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Wisetail Drive Deepdive

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by C.W. Holeman III
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Device Activation

Mobile Devices are managed from the Wisetail Admin tool. To view all devices, navigate to:

  • The Admin Tool → the System tab → Devices pill.

Any active user can request approval to use the Wisetail Drive app on a mobile device. With the new Pending Approval, Approved, and Disapproved device states admins can quickly filter the device list and apply appropriate approvals and disapprovals as needed. Locate the device(s) you’d like to approve or disapprove and check the box next to the device. To Approve, click the Approve button above the device list. To Disapprove, click on the dropdown arrow next to the Approve button and select Disapprove.

 

@Work & Wisetail Drive

Once, you’ve enabled @Work an icon will display on the media item, indicating that @Work filtering has been enabled.

On the Web

Wisetail Drive’s @Work functionality on the Web functions very similarly to @Work modules.

In The Wisetail Drive App

The Wisetail Drive mobile apps support @Work functionality, even offline. While mobile devices must have an internet connection at the time of login in order to establish the @Work state and bypass filtering, once the team member has logged in and @Work state has been established, they are free to move around the work space, even in and out of areas where an internet connection may be limited or unavailable, and they will be able to continue accessing restricted content.

Note: The system determines a user's @Work at login. That @Work status is retained until the session ends.

Drive Role Ability

Users assigned a custom role with the Manage Carousels ability and a restricted audience (has rules defined) can only manage carousels that are managed by their custom role and will not be able to re-order the carousels.

Note: It is recommended that you include the Manage Media role ability when created a custom role for carousel managers.

Force Inactive Logout

You can configure a custom forced-logout-timer for the Drive app. You can also disable it altogether. This is only for the Drive app.

To configure your app timeout setting:

You can manage this at Admin Tool → System → App Settings a → Wisetail Drive →
Drive App Session Timeout

Customize Colors in UI

Navigate to Admin Tool → System → App Settings → Wisetail Drive.

  1. Button (Light Mode): to update the color used for buttons when devices are in Light Mode, click the Primary Color form and input your color code or use the color selector.
  2. Links (Light Mode): to update the color used for links when devices are in Light Mode, click the Secondary Color form and input your color code or use the color selector.
  3. Button (Dark Mode): to update the color used for buttons when devices are in Dark Mode, click the Tertiary Color form and input your color code or use the color selector.
  4. Use the Preview Changes window to ensure everything looks just right
  5. When you’re ready, click the ‘Save Changes’ button.

Links in Drive

Adding new Links

The link will be added to your carousel in a Draft state. You can now perform additional actions—such as customizing the thumbnail, adding permissions, and reordering the items in your carousel—before you publish. To add a new Link directly to one of your carousels:

  1. Login to Wisetail Admin and go to Drive and select your carousel.
  2. Click the dropdown next to the ‘Add Media’ button and select ‘Add Link’. The Create Link modal will be displayed.
  3. Click ‘Create Link’.
  4. Provide the URL (starting with http:// or https://), link Title, and description (optional).
  5. Click Create link.

Adding Links from the Media Library

To add a new Link directly to one of your carousels:

  1. Login to Wisetail Admin and go to Drive and select your carousel.
  2. Click the dropdown next to the ‘Add Media’ button and select ‘Add Link’. The Create Link modal will be displayed.
  3. Click ‘Select from Library’.
  4. Chose the existing Link from your available media library.
  5. Click ‘Add Media’.

 

@Work & Wisetail Drive

Drive supports publication workflows that allows admins to add items in a ‘draft’ state until they are ready; and when the content is ready, it can either be published immediately or at a scheduled date. You can also schedule a removal date. This is supported asynchronously (no internet connection required to publish & unpublish on schedule).

By default, all new media added to Drive will start out in a Draft state. Additional configurations —such as customizing the thumbnail, adding permissions, and reordering media— are supported before publication.

After creation, the media item will now either be in a Scheduled or Published state, depending on the Publish Date provided in the Manage Schedule modal.

To schedule a removal, open the media item menu for the item you’d like to publish, and click Manage Schedule. The Manage Schedule modal will open. Enter a Remove Date and click Save.

The media item will be made unavailable to your teams—and removed from the carousel—on the date you specified in the last step. If you’d like to republish the same media item you’ll first need to re-add it to your carousel.

Featured Content

For the most important resources that need extra attention, Wisetail Drive now allows admins to Feature Content at the top of their library. Featured Content can be permission, will display prominently, and can be scheduled to be Featured and/or Removed at a later date.

To add and schedule featured content from the media library:

  1. Navigate to the Admin Tool → Drive.
  2. From a carousel's Dropdown menu → click Manage Featured Content.
  3. Click the Add Media button.
  4. Click Select from Library and select the media you’d like to feature.
  5. Once added in Draft state, click the checkbox next to the media, and select Manage Schedule from the Feature or item dropdown menu.
  6. Choose a Feature On date (& optionally, a Remove After date).
  7. Click Save.

Publishing & Scheduling

To add a new item from the media library for immediate publication:

  1. From the Admin Tool → Drive, select the carousel you’d like to add media to.
  2. Click the Add Media button.
  3. Click Select from Library and select the media you’d like to feature.
  4. Once added in Draft state, click the Publish button.
  5. When prompted to confirm publication, click the Publish button.

The media item will now be in a Published state and will be available immediately in Drive.

 

To add a new item from the media library for immediate publication:

  1. From the Admin Tool → Drive, select the carousel you’d like to add media to.
  2. Click the Add Media button.
  3. Click Select from Library and select the media you’d like to feature.
  4. Once added in Draft state, click the Publish button.
  5. When prompted to confirm publication, click the Publish button.

The media item will now be in a Published state and will be available immediately in Drive.

 

Password Locking 

You have the option to prevent users (while using the Wisetail Drive app) from changing their password in several ways:

  1. Allow users to change their password.
  2. Prevent users from directly changing.
  3. Prevent users from accessing the forgot password process.
  4. Prevent users from changing their password in anyway.

This setting is universal, it cannot be restricted to individual users or individual device devices. 

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