Community Help/FAQs

General Help/FAQs

General
Communities / Discussions Library / Resources

General | Top

Q: What is my username/password?

A: Your login credentials are the same username and password that you use to log in to the Medrio platform. If you have forgotten your login credentials or need assistance with your login information, please click here.

Q: How do I update my contact information?

A: On your profile page, please select the pencil icon next to "Contact Details" in the left column.

Q: How do I control what information is visible in My Profile?

A: Please navigate to your profile page, then select the "My Account" tab and choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom.  After you’ve made changes, click the “Save Changes” button at the bottom of the page.



Communities / Discussions | Top

Q: What are Groups?

A: Joining a group allows you to access the associated resources and set your email preferences for updates. You can unique email preferences for every group you join.

Q: How do I join/subscribe to a group?

A:  Click on “Groups” in the main navigation and click on “All Groups” to see a list of available groups. Click on the group that you wish to join and simply click "Join," then choose a delivery option for posts (Real Time, Daily Digest or No Email).

Q: How can I control the frequency and format of emails I receive?

A: Navigate to your profile and click on the "My Account" tab. Choose "Group Notifications" from the drop-down menu.  On that page, there are subscription options: Real-Time, Daily Digest, No Email.

For groups with discussions, you have the following delivery options:
  • Real time: sends an email every time a new message is posted.
  • Daily digest: sends one email to you each day, consolidating all of the posts from the previous day.
  • No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the community site.

For the General Discussions group, you have additional options:
  • Personalized Digest: a daily email summarizing all content relevant to your preferences, interests, and activity
  • Personalized Digest and Real-Time Discussion Emails: personalized digest and real-time emails for discussion threads related to your stated interests
*Note: To see which topics will be included in the Personalized Digests, refer to the "Stated Interests" and "Observed Interests" sections on your Profile page. Add topics you'd like to follow under "Stated Interests."

For Medrio Patch Notes and Medrio Scheduled Downtime, you can set your email preferences at the Group level (click into the group > Settings > Email Preferences).

Q: How do I leave a Group or unsubscribe from a discussion?

A:  Go to your profile and click on the "My Account" tab. Choose "Group Notifications" from the drop-down menu. Here, you will see a list of available groups and those to which you’ve subscribed. Select "Leave Group” under the Actions column for the discussions you wish to leave.

Q: How do I respond to others’ posts?

A: To respond to a discussion post, please navigate to the discussion post and click “Reply to Discussion” to send your message to the entire community.  To send a message to the only author of the post, please select “Reply to Sender” (located in the "Reply to Discussion" drop-down).  We recommend replying to the sender for simple comments like “me, too” that add little value to the overall discussion; and replying to the entire community when you are sharing knowledge, experience or resources that others could benefit from.

Q: How do I start a new discussion thread?

A: Go to “Discussions" > “Post a message.” From an email (HTML version) for a particular discussion forum, you can use the “Post Message” link located at the top of the discussion email.

Q: I’m having trouble viewing the HTML email messages. How do I fix this?

A: If images are not appearing, it is likely that your email client is set to suppress images. This should be something you can change in your security or viewing options. If you would rather receive a text-based email, go to your profile page and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Select the “Plain Text” format option for each of the discussions you are subscribed to.

Q: Can I search for posts across the entire Community?

A: Yes, click on the search icon next to your profile picture in the top right corner of the page. To refine your search results by topic, date, group, etc, use the left menu options.

Q: How do I see a listing of all of the posts to a specific Group?

A: Locate the Group you are interested in viewing from the appropriate Groups page. Click through the Group's landing page, then click on the "Library" or “Discussions” tab. If you see a post you’re interested in, click the subject line which will take you to the entire thread. “Show Original Message” at the bottom of all of the posts in a thread will display the original message that started that discussion.

Libraries | Top

Q: How do I find resources that may have been uploaded by other members?

A: If you know which library the resource might be located in, find the affiliated Group via the All Groups page. Click through the Group's landing page, then click on the “Library” tab . If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.

Q: How do the libraries get populated?

A: The libraries are populated in two ways:
1.  When you include an attachment in a discussion post, the system automatically places it in the affiliated library.
2.  Library resources are not required to be associated with a discussion thread. Some libraries (Medrio Patch Notes, Medrio Scheduled Downtime, and Release Documentation) are populated by Medrians, as these are official documents.

Q: How do I upload a file?

A: Select the “Share a File” link found under “Participate” in the main navigation or "Create New Library Entry" on any community landing page. Please note that uploading a document is accomplished by completing a few steps, and each step must be completed before you can move on to the next:
  • Choose a title for your document, and include a description (optional). Select the library to which you’d like to upload it, and select a folder to which you’d like to upload it (optional).  Then, choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Once you have completed these steps, please click “Next.”
  • Upload your file.
  • Select “Next” if you want to further describe your files and/or add tags to your file.  Otherwise, please click “Finish” to post your library entry

Q: What kind of files can I upload?

A: The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images and YouTube videos.

Q: What are the “tags” for?

A: Tags are great way to organize and categorize content on your site. Tags can be applied to blogs, library entries, events, and glossary terms.  Tagged items are prioritized in the search results.