Administrators can set several platform-wide or community-wide defaults. This document highlights those settings. It is advised to review these settings prior to on-boarding users to the platform.
- General. Set platform time zone, language, and user privileges for the community wall.
- Security. Set restricted IP addresses.
- Customer date filters. Set default time periods for application filters and create custom date range filters.
- Site Appearance. Customize site brand.
Click on the platform administrator gear in the upper right hand corner of the screen. Select Community.
Options are organized under four headings.
Let's start with the General settings
Here is where you can Name your account, set platform time zone, set default languages. Today we offer English and Spanish.
Remember to click Save after each input.
Note: Individual users can set their local time and language settings. This is done within their Account settings function from their drop down profile button in the upper right corner of their screen.
Now, scroll down the General settings page to Feed. Feed is another term for the Community wall. If you have the Community wall turned on, this application allows any user to engage on a workplace social community wall. User privileges on the community wall can be restricted.
As a reminder, here is a view of the Community wall. Users can Post comments, Questions, or Ideas. They can Recognize one another with customized badges. They can participate in Polls posted to the wall.
To configure user privileges on the wall, go to the General settings page for Community, scroll down to Feed, set various parameters.
- Create polls. A poll is typically a one-question survey posted to the wall that users can submit. E.g., would you prefer pizza or sandwiches for lunch on Friday? Results are automatically also posted to the wall. You can limit posts of polls to just administrators or open it to team leaders by checking the box. Or open it to Agents as well.
- Agent privileges in the general feed. Enable these functions for Agents by clicking the boxes. Can they publish posts and comments? Can they like posts? Can they share files on the community wall?
- Gifs. PlayVox provides access to a web site of general gif files for posts. You can choose to turn access on or off for all users. Click the box to enable access to gif files for posting.
Scroll down further on this page to configure use of Recognition badges. Again, if you have the Community wall turned on, you have access to the PlayVox recognition badge system to publicly recognize employees for achievement. Clicking on the Recognize function on the wall opens a library of badges to be used.
A standard set of badges is provided on the platform, or you can create custom badges. Go to the Recognitions option under the Administrator gear to learn more.
Under the General Community settings page, you can set user privileges for posting recognition badges to the Community wall. You can restrict badge postings to team leaders and administrators. Or check the box for Agent to agent recognition to allow agents to recognize their peers on the wall. Also, you can expose the default badges provided with the PlayVox platform by checking the Default badges box. If not checked, only custom badges will be displayed.
Next, set security considerations.
PlayVox's access restriction by specific IP addresses is possible. It means that only users represented by these IP addresses are able to log in to PlayVox.
You can define specific IP addresses by entering your IP address then press enter or you can specify an IP range using IP subnet mask syntax. For example, 192.168.123.0/25 specifies all the IP addresses between 192.168.123.0 and 192.168.123.127.
Steps to set IP restrictions:
- click the gear icon in the top right sidebar, then select Community and press enter
- select the Security tab
- click the check box for Enabled under IP restriction
- in the IP Restrictions section enter the supported IP addresses or ranges.
You can also set Authentication options. Set passcode failure options like Captcha.
And set sign in by email and password, Google sign on, or Salesforce sign on. Or set a combination of the three. This setting will automatically configure the sign on page for each type of authentication.
Next, set defaults for time periods and filters
Next, set defaults for time periods and create custom time filters. The PlayVox platform uses a consistent model for selecting time periods for quality evaluations, performance data, coachings, and more.
To set the default time period for this drop down window, go to the Community setting under the administrator gear. Select Custom date filters on the Community settings page. Click on the field next to Select your default filter. Select the period of time. This time period will be the period for data presented to users as they click through to a new page. E.g., Quality Evaluation reports by agent will open to the default date period you set here. You can set the default from the drop down window. This default is applied to all applications and for all users.
On the same page, you can also create custom filters for time periods. Click on 'Add custom filter'. Name the filter in the left column. Set the starting and ending date period. This custom filter is extremely useful for businesses with monthly periods that do not begin or end on the first and last day of the calendar month
The custom filters for time periods will now show up in the time filter drop down window. Any user platform wide will have access to these custom filters in the drop down window.
Customize the site appearance
Last, you can customize the appearance of your PlayVox site to be consistent with your company brand. Click on the Appearance page for Community settings.
You can select one of several pre-set color themes. Or select Custom to select colors of your choosing for navigation bars, navigation text, hover text, etc. You can even upload a company logo displayed in the top left corner of the main navigation bar. Best practice is to upload a transparent logo file for display.
You have successfully configured platform-side options.