You will be set up as a Project Lead and/or Project Author on a particular project (or multiple projects) by your Site Administrator. Assigned Project Managers and Project Authors have slightly different permissions:

• Project Lead - ability to add /edit content, view results and publish live changes within their assigned project. Project Managers do not have the ability to create new projects or add members.
• Project Author - ability to only add/edit content and view results within their assigned project. They must submit changes made to any pages to the Project Manager or Site Admin for approval.

Your Site Admin will provide your username and password to log into the site. If you have not received your log in details, please contact your internal Site Admin of the platform.

Only Site Admins can launch new projects. Once the project has been launched you can start to add and manage your content.

Adding Content

To add content, click on the toolbox from the toolbar. Once you have found the desired block, click (and hold) the tool icon and drag it onto the site into a block area.

You will notice that the existing content on your site will highlight in green. When you drag the tool around the page, you will see several thicker green lines, which indicate where your block will be placed.

Editing Content

To edit content, click on the Edit button on the toolbar.

Hover over the content you would like to edit and then left click on it. A dropdown list will appear in which you must select Edit block.

For more instructions on how to edit and add content, please view Add and edit content.

Saving and Publishing

Once you have finished editing/adding content on your project page, you must click the Save icon on the toolbar. This will provide you with three options:

• Save Changes - clicking the green Save Changes button will only save changes of the current project page. Assigned users to the project can view these changes, however these changes will not be visible to the public until published

• Submit to Workflow or Publish Changes - clicking on this blue button will publish the changes to the public. If the button reads Submit to workflow (Project Authors), these changes will need to be approved by Site Admins, Team Leaders or Project Lead before published live. A notification email will be sent out to relevant Site Admins, Team Leaders or Project Lead to approve/reject changes. A notification will appear on the project page after you have selected Submit to workflow to approve the page as well. For Project Lead's, the button will read 'Publish Changes' since they have the ability to publish their changes directly to the live site.
• Discard Draft or Discard Changes - the Discard Changes button deletes the draft project page and all the content that you have created. This button is only available when the project is in draft mode. The Discard Changes button is only available after your page has been published (no longer in draft). The Discard Changes button would delete the changes that you have made since last saving/publishing changes.

Engagement management

Using Social Pinpoint, your Site Admin can quickly launch new project pages and manage the engagement process through a range of tools. The launch wizard makes it simple to add new projects to your portal, which can then be worked on in draft environments prior to being scheduled for launch.

In-page Editing

Using Social Pinpoint's in-page editing features provides an intuitive editing experience that makes it easy to add and manage content on your engagement sites. Changes can be made directly in the page rather than through a clunky back-end, and the drag and drop interface makes it easy to add new content and arrange it on the ‘project canvas’.

Content management

An integrated File Manager assists you in expertly manage the content on Social Pinpoint. Features include project folders to group content (including bulk file downloads), a replace function to update all instances of a particular file across your site, bulk and built-in image editing tools that let you edit image content without an external application.

Reports

Through the Dashboard you will be able to access your project's report and export it in Excel formats, PDF or (where relevant) GeoJSON for further analysis.

Analytics

Extensive analytics track the behaviour of your users along with the performance of the site, allowing you to measure success and identify what works and what doesn’t.

Private projects

To support deliberative engagement, you can ask your Site Admin to set up a 'Private project' which is only accessible to selected members. You will need the email addresses of people joining the engagement to set this up. This is perfect for running consultations with internal or external stakeholders, community focus groups or citizen juries.

Moderation

Social Pinpoint has 24/7 Moderation. No comments with profanity will be published and any comments that are deemed to fall outside the Moderation Rules will be referred to you for consideration. Talk to your Site Admin about whether you should have pre or post moderation on your engagement.

Accessibility

We believe that everyone should be able to actively participate in shaping the communities around them, regardless of their physical abilities. All of our products are built using Responsive Web Design principles to meet WCAG 2.0 Level AA standards and ensure a functional experience across a range of browsers and devices.

Helpdesk and support

Social Pinpoint's online Helpdesk is available to our Clients 24 hours a day and is serviced during regular business hours. The Helpdesk provides access to our Knowledge Base, which includes documentation on how to use features, best practices, and troubleshooting.

Your organisation will also have a Nominated Support Contact (usually a Site Admin) who lodge technical support tickets through the Helpdesk, which are responded to within the terms of Social Pinpoint's Service Level Agreements. Tickets should be raised for bugs and issues only and your Nominated Support Contact will be able to do this on your behalf.