Beginner’s Guide to Atlas
Welcome to Atlas! This is the place to learn and connect with digital pioneers and social business experts from around the industry - plus you'll find a wealth of resources and knowledge to get the most out of Khoros products and Atlas, the Khoros Community. Quick Start Guide Get registered Find answers Ask others for help or advice Mark posts as solutions (and give kudos) FAQs Access What areas of Atlas do all registered users have access to? What areas of Atlas do customers and partners have access to? How do I request elevated access to different areas of Atlas? Support How can I get help with technical aspects of a Khoros product? I’m having issues logging into Atlas - who should I ask for help? Training Where can I find training materials for Khoros products? How can I get one-on-one coaching for products? Contributing How can I help the community? What is the Titans program? Questions? Where should I post if I have questions? I’m stuck and I could use an assist. Helpful Resources Release Notes & Announcements Khoros Care Khoros Communities - Aurora Khoros Communities - Classic Khoros Marketing Tips & Ideas Khoros Insights Quick Start Guide 1) Get registered On the Atlas homepage, you can register by clicking "Register" at the top right of the navigation bar, then creating a username and password and entering your email address (only used for community notifications). 2) Find answers Use the search bar on the Atlas homepage to find answers to common Khoros product questions You can also find some helpful resources in the Khoros Insights blog under the Discover tab at the top of the page. 3) Ask others for help or advice (Customers and Partners only) Can’t find what you’re looking for? Visit any of the Discussions areas under the Help & Support tab in the top nav bar and click Create New Post to get some help. Be sure to briefly review the Community Guidelines before posting. 4) Mark posts as solutions (and give kudos) (Customers and Partners only) Don’t forget to use the thumbs-up button on helpful posts! If any solution was especially helpful, be sure to choose Accept As Solution at the bottom of the user’s reply. That’s it! If you can, be sure to pay it forward by subscribing to boards where your knowledge might help others, so you can get e-mails to help you chime in on questions from other community members. FAQs Access What areas of Atlas do all registered users have access to? Without customer/partner access, you can view product blogs and release notes for our products, as well as join webinars, and learn about our super user programs. What areas of Atlas do customers and partners have access to? Customers and partners get exclusive access to help and advice from the smartest pros in customer experience, including Khoros experts and other helpful customers. How do I request elevated access to different areas of Atlas? The fastest way to get elevated access is to email [email protected] to request additional access. Support How can I get help with technical aspects of a Khoros product? For help configuring technical aspects of the Khoros platform, or troubleshooting technical issues, please visit our Support Center. If perusing our product docs or asking in our forums doesn't yield an answer, please open a ticket in Support Portal I’m having issues logging into Atlas - who should I ask for help? If you are having issues with Atlas itself, including difficulty logging in or being unable to view restricted articles or discussions, please email [email protected] to request assistance. Training Where can I find training materials for Khoros products? Atlas has a plethora of helpful guides for customers to make the most of our products. To view video guides Check out the Khoros Academy in the top navigation bar (Customers only) Please request access from [email protected] To view written materials Check the Learn tab at the top to view product docs and see written learning resources. How can I get one-on-one coaching for products? Product coaching is a great way to get one-on-one time with one of our helpful products experts. You can email us with a request at [email protected]. Contributing How can I help the community? We’re so glad you want to share your knowledge to benefit others! The best way to contribute is by subscribing to boards where your expertise could help. Visit the relevant board, then click the bell icon at the top right of the page (to the left of the gear icon, not the blue one). You’ll be sent an occasional email letting you know when someone needs help. Jump in, share your knowledge, then bask in the kudos and Accepted Solutions! What is the Titans program? Titans are the best and brightest of our customer experience professionals. You'll notice them being the first to jump in and offer advice and insights for their peers. Questions Where should I post if I have questions? If you’ve already tried searching in the bar at the top and still can’t find an answer to your question, please create a post in one of the Discussions areas under the Help & Support tab. If you’re not sure where to post, try your best to find the most relevant area. Our team will make sure content ends up in the most appropriate location. I’m stuck and I could use an assist Reach out to us at [email protected]. We’re happy to help! 🙂5.1KViewsSign in to react to this post0CommentsHow to Use Atlas
Welcome to the Atlas Community. We've put together this guide to help you perform common tasks on the community, so you can get started participating sooner. Register with the community In order to get the most out of the Atlas community, you'll first need to register an account. Learn how to register and get started using Atlas here. Personalize your community experience Once you've created an account, you can personalize and customize your community experience in several ways. Most community members: Change their community avatar Set common viewing preferences Change your community avatar Changing your avatar is an easy way to personalize your community identity. You can change your avatar as often as you like. Your current avatar appears at the right side of the top navigation bar. To change your avatar: Go to your profile menu at the top right > My Settings. Click on the pencil icon next to your profile photo. Choose a new avatar in one of these ways: Choose a generic avatar from the Community collection on the right. Click the pencil icon on the new pop up to upload an image of yourself from your personal collection. Once you're done, click the Save button. Set your viewing preferences You can control display preferences, including your time zone, the date display format, and the date display style. To set your viewing preferences: Go to your profile menu at the top right > My Settings > Preferences. Click into each field and make the changes you want. Getting the most value out of Atlas Your role on the community A community is a place to search for information, read and post about topics of interest, and learn from each other. You are essential to keeping the community vibrant, even if all you ever do is read messages or articles that someone else has posted. We encourage you to visit often and participate. Ask your toughest questions. Chances are someone has a solution or can point you in the right direction. If you find a solution that works, let others know and pass on your own tips and insights. You might just have the answer someone else needs. Remember to thank community members who have helped you. Show your appreciation by giving kudos to helpful posts, accepting a solution that answers your question, or posting thank-you replies. We want the community to be appropriate, friendly, informative, and fun for everyone. Be sure to read the Community Terms of Service and the community's Rules and Guidelines so that you know what to expect and what is expected of you when you're here. Posting and replying on the community Posting on the community is easy. Simply go to any area you have permission to see and post in, and click the Start a discussion button - or if you are replying to another person’s post or comment, click the text box toward the bottom of the page. After that, type your text in the message editor and click Publish, Post, or Reply. When typing, you can even mention other community members if the community’s @mention feature is enabled. Just type “@” followed by the member’s user name. A pop-up menu appears as you type. Depending on how members have set up their notifications, they might be notified immediately, and you might get your answer super fast. Following the content you’re most interested in Never miss an update on the topics or the content that matters to you most. Use the Follow button at the top right of any area or post, and have the community notify you when someone posts to a board or replies to your question. You can follow forums, blogs, knowledge bases, or any other location in the community. You can even follow a specific post or a tag applied to a post. Note: When you follow a board or tag, you will be notified by email when a new post is created in that board or with the label. To follow a tag: From a particular post with a label, click on the label to filter by that label. Click the grey bell icon at the top right just underneath the navigation bar. Note: Following tags is only in effect for the post or area where you chose to follow content. For example, if you follow a tag named “contest” in board 1, it doesn’t automatically cause you to follow an identically named label in board 2. You must click the bell icon to follow content twice, once for each board. To view and manage your follows: Go to your profile menu at the top right > My Settings > Follows & Notifications. Scroll down till you see the specific area or content for which you want to unfollow. Click the three-dot menu at the right, and then Unfollow. Using images and videos Members can add images and videos while they author their content, depending on their posting permissions. To find this, check the formatting bar in any post or reply you create, then the camera icon and choose to upload the file. Tagging content A tag is a single keyword or phrase that describes the topic, theme, or subject of a post. Tagging is a way to help other users discover content. It's also a way to organize content in the community that you think is related. When you apply tags to a post, you add to the value by providing another way for people to find it. To add a tag: Go to an interesting post or comment. Scroll to the bottom to see the "Add a tag" option Type the keyword or phrase you want to use to tag Select from the options in the dropdown Please note you won't be able to create new tags. To request a new tag be made available in the community, please email [email protected]. Help community members find answers faster with Accepted Solutions An Accepted Solution is a way for you to choose the reply that best answers a question that you've posted. When you accept a solution, both the question and the solution get special icons and links that take you directly from the question to the answer. An Accepted Solutions icon also appears on boards and in search results so you can see which messages have solutions. You can mark a solution as accepted only for questions that you've posted (you started the thread). Community moderators can also mark one of the replies to a message as an accepted solution. To mark a reply as a solution, click Mark as Solution at the bottom left. If you change your mind or if another reply provides an even better answer, you can revoke the first selection and accept the second reply. To revoke an accepted solution, click Options > Not the Solution. You can choose another reply as a solution or leave the question unsolved. Notifications and Private Messages About Notifications Your Notification Feed can be found at the top right on the navigation bar next to your profile photo. It alerts signed-in members about new activity on their content or on their profile. If you have new notifications, you'll see a pink dot appear next to the bell icon. Your feed might include these notifications: Receiving likes on posts Getting your posts accepted as solutions Getting @mentioned in a thread Achieving a new community rank Achieving a new badge Receiving a reply to a message you started Receiving a reply to a message you're following New topics in a board you're following About Private Messenger Private Messenger enables you to send private messages to other community members. Private Messenger has two big advantages over email: You don't have to know the other member's email address or reveal yours to send the note. You can read and send private messages without leaving the community, making it easy to have a quick conversation with another community member. To use Private Messenger, you must be registered and signed in. Also, for increased security, we require all members to agree to a Terms of Use document. The Private Message indicator appears as an envelope at the top right of the navigation bar. When you have new messages, you'll see a pink icon appear above the envelope. To send a private message: Sign in to the community. Click the envelope icon to go to your Private Messages inbox. Click pencil icon to compose a new message. Enter the recipient's Username and fill out the Subject field. Type your message in the Message Body editor. Click Send Message. You can find messages you've sent in the Sent Messages tab. Commonly Asked Questions Why can’t I access certain content or areas of the community? Some content and areas of the community require you to have specific roles or permissions. So, from time to time, you might come across a link to content or an area you don’t have access to. If you believe that you should be able to access the content or area, email us. Where are the Khoros Developer Docs? Khoros Developer Documentation is hosted at https://developer.khoros.com/. How do I register if I’m a Khoros Marketing customer? First, visit the Atlas homepage, then choose Register at the top right and you'll see a Khoros One SSO option. This enables Khoros Marketing users to sign in or register on Atlas via Signal Sign On (SSO). If you use Khoros Marketing and another Khoros product, we recommend you sign in using Marketing SSO. For more FAQs about Marketing SSO, visit Atlas Single Sign-On (SSO) & Registration for Marketing Customers. How do I register if I’m a Khoros Care or Communities customer? Choose to Register on the community homepage and click the Atlas Sign In button to open the Sign In/Register options. Create a username, password, and enter your email, then read and agree to the Terms of Service. Once you've done all that, click Register. The next step is to verify your email. Check your inbox for an email from the Atlas Community ([email protected]), then click the link to verify your email. If you don’t see the email from the Atlas Community after a few minutes, check your spam and promotional folders. If you still don't see the email, please contact us. How can I get Customer access to Atlas? To request additional access to Atlas, customers/partners can email [email protected]. Be sure to include your name, company, and company email. Without customer/partner access, you’re missing out on exclusive forums, knowledge base articles, and much more. You can also use Maia to request customer access. Just open Maia (chat icon in lower-right corner of Atlas page) and type "Customer access to Atlas" to get started. How can I get Case Portal Access? To get Case Portal access, email Support and include this information: Full Name Email Address Atlas Username CompanyViewsSign in to react to this postCommentsAtlas Single Sign-On (SSO) & Registration for Marketing Customers
Marketing customers previously had to email Support or CommunityHelp to gain access to gated content in Atlas if they were using a Marketing Product. On March 17, 2020, we implemented single sign-on (SSO) so these requirements are no longer necessary. If you’re a marketing customer and would like to know more about how SSO will affect your access to Atlas, please read the FAQ below. How can Marketing customers register for Atlas? How can Marketing customers log in to Atlas? How should I log in or register if I use Khoros Marketing and another Khoros product? What if a Marketing customer clicks a link within the Marketing product? What if the Marketing customer uses a different email for Marketing and Atlas? What if the Marketing customer has multiple logins for different Marketing environments? What is SSO? What about Care and Community customers? Still having trouble? How can Marketing customers register for Atlas? The Marketing Customers button will allow Khoros Marketing users (formally Spredfast) to sign or register into Atlas via Signal Sign On (SSO). If you use Khoros Marketing and another Khoros product, we recommend you sign in using Marketing SSO. How can Marketing customers log in to Atlas? Marketing customers will be given the opportunity to log in to Atlas using their Khoros Marketing credentials. If the user has already registered for Atlas, Khoros will utilize SSO, to automatically log them into the page they were trying to get to. How should I log in or register if I use Khoros Marketing and another Khoros product? If you use Khoros Marketing and another Khoros product, we recommend you sign in using Marketing SSO. What if a Marketing customer clicks a link within the Marketing product? If a Marketing customer follows a link to documentation from within a Marketing product, this will trigger the flows above. What if the Marketing customer uses a different email for Marketing and Atlas? They will need to update their Atlas email to match the email they use for the Marketing platform. They can change their email address in their email settings page. If the user doesn’t change their email, they will have duplicate accounts. What if the Marketing customer has multiple logins for different Marketing environments? They can either set up multiple Atlas profiles or choose to log in with one natively through Atlas. What is SSO? Single sign-on is an authentication scheme that allows a user to log in with a single ID and password to any of several related, yet independent, software systems. What about Care and Community customers? We are investigating ways to provide SSO to all of our customers, but for now, Care and Community customers will still need to request customer access by emailing [email protected]. For more details, visit How to Register for Atlas. Still having trouble? Email us at [email protected] and we’ll help.ViewsSign in to react to this postCommentsHow to Register for Atlas
If you haven't already registered for Atlas, the Khoros community, this tutorial will show you how. All you need is a username, password, and a valid company email address. After you register, you can post to the community, receive email notifications, and lots more. It's quick and it's free! Option 1. Marketing Customers Registration Click on Register at the top right of the community, then the Khoros One SSO option. Learn more about logging in via SSO here. Option 2. Manual Registration Registering for Atlas Verifying your email Requesting Customer Access (if applicable) Requesting Case Portal Access (if applicable) 1.) Visit community.khoros.com. 2.) Click Register at the top-right corner. 3.) Click Register Now. 4.) Fill out the form and read and accept the Terms of Service. 5.) After you register, you must verify your email. Check your inbox and look for an email from the Atlas Community ([email protected]) and click the link to verify your email. If you don’t see the email after a few minutes, check your spam and promotional folders. If you still don't see the email, please contact us at [email protected]. 6.) If you are NOT a Khoros customer or partner, your registration is now complete. Welcome to Atlas! 7.) Customers and partners, once you have registered, please email [email protected] to request elevated access to Atlas. Without customer/partner access, you’re missing out on exclusive forums, customer ideas, the knowledge base articles, and much more! So don't hesitate to reach out, we'll get you sorted. 8.) If you also need access to Khoros Support Case Portal, please sign up here. Further instructions on signing up for Khoros Support here. SSO is used in the Atlas community and will not work in the Khoros Support Case Portal. You will need to make an account. Once you’re registered, visit the About Our Community area for more resources. Do you have any questions? Email us at [email protected]!ViewsSign in to react to this postComments
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