Navigating Bigtincan Drive

Overview

Administrators can do more than simply upload and manage content within Bigtincan Drive. Administrators can:

  1. Run and request reports pertaining to content.

  2. Adjust a variety of settings appropriately tailoring the content experience to your organization’s specific needs 

Users

Note: See your CSM representative for syncing users.    

 

    Add New Group

  1. Navigate to Bigtincan Drive > Users > Groups 

  2. Select the “New Group” option
     

  3. Add Desired Customizations:
     

  1. Thumbnail

Add an image to represent the group. 

  1. Code

Add a custom code unique to the group to help identify the group.

  1. Name

Give the group a name.

  1. Manager [Zunos Only]

Assign a manager(s) to the group. Type the name and the search will suggest users already added to the system. 

  1. Active

Enable this toggle to make the group active. 

  1. Webapp Client Access

Activate/Deactivate this to give/decline Web App access for users. 

  1. Event Admin [Zunos Only]

Enable this toggle to grant group Event Admin privileges

  1. Select the “Save” option 

  2. The new group will be displayed under the groups

Reports

You can access specific information pertaining to the live media content uploaded in the Drive through the Reports tab. Reports are categorized as either: 

  1. Detailed
  2. Scheduled

    Detailed 

A Detailed Report offers insight on live content in the drive. Through the Detailed Reports section, you can:

View a report

Request a report

Download a report

  1. To begin, navigate to Bigtincan Drive > Reports > Detailed Reports 

  2. Select which report you wish to view

  3. The top section will present similar to the following  

  4. Report File Name: This will auto populate with a default file name, however, you can edit the title in this section. Include Groups: Activate this toggle if you wish to include the groups associated with the content in the report.

Request a Report

Fill in the appropriate information (see your customer service expert for questions on specific details). Within the Report window, select Run Report to view the data online or click download report for an excel spreadsheet export of the data.    

How to Schedule a Report

Administrators may schedule frequently run reports in the Admin Portal to save time.

The scheduler is available for every detailed report with the exception being the Activities' report. 

 

  1. Find a large variety of Detailed reports located within the Detailed tab in Reports.

  2. Open the report intended for scheduling and complete the fields in the Report Request section.

  1. From the Report Request settings, you can set the:

 

Report Name

This title will appear in the “Scheduled Reports List”

Recipient Name

The email address to which the reports are delivered

Schedule Time

The time this report will run for the first time

Frequency

Specify between an isolated run or a reoccurring event, and at what time the recurrence will happen 

Run Until

Define how long the report will run into the future on the recurring basis

Date Mode

Indicate the date span requested into the report filters to be either automatically increment or to remain static

 

 

  1. After setting up the report, click the Request Report button to schedule your report. 

  2. To view scheduled reports, click on the Scheduler tab to view a list of detailed reports and the frequency of how often they're sent, or to change the settings/requirements on a scheduled report.

  1. To see the scheduled report in advance,  click on the “Request Now” button. This feature will send the scheduled report immediately and still continue to send the report on the scheduled date.

  1. Clicking on a scheduled report in the list will allow you to make changes to the scheduled report settings as required.

  2. If using Custom Fields, Administrators will see a Toggle to select or deselect the field(s) to include or exclude the form report.

 

 

 

Settings

    Organization

Administrators can adjust certain customizations to fit their organization’s needs. 

 

Account Icon Zunos Only

Upload an image from your local device. This image will serve as the icon on login account center

Primary Color[ Zunos Only]

Select a primary color. This color will be used in the client applications. 

Organization Name

Enter your organization’s name

Address

Enter your organization’s address

Suburb

Enter your organization’s suburb

Postcode

Enter your organization’s postcode

Country

Enter your organization’s country

Phone

Enter your organization’s phone number

Time Zone

Enter your organization’s Time Zone

Language and Culture

The language selected will be used to format dates and strings for Drive and Zunos

Available Languages

Add the languages that you want to be available for translated content. 

Password Security Policy Zunos Only]

Designate your password security level

  • Low

  • Medium 

  • High

Each level has a specific set of parameters your users’ passwords must meet. 

Terms and Conditions [Zunos Only]

Enter a customized Terms and Conditions policy in the text box provided.

 

 

 

 

How to Add a Custom Field

Currently, custom fields are applied only to Drive content and are not yet available in Content Hub.

  1. Navigate to Drive > Settings > Custom Fields

  2. Select the “New Custom Field” option 

  3. Fill in the appropriate fields

Name

Fill in desired Custom Field Name

Description 

 Fill in any additional information describing the property of your custom field tag. 

Is required?

If enabled, the listed field in settings of content under Custom Fields will become mandatory to fill when adding new content in drive or creating new users.

Visible to Child Organizations? [Zunos only]

If enabled in a parent in Parent-Child hierarchy, all children of that parent will be able to see and utilize the custom fields.

Visible in Admin Only?

If enabled only administrators will be able to view and search by this field via the Drive. If not, users will be able to search these fields via the app.

Active?

If enabled, places the Custom Field in a visible state for administrators to see when using the Bigtincan Drive. Make sure Custom Fields are set to active or they won’t display in the relevant area within the Drive.

Entity Types 

The Entity Type determines which area of Drive the Custom Field will apply to. For example, if Achievement is selected as Entity Type custom fields would only be visible and relevant in the Achievement Settings area.

Field Types

Select the appropriate field type. You can choose from four selected types: Text, Email Address, List (Single), List (Multi)

 

  Image Library

Here you can upload images for your image library. 

  1. Navigate to Drive > Settings > Image Library

  2. Select the “Upload Image” option 

  3. Search through your local devices images and select the desired image

  4. Adjust the image size

  5. Select “Upload” 

  6. Your image will display in the Image Library and be available for adding content thumbnails. For those with Zunos accounts, creators can add images to their courses and other Zunos-specific content.

 

 

Roles 

Administrators can add customized roles for their users to tailor permissions and abilities for the best possible user experience. For more information on setting those roles please see Creating and Assigning Custom Admin Roles

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