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Browse the documentation
11 sections, 100 articles. Open one to see what's inside.
Setting up Civio Engage
12 articles
Available SSO Providers
Create and edit basic site pages
Creating an API Key
Edit the site menu
Editing the site home page
Guide to Site Styling and Appearance
How to configure user sign-up text and profile fields
Manage site categories (regions and tags)
Settings
Understanding the admin interface
Using your own URL with Civio (DNS Settings)
Working with the Civio Engage API
Profile management
4 articles
User management
3 articles
Publishing workflows
4 articles
Working with content
6 articles
Projects
8 articles
Content tools
13 articles
Cloning tools
Create and edit a project timeline
Create and edit map layers
Create and edit project documents
Create and edit project events
Create and edit project hotspots
Create and edit project pages
Create and edit project updates
Create project maps
Marker icons
oEmbed
Upload external map layers
View event registrations
Participation tools
13 articles
Budgets Tool (Participatory Budgeting)
Continue an incomplete survey submission
Create and edit a map feedback
Create and edit a Q&A board
Create and edit a survey
Create and edit an idea board
Create and edit poll
Designing a print-friendly survey
Embed participation tools into other websites
Manage your project participation tools
Submission Handlers
Survey question types
View, moderate, and export participation tool submissions
Reporting
8 articles
Tips, Tricks and Best Practices
8 articles
Stakeholder Management
21 articles
Getting Around SRM
Users and stakeholders in SRM
SRM Roles
Teams in SRM
Building Your Stakeholder Register
Getting your stakeholder data into SRM
Capturing stakeholders from a survey
Stakeholders
Organisations
Stakeholder groups
Initiatives
Interactions
Notes
Issues
Tasks
SRM Timelines
Logging Engagement in SRM
Filtering, columns and bulk updates in SRM
Custom fields for SRM records
Reporting in SRM
Getting Information Out of SRM
Latest features
Templates
Learn how to save engagement tools as reusable templates, browse the Template Library, and create new tools fr...
Continue an incomplete survey submission
Save and Continue Later
Budgets Tool (Participatory Budgeting)
The Budgets tool enables you to run participatory budgeting exercises where community members can allocate fun...
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Planned features quarter by quarter — many of them shaped by client requests.
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