THE BASICS | THE CONVOS INTERFACE
Designed to look and feel like desktop software, the Convos interface is fast, and completely free from cluttering advertisements. The 3-pane layout is designed to maximize productivity and make accessing and interacting with your information quick and intuitive.
The top bar is the Header. The Header allows you to see what group you are in, access your settings and account, and display a quick guide.
The left side is called the Navigator. From the Navigator, you can select a group, show / hide modules, and in groups where you're the admin, you can access group management features.
THE TOP BAR
The top bar of the interface contains an orange ? button and a bar with 3 buttons
- ? - Dispaly a quick guide layer based on what screen you're on
- MyAccount - Manage your billing information and see what groups you belong to
- MySettings - Manage your Convos system-wide settings such as password and message forwarding
- Log Out - Log out of your Convos account
THE LEFT NAVIGATION
Left Navigation | MyDashboard & Groups
When you first log in to Convos, you will be in MyDashboard and you'll notice the MyDashboard toggle button on the top left of the screen is pressed. Directly below the MyDashboard button is a section containing a list of groups and subgroups you belong to.
To access a group, simply click the group's name in your Groups list. The list of modules in the left navigation and the middle panel content will change.
Left Navigation | Selecting Modules
When you login to Convos, your personal Messages and Schedule modules will be open by default. If you want to only see your personal Messages, disable the Schedule module by clicking it. The Schedule module will be disabled in the left navigation and your Schedule will no longer appear in the middle panel.
You can have up to 4 modules open at once. When you open a 5th module, the module that was first opened will be deactivated. Double-clicking on a module will close all other modules and fully expand the one you selected.
Left Navigation | Group Management
When you select a group or subgroup where you are a group administrator, the Group Management panel will appear below the group modules list.
This will allow you to easily manage the group's membership, settings, and upgrade the main group.
The Middle Panel
Middle Panel | Data Grids
When you select modules in the left navigation, their contents appear in the middle panel in the form of Data Grids. Data Grids are lists of the items contained in a module. Each column in a Data Grid can be sorted to help you locate a specific item.
When you click a specific item, it will appear in the viewer to the right.
Middle Panel | Creating New Items
When you are in a group that you admin or moderate, at top left of the middle panel you will notice a horizontal bar of items that you can create.
If you are a group administrator, you will be able to create any group item. If you are a group moderator, you will be able to create any group item that you have privileges for.
Middle Panel | Deleting Items
At the top right of the middle panel, you will notice a red "Delete" button. This button will allow you to delete items that have been selected in the middle panel.
To delete items, simply click the checkbox located in the leftmost column of each item in the middle panel. Then, click the red "Delete Items" button.
Note: The "Delete Items" button is always displayed when you are in MyDashboard. When you are in a group where you are a group administrator or group moderator, you will also see this button. Group moderators are only allowed to delete items where they have the appropriate privileges and group members are not allowed to delete any items in a group.
The Viewer
The rightmost panel is called the Viewer. Anytime you select an item in the middle panel or create a new item, it will appear in the Viewer.
The Viewer | Using Tabs
To make it easier to open and view multiple items, we designed a simple tabbing feature. Below is an overview of how you can use tabs in the Viewer.
When you first login to Convos, there will be a tab for the Convos Welcome Page.
When you select an item from a module in the middle panel, it will appear in this first tab. Here we have selected a group event titled "Team Dinner".
To make an item in the first tab appear in its own dedicated tab, simply click the pin icon.
A tab for this item will be added to the right.
The Viewer | Resizing the Viewer
Depending on what you're looking at in the Viewer or modules, you may want to increase or decrease their width.
To resize these panels, move your mouse over the control, hold down your mouse button, and drag the the left or right.