The Basics is a collection of tutorials that have been designed to introduce new users to key aspects of the Jostle platform without getting too "in-depth". The topics covered here are Interface Orientation and Adding People.
Interface Orientation
This section provide a quick introduction to the Main Nav Panel, which is how you access the main functions of the platform.
Search
Click on Search to find things across the entire platform.
Tasks
Actions things from your own to-dos to system created tasks (like Sign Off) to tasks that arrive from other tools, via our APIs.
Views
Each "view" is a single goto place that is best in class for what it does. The content in each view is targeted, so you should only see things that are relevant to you.
- Activity is an org-wide feed that brings everyone together in the moment. Shout-Outs live here
- News is whats new, both org-wide and with your project team
- Events is a calendar of your organization’s events
- Discussions is group chats and direct messaging
- People is a visual employee directory
- Library is your organization's knowledge base of files, forms, and videos
- Teams is org chart for the entire organization, committees, and projects
- Listings* is a place to offer/take anything from used furniture, to work shirts, to volunteering opportunities
- Links* makes it easy to find other resources and tools
*name can be customized per organization
Profile
Click on your name/avatar to access your User Profile or pull up the Action Menu (three dots) to access your Preferences or Log out.
Help
Get the help you need, report a problem, and find our documentation.
Admin Settings
This link will appear only for System Admins and is where you configure and control access to platform.
Resource Center
Click on the round "book" icon at the bottom of the Main Nav Panel to open our Resource Center where you can access click-through tours and submit feature requests.
Adding People
Jostle is a very people-centric platform. Here's how to add others to help you get the platform ready to launch.
Click the Admin Settings link at the bottom of the Main Nav Panel and go to Accounts and Data > Create a New User. You can also take a shortcut to this page right from the Main Nav Panel via the Action Menu (three dots) to the right of Admin Settings.
On the Create a New User page, there are 3 key fields you must populate:
- First Name
- Last Name
- Work Email
By default, the user’s Username will be their email address.
Note: Usernames are only used for logging into the platform.
Populate any remaining fields with any additional info you have and once you're done, scroll up to the top of the screen and do either of the following:
- Click on the "Create and Invite" button (for someone you want to join Jostle immediately). You should click this button if you just entered the details of someone who’ll be helping set-up your platform. They’ll be sent an e-mail with their log-in link. This will get them into the platform as a regular user—you’ll likely also want to assign some admin rights to them.
- Click on the "Create and Add to Pending Invite List" button (for someone you want to join at a later date). Use this option if you entered the information of a person who is not part of your platform setup team. This will save that person’s profile, but an invite won’t be sent to join the platform until you’re ready.
If you want to learn how to upload more than one profile out a time, check out The Basics: Bulk Uploading.
5 Comments