The GroveSite
Resource Portal
Browse tutorials, training videos and other useful resources designed to help your team get the most out of their GroveSite access.
Training Resources
We understand that it can be slightly overwhelming to introduce a new platform. That's why we developed a dedicated training portal so users can access all the information they need at any time they want.
Usage Tips
How To
Login
Instructions
Go to www.grovesite.com and click Sign In
OR
Open your browser and enter your site's URL:
https://secure.grovesite.com/orgname/sitename (no www.)
On the Login screen:
ID: Enter your email address
PW: Enter supplied password (case sensitive)
User Role(s)
All
How To
View a site
Instructions
Click on page names in the left-hand Navigation Bar.
User Role(s)
All
How To
Change to a different site
Instructions
Click 'My Dashboard' in the top menu. The sites you have access to view are shown in the My Sites section. Click on a site name to navigate to that site.
User Role(s)
All
How To
Open a file
Instructions
Click on the icon by the file or the file name link and then, depending on your browser, choose to open or save the file to your PC.
User Role(s)
All
How To
Update your profile
Instructions
Click 'My info' in the top menu. Update your profile, insert a picture, and/or hide your email address and then click the Save button to save changes and return to your site.
User Role(s)
All
How To
Change your password
Instructions
Click 'My info' in the top menu. Enter a new password and confirm the password. Then click the Save button to save changes and return to your site.
User Role(s)
All
How To
Participate in Discussion Forums
Instructions
Click [Add a New Posting] to post a question or comment;
Click on someone else's question/comment to post a Reply.
Check the Email Notification box if you want to be notified of Replies.
User Role(s)
All
How To
View all your tasks
Instructions
From any Project Plan page, click [Reports] and then My Tasks. Select the task types and a date range and then click 'Run Report'.
User Role(s)
All
How To
Add an item to a page
Instructions
Click Turn on edit. Click [new item]. Enter text, use the editor to enter html and/or upload a file. Select the location on the page and click Save to display the new item on the page.
User Role(s)
Moderator, Site Administrator
How To
Edit/move/delete an item
Instructions
Click Turn on edit. Click [edit] to the right of page item. Modify the item and click Save to view the item on the page.
User Role(s)
Moderator, Site Administrator
How To
Insert a link
Instructions
Click Turn on edit. Click [new item].
Set Item type=link to another website. Enter heading text.
In subheading field, type the URL (e.g. https://www.domain.com)
User Role(s)
Moderator, Site Administrator
How To
Add a task to a Project Plan
Instructions
Click [Add a New Task].
Use [Import Tasks] to add many tasks.
User Role(s)
Participant, Moderator, Site Administrator
How To
Upload a file to a File Library
Instructions
Click [Add a New File]
Use 'Browse' to locate/select your file.
User Role(s)
Participant, Moderator, Site Administrator
How To
Add an event to a Calendar
Instructions
Click on any date, or click [Add a New Event].
User Role(s)
Participant, Moderator, Site Administrator
How To
Add a row to a Custom Database
Instructions
Click [Add a new _____] and complete the form attaching an image if required.
Use [Bulk Import] to add many records.
User Role(s)
Participant, Moderator, Site Administrator
How To
Edit a row in a Custom Database
Instructions
Edit using single [edit] or [Quick Edit].
Use [Bulk Update] (if available in your org) to edit multiple records.
User Role(s)
Participant, Moderator, Site Administrator
How To
Add Discussion to a Custom Database row
Instructions
Click on an existing thread subject or [add new] to view a discussion thread and add comments or questions.
User Role(s)
Participant, Moderator, Site Administrator
How To
Add a page
The page security setting allows you to control who can view or who can add content to that page.
Instructions
Click Turn on edit.
Click [new page] (in Site Navigation area at left). Select page type and click Next.
Enter navigation text, page heading, sub heading (optional) and page text (optional) and click Next.
Select page security** and click Next.
Choose location of page and then click Finish to save the new page.
** Set page security for Discussion pages = participants can see and update. This security option is also available for Project Plan, File Library, Custom Database, and Calendar pages to allow someone enrolled as a Participant to upload information and edit or delete his/her information. For Custom Database pages, if Participants should only see their own records, check the Row Security option.
User Role(s)
Site Administrator
How To
Edit page properties
Instructions
Click Turn on edit.
Click [edit] in the left-hand Site Navigation area just to the right of the page name.
Change navigation text, heading, security and/or order properties and click Save.
User Role(s)
Site Administrator
How To
Delete a page
Instructions
Click Turn on edit.
Click [edit] in the left-hand Site Navigation area just to the right of the page name.
Click Delete and confirm the delete to remove the page.
User Role(s)
Site Administrator
How To
Add/edit headers, logo etc.
Instructions
Click Administration.
Click Manage Site Text, Logo, and Settings.
Modify the site name, log, headers, footers, timezone, default security and/or new content flags and click Save.
User Role(s)
Site Administrator
How To
Add/edit color scheme, width, fonts
Instructions
Click Administration.
Click Manage Site Style, Background and Colors.
Modify the color scheme using predefined colors or custom colors. Set the font style and sizes. Add a background image. Then, click Save to update your site.
User Role(s)
Site Administrator
How To
Enroll members
GroveSite will send an email invitation to each new enrollee, with URL, ID and GroveSite-assigned password; you can choose to assign your own password and/or NOT to send email invitations.
Instructions
Click Administration.
Click Enrollment.
Step 1:
-
Enter information in Names box**:
- Email address, first name, last name, title, co, phone
- Select Site Role (Participant, Moderator, or Site Admin)
- Click 'Go to Step 2'
- Edit Welcome and Instruction text as desired
- If you do NOT want GroveSite to send email invitations, check the box marked 'No Invitation.'
- If you want to assign a specific password, type the password in 'Default Password' field.
- Click 'Enroll Now'
**Only the email address is required for subsequent sites.
User Role(s)
Site Administrator
How To
Change/delete member's role
Instructions
Click Administration.
Click Manage Envrolled Members
Change member(s) role, expire or delete members. Click Save.
User Role(s)
Organization Administrator
How To
Add a New Site
Instructions
Click Administration.
Click Switch to Organization Administration Mode.
In the panel that appears at left, click 'Add New Site'
Enter site name, unique site short name, choose the site location, and select option to copy from an existing site:
- Nothing - to create empty site
- Site settings - to copy security defaults, logo, headers/footers, colors, and fonts but no pages or content
- Site settings plus page structure - to copy security defaults, logo, headers/footers, colors, and fonts but no items on the pages
- Everything - to copy site settings, pages/security, and items
Click 'Add New Site' button to save the site.
Cuustomize the site and enroll members
User Role(s)
Org Administrator
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