HOW-TO: VIDEO TUTORIAL SERIES
LOGGING IN + YOUR PROFILE
What if I can’t login?
If you are have trouble logging in, please send an email
to
help@conduitnw.org.
What if I forget my password?
Click
“Forgot your password?” on the log in page. You will be sent an email with a link to
reset your password.
How do I change my login information?
To change your password, click
My Conduit in the left navigation menu, then click
Edit Settings in the top right corner of the page, which will take you to the
My Profile page. Scroll down to the
Change Password section on the right side menu. Enter your old password, and then enter
your new password. Remember to click the
Change Password button to complete the process.
How do I update my profile?
If you have an existing account and wish to update your profile, click
My Conduit in the left navigation menu, then click
Edit Profile to go to the
My Profile page. Your username cannot be changed after it
is established. However, you can edit your first and last name, which is displayed with your profile—along
with other personal details such as email address, and company name and address.
TAGGING + FINDING RESOURCES
What is a “resource?"
A resource is an article, job posting, file, community, event or
poll created by a community member using the
Create button on Conduit.
What is a tag?
A tag is a word or set of words used to describe a resource.
There are five tagging categories: Sector (required), Function (required), Topics & Tags (required),
Resource type (optional), and Associated Groups (optional). All Conduit members are able to add tags to
resources, either by creating a new tag or selecting from a list of existing tags.
How can I tag a resource?
There are two ways to tag a resource, either as the author
or editor of the resource, or as a community member. When you author or edit a resource, you will have the
opportunity to select existing tags or add your own within the right-side menu selections. After your
resource is published, you can add or remove tags at any time while in edit mode.
If you are not the author or editor of a resource, you can
still add a tag on the right side of the page, using the
Add Tag button. Your tag will be instantly added to that resource.
How do I follow a tag?
To follow a tag, click
Browse Tags in the left navigation bar. Select the tags you wish to follow or unfollow.
Based on your alert settings, you will receive email alerts when content is tagged with the selected terms.
Who can see my resources?
If you mark a resource as public when creating or editing your
article, anyone who visits Conduit can view it, whether they are logged in or not. If you mark it as private,
you can choose the individual community members or groups that can see it.
How do I set permissions on a resource?
Setting permissions on a resource affects your resource’s
distribution, editability and visibility within the Conduit community. You can set permissions on the
right-side menu when creating or editing a resource.
If you’d like your resource to be public to the Conduit
community, but allow others the ability to make edits, you can mark your resource as public, and then
select exactly who can edit your resource. Additionally, when you mark a resource private, you can enter
names or email addresses of individual Conduit members, whole groups, or both to grant viewing and editing
permissions to. Both public and private resources can provide the option to allow other Conduit members to
edit.
Uploading a file
To upload a file to Conduit, you must
first be logged in. Hit
Create
in the left navigation menu, then select
Upload a file under content type, then hit the create
button.
Provide a name for the file you are uploading, then hit the
Select file button to browse for your file.
Write a short summary of
the file you are uploading and, if you wish, a comment. Select a thumbnail image for your file, then work
your way down the questions on the right side of your screen, choosing the applicable sectors, functions
and tags. Choose your viewing and editing permissions, then hit the
Publish button
COMMUNITIES
How do I create
a new community?
Click
Create on the left navigation menu or the blue Create button. Then select the
People icon, add a descriptive title, and invite others to join by adding his or her
email address or Conduit user name, which will auto populate.
How do I share a resource with my community?
When you create or edit a resource, you can add
specific communities on the right side menu. By doing so, members will see the resource within their shared
community.
I can’t find what I am looking for, but someone told
me it’s here. What do I do?
First, make sure you are logged into Conduit. Then hit
Explore on the left-hand menu or use the search bar at the top of the website and enter
the resource’s name, and/or its author. If that doesn’t yield the correct result, try looking for tags related
to the resource. If you can’t find it there, try looking by sector or function and filtering on other tags to
fine tune the filters. If none of that helps you locate the resource, contact the author. It’s possible he or
she may have accidentally set the viewing permissions to private and didn’t include you as a viewer.
I don’t see a community that someone told me that I am a
member of. How can this be?
Log into Conduit. Click
My Conduit in the left navigation menu. On the right-side menu, you can see all the
groups in which you are a member. If the community you are searching for isn’t listed, contact the manager with
a request to add you to the community.
Why are there ‘private communities’ on Conduit?
Private Conduit communities are designed for working groups of people who need a
private, collaborative space to do their work. It is expected that their final products will be shared with
the rest of the Northwest energy-efficiency community when completed. Examples are the NW Research Group or
NEEA’s advisory committees.
OTHER ACTIVITIES
Can I see all of my activity on Conduit?
Yes! View all your recent activity on your profile page, which
is accessible by clicking
My Conduit in the left navigation. Alternatively, in the search bar, type “author: your
name” or just “your name.” The search results page will list resources you have authored. It will not list
comments you have made on other people’s resources.
Is there a way to get notified when someone comments on my
resource or makes an edit?
Sure! While you are signed in, click on
My Conduit in the left navigation menu. Select
Edit Settings in the top right corner. You can choose what will trigger an email alert
and how often you wish to receive them.
How do I edit a shared file on Conduit? Do I have to check
it out first?
To edit a shared file in a community, you must first check it
out. Only community members with editing permissions will see the blue
Check out button on the page where the file is located. When checked out, a hold is
placed on the file and no one else can check it out or make changes. After you’ve checked a file out, select
the
Update and Check-in button, then choose Download the file
to edit from the dropdown. When you have finished editing the file, go back to the file
page on Conduit and select the
Update and Check-in button again, then choose
Upload a new version from the dropdown. When the new file is uploaded, Conduit will
automatically check it back in, making it available for the next editor to check out and edit. If you don’t
upload a new file or select
Check-in, the file will remain checked out to you indefinitely, so be sure to check your
file back in.
How do I include a photo with my resource?
While creating or editing your resource,
select from the thumbnail images that appear below the text box, or upload your own by choosing the
Image upload button (it looks like a small photo) on the editing toolbar.
How can I leave feedback about the site?
Your feedback is important! You can leave feedback about Conduit
by emailing slane@neea.org.
Is there a way to remove obscene, malicious, or off topic posts?
The Rules of Conduct in the
Terms & Conditions of Conduit explain that false, misleading,
mean, and off topic content can and will be removed. If you see content that fits this description,
please contact us.
How do I get help?
If you didn’t find an answer to your question on this page or
elsewhere on the site, please send an email to
help@conduitnw.org.
Thanks for using Conduit!