Step-by-Step Set-up Guides for Administrators
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Getting started with your library portfolios
Getting to know your Library features - For Owners
In this article you will learn about all the features available to you as an Owner. You can create 3 different types of portfolios. All provide a different level of accessibility dependent upon user permissions (See permissions chart for more detail). Please see below: | Global - A portfolio that can be created by the client administrators and shared with all user. | Public - A portfolio that can be created by the client/partner/depFew readersGetting started with your Library portfolio features - Participant and Readers
In this article you will learn about all the features available to you as an Participant or Reader. Working through each of the steps with help you understand how to complete your assessment. Verify your identity Step 1 Verify your email` When you are first invited to use Mesma software you will be asked to authenticate your identity via your email address and reset your password. This article takes you through the steps. [Authenticate your mesma software user ID](/en/aFew readers
Library - link evidence
The benefit of the library's full version is that it allows you to upload a file once, share it with others and link to multiple products such an assessment, an enquiry or an improvement plan. Once you have uploaded your files you can then link the files to your products. A Click on link icon | File size limit : SuccessfulSome readersLibrary permissions chart
|| Please Note: Please consider the portfolio type before creating it. Please see below your permission charts for Global, Public and Private portfolios. Once created you cannot change the type. || Please Note: If you have administration rights, in addition to being a client/third-party organisation/Few readersMigrating files from Library lite to Library full
Congratulations you have upgraded to our Library full module If you have been saving your files locally in your assessment, you can now move these files to a library portfolio. To do this you will firstly need to create your portfolio and folders in the Library product. Click here to find out how. Once you have created these you can then migrate your files. Step 1 A From within the assessment or enquiry, click the 'EvFew readersHow does the library link with the other mesma products?
This article provides a brief outline of how the files in your library can be linked to other products in your mesma suite. How does the library link with the assessment (Evaluate)? Your files will show in the Evidence Column in the questions that have files linked. Clicking on the file will open the evidence file. How does the library link with the themed deep-dive reviews (Enquire)?Few readersQ. - I am having issues uploading files into the library
If you encounter issues uploading files into the library, there are a few steps to troubleshoot: | Ensure you have the correct permissions. Only participants, owners, and leads have upload privileges. If you have reader permissions, you'll need to contact your organisation's Administrator for the Mesma platform. | Check the file size. Files larger than 150MB may not upload reliably. | Verify the file type. Only **WORD, EXCEL, PDF, JPEG, PNG, PPT, MP4, EML, ODT, MOV, MSG **formats are suFew readersChanging the owner of your portfolio
There are a number of reasons you may wish to change the ownership of a portfolio to another user. For instance when an owner changes roles or leaves the organisation. Owners have the permission to change the Ownership at any point in time. Follow these steps: Step 1 Click in the portfolio you want to change ownership of Step 2 Click on Change owner Step 3 A pop up appears: seleFew readers