Getting started with Engage, how to add your content and manage the platform.
By Hayley and 2 others3 authors43 articles
Engage OverviewAn Overview of the 5 main areas of Engage and the key features of the platform
Create article categories 7 simple stepsCategorise your articles with our colourful tiles, creating them is simple when you know how.
Create an article in under 5 minutesCreating an article in Engage is incredibly simple, follow our steps to upload your first article in under 5 minutes.
How to quickly add a user to EngageAdd all your new users with ease, follow our step by step guide which tells you exactly what you need to do.
How to set roles on EngageThis article will help you set up roles for different people within your organisation e.g managerial, team assistant, cleaner etc.
Adding location types for your usersBefore you add your users you will need to set up location types. This is great for helping you filter content and making it more targeted.
Customising your welcome emailsWhen you set a new user up they will be sent an automatic email with details on how to login. Discover how to customise them here.
How do I view my profile?
ArticlesUse these for policies, procedures, how-to guides, new starter guides, tech-issues, products, instructions, help articles, tips, and FAQ’s.
Customise article previewsGive you content a custom short summary to make it even clearer what's inside.
Article & policy acknowledgementsGet your important content read and understood.
Creating how-to guidesNeed to break down a longer article? Try a how-to!
Microlearning CoursesExtend your existing knowledgebase to train your workforce
Test ModeTest mode for courses for quick knowledge checks of your workforce
Why don't my questions show up on an article?
Deleting a Dash tileIf you'd like to hide or delete a dash tile, follow these steps.
How do I target content on Ocasta?How to target news posts and articles by region, location, location type, audience and role
How to create an AudienceAudiences are a way to save targeting so you don't have to recreate it for every news item/article you want to apply it to
Renaming or editing a Dash tileIf you need to change the name, icon or colour of a dash tile
Customising your Engage Home page
Staff aren't receiving alerts or push notificationsIf you're getting reports of your alerts or not appearing for certain users, follow these steps.
Integrate and launch external appsHow to quickly launch your existing apps from Engage
Dash TilesThese are the coloured tiles that will appear on your dash linking to your content.