As an Admin there are a wide range of abilities and tools at your disposal to help everyone in your organization get the most out of ThoughtExchange. This article will be your guide to wielding your newfound power!
Accessing Your Room(s)
When you login to the software at my.thoughtexchange.com you can access your rooms by clicking the dropdown menu in the top right-hand corner of the landing page.
Note: If your organization has opted to organize its rooms into different Workspaces, you will see an additional layer in the rooms dropdown menu allowing you to select a Workspace, after which you can select a room.
If you are linked to more than one customer account, you may need to select the organization whose Rooms you want to access. To switch between accounts, click the profile icon in the top right-hand corner and choose the account you want to work in.
Navigating the Landing Page
The first thing you will see when you login to your Room is the landing page. The landing page is a fantastic tool for letting you see the activity taking place in your Room and a number of useful statistics including:
- The total number of engagements.
- The number of participants, thoughts, and ratings across all the engagements you are currently viewing (which you can modify using the Filters button described below).
- The degree of alignment among the participants in your engagements.
- The average amount of time a participant spends participating in these engagements
The big blue “Create” button at the top of the screen (it’s hard to miss) will take you to the engagement creation menu.
The engagement list shows all the engagements in your room by default, but you can change what is shown using the Filters button in the top left corner of the page. The Filters button lets you filter engagements by Objective, Status (draft, active, or complete), or by Leader. Click Apply Filters to move back to the landing page or use the X in the top right corner.
Additionally, you can filter engagements based on keywords appearing in the title or question using the search bar.
Click "View archived Exchanges" to see engagements you've moved out of the main view.
You can also sort the list of engagements by a number of handy attributes using the button above the list on the right side of the page
Click the Results button on any engagement in the list to launch the Results Dashboard or click the "grapes icon" (it looks like three vertical dots) at the righthand end of any engagement card to pull up a list of management options for that engagement.
You can also click on any engagement card to open a side panel that provides buttons for the invite link (the link you send to participants), the Results Dashboard, or Presenter Mode
Last but certainly not least, don’t forget that you can always click the ? in the bottom right corner of the page to instantly pull up articles and videos from our Help Site directly in the app.
Managing Your Admin Settings
The Admin Settings menu (which you can find by clicking the profile icon in the top right-hand corner) is where administrators can review the leader list for an account, add or remove leaders, or make changes to a leaders permissions.
To add new leaders, simply click the Invite button and enter their email address(es). To remove leaders, click the trashcan icon on the right right of the page associated with their name. To edit a leaders permissions, click the pencil icon.
Managing Your Room Settings
The Room Settings menu (which you can find by clicking the profile icon in the top right-hand corner) is where you can conduct some of your most important work as Room Admin. This menu will have twoor three tabs depending on your account settings:
General - for changing the Room name, requiring participants to login/sign up for all Exchanges created in the Room, or limiting participation to people with specific email domains. If your organization requires a custom privacy/compliance message for participants to review before entering Exchanges you can also edit that here.
Email log - If your account makes use of the Contact Upload feature this is where you can keep track of the status of your Exchange invitations.
Templates - Access, edit and create templates for survey questions, participant groups, objectives, and theme sets.
Have questions? We’re happy to help you make the most of your Rooms. If you are unsure about anything as a Room Admin, don’t hesitate to reach out with questions or to get a walkthrough of these features from one of our amazing staff!
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