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
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)
OR
Go to www.grovesite.com and click Sign In
User
Participant, Moderator, Site Administrator
How To
View the site
Instructions
Click on page names in the left-hand Navigation Bar.
User
Participant, Moderator, Site Administrator
How To
Open a file or download a file to your PC
Instructions
Click on the icon by the file; choose to open or save.
User
Participant, Moderator, Site Administrator
How To
Update your profile
Instructions
Click 'My info' to update your profile, change password, insert a picture, or hide your email address
User
Participant, Moderator, Site Administrator
How To
Change your password
Instructions
Click 'My info' to update your profile, change password, insert a picture, or hide your email address
User
Participant, Moderator, Site Administrator
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
Participant, Moderator, Site Administrator
How To
View all your tasks
Instructions
From any Project Plan page, click [Reports]. You can update your tasks in any GroveSite from this window.
User
Participant, Moderator, Site Administrator
How To
Add an item to a page
Instructions
Click Turn on edit. Click [new item].
User
Moderator, Site Administrator
How To
Edit/move/delete an item
Instructions
Click Turn on edit. Click [edit] to the right of page item.
User
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: http://www.domain.com
User
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
Moderator, Site Administrator (maybe Participant)
How To
Add a row to a Custom Database
Instructions
Click [Add a new _____] and complete the form attaching a picture if required.
Use 'Discussion' to add comments or questions. Edit using single [edit] or [Quick Edit].
User
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
Moderator, Site Administrator (maybe Participant)
How To
Add an event to a Calendar
Instructions
Click on any date, or click [Add a New Event].
User
Moderator, Site Administrator (maybe Participant)
How To
Add an issue to an Issue Table
Instructions
Click [Add a New Issue].
User
Moderator, Site Administrator (maybe Participant)
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, click 'Add page.'
Enter navigation text, page heading, page security**, and 'add page below.' Click 'Save.'
** Set page security for Discussion pages = participants can see and update. This security option is also available for Project Plan, File Library, Issue Table, and Calendar pages to allow someone enrolled as a Participant to upload information and edit or delete his/her information.
User
Site Administrator
How To
Edit page properties (navigation text, heading, security, order)
Instructions
Click Turn on edit.
Click [edit] in the left-hand Site SA Navigation area, just to the right of the page name.
User
Site Administrator
How To
Delete a page
Instructions
Click Turn on edit.
Click [edit] in the left-hand Site SA Navigation area, just to the right of the page name.
User
Site Administrator
How To
Add/edit headers, logo etc.
Instructions
Click Administration.
Click Manage Site Text, Logo, and Settings.
User
Site Administrator
How To
Add/edit color scheme, width, fonts
Instructions
Click Administration.
Click Manage Site Style, Background and Colors.
User
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'
- Enter information in Names box**:
- 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
Site Administrator
How To
Change/delete member's role
Instructions
Click Administration.
Click Manage Participants.
User
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' Enroll a Site Administrator who to customize the site and enroll members
User
Site Administrator
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