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Main Gallery Area

Set Up (Admin)

Launch your first Stream. Turn Streams on, create a Stream and decide who can see it. Your team gets a place to share what works.

text Start here: Before you launch Streams

Streams has an on/off switch for your whole site.

text Why Streams? Social learning for your financial institution

Start here. What Streams are, why a bank or credit union would use them, and how they fit alongside your training.

demo How do I turn Streams on or off

Turn the Streams social feeds on or off for your learners from Settings.

demo How do I create and launch a Stream

Create a new Stream, add a logo and cover, and switch it on so learners can join.

demo How do I find or delete a Stream

Find a Stream in the list, open it, and delete it if you need to.

Members and Moderators (Admin)

Decide who's in and who moderates. Add members, make a Stream private and set moderator permissions. Conversations stay useful and on topic.

demo How do I make a Stream private and add members

Set a Stream to Private and choose who can see it by adding members.

demo How do I add a moderator and set their permissions

Give someone moderator rights on a Stream and choose what they are allowed to do.

Posting and Following (Learners)

Join the conversation. Post questions, share tips, comment and upvote. The best answers rise to the top for everyone.

demo How do I join or leave a Stream

Browse the Streams you can access, join one, and leave it again if you want.

demo How do I create a post

Share a win, a tip or a question in one of your Streams.

demo How do I comment on a post

Reply to a post in your feed.

demo How do I upvote, bookmark or share a post

Upvote a post, save it to your bookmarks, or copy a link to share it.

demo How do I find and manage my posts

Search the feed, see your own posts, and edit or delete one.

Moderation (Learners)

Keep it helpful. Moderators approve posts before they go live. Your Streams stay accurate and on brand.

demo How do I approve a post as a moderator

Review posts waiting in the moderation queue and approve them.