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Connect Access Portal Manual

1. 5 A gray pop up window will appear and will include the entire recipient s phone numbers email addresses and SMS enabled numbers 6 Check the box next to the number or email address s that you would like to receive messages from that group 7 Click the black Save button when you re done The Delivery Preferences for the subscribed group will be updated 62 Page Updating User Settings Aside from your recipients managing their contact information Recipients their Portal account information such as their login email password and can also manage name Your recipients can access their login credentials by clicking their name in the top right corner and select User Settings The User Settings page will open and your User can modify their information User Settings Change the password for your portal account Login Email First Name William Last Name Shakespeare Choose a Password Confirm Password Delete Account Cancel Deleting an account If one of your Recipients needs to leave your school or district they can manually delete their portal account from the User Settings Page To delete an account 1 Click your name and select User Settings ick 3 Click OK on the confirmation pop up window or click Cancel to return to the User Settings page Are you sure you wantto permanently delete your account and all associated information OK 63 Page Appendix FA
2. DEMO ACCOUNT Add Device Language Preferences O m mammae ae f I Edit 2 Mouse over the email you want to edit and click the est button to the right of your email address 3 Click OK on the confirmation pop up or click Cance to return to the Contact Info Page 56 Page Managing your Associations Closed Portals If you have setup your Portal to be Closed recipients will be required to associate themselves with their Student or their Blackboard Connect account However if parents are guardians have more than one student attending your school or district Recipients will be able to log into the Blackboard Connect Portal and add or remove their student s to their account William Shakespeare Adding Additional Students 1 Click your name in the top right corner of the screen and select contact info Contact Info subscriptions user settings 2 Select the Find Contacts tab on the left side of the screen and type the student or employee ID the Reference Code in your Contacts in the sign out Identification Code field Click Submit when you re done Please enter the identification code for the contact Contact Info d50 a664 9215b758792a Submit Please enter the identification code for the contact Subscriptions fdd03e16 249d 4d50 a664 9215b758792a Please enter ONE piece of information on record for this contact that we can use to verify your relationship to them You can enter a pho
3. Search gt 1 contact found Export Contacts Advanced Search Name Site Type Shakespeare William BBC CLIENT CARE UNIVERSITY DE Faculty page 1 of 1 3 Mouse over the Recipient s entry and click the icon to edit the contact Name Site Type J Shakespeare William BBC CLIENT CARE UNIVERSITY DE Faculty a 7 page 1 of 1 4 Check the Split Household option located in the upper right corner of the Edit Contact window Contact Info Message History Maps William Shakespeare indicates Required Field RSS Split Househox 0 c s BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT CLIENT je Type Faculty 987654321 a TA Wiliam Shakespeare 5 Click see Once you have marked the contact as a split household users who subscribe to that contact will be able to associate themselves with a contact record but will not be able to see the information for that recipient 24 Page Searching for Portal Users in Connect 5 Using Connect 5 your Portal Admin will be able to search for users in your Portal You can search for contacts using their phone or SMS text number email address name or the client s username You can also search for Active users who have clicked the Portal activation email link and set their account and security questions To search for Portal Users 1 Home Message Center Recipients Reports Log into your Connect 5 account and open the Admin tab Sites P
4. a blackbo 530 r 530 13 me com Cancel Save Theatre 7 Click the checkbox for each number or email to be used to receive your messages You can also check the All Voice All Email and All Text to include all the contact points for each Message Type Click when you re done to save your changes You will return to the Subscri ption ma nagement Click on a portal group to edit delivery preferences Back to Portal Subscriptions page BBC CLIENT CARE UNIVERSIT amp Notice that your Portal User s er Emergency J J subscriptions will be d t d Outreach Jf if J upaated p O Attendance V v 2012 Athletics School Office Closures I Technology Updates from IT J J J O Theatre 35 Page Removing a Portal User from a Portal Your Portal Admin can Unregister a user from the portal by clicking the X button to the right appears upon hovering or can edit the subscriptions by clicking the Manage Subscriptions pencil The Portal Admin can also subscribe or unsubscribe a user to any group as well as manage the user s preferences for how they would like to receive those types of messages To manage subscriptions for users 1 Open the Admin tab and select Portals on the left side Navigation bar Portal Users 2 Click the button and locate for your Portal User using the search bar 3 Mouse over the user you would like to edit and click the icon located on the right si
5. s aa i pA SITE from the Site pull down menu o contacts assigned W Portal 5 CHECK THE PORTAL CHECK BOX and koia provide a description Not checking this box will a to this aA to opt s ao paar messages about this years not graduation commencement announcements make the group available in your Portal Site 6 Click Assign Contacts to this Group or Assign Dynamic Contacts to this group to add Recipients to the group A e 2 890 Characters remaining 7 Click aes when you re done Once you have created a Portal group you will need to activate the group so it will be listed on your Access Portal List your Portal Groups Once you have finished creating your Portal Group you will need to activate or publish the group to your Portal You can activate your Portal Group in the Admin tab under Portals 38 Page To list your portal group 1 Click the Admin tab located in the navigation menu at the top of your Connect 5 account Home Message Center Recipients Reports Admin 2 Click Portals on the left side navigation pane Home Message Center Recipients Reports Admin Sites Portals Users 3 portals found BBC CLIENT CARE UNIVERSITY DEMO A X Settings Name Type Ponas 4 Blackboard Connect University Closed Subscriptions Deactivate Blackboard Connect University Closed Subscriptions Deactivate Connect 5 University Open Subscriptions Deactivate 3 Locate the Portal you want to activate the group f
6. BBC CLIENT CARE UNIVERSITY DEMO A Name 4 Type Blackboard Connect University Closed Subscriptions Deactivate Blackboard Connect University Closed Subscriptions Deactivate Connect 5 University Open Subscriptions Deactivate af Portals 3 portals found BBC CLIENT CARE UNIVERSITY DEMO A Name Blackboard Connect University Closed Subscriptions Deactivate Blackboard Connect University Closed Subscriptions Deactivate Connect 5 University Open Subscriptions Deactivate page 1 of 7 21 Page 4 Alternatively you can click the Subscriptions link on the right side of the screen 3 portals found Name Blackboard Connect University Blackboard Connect University Connect 5 University BBC CLIENT CARE UNIVERSITY DEMO A v Type Closed S vscriionsJoeactnat Closed Subscriptions Deactivate Open Subscriptions Deactivate page 1 of 1 5 This will open the subscriptions page where your Portal URL will be listed oltes Users Settings Subscriptions Name Blackboard Connect University Type Closed Portal URL https BbConnectUni2_bbcportal com Portal groups selected here will be available on Portal W Select All Expand All Collapse All BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT 5 selected 22 Page Splitting Households The Splitting Household feature in Connect 5 is a security feature specifically designed for households with divorced or separated parents who need to keep their conta
7. Message History Settings you can specify how many recent messages from 1 25 that can be viewed on Message History Settings How many recent messages do you want to display None Sel t h e H ome page 18 Page Custom Welcome Text The Custom Welcome Text is content that is displayed on the login page when you have the page layout set to 2 columns 2 Column login pages only If you have selected to have your login page set as two columns you can provide a general message for the visitors of your website in the Custom Login Page Message Field Note If you have set your login page as having one column please mark this feld as N A Contact Info Widget Content provided in this field will be displayed on the home page in the Contact Information widget This widget will list which schools or districts your recipient is subscribed to as well as providing a hyperlink You are currently registered to receive information from the following institutions Wiliam Shakespeare You are currently registered to receive information from the following institutions BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Edit contact information RSS Feed In regards to the behaivor at last night s play Please click here to view your message BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Wiliam Shakespeare Lecture on drama in literature has been postponed embe 19 Page RSS Feeds You can also setup your ho
8. On occasion you may need to remove or add Portal Users to certain groups You can modify a Portal User s subscriptions in Connect 5 To manage subscriptions for users 1 Open the Admin tab and select Portals on the left side Navigation bar inital ited 2 Click the Sirota bats button and locate for your Portal User using the search bar 3 Mouse over the user you would like to edit and click the icon located on the right side of the User listing This will open the Portal User s Settings screen 2 portal users found Name User Name Last Login Date User Information Bush George west aric gmail com 23 April 2012 Yes 2 33PM PT Shakespeare William aric west blackboard com 24 April 2012 Yes 12 02PM PT page 1 of 1 Portal Subscriptions 4 Click the button located at the top of the screen Managing portal user William Shakespeare Back to Portal Users User Settings User Info Associated Contacts Portal Subscriptions Indicates Required Field Jsername Send reset password email aric west blackboard com First name Last name William Shakespeare The Portal Subscriptions page will open and display the Portal s the user is registered to 33 Page 5 Mouse over the Access Portal listed on the page and click the icon onthe right Managing portal user William Shakespeare Back to Portal Users User Settings User Info Associated Contacts Portal Subscriptions 1 portal regis
9. any questions please contact the Site Administrator AE com 30 Page Viewing and Editing Portal User s Contact Information The User Info button under the Admin gt Portals gt Portal Users allows Portal Administrators to view and edit the contact information for a Portal Recipient From this screen you can edit phone numbers SMS text numbers and email addresses Additionally you can Add contact information for Portal User s device Home Message Center Recipients Reports Admin Sites Managing portal user William Shakespeare Back to Portal Users Users User Settings User Info Associated Contacts Portal Subscriptions Settings Portals Indicates Required Field Device Type Country Code Phone 1 U S A blackboard com E mail Address me com E mail Address NOTE The Portal Admin CANNOT delete information Managing portal user William Shakespeare Back to Portal Users To edit information simply click on the i p y User Settings Associated Contacts Portal Subscriptions number or email address Indicates Required Field To add a contact number for a bas Device Type Country Code xo Add Device Ph 1 U S A Recipient click the link and one provide i Label the information in the pop up Tere e window Cancel EYS R 415 248 9006 Voice a TTY SS Home 2 v amp 530 400 7802 Voice Pit TTY Home 3 A 31 Page Deleting Associated Contacts for P
10. information See the associated contacts for an Access Portal User for closed Portals Manage Portal Subscriptions Remove a Portal User from your Portal Home Message Center Recipients Reports Admin Sites Portals Users Portal Users Settings 2 portals found BBC CLIENT CARE UNIVERSITY hd Name Type BB Connect University Closed Subscriptions Deactivate Blackboard Connect University Open Subscriptions Deactivate Q page 1 of 10 Q 26 Page Determining if Connect 5 Contacts are subscribed to a Portal To see if one of your Recipients is registered as an Access Portal User simply locate the Recipient under the Recipients tab If your Recipient is a Portal User you will see a t icon next to the Recipient s name as seen below Home Message Center Recipients Reports Admin Groups SSS _ImportData_ Delete Data Maps Rss Name ka contains CAP Advanced Search Social 4 contacts found Export Contacts tt Name a Site Type Clinton Wiliam BBC CLIENT CARE UNIVERSITY Student i gt O Shakespeare Wiliam BBC CLIENT CARE UNIVERSITY Student A Verne Jules BBC CLIENT CARE UNIVERSITY Student I 27 Page Updating a Portal User s Name As a Portal Admin you can update a Portal User s first and last name in Connect 5 The name fields for Portal Users can be found on the Admin gt Portal page in Connect 5 Access this page and click the Portal USEFS button located at the top of
11. your Client Care Representitive with a JPG file of your image or logo Top Background Color eaab00 Provide html cod e http html color codes info Bottom Background Color 565a5c Provide html cod e http html color codes info Use Background Image Instead Yes Please provide your Client Care Representitive with a JPG file of your image or logo NOTE If you wish to use an image instead of indicating colors please mark the appropriate color field s with an N A Header Font Color Please provide the HTML color code in the field provided The color you designate in this field will be applied to your Portal name at the top of your Portal s page If you do not know the HTML color code for the color you would like to use please view this website for information on how to obtain this value Header Image If you would like to use your school or district s logo as a header instead of text check this box and type N A in the Header Font Color field Upon completion of this form please make sure to include your image when you email this form back to your Client Care Representative Your image must e BeaJPG PNG or GIF file jog s preferred e Have a maximum dimensions of 960w by 100h px e Beno larger than 45kb See the Appendix of this manual for more information on resizing your images 13 Page Background Colors You can choose to have one solid color or two colors that will create a horizontal gradient o
12. E 63 PODS aia eas ces A sa ects ens beckessneaesanea cates E E T E E E E 64 FAO E co ciosticecs can cies veces cue E ane 3 esos sts ese ves ness eacues oem ous sue amano vay nenea ctu aneaseeeene sue sacuesuess ease aesauess aie 64 ATME CONG COUO S ainen E saeeseapaueoncssseuncssnctuanssseuponessersuntyssusanevadupnauyacepunoueudorate nse smucsaaeeraesseewnsosneunees 64 2 Page About this Manual This manual contains instructions and information pertaining to the Blackboard Connect Access Portal and its use and administration using Blackboard Connect version 5 1 This user manual has been enhanced for electronic reading which include hyperlinks to download websites and other relevant sections in this manual Please note that printing this manual that will be lost when printing this manual the latest information 3 Page Welcome to your Blackboard Connect Portal Blackboard Connect Portals is an exciting feature that helps your school expand your recipient base while giving your students faculty staff and parents more control over the messages they want to receive Once your Portal is set up and activated your recipients will be able to log into a portal website and manage their contact information Any changes a recipient makes in your Connect Portal will not be changed when you import contact information in your Connect Classic or Connect 5 account Other options the Blackboard Connect Portal offers are Open and Closed Portal
13. Manual Connect Access Portals t Hi K 12 Schools Igher Ed and Version 5 1 2 SF Doc A 0482 Contents PRO OUU COIS Manta escis seen cece scesnstec E p EEE Er S E suneciesessacevansevetssecenqeseovenoncs cee 3 Welcome to your Blackboard Connect Portal ccscscsccecscsccccccscsccccccscsceccececsceccececscecescecscecescececscescecececes 4 Getting Started with Connect Access Portals cccscscsccscsceccccscsceccccscsceccccecscsscececscecescccscsceccecscnceseececscesessess 5 Setting Up your PON eet sae oacoca vas sse sae css cosa sasgnecacon sae oueuaeagiennce aw eeg sc esucnasoseucsy yuneeeondusessesacansuncuesusnevareeseniesewecsansencsnsaeeeees 5 CONTENU ooir ce ntucssntnesseeesnscucmacnacanues E E E EE A E ses 18 Managing your Portal in Connect 5 ssesessesessscessscecsscecesoecsesoecesoecesoecessecesesoessecesssoesssoecescecesoeceseecesoecsessececee 21 Obtaining your Access Portal s URL sscscscsesscscsccccecscsccecccscsceececscnceccecscscescececsceseeecscssescecscscescecececeseececscesescess 21 Splitting Hous holdS cassie oacocnvasaaesacuuscacausansasanconsacs sunssu as ceiedies deus ce eonuasasc aeaaaioii aaae aiis dusi iiaiai 23 Searching for Portal Users in Connect 5 sesessesessssesssoesssoesssoessssecsssosossseosssecssoeossssoesssossosossssoecesossssossssoeossossssseoseses 25 Managing your Portal with Connect 5 s sessssessssessssecsssecsssesssoessssesesseosssesssssossseossss
14. Notifications Outreach Announcements and Attendance Messages for K 12 Schools In addition Recipients will also be able to set their delivery preferences for each group so they can choose to receive only email messages phone messages etc Additionally users will be able to gt Configure device delivery preferences for all message types except for Emergency gt Opt out of receiving all message types except for Emergency This section will show you how to set up your Connect 5 Groups to be displayed on your Access Portal and will review the steps a Recipient must take to subscribe to groups and change their delivery preferences Creating Portal Groups As a Portal Admin you can create an unlimited number of portal groups for each of your institutions Once a Portal Group has been activated it will be listed on your Access Portal and your Recipients will be able to subscribe to the group under Subscription Settings in their portal account Once you have activated a Portal Group you can de activate it at any time To create and activate a portal group in Connect 5 Home Message Center Recipients Reports Admin 1 Click the Recipient tab located in the navigation menu at the top of your Connect 5 Contac _ account Groups indicates required field r J n aduation Announcement IBC CLI 0 2 Click Groups on the left side navigation pane Click the New Group button 4 Provide aname for your group and select a
15. Q s If a client makes a change in their portal account does that information get deleted when we execute an automatic update Read and Edit permissions allow your recipients to view and edit their contact information Any change a recipient makes to their contact will update their contact information in your Connect database and will not be over written when your school executes an automatic or manual import Who can use the portal If you create an Open Portal anyone can go to your Portal s URL and create an account Closed Portals only allow How long does it take to activate my portal Creating a portal can be completed in just a few minutes However due to the multiple options for design layout and functionality the process can take a little more time To expedite this process we have provided a Design Form for you to indicate the options and features you would like to enable in your portal Can I have more than one portal Yes In fact you can create a Closed portal for your students and parents and an open portal for your town or community so you can send messages to residents in the local vicinity of your school For more information on using multiple portals please contact your Client Care Representative HTML Color Codes Use the following website http html color codes info to find the HTML color codes for the colors you would like to use 64 Page
16. a fortnight Best Regards Elizabeth Alexandra Mary the Second District Super Attendant 49 Page Updating your Contact Information If you have granted your recipients the User Permissions to Read and William Shak Fdit your recipients will be able to log into your Blackboard Connect Portal and update their contact info contact information subscriptions The information your recipients change in their portal account will not be over written during auto or manual importing processes If you have created an Open Portal those recipients will be listed as Other in your Blackboard Connect account and will also not be removed or modified when an import process takes place This section will cover how one of your recipients will update their contact information in the Blackboard Connect Portal including gt How to change and remove email addresses and phone numbers Add existing contact types such as adding additional phone numbers Choose their default language so they can receive messages in languages other than English VV Vv Updating your physical address for open portals only 50 Page Updating your Phone Numbers 1 Click your name in the top right corner of your screen and select Contact Info 2 Mouse over the phone number you want to edit and click the button to the right of your phone number 3 4 Contact Info Change the information you want us to use to send notificatio
17. answers preselected by portal user at time of registration Send reset password email Security Question 1 Answer 1 What city were you born in Security Question 2 Answer 2 What street did you grow up on Security Question 3 Answer 3 What was your childhood nickname Cancel Save 29 Page Resetting a Portal User s Password You can reset a User s Password from your Connect 5 system Your Portal Admin can also see the security questions and their answers However your Portal Admin CANNOT edit this information There is no option to Delete a user 1 Login to your Connect 5 account 2 Open the Portal Admin tab Admin gt Portals gt User Settings Send reset password email 3 Click the link located next to the Portal User s username This will open a pop up window asking you to confirm the reset Send a password reset message to No Yes Your user will receive an email with a hyperlink from a noreply blackboard email address Clicking the included link will redirect your Portal User to the Portal where they will be asked to update their information and change their password From noreply blackboardconnect com Sent To Ce Subject Reset Password Request Greetings There has been a request to reset the password on your account To complete this request simply follow the link below https ClosedPortal bbcportal com PasswordRetrieval Thanks Site Administrator If you have
18. are theglobe uk William Shakespeare 40 Gold Street San Francisco CA 94123 Bill Clinton 3 Use the checkboxes to select which contact you want to remove Click the ALL CONTACTS option to remove all contacts associated with the account 4 Click the button when you are finished Remove Contacts Remove contacts and associated information from this accout All contacts Bill Clinton William Shakespeare 58 Page Subscribing to Groups using the Portal Recipient Portal users can also subscribe to any group you create in your Connect 5 account as well as standard message types such as General Outreach Attendance k 12 and Emergency messages Delivery of Connect 5 messages will be based on each portal user s delivery device preference Users who did not define a portal group delivery preference will receive messages based on his her General Outreach preference This provides the option for portal user to customize delivery if necessary Users in Closed registration portals are automatically set up to receive Outreach Attendance K 12 only and Emergency messages However your users will be able to gt Able to configure device delivery preferences for all message types except for Emergency gt Able to opt out of receiving all message types except for Emergency For Open registration portals will not be automatically subscribed to messages and will have to subscribe to message types and groups Users will also
19. ct information private Normally when Portal Users create an account in a closed portal the user will be required to attach himself or herself to an existing recipient in your Connect 5 database a student for example However this exposes contact information that could complicate special circumstances When you mark a contact record as a Split Household Connect 5 will prevent any contact information from being displayed to anyone who is associated to the contact The Portal Users will still be able to subscribe to message types and groups and will still retain the ability to view and change their own information Find associations a View and confirm Due to a special circumstance we cannot display contact information on file for William Shakespeare Please enter your contact information Skip Additionally a Recipient can be marked or un marked as a split household at any time by pulling up the Recipient s Contact information under Recipients in Connect 5 This feature is available in all K 12 Higher Education and Government accounts 23 Page To mark a Recipient s contact information as a Split Household 1 Log into your Connect 5 account and click the Recipient s tab at the top of the screen Home Message Center Recipients Admin 2 Use the Search bar to locate the Recipient you want to mark as a split household Contacts New Contact Import Data Delete Data Name lt contains 2 Shakes
20. de of the User listing This will open the Portal User s Settings screen 2 portal users found Name User Name Last Login Date User Information Bush George west aric gmail com 23 April 2012 Yes 2 33PM PT Shakespeare William aric west blackboard com 24 April 2012 Yes 12 02PM PT page 1 of 1 Portal Subscriptions Managing portal user William Shakespeare 4 Click the button Back to Portal Users located at the top of the screen a jassocisie Contacts The Portal Subscriptions page will open and ay the Portal s the user is registered to ajio Username Send reset password email aric west blackboard com First name Last name William Shakespeare Managing portal user William Shakespeare Mouse over the Access Portal listed on the page and click the Back to Portal Users icon on the right User Settings User Info Associated Contacts Portal Subscriptions This will open the User Subscriptions page This page will 1 portal registered i display all of the Connect 5 groups you ve created for your Portal Name Type eee ree Portal The groups your Portal User is subscribed to will be BB Connect Universit Closed 24 April 2012 24 April 2012 i 1040AM P 12 02PM PT marked with v icons 36 Page 37 Page Portal Groups and Delivery Preferences Connect Access Portal gives your Recipients the ability to login to an Access Portal account and subscribe to groups and Message Types such as Emergency
21. down menu 5 Type the phone number you want to add in the Number field 6 Use the Type pull down menu to select what type of phone the number belongs to i e Home work or Mobile 7 Use the Checkboxes to specify what type of message you want to receive voice messages text or TTY 8 When you are finished with providing your information click the button NOTE If your phone does not support Text messages such as a landline or TTY messages for the hearing impaired you will not receive these messages despite your contact configurations For Email 53 Page If you have selected EMAIL as your device 9 Type your email address in the given field a 54 Page Setting Language Preferences If your Blackboard Connect account is enabled to support languages other than English your recipients can change their language preferences right from their portal account For example if a Soanish speaking household is receiving English messages and would prefer to receive their messages in Spanish instead they can simply log into their portal account and change their account settings in the Language Preferences page To add a language 1 2 Log into your Portal account if you are not already logged in and click the Contact Info tab on the left Click the Language Preferences link located near the top right corner of the Contact Info Screen Contact Info Change the information you want us to use to send notifications
22. e Selected 5 The Token Code that you specify will be used as your portal URL irversitybbcportal com Home https ifb bbcportal com 6 Page Portal Name This required field provides a name for your Portal This will most likely be the name of your School or Institution However regardless of what you want the name of your portal to be it should be a name your Recipients will be able to recognize and associate with your school Portal Information Token Code Portal Name Registration mode Blackboard Connect Unive rn None Selected z Your portal name will appear at the top of the Portal login and homepage screens and will be referenced throughout the website If you have chosen to add a header image the header image will replace the portal name as a header text NOTE The portal name is a required field even if you opt to use a header image Hi William Thank you for registering with Blackboard Connect University Your account email address is aric west blackboard com You may Click Here to manage all of your contact information and subscription preferences Sincerely Blackboard Connect University Account Administration Welcome to the Blackboard Connect Portal Wiliam Shakespeare You are currently registered to receive information from the following institutions BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Edit contact information NE Feed e Who ll bec
23. ease enter the identification code for the contact 987654321 Please enter ONE piece of information on record for this contact that we can use to verify your relationship to them You can enter a phone number xxx xxx xxxx or e mail address 4152430 Submit 4 Thesystem will look for the contact record and display the match below Click the results to associate your portal account to your Blackboard Connect Contact button below the Please enter the identification code for the contact 987654321 Please enter ONE piece of information on record for this contact that we can use to verify your relationship to them You can enter a phone number xxx xxx xxxx or e mail address 415 248 9006 We found a contact using the information you provided William Shakespeare BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Associate Once you have associated your portal account with your Blackboard Connect Contact you will be redirected to your portal account 44 Page When you first log into your portal account you will see your portal homepage From this page you can view your message history read RSS feeds important to your school or navigate to manage your Contact information 5 uome william Shakespeare Y contact info subscriptions user settings sign out i Welcome to the Blackboard Connect Portal y ji BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT wiliam Shakespeare William Shakespeare You are currently reg
24. eds HTML and Contact Info Widgets Left Side Message History Right Side Message History RSS Feed A RSS Feed A RSS Feed A RSS Feed 17 Page Content This section of the Design Form allows you to provide your own written content to be displayed on the login and home pages of your portal The content you provide for your Homepage will appear in the homepage widgets discussed below that will appear after one of your recipients log into your Portal This section will review how complete the final page of the Design Form Homepage Widgets Homepage Widgets are small applications that can be included in your Recipient s Home Pages These widgets help communicate information such as who to contact for support a list of messages your recipients have received as well as RSS feeds that can show the latest news and updates from various news sources The current available widgets available for you are e Number of messages displayed e Custom welcome Texts for two column login screens e RSS Feeds Number of messages displayed One of the main features of the Connect Portal rp tae besa arn inn ceae tei Homepage is the ability for your recipients to view the most wb I a recent 3 51 PM Monday November 7 messages that have been sent to them BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT William Shakespeare Lecture on drama in literature has been postponed 3 38 PM Monday November 7 Using the drop down menu under
25. eep toward Bangkok BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT j wiliam Shakespeare Colombian landslide kills dozens In regards to the behaivor at last night s play e At least 16 killed in stampede at festival in India 3 51 PM Monday November 7 5 RSS Feed e Mississippi s to vote on personhood e Giant asteroid to pass close to Earth Tuesday e Former heavyweight boxing champ Joe Frazier BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT dies William Shakespeare Holder Fast and Furious tactics will not be Lecture on drama in literature has been postponed tolerated p 3 38 PM Monday November 7 e Justices to decide police use of GPS devices on suspects cars 8 BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT William Shakespeare A new pane will open below the message box If the message cette aac aa gs 9 14 AM Tuesday November 8 was sent as a Text to speech a transcript of the message will a appear in field below To listen to your message please click here pa l CI ick the icon to listen to the a udio version of the Hello this message is to inform you that due to the recent outbreaks of Bubonic Plague within our communities the city will be closing the Theatre until further notice We understand this issue may cause difficulties with your Theatre Group and we truly understand message your frustrations However 48 Page To close the message click the x button in the upper right corner o
26. en a recipient loses or forgets their password Your recipients establish security Questions when they create their account for the first time Answer Security Questions If you need to reset your password you will be asked the security questions you select and required to answer them correctly If your Portal User has forgotten their i i Security Question 1 password they will have to provide an answer for one of the three security questions they have created before they can proceed with ae a 2 What street did you grow up on resetting their password Clear Save 10 Page Language Settings Blackboard Connect offers several languages for you to localize your Portal If you have non English speakers in your school or community you can select from our list of supported languages to offer your Recipients multi lingual access Language Preferences Default Language Select Supported Languages Spanish v p f English Portuguese Korean Tagalo i i iti ae galog J Chinese Mandarin amp Traditional Setting the default language Select a language for your Portal using the default language drop down menu in the Portal Design form The list of supported languages is outlined in the Supported Languages section below The default is set as English Supported Languages In addition to your Portal s default language you can also select multiple languages to be localize your browser This is ideal for schools and districts that
27. f the message box Email Messages From the Home Page locate the message you would like to view and click the icon Emergency Notification Bubonic Plague Outbreak 3 14 AM Tuesday November 8 In regards to the behaivor at last night s play 3 51 PM Monday November 7 BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT 1 Shakespeare Lecture on drama in literature has been postponed BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT William Shakespeare A new pa ne will open below the message box Use the In regards to the behaivor at last night s play Click Here 3 51 PM Monday November 7 link to open your email message in a pop up window In regards to the behaivor at last night s play Please click here to view your message In regards to the behaivor at last night s play This message is in regards to the disturbing behavior of last night s play Although we recognize that our students can be passionate over drama the behavior of the crowd located in the yard was quite barbaric in its nature and almost resulted in the theatre s thatched roof catching on fire Additionally ticket holders of premium seats in ae Ae ee a e a a ee To close the message click the X button in the upper right In hopes to constrain the wild behavior of those watching your play from the ground corner of the messa ge box floors we will be placing the Theatre department on probation and if matters do not improve your play will be terminated in
28. have recipients speak various languages Supported languages are gt English gt Spanish gt Chinese Mandarin and Traditional gt Tagalog gt Korean gt Vietnamese gt Portuguese gt Czech gt Russian Check the boxes for the languages you would like to support Select Supported Languages y Spanish Y English y Portuguese WA Korean PEE Tagalog wA Chinese Mandarin amp Traditional These language links will appear at the footer of the Portal page Clicking one of these links will redirect the user to the selected localized page Bb Privacy Policy Contact Site Administrator English e tina 0H Espa ol Tagalog Portugu s X Pycckui Ti ng vi t Analytics Your Blackboard Connect Portal gives you the option to pair your Access Portal to a Google Analytics account to track your site usage and traffic 11 Page If your school uses Google analytics please provide your schools Google Account code in the Portal Customization Form Reporting and Analytics Google Analytics Type your Google Analytics code in thk field above Type NA to disable this feature 12 Page Portal Design The Portal Design section of the Design Form allows you to specify your portal s colors or indicate whether you would like to use images instead of colors and header text Portal Design Header Font Color N A Provide h tm co d e http html color codes info Use Header Image Instead Yes of Please provide
29. have to configure their contact points in the device delivery preferences To subscribe to a Group from the Access Portal 1 Log into your Blackboard Access Portal account 2 From the HOME Page click your name in the top right corner of the screen and select SUBSCRIPTIONS Fi Home William Shakespeare W contact info subscriptions user settings sign out IBC CLIENT CARE UNIVERSITY D sill Clinton William Shakespeare Outreach notification a 4 33 PM Tuegday January 24 N AA T A A A y 7 A ii Subscriptions at Contact Info BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Find Contacts Emergency Outreach Athletic Department Music Department 4446 o Theatre Department 59 Page 4 Click the Edit link located at the top of the screen Contact Info Subscriptions BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT o Y Find Contacts Emergency Outreach Athletic Department Music Department ERR 4 88 8 8 Theatre Department 5 Check the box next to each group you want to receive messages from Edit Subscriptions By subscribing to an institution you will be automatically opted in to receive Emergency messages at all your contact points You may also select to receive messages for the additional notification types available on this page Expand All Collapse All BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Outreach Athletic Department C Graduation Announceme
30. intz blackboard com Wes Taylor Erika Yes O page 1 of 1 BE Clicking the Edit button will allow you to view the user in more depth Sites Managing portal user Erika Taylor Back to Portal Users Users User Info Associated Contacts Portal Subscriptions Indicates Required Field Settings Username Send reset password email erika taylor blackboard com First name Last name Erika Security questions and answers preselected by portal user at time of registration Security Question 1 Answer 1 What city were you born in ConnectS Security Question 2 Answer 2 What street did you grow up on Connects 47 Page Viewing Sent Messages When your recipients log into your School Portal they will be able to view messages that have been previously sent to them on the Home Page Phone Messages From the Home Page locate the message you would like to view and click the icon Welcome to the Blackboard Connect Portal William Shakespeare BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT William Shakespeare You are currently registered to receive information sides egy 5 from the following institutions Emergency Notification Bubonic Plague Outbreak BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT 9 14 AM Tuesday November 8 Edit contact information R RSS Feed amp vot Ital X Crucial vote in Italy 7 UN More than 3 500 killed in Syria since March Filthy floodwaters s
31. irst time they will be asked to provide the identification code for a contact Please enter the identification code for the contact Submit This identification code is the reference code in a Recipient s contact record in your Connect Classic or Connect 5 account this should be a student or employee ID Closed portals are recommended for K 12 schools and institutions 8 Page Administrator Information The Administrator Information section also consists of three required fields that list the contact information for your Institution s designated Connect Administrator Administrator Information Admin Title Director of Web Services Main Phone 999 999 9999 Email admin yourschool com Admin Title Provide the title of the person who will be administering your Access Portal account Main Phone Number Include a main contact phone number for Portal Administrator Email Provide an email address for your administrator This email address will be used when one of your Recipients clicks the Contact Site Administrator link on the bottom of your portal screen Email Forgot your password E Remember me Login Bb Privacy Policy Contact Site Administrator 9 Page Password Expiration Your users will need to reset their account every 12 months This option can no longer be changed Security Questions Like the questions in your Blackboard Connect account Security Questions act as a security filter wh
32. istered to receive information from the following institutions In regards to the behaivor at last night s play BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT 3 51 PM Monday November 7 Edit contact information 1 Q RSS Feed e Eurozone crisis Beyond Greece Top Tijuana cartel lieutenant arrested BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT William Shakespeare e Hundreds rescued from Mt Everest ee Carlos the Jackal on trial for French bombings Lecture on drama in literature has been postponed e IAEA to detail Iran s nuclear weapons efforts 3 38 PM Monday November 7 Sd RSS Feed 2 e Penn State case More victims possible e Conrad Murray found guilty in Michael Jackson trial e Texas court stays Wednesday execution as lawyers seek DNA tests Search continues for Washington toddler left in car by mother e State to vote on abortion measure 1 Edit contact information Click this link to be redirected to your contact information screen where you can update your contact information with your school s Blackboard Connect service RSS Feed View RSS feeds provided by your school 3 Message History Review and read the most recent notifications sent to you 4 Navigation Menu To navigate the portal site click your name in the top right corner of your screen and select one of the following options Contact Info Click this option to manage your contact information Subscriptions View which phone numbers y
33. mepage to display RSS feeds to your Blackboard Connect Portal To create specify your RSS feed e Provide the name or title of the RSS feed you want to display such as CNN Headline News in the RSS title field e Copy and paste the RSS feed URL into the RSS URL field e Select how many RSS items you would like the recipient s homepage to display 20 Page Managing your Portal in Connect 5 Connect 5 2 will allow for Portal Administrators Manage Portal Interface and Users permission to manage portal users directly through the Connect 5 Ul Obtaining you r Access Portal s URL Once you have your Blackboard Connect Access Portal activated you can obtain the URL for your portal at any time in your Blackboard Connect 5 account Simply open the admin page for your Portals by logging into your computer clicking the Admin tab and selecting Portals on the left tab bar From this page you will be able to view information and obtain the URL for your Portal To view your URL and Blackboard Access Portal 1 Click the Admin tab located in the navigation menu at the top of your Connect 5 account Home Message Center Recipients Reports Admin 2 Select the Portals option on the left side of the screen This will open your Portals Admin page y NX Home Message Center Recipients Reports Admin Settings 3 Click the name of your Portal from the list This will open your Blackboard Connect Access Portal 3 portal S found
34. n your page one color on top and the second on the bottom Get more information regarding how to get the HTML color codes or see the Color Codes section in the Appendix of this manual Choosing a two color gradient for your background If you would like to use a two color gradient provide the HTML color codes for each color in the appropriate fields on the Design Form The color code provided in the Top Background Color will appear at the top and blend with the Bottom Background Color Top Background Color a Provi d e h tm co d e http html color codes info Bottom Background Color BRSESe Provi de html cod e hitp html color codes info Choosing one color for your background If you would rather use only one background color simply copy and paste the HTML code for the top background color into the field for the bottom background color Top Background Color eaab00 Provide html cod e http html color codes info Bottom Background Color eaab00 Provide html cod e http html color codes info The results for using these color codes are illustrated below Two Color Gradient Background One Color Background Specifying two colors for your background will Choosing one color will create a flat color as your create a horizontal gradient using the top and background bottom colors 14 Page Background Image You can also use an image for your background by simply checking the Use Background Image checkbox and including
35. ne number xxx xxx xxxx or e mail address 3 Type the email or phone number for the contact you want to associate with and click the Submit button 4 Thecontact will appear at the bottom of the Find Contact box Click the button when you re done Please enter the identification code for the contact Please enter ONE piece of information on record for this contact that we can use to verify your relationship to them You can enter a phone number xxx xxx xxxx or e mail address n We found a contact using the information you provided Bill Clinton BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT CTI a 57 Page Removing a Contact When you initially set up your account you will see all the contact points phone numbers email addresses etc that are listed in your school s Blackboard account However if you would like to add additional phone numbers or email addresses to your account you will need to add a device to your account To remove a Contact 1 Click your name in the top right corner and select Contact Info 2 Click the Remove Contact link located near the top right corner of the Contact Info Screen Contact Info Change the information you want us to use to send you notifications Manage information for All contacts X Add Device Language Preferences J Remove Contact Subscriptions 1 415 0 Find Contacts William Shakespeare 1 530 E Wiliam Shakespeare t ote Bill Clinton wshakespe
36. nect University user account To activate your new account simply follow the link below https bbconnectuni bbcportal com Activation ConfirmationCode i If you have any questions please contact the Site Administrator blackboard com Thanks Site Administrator 42 Page 4 Select a security question from the each drop down box and provide an answer Make sure you provide an answer you will remember Click Save when you re done Answer Security Questions If you need to reset your password you will be asked the security questions you select and required to answer them correctly Security Question 1 What city were you born in hd Security Question 2 Who is your favorite author v Clear Save 5 Ifyou have successfully provided your answers to the security questions you will be presented with a confirmation screen Click Login to continue to the login screen 43 Page Logging In for the First Time Closed Portal 1 Goto your School s Portal homepage and provide your email and password Email Forgot your password E Remember me Login or Sign Me Up Before you can continue you will need to provide information to verify your opt in privileges 2 Provide the identification code either your ID number or your child s student ID number Please enter the identification code for the contact 123456789 Submit 3 Include information regarding the contact such as a phone number or address Pl
37. nect provides a Portal Design Form requires Adobe Acrobat Reader 8 or 9 for you to download complete and email to your Client Care Representative The customization options allow you to e Choose a Portal type e Create a token code or URL for your portal e Provide a Portal name or provide a logo e Set Password expiration preferences and establish security questions for lost passwords e Determine how many messages your recipients will see when they log into the portal e Pick background colors or images e Seta login and homepage layout This section will review each available option that appears on the Portal Design Form If you need any assistance in completing this form your Client Care Representative will be glad to help out 5 Page Portal Information The first section of the Portal Design Form is to gather basic information regarding your new Portal The required fields in this section will allow you to e Establish your token code URL e Create a name for your School s Portal e Determine the portal s registration mode and who will be able to create a portal account Portal Information Registration mode None Selected Token Codes The Token Code is a required field and should be a unique string of alohanumeric characters that make up your portal URL Token codes cannot have spaces dashes or other grammatical symbols such as symbols or underscores Portal Information Registration mode Non
38. ns to William Shakespeare BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Add Device Language Preferences Remove Contact Edit Delete 1 530 4 Mobile wshakespeare theglobe uk E mail I You can change your phone number in the Number field 1 US A Y 4152489006 A Additionally you can also use the pull down menus to change your country code and type of phone work home and mobile Use the checkboxes to indicate whether the phone can accept voice messages SMS text messages or if your phone is a TTY device for the hearing impaired Any changes to your email and click the button Removing a Phone Number 1 Mouse over the phone number you want to delete and click the button to the right of your phone number Click OK on the confirmation pop up or click Cancel to keep your phone number and return to the Contact Info Page 51 Page Changing your email address 1 Click your name in the top right corner of your screen and select Contact Info 2 Mouse over the email you want to edit and click the button to the right of your email address Contact Info Change the information you want us to use to send notifications to William Shakespeare BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Add Device Language Preferences Remove Contact 1 415 0 oe Work 1 530 9 Mobile E gt E Zedit X Delete 3 Make any changes to your email and click the Removing you
39. nts Music Department Theatre Department Cancel Save 6 click Al You will see an updated overview of your subscriptions 60 Page Updating Delivery Preferences in a Portal Account Recipient Not only can your Recipient log into their Portal account and subscribe to the Group your recipients can also specify whether they want to receive phone calls emails SMS messages or all delivery modes for messages from the group A Recipient can update their Delivery Preferences from the Subscription Window in their portal account To update delivery preferences for a subscribed group in the Access Portal 1 Log into your Blackboard Access Portal account 2 Fromthe HOME Page click your name in the top right corner of the screen and select Subscriptions S A SOU IEIESIELGCS Ce Ae contact info subscriptions user settings sign out 3 You will see all the subscriptions you have available to you Subscriptions ait Contact Info BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Find Contacts Emergency Outreach Athletic Department Music Department Theatre Department 61 Page 4 Mouse over the group or message type outreach attendance etc and click the ram f Subscriptions Eat BBC CLIENT CARE UNIVERSITY t DEMO ACCOUNT S a v Emergency v v Outreach v v v v Athletic Department _ Music Department v v _ Theatre Department v v U
40. ome Greece s prime minister e Hundreds rescued from Mt Everest e Carlos the Jackal on trial for French bombings e IAEA to detail Iran s nuclear weapons efforts e S Korea to review sending aid to North N RSS Feed e Sex abuse case rocks Penn State e Aroundup of Occupy protests e IAEA report to detail efforts by Iran to develop a nuclear weapon e 2 year old boy missing in Washington state e 3rd person dies due to New York helicopter cras 7 Page Choosing a Registration Mode Portal Type You can set up your portal to be either closed or open If the portal is closed a user must be associated with someone in your Connect database If the portal is open anyone can sign up to receive notifications regardless of whether they are associated with someone in your Connect database Portal Information Token Code Portal Name Blackboard Connect Unive Registration mode None Selected Open Portals Select the Open Portal to allow anyone from inside or outside your community to create an account and opt into receiving your messages Open Portals allow your recipients to view and edit permissions so they can manage their information at their convenience Closed Portals A Closed portal only allows recipients from your school or people who as an association with an individual at your school to create an account in your Connect Portal Once a user creates their portal account and logs in for the f
41. or and click SUBSCRIPTIONS link on the right 2 portals found BBC CLIENT CARE UNIVERSITY DEMO A v Name A Type Blackboard Connect University Closed S vscriionsJoeactnate Blackboard Connect University Closed Subscriptions Deactivate Connect 5 University Open Subscriptions Deactivate page 1 of 1 4 Click the EXPAND ALL Link to view available Portal Groups Subscriptions Name Blackboard Connect University Type Closed Portal URL https BbConnectUni2_bbcportal com Portal groups selected here will be available on Portal Select All Expand All Collapse All BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT 5 selected Emergency Outreach Athletic Department man Graduation Announcements W Music Department Theatre Department 5 Check each Portal Group you want to be available on your Portal page A Save i Click E when you re done Your messages will now appear on your Blackboard Connect Access Portal 39 Page Sending Messages to your Groups When sending a message to your Portal Access Group members all you have to do is add your groups directly to your message There are two quick ways you can add groups to your message Adding Groups using To Field You can add groups to an outgoing message in Connect 5 by simply typing the name of the group in the To Field Send a Message Cancel Save as Draft Next Message Type Outreach Ti
42. ortal Users The Associated Contacts button under the Admin gt Portals gt Portal Users allows Portal Administrators to view and edit the Associated Contacts for a given Portal User Connect 5 will only display contacts from Closed portal associations but does not give you the ability to edit each contact Additionally Connect 5 will not show contacts from Open portals Nor will it show the Relationship between associated contacts If you need to delete an association between a portal user and the associated contact 1 2 From the Admin tab select the Portals tab on the left and click the contacts button Position your mouse over the contact you would like to remove and click the icon that appears to the right of the contact entry Managing portal user William Shakespeare Back to Portal Users User Settings User Info Associated Contacts Portal Subscriptions Name Institution Portal 1 contact associated Shakespeare William BBC CLIENT CARE UNIVERSITY BB Connect University Connect 5 will open a pop up window asking you to confirm the removal Click Yes to continue or No to return to the Associated Contacts screen Are you sure you want to remove the association between the portal user and this contact No Yes 32 Page Managing Message Subscriptions for Portal Users Connect 5 When a Portal User chooses a Connect 5 Portal Group in their Access Portal that group will appear as a Subscription
43. ortals a r Click on the Portals sub tab on the left side navigation bar and ai select the Portal Users button Settings 1 portal found Name a Use the search field and filters to look for users in your Portal Blackboard Connect University Name contains Pp Search gt Advanced Search Locate the contact you want to edit and hover your mouse over your selection Clickthe icon wets Veisa j i Clicking the Edit button will allow you to view the user in more depth Stes Managing portal user Erika Taylor Beck to Portal Users User info Associated Contacts Portal Subscriptions i lt a ts seman 4 Send reset password emal B 3 Erika Taylor Security questions and answers preselected by portal user at time of registration j Securty Question 1 Answer I What cty were you bom n Connects Security Queston 2 Answer 2 Vhat street did you grow up on Connects or 25 Page Managing your Portal with Connect 5 Blackboard Connect now gives you the ability to manage your Connect Access Portal and your Portal Users right through your Connect 5 account Using Connect 5 your Portal Admin with Connect 5 Manage Portal Interface and Users permissions can gt VV VV VV WV View and open activated Access Portals for your Institution Edit the User Settings for View and edit your user s first and last name Reset a User s Password and send them a secure email View and edit a Portal User s contact
44. ossosossesossssossesossesosssscesesoesesoeoe 26 Portal Groups and Delivery Preferences sessssessssessssessssessssessssesssoecssseossoeossssossseossssossosossssossssossesossesossssoesssossesoeoe 38 Using the Blackboard Connect Portal sessesessssesssoesescecessesessecesoecesoecessecesescecsecesssoessssesessessesecesoecoesoscessececee 42 Creating a Portal Account Recipients sesesesssssossssesssssososossssssosososcsssssosososossssssososossososososossssosososossssososossssesossso 42 Navigating the Connect Portal sesessesessssessscecssoesssoessssessssesssoscssoeosssecssosossssossseossssossosossesossssoesosossssosssssesssosessoeoe 45 MIG WINE SOUL MOSS EE nE E E A E 48 Updating your Contact Information s ssesessssessssessssessssessssesssoessssesssosossseossssosssesesssossssossssossssossesoesesossssoesssossssosoe 50 Managing your Associations Closed Portals csscscsscsssscsssccsccccsceccscescscnccccsceccscesscescecsseccsceccscescecesescsseccsseccecesss 57 Subscribing to Groups using the Portal RECIPIeNt ccscsccsssccscsccsceccececcccsccccsccccscescececesceseecuseccscescscesscescecssecees 59 Updating Delivery Preferences in a Portal Account Recipient ccscsccscsccsceccsceccsceccccsccccsceccecescscessccsseccssecceceses 61 WAPI U er SONNE S aes csis cise occa cee ese cet ess scone se cece ce E E E T 63 DCTS GUNS an ACC OUNE iisccsecars cas aneuciesincn cists eanaenw oupeueeae beyids E
45. ou have on file and what type of messages those numbers are set up to receive User Settings Update your password and login email or delete your account using this option Sign Out Select this option to sign out of your portal account 5 Home Click this button on any page to return to the Home page 45 Page Portal User Search Feature gt Portal Admin should be able to search for users who belong to one of the institution s portals o Observes multi level restrictions and permissions gt May search by Phone Text Email Name or Username o This will return users in a list view o The search will only pull Active users those who have clicked the activation email link and answered the security questions Step 1 In the Ul go to Admin tab and click on the Portals sub tab Select the Portal Users button Home MessageCenter Recipients Reports Admin Sites oo Users Settings 1 portal found Name Connect 5 Test Training Portal CONNECT 5 0 TEST TRAINING ED k a Type Closed Subscriptions Deactiwate page 1of1 46 Page Step 2 Search for the person by the appropriate filters Hover over the desired user s name to see the Edit option Sites Portal Users Users Settings Advanced Search 3 portal users found Name User Name Last Login Date User Information Doctor The aric west blackboard com 5 January 2012 Wes 10 55AM PT Mintz Melissa melissa m
46. out will position the login fields in the center of the screen while the two column layout will justify the login fields to the right allowing room on the left for you to include RSS Feeds or HTML widgets One Column Layout The one column layout will be position the login fields in the center of the screen creating a clean and minimal layout 16 Page Two Column Layout When applying a two column layout to your login page the login fields will be positioned to the right of the screen and leave the left side of the site for written content such as a welcome message or a Set of instructions Welcome to Blackboard Connect University s Parent Portal Please log in to view your account information or click Sign Me Up to create an account Please note that our Connect Portal is a closed Website and you will be required to provide a valid ID when registering yourself with our account If you have any questions please contact your school s Adminstration Office or view our website Pasme E Forgot your password E Remember me Login Sign Me Up If you chose the two column layout for your login page you can provide the content in the Custom Welcome Page of the Design Layout Form Home Page Layout Once your recipients successfully log into your portal they will be presented with the Portal Home Page This too can be customized The Homepage contains a history of messages sent to your recipient as well as widgets for RSS fe
47. r email address 1 Mouse over the email you want to edit and click the button to the right of your email address 2 Click OK on the confirmation pop up or click Cancel to keep your email and return to the Contact Info Page 52 Page Adding a Device contact point When you initially set up your account you will see all the contact points phone numbers email addresses etc that are listed in your school s Blackboard account Wiliam Shakespeare However if you would like to add additional phone numbers or email your account you will need to add a device to your account To add a device 1 Click your name in the top right corner of your screen and select 2 Click the Add Device link located near the top right corner of the Screen Contact Info Change the information you want us to use to send notifications to William Shakespeare BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT O Add Device Language Preferences Remove Contact 1 415 Work 1 530 gt Mobile wshakespeare theglobe uk E mail a addresses to contact info subscriptions user settings Contact Info sign out Contact Info 3 Use the Device pull down menu in the Add Device box that appears to select whether you want to add a phone number or email address Device Country Code Number Phone f 1 U S A Phone A E mail Vona Text aay Home v F cancel For Phones 4 Select a country code from the Country Code drop
48. s Choose between opening your portal to your community or restricting access to only students faculty and parents associated with your school Customizable Appearance Brand your Portal with your school colors and logo Simply provide your Client Care Representative with your color specifications and an image and we ll do the rest IT Free Hosting Blackboard Connect Portals are hosted on Blackboard Connect s servers so you don t have to allocate resources to keep the website up and running 24 7 Support Portals come with the same year round 24 hour Client Care support that you get with your Connect Classic and Connect 5 product Don t have time to speak with a representative No problem Open a case online using Behind the Blackboard and we ll contact you within 1 business day 4 Page Getting Started with Connect Access Portals Setting up your Portal The first step to setting up your portal is to contact your Client Care Representative However in order to customize a Portal to your specifications there are a handful of options that must be chosen prior to the setup Designing and branding the look and feel of your portal is an important step in setting up your Connect Portal Not only does the design of your portal create a consistent look and feel for your school it also helps your recipients know that they are logging into a trustworthy and recognizable website To make specifying your customizations easier Blackboard Con
49. tered Portal Name Type Date Registered Last Visited BB Connect University Closed 24 April 2012 24 April 2012 OC 10 40AM PT 12 02PM PT This will open the User Subscriptions page This page will display all of the Connect 5 groups you ve created for your Portal The groups your Portal User is subscribed to will be marked with icons Managing subscriptions for portal BB Connect University Click on a portal group to edit delivery preferences Back to Portal Subscriptions C BBC CLIENT CARE UNIVERSIT amp Ey Emergency A J Outreach J J Attendance J J IJ 2012 Athletics School Office Closures Technology Updates from IT Theatre 6 Mouse over a group listing and click the onthe right Click on a portal group to edit delivery preferences Back to Portal Subscriptions BBC CLIENT CARE UNIVERSIT amp Emergency J J O Outreach J A O Attendance J J iJ 2012 Athletics LJ School Office Closures Technology Updates from IT O Theatre 34 Page The group listing will expand showing you all the phone numbers you Portal User has provided in their Portal for Voice email and SMS messages Click on a portal group to edit delivery preferences Back to Portal Subscriptions BBC CLIENT CARE UNIVERSIT amp i y Emergency 0 Outreach 0 Attendance J A dJ C 2012 Athletics IJ School Office Closures Technology Updates from IT All Voice All Email All Text g 415
50. the image file when you email the Design Form to your Client Care Representative THIS DOES NOT REPLACE THE BACKGROUND COLOR CODES If you plan on using an image we recommend selecting background colors that compliment your image To use an image instead of a color scheme for your background Top Background Color Provide html code http html color codes info Bottom Background Color FFFFFF Provi d e h tm co d e http html color codes info Use Background Image Instead Yes Please provide your Client Care Representitive with a JPG file of your image or logo Your image must e BeaJPG PNG or GIF file jog s preferred e Have amaximum dimension of 1920w by 1600h px e Beno larger than 500kb NOTE The smaller dimensions of your image will make the image appear smaller For best results try and provide the highest resolution 1920 x 1600 pixels you have available See the Appendix of this manual for more information on resizing your images Your image will be placed in the background and home pages 15 Page Blackboard Connect University Bb Privacy Policy Contact Site Administrator English e tina 201 Espafiol Tagalog Portugu s H Pycckui Ti ng vi t Page Layouts Login Screen Layout The login screen is the first screen your recipients will see when they go to your Connect Portal page This screen can be customized to have either a one or two column layout The one column lay
51. the screen Home Message Center Recipients Reports Admin Sites Portals Users Settings 2 portals found BBC CLIENT CARE UNIVERSITY v Name Type BB Connect University Closed Subscriptions Deactivate Blackboard Connect University Open Subscriptions Deactivate page 1 of 1 1 Use the search field to search for a specific Portal User using their name portal username phone number SMS text number or their email address You can also view all your portal user s by clicking the hyperlinked number under the search field see image below Sites Portal Users Users Settings Advanced Search You hav ortal users in your account 2 Mouse over the User you would like to update and click the icon on the right hand side of the entry 2 portal users found Name User Name Last Login Date User Information Bush George 23 April 2012 Yes 2 33PM PT Shakespeare William l 24 April 2012 Yes 10 47AM PT page 1 of 1 The settings page for the user you selected will open 28 Page Locate and click in the First and Last Name eae POr USOT Seen sae Back to Portal Users fields to change or correct a user s last name Both name fields have a maximum of 50 User Info Associated Contacts Portal Subscriptions characters each this includes spaces and l Indicates Required Field special characters Max of 50 Username Characters First name z Last name William Shakespeare Security questions and
52. tle Commencement Update To Grad Graduation Announcements Portal Recipients Add Languages Connect 5 will list matches in a small menu that will narrow down as you continue to type the group s name Use your mouse to click on the Group you want to add to your message and a Group tab will appear in the To Field 40 Page Browsing for Groups in Connect 5 If you do not know your available groups you can browse through a list of your School or institution s groups before adding them to a message by clicking the To button on the Send a Message screen To browse your groups 1 Clickthe button when creating a new message 2 Select the next to the Groups option 3 Click the checkbox next to each group you want to add to your message List1 X Add List Build Your Include List Site Type Status Language Group vi All U Athletic Department Portal C Board of Education Search Graduation Announcements Portal El Music Department Portal Theatre Department Portal ep verwucrsyvarvas O selected Select all 4 Click the CLOSE link in the upper right corner of the pop up box or click outside the pop up box to close the window and return to the Send Message To window Group close E AN Athletic Department Portal fS Board of Education Graduation Announcements Portal ral Music Department Portal Theatre Department Portal 5 Check the Select All checkbo
53. to William Shakespeare BBC CLIENT CARE UNIVERSITY DEMO ACCOUNT Add Device f Language Preferences Remove Contact 1 415 _ ae Work 1 530 35 gt Mobile wshakespeare theglobe uk E mail Use the pull down menu on this screen to select a preferred language your school supports Language Select your preferred language for notifications Wiliam Shakespearfensisn canes NOTE If you do not have language translations enabled in your Blackboard Connect account your recipients will only be able to select English as their preferred language If you would like to learn more about Blackboard Connect s translation features contact your Blackboard Connect Client Care Representative 4 Click the button when you are finished 55 Page Updating your Physical Address Open Portals only If you have set your portal to be an Open Portal your recipients will have the opportunity to add their address to their contact information When a recipient adds their address to their Portal Account they give your school or district to opportunity to send messages using Blackboard Connect s Geo Mapping feature so you can send messages to recipients based on geographical locations To update a physical address in the Connect Portal 1 Click Contact Info tab on the left if not already selected Contact Info Change the information you want us to use to send notifications to Bill Clinton BBC CLIENT CARE UNIVERSITY
54. x to select all the contacts in the groups you have selected 6 Click EA A Recipient tag will appear in the To Field You can now continue creating your message for each delivery mode Review ies Recipient Ger schedule and send your message 41 Page Using the Blackboard Connect Portal Creating a Portal Account Recipients Creating a portal account is an easy processes that is similar to the sign up process for popular website services such as Facebook and Google However depending on the type of portal you set up open or closed your recipients may have to provide different information The steps below outline the sign in process for both open and closed portals Signing up to receive messages 1 Goto your School or Institution s portal page 2 Click Sign Me Up 3 Fill out the information in the given fields and click Continue NOTE Your password must have at least 8 characters and include 1 number and 1 capital letter Spaces and special characters are not permitted A confirmation email from noreply blackboard com will be sent to the email address you have provided If you do not receive this email check your spam or junk folder Once you receive the email simply click the link provided be redirected to a security page where you select and answer your security questions These questions will be used in the event you forgot your password Greetings William Thank you for registering for a Blackboard Con

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