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Civio Engage Knowledge Base

Product documentation

78 articles across 10 sections. Browse below or search.

New to Civio Engage?

Guide to getting started

9 steps
  1. Getting Around Civio Engage
  2. Setting Up Your Site Basics
  3. Creating Site Pages
  4. Setting Up Your Team
  5. Creating Your First Project
  6. The Content Workflow
  7. Participation Tools — Which to Use
  8. Moderating Participation Submissions
  9. Intro to Reporting & Analytics

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)
Show 4 more
Settings Understanding the admin interface Using your own URL with Civio (DNS Settings) Working with the Civio Engage API

Profile management

4 articles
Login to your site Manage your admin profile Manage your password Notifications in Civio Engage

User management

3 articles
Create and edit users Understanding and Managing Teams User roles

Publishing workflows

4 articles
Managing Revisions Understanding Content Workflow in Civio Engage Update workflow status Workflow status

Working with content

6 articles
How to add an accordion to your page How to add an image gallery to your page How to use content blocks and groups How to use the Rich Content editor Sorting, filtering and bulk actions Templates

Projects

8 articles
Create and publish a project Create and share a project preview link Delete a project Edit a project Key elements of a project Manage project restriction settings Send notifications to project followers Unpublish a project

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
Show 5 more
Create project maps Marker icons oEmbed Upload external map layers View event registrations

Participation tools

12 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
Show 4 more
Embed participation tools into other websites Manage your project participation tools Survey question types View, moderate, and export participation tool submissions

Reporting

8 articles
Dashboard exports Dashboard settings Edit dashboard widgets Participation tool reporting Participation tool widgets Reporting dashboards Sending emails Understanding Dashboard Widgets
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