We’re excited to have you onboard! This articles covers the first steps that you need to take to get started with CC.
In this guide:
- CC environments
- Create an account
- Invite your team to CC
- What are seats
- Moderator training
- Community Manager training
- Remove demo content and users
- Register for inSpired
- Subscribe to status page
CC environments
Depending on your package you will get access to an CC production and staging (sandbox) environment. An CC environment has two different views:
- Control (admin facing) is the place where your team, administrators and moderators, will setup and configure the CC platform and do the moderation work.
- Destination (end user facing) is the place where your users sign up, ask questions, get answers, start conversations, submit ideas and engage with your content and other users.
Create an account
- Your onboarding manager will invite you to become an administrator, click Accept invitation*
- Select a username and password
- Click Create account to complete the process. You are now logged in as an admin in Control
*You will receive an invite for both a production and a staging (sandbox) environment
Login to Control and Destination with your username & password combination, not with the email address of your account
Invite your team to CC
Manage your team, and learn how to invite a new colleague to the CC platform. Read the guide:
What are seats
Learn more about your seat licensing, who counts as a seat and what happens if you reach your seat limit.
Moderator training
Follow the Moderator e-learning course. The course is intended to help new Moderators understand their responsibilities and their contribution to the success of your community.
Community Manager training
Follow the Community Manager e-learning course. The course will equip you with the most important knowledge about: set up, content & user management, activation, knowledge base management and much more.
Remove demo content and users
Your CC platform contain demo content, categories and users. Click ‘Learn more’ below to reveal the steps that you need to do to clean up your CC platform and start from scratch:
Remove featured topics from homepage
- Go to your homepage
- Click Customize
- Delete the Featured topics widget by clicking the Trash can icon
Remove demo content
- Go to Control → Content → Overview
- Select all topics by clicking the checkbox before the Title
- Click Trash in the top right of the content table to remove topics
Remove demo community categories
- Go to Control → Platform → Community
- Select a category and click edit
- Click Delete in the top right of your screen
- After you’ve deleted the categories in a parent category you can delete the parent category
Remove demo knowledge base categories
- Go to Control → Platform → Knowledge Base
- Select a category and click edit
- Click Category Details tab
- Click Delete Category in the bottom of the screen
- After you’ve deleted the categories in a parent category you can delete the parent category
Remove demo users
- Go to Control → Users → Users overview
- Select a user by clicking on the Username
- Click Erase user
Register for inSpired
Everyone in your team that is working with the CC platform should register for inSpired to be up to date on all platform news and releases. inSpired is the place where the CC community meets. Find tips, tricks, product guides and connect with other CC customers. Ask questions, get answers, submit ideas and get access to exclusive customer only content.
Subscribe to status page
Subscribe to http://status.insided.com to receive instant updates on platform issues, scheduled maintainances and outages.
What’s next
In the next guide we’ll cover the technical setup of the CC platform, explore integration possibilities and learn how you can embed CC content into your webbased pages or applications.