To understand how Chapoo works you have to know:
Chapoo requires a recent browser: Chrome, Firefox, Safari 7 or higher, Internet Explorer 9 (limited functionality) or higher.
The main administrator is created by Chapoo and is unique per company. He/she is the first member of the project and is also a member of the administrator role (See Roles and Access-rights > Administrator Role).
A standard user is a member of one or more roles. Standard users can be member of several roles in the same project.
The project administrator is a member of the administrator role. He provides the project details, sets up the folder structure, defines users, roles and access rights and generally manages the day-to-day operations of the project platform. An administrator can invite an unlimited number of users.
The main admin can invite one or more people to the administrator role. Now the administrator(s) can help the main admin to set up and manage the project.
A member of the administrator role can create different roles (with different access rights) and add users to these roles.
When a user is a member of a role he/she gets the access rights of this role in the project. In case of a membership of several roles, the rights of the user are the sum of the rights of these roles. You can only see or do things according to the rights of the roles you are a member of.
A project consists of a tree structure with different folders. Only the folders you have access to, according to the rights of the roles you are a member of, are visible in the folder structure. There are 9 folder types and they all have their own functionality (See Structure App).
A folder consists of objects. These objects are the “files” of the folder. Each folder type has its own objects (See Structure App).
The company decided to have one project only. The main administrator cannot create another project.
An enterprise customer is a company which can create multiple projects. Only the main administrator of this company has the rights to create new projects.
When you log in on Chapoo, and you have access to one project only, you immediately enter this project. If you have access to multiple projects you will see the project list (See Project List).
The project administrator sends you your login name and password.
Only a main administrator of an enterprise customer can do this
Set the project size limit (main administrator of an enterprise customer only).
Click on the profile picture/avatar in the top-left corner of the Chapoo screen. Here you can edit your profile settings.
If you cannot edit this information, it means that the administrator did not give you the rights to edit your profile.
Edit or fill in your personal details, avatar, address and/or contact details (See Edit profile movie).
See Edit profile movie.
See Edit profile movie.
If you do not want to get an e-mail notification for new tasks.
If you want a daily mail with all your notifications.
When you subscribe to a folder, you will get a notification mail when something changes (upload, revision, …) in this folder (See Edit profile movie).
Merge your current Chapoo account with another Chapoo account.
In this part of the Chapoo help you find the default layout and grouping of the functionalities on Chapoo. Chapoo contains a Project Bar(1), an App Bar (2), an App Menu (3) and an App Content (4) with Actions (5) and Views (6).
On top of the Chapoo screen sits the Project Bar with basic information and basic actions.
See Edit profile.
See Project List.
Optional: Advanced search
If you want Chapoo to remember your default language (See Edit profile).
Go directly to the help page.
On the left side of the Chapoo screen there is a vertical bar: the App Bar. In the App Bar you can jump directly to the functionality you need. There are 12 different Apps, but you only see the Apps according to your access rights (See Introducing Chapoo).
This is your central hub that monitors all your project related activities.
This is a powerful document management tool. Here you find a comprehensive overview with the statuses and details of all objects in the project. This App is the core of the project and displays all project folders in a tree structure.
Allows you to manage all your project contacts
Allows a user to manage, track and lock all events and meetings.
Allows a user to find all his tasks and sort them in multiple ways.
Helps a user to focus on clean projects communications. Here you can send messages (mail) to other people in the project.
This is the place to discuss various subjects with other project participants.
This is a place to share and view URL-links.
Allows you to design and edit workflows using an intuitive drag and drop editor.
Allows you to build forms using a simple drag and drop system (Enterprise customer only).
Allows you to define reports from your forms and automatically generate them at regular intervals (Enterprise customer only).
Allows you to manage the project (Administration role only).
The App Menu shows the name of the App you selected (in the App Bar) and its related folders and options. Except for the dashboard App, all Apps have an App Menu. If you click on the arrow next to the App Name, a dropdown list with the App Menu actions will Appear. Some actions will be disabled if you have insufficient rights or if the actions are currently not possible for you.
Expands all folders in the App Menu.
Collapses all folders in the App Menu.
Displays a list of all folders in the App Menu with their content and size. The Download List option allows to export this list to an Excel file.
The objects in the selected folder are displayed here. Because there are different Apps (See App Bar), the App Content will adapt according to the selected App. On top of the App Content, you find Actions and a Views. Except for the Dashboard App all Apps will have an App Content with Actions and Views.
All the actions in the App Content are stored in two different bars. The actions in these menus adapt according to the App, access rights and/or the folders/objects you selected. You will only see the actions that are currently possible for you. According to the number of the selected objects, you can choose which bar you want to use.
If you do not see all the actions that are explained in the different Apps, it means you have insufficient rights for these actions (See Introducing Chapoo). To see which rights you have, see Chapoo Overview > Views.
Click the checkbox of the object and select an action.
Hover over the object and select the action
Click the checkboxes of the objects and select an action.
For most Apps there is a main action, a secondary action and a dropdown-list with additional actions.
In the top right corner of the App Content you can change the view of the App content. The Views adapt according to the App and folder you selected. Furthermore you can also filter or view information about your rights here.
Select the view of the App Content.
Filter the objects in the App Contents.
The filter Applies to the current folder only. This is different from the search function in the Title bar, where you can search the whole project.
Add file rights
Add revision rights
Add annotation rights
Edit file rights
Delete file rights
Access own: Rights to objects that you created or uploaded in the folder
Access all: Rights to all objects in the folder.
If you have the rights to see them.
If you have the rights to see them.