Settings Centre

Company Setup

1. Overview

Company Setup in the Settings Centre is where admins configure essential company-level settings that control how Converse behaves across the platform. This includes setting up company information, managing automated engagement posts, configuring Instant Answers channels, controlling homepage banners, and defining learning priorities used in learning pathways. These settings act as the foundation for branding, engagement automation, and learning structure in Converse.

2. When to Use

Use Company Setup when you need to:

3. Concepts

4. Setup Guide

A. Company Info

Path: Settings Centre → Company Setup → Company Info
https://converse.bsharpcorp.com/celebrate/company_setup


Configure the following details:

Company Values

Automated Posts Timing

This controls when system-generated posts (birthdays, anniversaries, occasions, daily thoughts) are published.

Options available:

You can update the time anytime by clicking the clock icon.

Thought for the Day Setup

B. Answers Manager

Path: Settings Centre → Company Setup → Answers Manager
https://converse.bsharpcorp.com/celebrate/section-list

This opens the Channels page where you can:

Create Channel
https://help.bsharpcorp.com/books/instant-answers/page/how-to-set-up-instant-answers#bkmrk-4.-setup-guide

C. Banner Setup

Path: Settings Centre → Company Setup → Banner Setup
https://converse.bsharpcorp.com/celebrate/banner-setup

Used to manage banners shown on the home page.

You can:

Add Banner


D. Company Priority

Path: Settings Centre → Company Setup → Company Priority
https://converse.bsharpcorp.com/celebrate/learning-pathway/priority-setup

Company priorities are used while creating Learning Pathways.

Actions available:

These priorities become selectable options inside Learning Pathway configuration.

5. User View

Company Setup is an admin-only configuration.
End users experience the impact indirectly through:

6. Reporting

Company Setup does not have direct reports.
However, its configurations affect reporting in:

7. Best Practices

9. Version Notes

Last Updated: 29 Dec 2025

Content

1. Overview

The Content section in the Settings Centre allows admins to configure all the background options required while creating learning modules. These settings define how content is categorized, organized, and displayed to users. Proper configuration here ensures a smooth and structured content creation experience.

2. When to Use

Use this section when you want to:

Note: These configurations appear as selectable fields while creating a module.

3. Concepts

4. Set Up Guide

Access Content Settings

A. Product Family

Path:
Settings Centre → Content → Product Family
https://converse.bsharpcorp.com/celebrate/product-configuration

Purpose:
Used to group related products under a single family for better content organization.

Steps:

  1. Click Product Family

  2. View all existing product families and products

  3. Click Add Product-Family

  4. Enter the Product Family Name

  5. Click Add Product

  6. Add one or more products using the + icon

  7. Click Confirm

Product

Path:
Settings Centre → Content → Product Family → Add Product

Purpose:
Used to add products under an already created product family.

Steps:

  1. Click Add Product

  2. Select an existing Product Family

  3. Enter the Product Name

  4. Click Confirm

B. Category

Path:
Settings Centre → Content → Category
https://converse.bsharpcorp.com/celebrate/feedback_setup

Purpose:
Used to create feedback categories for better classification.

Steps:

  1. Enter the category name

  2. Click Create

  3. To remove a category, click the × icon

  4. (Optional) Enable Anonymous Feedback

C. Skills

Path:
Settings Centre → Content → Skills
https://converse.bsharpcorp.com/celebrate/skill-configuration/0

Purpose:
Used to define skill areas and map sub-skills for learning modules.

Add Skill:

  1. Click Add Skill

  2. Enter the Skill Name

  3. Click Add Subskill

  4. Add sub-skills using the + icon

  5. Click Confirm

Add Sub-Skill:

  1. Click Add Sub-Skill

  2. Select an existing skill

  3. Enter the sub-skill name

  4. Click Confirm

D. Language

Path:
Settings Centre → Content → Language
https://converse.bsharpcorp.com/celebrate/language

Purpose:
Defines the language in which learning content is created and delivered.

Steps:

  1. Enter the language name

  2. Click Add

  3. Use the delete icon to remove a language

  4. Use reorder option if required

E. Module Type

Path:
Settings Centre → Content → Module Type
https://converse.bsharpcorp.com/celebrate/module-type

Purpose:
Defines the format of the learning content.

Steps:

  1. Enter the module type (example: Video, PDF, Learnbee)

  2. Click Add

  3. Use delete or reorder options as required

5. User View

These settings are not visible directly to users.
They appear as selectable dropdown options while:

6. Reporting

There are no direct reports for Content settings.
However, they are reflected in:

7. Best Practices

9. Version Notes

Last Updated: 29 Dec 2025

Engagement Setup

1. Overview

The Engagement Setup section in the Settings Centre allows admins to configure employee engagement features such as rewards, recognitions, and automated celebration posts. These settings help improve user participation, motivation, and platform engagement by enabling timely acknowledgements and milestone-based interactions.

2. When to Use

Use Engagement Setup when you want to:

3. Concepts

4. Set Up Guide

Path: Menu → Settings Centre → Engagement Setup

Under Engagement Setup, you will see the following options:

Each option redirects to its respective configuration page.

Configuration Overview

Note: Each engagement feature (Badges, Certificates, Birthdays, Anniversaries, and Occasions) has its own detailed help document.
You can find and access all related documents in the Related Links section of this document.

5. User View

6. Reporting

7. Best Practices

Refer to the detailed help documents for each engagement feature:

These documents provide step-by-step configuration and examples.

9. Version Notes

Last Updated: 29 Dec 2025

User Setup

1. Overview

User Setup is used to add, manage, and organize users in the platform. It allows administrators to invite users, control access, assign roles, and define reporting relationships such as Manager, Trainer, and Coach. Administrators can also delegate scoped user management to Regional Admins and organize users into Groups for targeted communications and content. This ensures structured user data, accurate reporting, and controlled access across the system.

2. When to Use

Use User Setup when you need to:

3. Concepts

4. Set Up Guide

Path: Menu → Settings Centre → User Setup
https://converse.bsharpcorp.com/celebrate/settings_center



Under User Setup, you will see:

4.1. User Management

View User Status

The User Management page displays users under different tabs:
https://converse.bsharpcorp.com/celebrate/user_management

Each tab shows the count of users in that category.

Search & Filter Users

You can:

Invite a Single User

  1. Click Invite User

  2. Enter user details:

    • First Name

    • Last Name

    • Mobile Number

    • Date of Birth

    • Email ID

    • Hired On date

    • Country, State, City

    • Designation

    • Manager Email Address

    • Trainer Email Address (optional)

    • Coach Email Address (optional)

  3. Click Send Invite

  4. User receives an invitation notification

Invite Multiple Users (Bulk Upload)

  1. Click Invite Multiple Users

  2. Download the sample format

  3. Fill in user details in the file

  4. Upload the completed file

  5. Click Submit

  6. System displays:

    • Success message if upload is valid

    • Error details if any records fail

  7. The error file can be downloaded.

Download User Data

Admins can download:

4.2 Regional Admin

Regional Admin allows administrators to grant scoped admin access to a user. A Regional Admin can only see and manage users who match the selected attribute values.

Path: Settings Centre → User Setup → Regional Admin

Add a Regional Admin

1.    Click Add Regional Admin

2.    Under Select user, choose the user from the dropdown
3.    Under Define scope, add attributes and select their options. The Regional Admin will only see users matching the selected values:
◦    Select an attribute from Select Attribute
◦    Choose values from Select Options
◦    Use the + button to add more attribute rules
◦    Use the × button to remove a rule
4.    Under Grant permissions, toggle on the permissions to grant:
◦    Manage users – View and manage the in-scope users (block, unblock, edit)
◦    Communications – Send communications to in-scope users

5.    Click Save

Regional Admin List View

The Regional Admin page displays configured Regional Admins with the following columns:
•    Name
•    Email
•    Permissions
•    Scope
If no Regional Admins are configured, the page displays: "No regional admins configured yet.

4.3 User Attributes

User Attributes control what user information is available for reports.

Attribute Visibility

This applies to:

Add Additional Attributes

  1. Click Add under Additional Attributes

  2. Enter:

    • Attribute Name

    • Attribute Type

  3. Save and confirm

4.4 Manage Groups

Manage Groups allows administrators to organize users into groups for targeted actions. Two types of groups are supported: Attribute Groups (rule-based) and Flex Groups (manually curated).
Path: Settings Centre → User Setup → Manage Groups

Attribute Groups

An Attribute Group defines rules that automatically include members based on their attributes. Any user matching the defined rules becomes part of the group.

The Attribute Groups tab displays: Group Name, Type (Attribute), Owner.
To create an Attribute Group:
6.    On the Manage Groups page, open the Attribute Groups tab
7.    Click + Create Attribute Group
8.    Enter a Group Name
9.    Under Select Attribute:
◦    Choose an attribute
◦    Enter a value under Enter value
10.    Click + Add to add more attribute rules
11.    Review users matching these rules under Users matching these rules
12.    Click Save Group

Flex Groups

A Flex Group is a manually curated group where members are individually selected.

The Flex Groups tab displays: Group Name, Type (Flex), Owner, Actions.
To create a Flex Group:
13.    On the Manage Groups page, open the Flex Groups tab
14.    Click + Create Flex Group
15.    Enter a Group Name
16.    Under Select Members, search and select users using the checkboxes
17.    Click Save Group

4.5 Designation

Designations define user roles shown across the platform.
https://converse.bsharpcorp.com/celebrate/settings_center

Add Designation

  1. Enter designation name

  2. Click Add

Usage Notes

4.6. Manager Setup

  1. Go to Settings Centre → User Setup → Manager

  2. Click Select Manager

  3. From the dropdown, select a logged-in user who should act as a Manager

  4. Click Add

This action makes the selected user a Manager in the system.

4.7. Trainer Setup

  1. Go to Settings Centre → User Setup → Trainer

  2. Click Select Trainer

  3. From the dropdown, select a logged-in user who should act as a Trainer

  4. Click Add

The selected user is now enabled as a Trainer.

4.6. Mentor Setup

  1. Go to Settings Centre → User Setup → Coach

  2. Click Select Coach

  3. From the dropdown, select a logged-in user who should act as a Mentor

  4. Click Add

The selected user is now enabled as a Mentor.

How to Assign Manager / Trainer / Coach to Users

You can assign roles in two ways:

Option A: While Creating a New User

  1. Go to User Management → Invite User

  2. Fill in user details

  3. Select Manager / Trainer / Coach email as required

  4. Click Send Invite

Option B: For Existing Users

  1. Go to User Management

  2. Open the user profile

  3. Select Manager / Trainer / Coach under the respective fields

  4. Click Save

5. User View

Admin View

Admins can view and manage user details from:

From here, admins can:

Regional Admin View
Regional Admins see only users who match the scope defined for them. Based on the permissions granted:
•    Manage users permission allows viewing and managing in-scope users (block, unblock, edit)
•    Communications permission allows sending communications to in-scope user

End User View

Users can view their details under Profile → Account Settings

6. Reporting

7. Best Practices

9. Version Notes

Last Updated: 06 Aug 2026