docs.google.com

youtube.com

library.oneguideportal.com

Add and Configure a Portfolio Expert

Add a Portfolio Collection

This is helpful if you have a post you only want certain users to see. For example, you may want a CEO starter kit to only be accessible to people who are CEOs.

Restrict access to a post

Remove a User

On most registration forms, a user is able to select that they need editor access which is automatically granted (while notifying site administrators). If an existing site user needs editor access, an editor can make this change simply.

Give a User Editor Access

Tags are primarily used to gate content and permissions. For example, I may want a specific portfolio post to only be accessible to CEOs in the portfolio. Tags are also one way users can join groups. Users are expected to fill out their own profiles (and are prompted to do so) but you can fill in information on the back end if you'd like.

Edit a User's Tags and Profile

Groups are a great way for portfolio leaders to connect and engage with each other. If you are an "Organizer" of a group, you can configure the group setting and manage a group's members.

Manage Groups Options and Permissions

OneGuide Portal Walkthroughs

OneGuide's event functionality allows you to create event landing pages with an embedded registration and automatic calendar invitation for attendees.

Create an Event

This is helpful if you'd like a list of users who are CEOs, for example. You can also export a list of users (and their email, name, and tags) in a CSV format for Excel/Sheets.

View and export users by tag/role

With annotations, you can provide comments from your firm on any content from OneGuide. Only site editors can add annotations, and published annotations are visible to all site users. Annotations are useful for providiing additional context (e.g. "this is a great guide for...." or "Sandy at our firm has lots of experience with this topic..." or "if you're working on this problem, consider...."

Annotate a Guide

Add a Portfolio Expert

This is best for resources including blog posts, PDFs, templates, and more.

OneGuide Portal Walkthroughs

Add & Edit Content

Manage Site Users

Manage Groups