of Job Roles, or Locations
    • Boolean as an option when the selection either “Yes or No”
      • For example, If the Employee is a remote worker
    • Defining these attributes in settings will make them available to assign to end users both individually and through CSV file import

Creating Audiences (Optional)

• Audiences can be created in the Mobile, Web, and Email system to create targeted posts, email messages, and experiences for different users
  • For example, a Newsfeed Post that specifically applies to Sales team members can be published specifically to a Sales Audience, if that audience has been created and defined
• This step is optional, but suggested
  • Taking the time to create Audiences and publish posts that are specific to an audience creates a stronger connection with your End Users because posts that they see are of interest to them
• The Knowledge Base Article – Creating Audiences can take you through the steps of creating an audience

Back to Agenda

The post Quick Start Guide for Mobile, Web, & Email appeared first on Korbyt Knowledge Base.

The New Page landing page for the Knowledge Base is https://product.korbyt.com/help

The new version of this specific article can be found at: https://product.korbyt.com/help/articles/7681581-newsfeed-posts#exo81o0ibde

Please update any of your bookmarks to the new Knowledge Base

For assistance on using the new Knowledge Base, we have a Welcome to the New Korbyt Knowledge Base guide

The new Korbyt Product Page also has sections for submitting feedback on system improvements, a view of our Roadmap of upcoming enhancements, and a change log of all updates.

You can configure the following settings for any given post:

Setting	Description
Audience or Category (Required to Publish)	Allows you to target posts. Categories play an important role in personalization. It’s recommended that posts be associated to one or more categories. Audiences post directly to the news feed and override any personalizations.
Private Draft	Saves the post as a private draft. CMS users won’t be able to see it. The post will only be visible to you until you choose to disable private draft or publish the post.
Featured	Displays the post in the featured section with the Korbyt Anywhere mobile app and web interface. In the Korbyt Anywhere mobile app, users will see all featured posts that are targeted to them and any posts that are in a subscribed category. In the Korbyt Anywhere web interface, users will see the four most recently featured posts that are being targeted to them and any posts that are in a subscribed category.
Likable	Displays a heart icon  in the Engagement section within the post. Users can click it to express that they like the post.
Comments	Displays a comment icon  in the Engagement section within the post. Users can click it to initiate a discussion.
Shareable	Displays a share icon  in the Engagement section within the post. User can click it to share the post to Facebook, LinkedIn, or Twitter.
Translatable	Gives users the ability to translate the post to other languages.
Author Selection	Gives users the ability to designate an author for a particular post. This may not be the person who initially created the post.
Label Option	Draws more attention to a post.
Schedule	Specifies a start and end date for the post based on a specific timezone.
Tags	Allows you to organize your content for future analysis.  Keep in mind these are not post tags so they will not carry through to the end user experience for the Korbyt Anywhere mobile app or web interface.
Promote	Allows you to send an email or push notification to users when you publish new posts.

The post Post Settings appeared first on Korbyt Knowledge Base.

The New Page landing page for the Knowledge Base is https://product.korbyt.com/help

The new version of this specific article can be found at: https://product.korbyt.com/help/articles/7681581-newsfeed-posts#zoik3bbet3e

Please update any of your bookmarks to the new Knowledge Base

For assistance on using the new Knowledge Base, we have a Welcome to the New Korbyt Knowledge Base guide

The new Korbyt Product Page also has sections for submitting feedback on system improvements, a view of our Roadmap of upcoming enhancements, and a change log of all updates.

At Korbyt, we understand that there are limits to how many characters can be displayed in a single post field.  To give your users the best experience possible, we standardized the character limits across key fields.

There are two types of character limits for post fields:

• Soft limits are the recommended character count for a field. While it’s possible to type beyond the soft limit for a field, the best practice is to strictly adhere to the limit.  If you exceed the soft limit, your user may be presented with a “…more” option so that they can see all the characters. Otherwise, the excess characters will be truncated.
• Hard limits are the maximum character count allowed for a field. You can’t type beyond the hard limit for a field.

The post Post Character Count Limits appeared first on Korbyt Knowledge Base.