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Creating and Configuring Bulletins

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Bulletin Creation

This article outlines how to create a bulletin and assign them to users, org units, entities, or roles.

Creating Bulletins

  • Begin by going to the Bulletin tab under Admin
  • Click on the New button

2018-01-24_ClientSuccessPortal_Bulletins_1.png

Configuring Bulletins

  • Continue with choosing an Org Unit and Entity or leave them as "All"
  • Choose the user roles that will be able to see this bulletin
  • Pick a Start and End Date
  • Add a description
  • Enable "Active" if you would like for this bulletin to appear
  • Choose the medium that this bulletin will be sent as shown in the example below
  • Click Save when the bulletin is properly configured

2018-01-24_ClientSuccessPortal_Bulletins_2.png

Bulletin Web View

If "Web" is selected as the medium, the bulletin will appear using the filters selected at the top of screen as shown below

2018-01-24_ClientSuccessPortal_Bulletins_3.png

Video Demo

See link below for video demo:

Bulletin Creation and Configuration

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