Content Manager Roadmap

While there are may things a Content Manager can do, they don't need to be done all at once. This is a Roadmap for a new Content Manager, highlighting the first steps which should be performed.

You're not a Content Manager, so you won't be able to do many of the things described on this page.

Using Help
Since you're reading this, you've completed the first task! To get full value, note each Help page has the same basic structure allowing you to search and navigate through other topics. See more details at Using Help Center. And, if that doesn't help, send TrustedPeer Support a message!
Adding Users
There are three basic ways of adding users:
  • Automatically, if configured for institutional Single Sign-On (SSO).
    (This site is enabled for Google SSO, but not for institutional SSO. Auto-create is supported only for institutional SSO. Contact support if you would like to investigate this possibility.)
  • Manually, by adding users one-by-one
  • In bulk, by uploading a spreadsheet (CSV) file. Bulk upload also allows you to add more information associated with each new user such as phone number and expertise.

For details on any of these methods, see Adding Users.

Getting Users Engaged
Adding users is easy, getting them to actually use any new tool is hard. There are three critical elements:
  1. They have to know about TrustedPeer Entrepreneurship.
  2. They have to know why they should be using this site.
  3. They have to know how to use the site.

For details and hints see Increasing User Engagement.

Updating Search and Browse Categories
Browse example The network of Peers provides a database of individuals who can be called upon to help your users. We provide a basic set of categories, but you'll need to work with this taxonomy to make it more useful to your user community.

If nothing else, you'll should to assign your Peers to one or more categories to make them easier to find.

Users will also be able to use Search to match names or keywords, but we find most users start with browsing the set of categories to familiarize themselves with the set of Peers.

You'll use the Taxonomy Editor to change the categories and to add or remove Peers from particular categories. Any one can be in any number of categories.

Messaging Users
We recommend you use your "real" email for initially contacting users as a way to establish trust and introduce them to the platform: The first message from a TrustedPeer platform with a return email address may land in their spam folder.

However, once the connection has been made, you'll find using this platform offers many ways to contact large groups of users through the use of built-in aliases.

Additionally, messages are coordinated with activities (e.g., meeting scheduling, program "chat") so the context of the messages is maintained. Messages are also permanantly stored on the platform, accessible from desktop and mobile devices. Users can directly reply to emails, with the replies also being attached to the appropriate context (meeting, chat) automatically. (See Replying to Emails.)

Use Messaging to:

  • Prompt users to action: schedule a meeting, update status.
  • Notify them of updates: new mentors available, updated event schedule
  • Check on inactivity issues: no recent logins, no status updates
  • Make announcements: winner of accelerator bake-off, new programs

For details on using Messaging, see Messages and Inbox. For more on message aliases, see Message Aliases.

See also:


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