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The MyVable self service platform allows your End Users to view and subscribe to Topics and Newsletters created by Administrators of the Vable InfoPro and/or Vable Inbox platforms.
The administration and management of the MyVable platform is designed to be straightforward. With a tick of a box Administrators can add Newsletters and Topics to the MyVable platform. Users can also make full use of Administrator-created labels and custom search filters to find Topics, Newsletters, and articles of interest.
End Users and Administrators can access the platform directly via my.vable.com.
Additionally, Administrators can access the self service platform from within the administrator platform by clicking on their name in the top menu bar and selecting MyVable.
Adding Topics and Newsletters to MyVable
Before granting your End Users access to MyVable, you’ll want to populate the platform with the Topics and Newsletters to which they can subscribe.
Any Topics or Newsletters to which an End User has been subscribed by an Administrator will automatically appear in MyVable for that user, even if the Topic or Newsletter isn’t otherwise shared to the platform. This allows End Users the option to manage all their subscriptions regardless of whether a Topic or Newsletter is shared within MyVable for others.
Topics and Newsletters can be added to MyVable in the Administrator platform from either the corresponding list view or within the detail view of an individual object.
Option 1: List View
From the relevant list view, tick the boxes next to the Topic(s) or Newsletter(s) you want to make visible on MyVable. Then click on the three dots icon at the top of the list. From the dropdown menu, click on the option to add to Self Service. (Note: An Alert Topic cannot be added to MyVable. You must first convert it to a General Topic.)
Option 2: Detail View
If you are already in the detail view of a Topic or Newsletter, select More Details and then tick the checkbox “Publish to Self Service”. You can then save the Topic/Newsletter and it will be available on MyVable.
Note: If you are in the details view for any of your Topics and Newsletters, you will also be able to add/edit the description field. This description will appear on MyVable and gives your End Users more context when choosing their Topics and/or Newsletters.
You can see at a glance which Topics/Newsletters are available on MyVable by ticking the Self Service checkbox found within the Quick Option filters on both the Topics and Newsletters list views. This will give you a filtered list of those items already added to MyVable. You will also see a new icon next to the title, indicating the status on MyVable.
Removing Items from MyVable
To quickly remove multiple Topics and Newsletters from MyVable, select the Quick Options Self Service filter on the relevant list view. Tick the boxes for those items you no longer want to display on MyVable, and click on the three dots icon at the top of the list. You will now see the option to remove these from MyVable. Note that any users subscribed to these Topics and Newsletters will continue to see these in their related lists, but it will be removed for all other users.
You can also update the MyVable status of a Topic or Newsletter within the detail view, by unticking the checkbox “Publish to Self Service” and saving your change.
Utilizing Labels on MyVable
Labels offer Administrators a way of grouping and managing items within the Administrator platform. These labels can be made visible on MyVable in order to help your End Users quickly find the Topics and Newsletters of interest to them.
The visibility of labels on MyVable is set within the Label Manager (accessible by Global Administrators). Visibility is set on the root label, with sub-labels inheriting the setting. To make a label available to appear on MyVable, click on the pencil icon next to the root label (top level). Check the box next to “Publish to Self Service” and then click the checkmark to save your change.The self service icon will now appear next to the root label and sub-labels.
Labels that have been made visible on MyVable, will only display when they have been applied to a Topic or Newsletter shared to MyVable. Empty labels, despite being set to visible, will not be displayed.
Make Custom Search Filters available on MyVable
Custom search filters include either collections of sources or publishers across any subject. The main benefit of setting these up is that search results will be limited to articles from the defined group of publishers or sources.
To make a custom search filter available to your End Users on MyVable, visit the Search Filters management page (accessible by Global Administrators).
Select the radio button next to the search filter you want to share and then open the filter’s detail view:
Check the option to “Publish to Self Service” and save your changes.
The self service icon will now appear next to the search filter.
Now that you have populated the platform with the Topics and Newsletters to which End Users can subscribe, you will need to enable their access to MyVable platform.
Note: MyVable is an optional product. Please contact email@example.com for more details.