Getting started: Introduction
Invotra connects you to the information you need to do work. Create and manage content, engage and collaborate with colleagues, access and integrate with the likes Microsoft 365 and Google Drive.
Our approach to information management focuses on time — on helping you to make the most of yours at work.
In this article, we’ll take you through the Invotra product quickly and generally, before diving into the details of what’s possible for each role.
Wait, before you start
Invotra is a web application, which means you don’t have to download an app from an app store.
Instead, you are sent an email with a link from your organisation to set up your account. This link will contain the URL and temporary password you need to access your site in a web browser of choice.
That said, Invotra is available as a progressive web application, which means you can download your organisation’s site as an individual application on your device.
Basically, getting you away from a world of tabs tabs tabs…
Let the ‘general’ tour begin
We think it’s a good idea for you to get to know Invotra before you do anything else. Know the names, where things are, and what they do.
Workbar: Contains the seven or five icons, depending on your role, that are the access points for everything you need to use and navigate your site.
Main menu: Your organisation’s information split into sections and subsections. The creation of these sections and their order is what creates your main menu.
Sections: The core areas and categories of information in your organisation, and host to all the relevant work and social content for your workforce.
Content types: The work: that is, the policies, news items, manuals, galleries, and all the pages that contain what your people need to know to do their jobs.
Widgets: The building blocks of Invotra’s sections and content types. Simply, everything you see displayed below the main menu is being displayed through a widget.
Footer: The ever present details that don’t have to be in your eyeline but are available to everyone in one scroll, just in case, no matter where they are on your site.
What’s a workbar
Our workbar is where you’ll find almost everything you need to do work.
Search for anything, look up anyone anywhere, engage with others on projects and personal stuff, only see the relevant details in your feed, know in real time if something happens that affects you, view your profile, jump to saved content, and manage content whether it’s yours or your publishing teams.
Search in the workbar
Write your search term and select the category you want to search in: Content, People, Teams, Locations. A webmaster will have set a default search category, that’s the category you’ll search in if you just hit enter.
In search, use the filter drawer to get the result you want. You can also save search results if you know you’ll need to come back to them, while Invotra logs your ‘5 recent searches’, just in case you need to quickly retrace your steps.
Admin in the workbar
This one’s for webmasters only so we’ll be brief. Administration is the place to go to configure and control your entire site. From branding to promoted content results, tags to app icons, IP blocking to broadcast messaging — whatever a webmaster does in admin will impact everything.
Directory in the workbar
The people, teams, and locations that make up your organisation are all here. Access profiles to find out more about your colleagues or quickly look up their contact numbers. Drill down into who belongs to which team and where teams are based. And, single out a location to discover how many people work there as well as what skills are available.
Apps in the workbar
The place to go to engage and collaborate with colleagues. Create groups to pull people together to make progress on the latest projects, give a shout out to a member of your team in a message wall post, share your story in a blog to inform and inspire, put your eureka moments to use in an idea, and don’t hesitate — raise a query if you have one.
Feed and notifications
The feed is your source of updates. Only the activity that affects you will appear in your feed. You might have been mentioned in a message wall post, or someone added a group poll into one of your groups (i.e. you’re the group admin). Whatever it is, you’ll receive a real time notification and your feed will update so you can keep on top of the day to day.
Where you go to view your profile to change a detail or description, access saved content, as well as review and manage the content associated with you or your publishing team if you are an author, editor, or publisher. You can also jump to your blogs, messages and groups.
Keep a track of your activity on your site, for example, how much time saved content you have, how much content you’ve created, the number of comments you’ve made, the content and people you’re following, the amount and type of interactions you’ve been making, and the searches you’ve saved.
If you’re an author, editor, publisher, section manager, or webmaster you’ll see ‘manage content’ in your profile menu. It’s where you access, review and manage work from other people. What you can access will be determined by your role being global or local and the role itself. Here’s what you need to know about roles and permissions.