Pinning Content to the Essentials on the Homepage

Have a huddle, category, file, or Deal Win/Story you want to share with all of your users on the homepage? If you are a Coach or Publisher user, you can easily do so by pinning the file to the homepage.

Unlike Bookmarks, where an individual user can mark content to be seen on their homepage, pinning content to the homepage makes the content visible in the Essentials section on the homepage.

How to Pin Content

  1. Select the “…” ellipses when hovering over the file or category
  2. Select “Update Pins”
3. A “Pin to Essential Content” window will then appear on the screen where you can select who to make pin content visible to.
  • None: Unshare, or make content not visible in the Essentials
  • All Users: Make content visible to all users
  • Specific Users: Select specific users to have the content appear in their essentials section

Assign Specific Users

Specific Users can be assigned to have content pinned to their Essential Content

  1. Select the “Specific Users” option in the “Pin to Essential Content”
  2. Use the search bar to search for user, team, and segment names. Select the check box next to the name to add them to the list.

Unassign Specific Users

  1. To unassign users, select the check box next to the user/team/segment name
  2. Click on the Trash icon to remove the users in the list

Unpinning Content

Once something is pinned to the homepage, you can unpin by selecting “None” in the “Pin to Essential Content” menu.

You can also remove content directly from the Homepage by hovering over the top right corner of the content box and clicking on the pin icon. This will open the “Pin to Essential Content” menu where you can then make changes to the content visibility.

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