Managing Connections

Access Connections via the top navigation.

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Connection Statuses

In the Connection table we let you know what the status is for each connection. A description of each of those statuses:

  • Active = interacted with the content in your Room within the current contract period
  • Idle = has not interacted with the content in your Room within the current contract period
  • Internal = access from within your organization. You are not charged for this activity, but it can impact the accuracy of your analytics.

Connection Data & Insights

The graphs at the top of the page let you see your recent connection engagement and how it's tracking against your historical data.

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You can also see a list of all your connections in the table below. The highlighted columns below help you quickly see what actions they’ve taken in your Room and when they were last active.

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If you click on an individual connection row in the table, you are taken to a detail view. This view gives you insights into how this connection has interacted with your Room. There is a complete log of actions taken by users including: document downloads, viewing specific Q&A results from your knowledge base, and exporting portions of your knowledge base as a self-served questionnaire.

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Revoking Access For A Company Connection

You can now easily remove access for everyone at a given company by clicking the "Remove Access" button on an individual connection row.

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Simply confirm the action in the modal, and everyone at that company will have their access revoked.

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Viewing Individual Contacts

Even though Connections are grouped by company, you can still view individual contacts by clicking on the "Individual Contacts" tab.

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On this screen, you can see the email addresses of users you’ve invited to your room, the state of their Non-Disclosure Agreement, and their Access Status. You can also remove access on the individual user level.

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Interested in an in-product tour of Connections?

First make sure you're logged in, then check it out at this link.


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