App Management: Governance Setup

Use this walkthrough for Simpplr Governance setup:

  • Feed
  • Track Change Posts
  • Home Control
  • Site Control
  • Carousel
  • Content Governance
  • Content Submissions
  • Content Feed Posts
  • New Chatter Groups
  • Expertise
  • File Upload Permissions
  • Public Links to Files

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Feed

The Feed allows employees to share ideas and collaborate with their colleagues. Select any of the three options, which will set precedent for feed settings throughout the application. 

  • Timeline: Automatically generated posts when content is published in site or a blog post is published.
  • Timeline & content comments: Includes timeline posts (explained above) and comments made on content.
  • Timeline & content comments & feed posts: Includes the two above options, as well as posts made in either home feed or site feed. (Recommended setting).



Track Changes Posts

Track Changes Posts automatically highlight any changes made in Salesforce in the Chatter Feed. Select whether these Posts should also be visible in your intranet Feed.



Home control

If you want to allow users to set up their own Dashboard Tiles and layout, select User. Even if home Dashboard is set to User controlled, App Managers can still add content to all users’ home carousels. You can also add tiles with specific content.

If you want to control Home Dashboard Tiles for everyone, select App Manager.

If you choose a User-controlled dashboard setup you also have the option to create a default dashboard, so that all users will start with the same setup. To do this first you click on Configure Home Default. You'll be taken to the Defaults tab.



Site Control

Allowing Site Managers to control their own site settings gives them greater autonomy over how their site works. Select Site Manager to allow Site Managers to set up their site dashboards. They will see the + and gear icon on their site dashboard, so they can add/remove tiles and choose the layout they want to use for their sites.  

Select App Manager to restrict Site Managers from accessing the + and gear icon in Site Dashboard. This means an App Manager will set up the Site Dashboard for every site.



Carousel

The Carousel allows you to highlight your organization's most important updates. Select whether to enable the Carousel for either Home or Site Dashboards. If there are no items in the Carousel it will not appear on the Dashboard. However, this gives you a chance to completely disable it.

 

Content Governance

By checking yes in Content Governance, the app manager enables automatic management/validation of existing and new knowledge pages.

By default, the validation period will be 12 months. This can be changed by App manager to:

  • 6 months
  • 18 months
  • 24 months

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Once saved, altering the validation period should trigger a popup, allowing user to confirm the change or cancel. This change is only truly reflected once the page is saved.

 

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Content Submissions

Give employees a chance to contribute to the intranet by allowing them to submit content to sites. Employees can submit content to sites and Site Managers/owners will need to approve it before the content goes live.

Uncheck this box if you do not want to allow employees to submit Content. Only Site Managers/owners will be able to create Content for their own Site.



Content Feed Posts

A Feed allows users to post and feedback on content. If enabled, the Feed can be turned off for individual pieces of content.



New Chatter Groups

Chatter Groups allow collaboration in Salesforce. They also form the basis for sites. You can select whether new Chatter Groups will automatically become sites within the app or not. You can also click on Configure Chatter Groups, which will take you through to Manage Sites > Chatter Groups. From there, you can manually convert any Chatter Groups that aren’t sites. 



Expertise

Adding Expertise makes it easier to find the right employees. Choose the Expertise settings for the organization. These settings apply to Feeds, Site Files and Content attachments. They do not apply to Profile picture, Profile cover image, Site image, Image Tile, Content cover image, Content body images, Album images & Newsletter images.

  • Only App Managers can add Expertise:
    • App Manager
      • Can add Expertise to anyone’s profile
      • Cannot remove Expertise from someone else's profile
      • Can remove Expertise from own profile
    • User
      • Cannot add Expertise to own or anyone else's profile
      • Cannot remove Expertise from own or anyone else's profile
  • Anyone can add Expertise:
    • App Managers
      • Can add Expertise to anyone’s profile
      • Cannot remove Expertise from someone else's profile
      • Can remove Expertise from own profile
    • User 
      • Can add Expertise to own or anyone else's profile
      • Can remove Expertise from own or anyone else's profile



File Upload Permission

Select a File Upload Permissions setting:

    • This setting does not affect App Managers, they are always able to upload Files.
    • The following choices are available:
      • Allow file uploads (Across entire application) (this is the default option)
        • All supported files types can be uploaded by all user types
  • Disable file uploads (Across entire application)
        • This setting will disable file uploads from the following locations:
          • Home/Site/Content Feed Posts/Replies
          • Content attachments
          • Site Files
  • Allow only image file uploads
      • Only image files matching .jpg .png .gif can be uploaded to
        • Home/Site/Content Feed Posts/Replies
        • Content attachments

 

Public Links to Files

When a Public Link to a File is created, it can be shared with people outside of the intranet. Set whether employees can create and share a public link when sharing a File. 

  • If this feature is turned off (unchecked) all existing public links will be automatically disabled

 

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