Getting Started Guide

Creating Your First Account

After completing the quick sign-up process, you will be provided with a link to your software. If you forget this unique address, you can find it on your account page from within this site (by pressing "My Account" on the top right side of this page, while logged in). This is the address you and all of your coworkers and team members will use to access the software. The address will most likely be yourcompanyname.officemedium.com.

You will first be presented with a screen instructing you to create your first account. This will be the account that you use to log in. It will automatically be given the Employee and Superuser role. With the Superuser role, this account will be able to add and remove users, moderate content, and much more (see: What are User Roles?).

Adding Additional User Accounts

Now that you are logged in with a privileged account, you can create accounts for your coworkers, team members, and clients, or outsiders. Navigate to the 'Configuration' menu on the right bottom side of the page, and press "Add a User". Complete the simple form and press the "Submit" button. The accounts are now active. For more information on how to create different account types, for example, client accounts, see What are User Roles?.

Submitting Content

The following content types are available:

• Blog Entry: Post to the blog to share a message or start a discussion.
• Company: Store information about a company that you have a connection with.
• Contact: Store contact information.
• Event: Store upcoming events which integrate into your calendar.
• File: Upload a single file or batch of files all related to the same topic. Files can also be uploaded on other content types such as tasks.
• Poll: A poll is a question with a set of possible responses. A poll, once created, automatically provides a simple running count of the number of votes received for each response.
• Private: Private content features the attributes of most of the other content types, except that it is only viewable by you, and optionally, any other users you reference. This content type is flexible and can be used to store general information, files, dates, images, and more, while maintaining complete privacy.
• Resource: A resource is anything that provides a reference of knowledge. This could be a link to an important website or document, an explanation or guideline of certain processes, or any information that needs to be shared.
• Task: Create a task that has to be completed. This could be a project, report, problem, or any action that has to be done.

You can submit any of these items by either using the 'Submit Content' menu on the right side, or by pressing 'Create Content' on the bottom panel. Client accounts can only submit Events, Tasks, Files, and Resources. Content items can be brought to the attention of other users. This feature is extremely important to understand (see: What is User Attention?).

Fill Your User Profile

Your user profile gives other users easy access to your contact and personal information, recent activity, status, and more. You can access your profile by either clicking "My Account" on the User Menu, or clicking your user name on the bottom panel. To edit your user profile and preferences, press the "Edit" link towards the top of the page. This page provides numerous account settings that can be changed. To edit your profile fields, click on a section link from the links towards the top of the page.