How to Manage Your CSE Area (in the "Communication" Menu)

Are you the administrator of your CSE area and want to customise access for your members, write articles or make documents available? We’ll show you how in this article ✍️

👩‍💻 Accessing the CSE area

  • Go to your admin area
  • Click on Communication in the menu on the left
  • At the top of the page, select the relevant entity (if you manage more than one, a drop-down menu will appear) and manage your articles, documents, surveys, representatives and any other elements you want to customise

Click below to find out more 👇

😎 Explanation of the different tabs 

   ✍️  Articles

Simply click on New article to create a... new article 😄

You can:

  • Add a title and a subtitle 
  • Add or change a cover photo
  • Write the article in the dedicated field

The editing features are at the top of the page (if you want to bold text, add a link, create bullet lists, add images, etc).

Click on Publish in the top right and choose the publication date and how you want to notify your colleagues. 💌 You must add a title, an image and some content before you can publish your article. 

💡You can select featured articles by clicking the little star at the end of the articles you want in the "featured" column. They’ll then appear in a carousel at the top of your communication page.

   📑 Documents  

This tab lets you make documents available to your members. 

  • Click on the Documents tab, then New

  • Choose whether you want to create a document or a folder (containing several documents). 

  • Drag and drop the documents you want (or import them from a folder on your device). 

  • Once the folder or file is created, it will be available to your colleagues in their area. 

By clicking on the three little dots (...) at the end of the line, you can:

  • Open a folder (to edit it / add documents) or delete it

  • Hide a document on the portal or delete it

  📣 Surveys

In the Surveys tab, you can create surveys and track the results. For more information, see our dedicated page: How to use the "Surveys" tab?

   🗂️ Topics  

The Topics tab lets you group articles by category.

💡 Good to know: A topic is made up of published articles only. Tip: If you want to reference documents, just add them to an article.

For more information about topics, see our detailed article: How to manage article topics in the "Communication" tab?

   🤝 Representatives 

The Representatives tab lets you introduce and manage your CSE representatives for your members. To do this: 

  • Click on New representative

  • Fill in the details and then click Confirm

You can then edit or delete the representative by clicking on mceclip2.png 

   🤩 Customisation 

In the Customisation tab, you can:

  • Add and/or change the name of your portal

  • Add a logo and a cover image

  • Tick/untick the sections you want your members to see at the bottom of the page. 

This is how your members will see their area (called "My CSE" or "Portal")

You have not found an answer to your questions?

You have not found an answer? Don't worry, send us a message
Contactez-nous

Was this article helpful?
4 out of 23 found this helpful

Comments

0 comments

Article is closed for comments.