Mark Bohn
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Articles
Recent activity by Mark Bohn-
Is there a list of my inactive members?
Choose ‘Members’ from the left sidebar menu, a dropdown will appear. Choose ‘Information’, a list of your members will appear. Click ‘Inactive' 4. You can copy, export and print this list...
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How do I delete (inactivate) a member?
Choose ‘Members’ from the left sidebar menu, a dropdown will appear. Choose ‘Information’, a list of your members will appear. Search for the member whom you wish to delete. Click on their name....
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How do I add a file to a session?
There are two ways to add a file to any channel in a session, follow these instructions*: Option 1: - On the right side of any channel within a session, you will see the files section. - Click 'AD...
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OASIS: How do I add somebody to a channel / conversation?
There are two methods of adding individuals to a channel and/or conversation: #1 Go to the Activity / Comments section of the channel you are wanting to add them to - Tag them (e.g. @johndoe) in ...
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Where do I download the CONNECT Mobile App?
Step 1: Download the CONNECT Mobile App on your mobile device APPLE STORE = https://apps.apple.com/us/app/id1515622231 GOOGLE PLAY = https://play.google.com/store/apps/details?id=com.proteanhub.co...
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How do I export template fields (labels) to a Spreadsheet?
Once in your site, go to OASIS. Then choose ‘SETTINGS’* You will automatically be in the ‘Templates’ section, click on the template you wish to copy After the entirety of the page has loaded, copy...
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CONNECT Mobile App: How do I Edit a Category?
Once in your site, click ‘Mobile App’ from your menu system then ‘Policies’ from the drop down. Choose ‘MANAGE POLICIES’ from the top left of your screen. Click ‘Categories’ Then choose ‘EDIT’ ...
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How do I add a member?
If you need to add additional members to your site, you can do that by following these instructions: Once logged in to your site, click ‘Members’ from your menu system Choose ‘Information’ from th...
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Discussions: How Do I Add a Forum?
Note: If you have not created any Categories yet, see ‘Discussions: How Do I Add a Category’. You will not be able to add a Forum without a Category. Once in Discussions (found in your menu syst...
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Help / Support
How to use the Support feature aka "green support button" 1. Click on the "SUPPORT" icon / button* 2. Click on the "Contact us" icon / button. 3. Fill out the form: Name, Email, Request Type, a...