User Guide
Contents
1. Share2B User Guide 11 www Share2B com Share2B SOCIAL BUSINESS SUITE Contact Insignio CRM GmbH Ludwig Erhard StraBe 14 34131 Kassel Tel 49 561 316663 72 Share2B insignio de2. wa zun a EJ Tep ln your Eway fi nes L E A bE beraa amp pos Fer irer bani m l musaya ee eel aa zimana br nazi ee aal n Sa e ET uan ren n E zz r FRE A mi Pha r ne ARS BITE ERE ee eT ee Pe d aza SST teli eS Kz ha sd eT qi SF r m 1 B r Gray Ban miare BEE K ke EFE bee r h ey G HEN YEN RL Hak ei ee Mira a EEL BEW EWI ee KA ep J dawi aga sharing media The functionality of the Post it field does not end with text and links If you need a quick opinion on a topic you can easily create a poll Share2B would not be an effective collaboration tool if you could not share files or work together on them Just upload any file type you want to share Share2B makes sure that it will be opened using the right software on your or your colleagues computer By the way The Files box shows the files that have been recently added or edited in the group The three green dots at the bottom of the box lead you directly to an overview of all the files that have been shared in the group so far Share2B E s SOCIAL BUSINESS SUITE E ma ee Tieki i kikan En i i Bil yj fa j E c aa Eri ee BE Ki TEL Lee EAREKE El ET a im Et Fan su EE ka dihar Pep an ara Miuma eer wel Sn iS i F Si LT j F Pier mee oi ae bar NT E 2 de a wa ha Kam m ra ee ee kam ee ee oe eo Pa pres ee Share2B
3. Share2B 8 SOCIAL BUSINESS SUIT getting started User Guide screen layout Context Field Where are you The image directly beneath the Share2B logo shows your actual location With this in mind you always know to which site or group you are actually posting What happens here Depending on where you are at any particular time the context field accommodates different functionalities Sharing Area Post it The Post it field is a powerful collaboration tool and voice Use it to share text links files and comments Activity Feed The Activity Feed shows you what just happened in the groups you follow You can join the conversation with comments 2 Share2B User Guide i es Eem Fp don om amp moos a Ern s m i a e e b le i k ee nee us ue ie mm mer mn m BE j mam z Gc ee ee ee me mn __ i mz some me war ean m e EH CENT ur ur E 2 m r nm ee eee ee Emma a pe E m n u Mep a nz ee ee a TT Eo m e r F nn k ee tin a B LE a azan nizan nl i a xx ee ee a me eg pe e ee o mem ee we n d xn ee sen zm Ta News Bar News The News Bar is a great tool when you use Share2B in conjunc tion with third party software e g SugarCRM You also keep in touch with your groups when you are currently working on a wiki or searchi
4. Activity Feed in your sharing area shows all the news that has been shared in your groups by the people you follow in pages or directed to you You can comment on the activities directly That means only you and the people following you will be able read your message 4 Share2B User Guide die f Le ns EZAN E dims 4 rr ee n eee n n ee di ee c ke ey du im bre n mil mae ae ku Su _ p meee Hz Fat 2 m w See ger a ee iz wan ee ee ee B nrt people Your colleagues and selected partners in Share2B As soon you enter People the context field will pro vide you with a search field Additionally you can invite external experts by creating a new user The system gives you an overview of all the peo ole in your Share2B suite You can view a person s detailed profile including their contact information and expertise by clicking on that person s image a Share2B Ki SOCIAL BUSINESS SUITE Share2B User Guide 5 sharing thoughts Share2B is all about dialogue and collaboration The Post it field is a tool that enables you to share thoughts and ideas to start discussions or to link to other sites By the way to respond to something a person has shared you can provide a comment To do so a smaller Post it field opens right beneath the post you want to comment on 6 Share2B User Guide be
5. B suite You can switch to the search function for a people search You can hide the News Bar As soon as something new is shared in the groups that you follow the bar provides a notification alert if Sales hes ENCRES b r really 10 Share2B User Guide Cire Mariage 2 a Arago BAL Dip Seep iri Wes free Par Er Birk y aed eae wanted Atare do Ces LIHE POOLE tS mabe Deir pres beti YER robe Seep EL A LET LETE CET bawi hiii T Curi ersers ken kuz Er dL beetles Fiy HL ler mere elles dd Fa r d r iuti lade des DAME Ln RT re gt ERK ere DEDI hed of fur tener Bu in Prey pirater Tep PRIT ia FRE more BST Ge LIFE ered tat akan ml Dapp CUT EUR DOS diskai Han Purple aec Me FI ar Purple duan a iiy Ehara Jin ph EF no Global Tay Harel lai Plan dl sar Tebirl n Wath di hue CRT FRA poiat recy meke ri PH Con pee ery Dalal ES Feu pages Share2B g Pages is an awesome feature for collaboration and sharing knowledge Pages gives you and your team of experts the power to build up a huge and graphic knowledge database You can create pages and subpages on a certain topic tag them and connect them to a certain Share2B group Your colleagues can add content and subpages so in very short time the knowhow of each of you is available in one entity for everybody in your Share2B suite di kik Foe Social Business
6. User Guide 7 creating groups Share2B is next generation groupware You can join and follow existing groups or create new ones To create a new group you can choose between public groups that everybody can see and follow or private groups for selected participants CET fares LA io an wt Bi ES PR Pas dik n aid ous te Faiy Ef dk Eyan 8 Share2B User Guide groups overview Groups gives you an overview of all public groups o Your basic My Groups screen in contrast displays all the groups that you follow context field As we learned before there are many other types of groups that you can follow directly or to which you are connected by the system public and private groups people and connections to third party software amp e g SugarCRM contacts Share2B E SOCIAL BUSINESS SUITE B zara sin lag Tiap by ST Dane da i Len 17 tes FE re Ta FEES VE el mr ca Las om Leran gap arm bil i kl an oe ee nn wem ae x e Saar D persan P 1a zpr Fe B ee mms kiy Gomes TES j E MESE i MoE ru D cr B var j iee l ra de Share2B User Guide 9 the News Bar The News Bar displays all the news and activities in the groups you follow e This tool is very effective when using Share2B in conjunction with third par ty software e g SugarCRM where the News Bar will keep you updated on activities from your Share2
7. ng for experts Search Search for people without leaving your current activity screen or the third party software you are using functionalities Post it Share your thoughts links files and polls or simply comment on colleagues news Activity Feed Follow and join any dialogue in groups direct ly with people Polls Initiate a poll and get a quick opinion on your topic Files Share files with colleagues and work together on documents or spreadsheets People Find experts follow them and share your knowledge Or invite external experts to join your Share2B instance Groups Create public or private groups With colleagues or external partners Pages Create a or collaborate in a huge multimedia knowledge database Profile Edit your profile contact data and expertise Search Search for people groups and pages D News Bar Track your news even when connected to third party software or use the search to find people hl a Mi Ku o LE ae ee x ee Share2B SOCIAL BUSINESS SUITE O Share2B User Guide 3 home screen Gontext Field When you see your image in the top left hand corner you are always in the base category The My Groups box displays your most active groups The three green dots at the bottom of the box lead you directly to an overview of all the groups and people that you follow Sharing Area The
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