In this article we cover:
- Steps to create your first session
- The setup tab
- The features tab
- The identification tab
- The theme tab
- The sharing tab
- Easier navigation
Whether you are creating your first session or creating a new session the steps stay the same.
Log In to your dashboard.
Press the 'Create Session' button.
Enter your new session name.
From here you can select the options menu (three dots) next to the session name to:
- Change the session settings
- Duplicate the session
- Invite participants or
- Delete the session
When you click on the Settings in the main navigation menu you will find a new pop-up window giving you setting options for:
- SETUP TAB: General session info, session date, session name, the title of your session, a subheading and then a description (or agenda) of what you are going to share with your participants during the session. (The title, subtitle and description sections will appear on your participant app, once participants have joined your session). You can also add labels to your session card to make it easy when searching for a specific session.
- FEATURES TAB: Access to features such as the -
- Q&A settings - sharing a Q&A message board with your participants as well as the moderation setting for the Q&A board.
- Poll settings - with the profanity filter, and also the on/off option to automatically display the voting results on poll close.
- Present view settings -This section allows you to show the joining instructions with the 9-digit Session ID and/or to use a QR code to invite participants.
- IDENTIFICATION TAB - in this section you select the settings if you want your participants to stay anonymous or have them identified during a session. You can also set up a passcode here, or SAML SSO authentication. Choose between the different participant identification options:
- Anonymous - for sessions with or without passcode protection. Participants will always be completely anonymous in this mode, even in the data reporting.
- Identified - these sessions allow you to get your participants to enter a name or use SAML authentication to identify them.
- Show names - participants names will be visible to all other participants on the Q&A board. All live polls and survey answers will be identifiable in the data report.
- Hide names - participants names will be hidden on the Q&A board. Any messages sent to the Q&A board will be still identifiable in the data report. Additionally, all live polls and survey answers will be identifiable in the data report.
- Participant's choice - participants can choose for themselves if they would like to be visible or anonymous when using Q&A. Any Q&A messages sent anonymously will be completely anonymous to other participants and in the data report. All live polls and survey answers will be identifiable in the data report.
- THEME TAB: this is where you can customize the theme of your session by changing the logo and background templates for present view as well as the participant app.
- SHARING TAB: If you want to share your meeting with a colleague or another party to help manage the session when you are presenting.
Click on the hamburger button once again to expand the dashboard menu.