The Source - Issue #3





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The Source
The Source - Issue #3
By The Source • Issue #3 • View online
WorkSource Tips & Tricks

We’re always striving to improve usage of WorkSource for both Administrators and Sales teams and we’re happy to share with you some recent updates:
Share & Track eMail Shares
While the ability to share documents from within WorkSource has always existed, now a rep can see if those email shares have been viewed and/or clicked on. This allows a rep to further customer conversations and receive responses directly to their company email, providing full circle communications!
Share & Track
Share & Track
User Tags for Admins
Tag, you’re it!
Admins can now add tags to users in order to group them in meaningful ways such as, distributor name, territory or job function. This allows more efficient permission based Guide assignments. More importantly, this allows efficient search, sort and filtering of users.
To add tags to your users, go to Users tab, click on a user and select, or add a tag in the Tag field.
Sort and Filter by Tag
Sort and Filter by Tag
Lively Up Your Guides
Apologies to Bob Marley ;)
Add cover images to Guide Pages to visually distinguish each page and provide a more intuitive navigation of content.
To add a cover image, click on a Guide, select Settings, browse your images and upload a photo of your choosing.
If you prefer not to add images, we’ll apply a gradient color scheme based on your corporate colors.
Cover Pictures!
Cover Pictures!
Users, Groups & Guides
Mother May I
Users, Groups & Guides
Users, Groups & Guides
We’ve improved the “Permissions Architecture” for determining who can see what. We organize all the content in Guides and then allow those guides to be accessed and seen via users and groups.
Guides are like binders, used to organize materials in a logical fashion. There is no limit to the number of Guides you create, and the materials and documents that you upload can be part of multiple Guides.
Best of all, when you replace or delete a document in a Guide, the change is made to all Guides that document resides.
Users are the people you have provisioned for the app. Access to guides are given to users when you make them a “Member of a Guide”. This can be done on a one-off-basis or at a Group level.
A Group is a cohort of users and is a more efficient way to allow access to a Guide to several ‘same type’ users. Access to guides can be given to Groups when you make the Group a ‘Member of the Guide’ (Integrated Office) helps bridge the Sales and Marketing gap by equipping your team with the right tools, resources and best practices at the right time, so they can close more sales faster.
For more information or if you have questions please contact us a
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