Containing the “File Organizer” and “Client Selector,” this tab is where you will have the majority of your exposure with Behavior Connect™

File Organizer

The File Organizer is where all login users can manage all of their files. It provides a place to store and view uploaded files and work on a client’s portfolio and to collaborate with other users associated with that client.

File Organizer’s Location:

  1. Click on “Actions” on the main toolbar.
  2. Select “File Organizer”.
  3.  The File Organizer pop-up window will open.


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1. Actions Tab
– Cut: Allows a user to select a file and cut it to be pasted in another location.
Copy: Allows a user to create a replica of a file and paste the replica in another location.
+ “Dragging and Dropping” a file also creates a copy of the file.
+ When creating a copy of a new file, a window will pop up (see bottom image) allowing you to create a copy with or without previously used Tags, Keywords, Comments, and Associated Files. To remove any one of these, uncheck the box next to the item you want removed.
Paste: Allows a user to place a cut or copied file within a certain folder.
Add Folder: Allows a user to add a new folder within another folder.
Delete: Allows a user to delete a file or a folder.
Rename: Allows a user to rename a file or folder that they have created or uploaded.
Refresh: Updates the view and files within the File Organizer window.
+ If a user uploaded a file and does not see it in an appropriate amount of time, they should click the refresh button. This will refresh the view of the current files available.
Disassociate: Allows a user to remove a client portfolio from the File Organizer window.

Screen Shot 2017-03-08 at 11.26.48 PMChange View: Allows a user to modify the viewing options of the files by any of the following:
+ Thumbnails
+ Details
+ List
Open: Allows a user to open a selected file.
+ Double-clicking on a file will also open the file.

2. Library

Admins and Group System Admins can place relevant documents in the Library for all account users, excluding login clients.
– All other specified users have read-only access to this folder.
– Yhe user can also click on the Library icon in the main box of the file organizer to open it.

3. All Files
– Provides a user with a view of all permissible files at one time. This makes it easier to find files without having to search through specific clients and folders.
– The user can also click on the All Files icon in the main box of the file organizer to open it.
– For more details on this feature, click here.

4. My Files
– This folder contains documents and files visible only to the user who is logged in.
– All documents and files uploaded by the user will appear here unless they select a client’s portfolio and upload directly to the client’s account.
– The user can also click on the My Files icon in the main box of the file organizer to open it.
– Users can create and manage additional folders within their My Files folder.

5. Search Field

– The search field allows the user to search for files by title from the selected folder. The filter tab can open to an advanced search feature.
Advanced search criteria includes:
a. Organization
b. Group
c. Location
d. Role
e. User/Client
f. ID Number
g. File Type
h. Tags
i. Keywords
j. Updated Between


Please note: When a user opens a client’s portfolio, it will appear as an icon as well as in the list of folders on the left.


Client Selector

The Client Selector is available to the User, Scorer, and Gold-Standard Rater roles. It provides a list of the clients that the administrators have given permission to a user to have access to.
The Client Selector will appear once the user logs into the system and can be accessed again via the Action tab on the main toolbar.

Selecting a Client

1. All clients associated to the user are populated in this window.
2. The user selects the client they want to access from the list
3. Either double-clicking on the client’s name or going to the Actions tab and clicking Open will allow access to the client.
4. The client’s portfolio will appear in the user’s File Organizer providing a place to view the client’s data.

Client Selector’s Features



Screen Shot 2017-02-26 at 9.33.07 PM1. Actions Menu
– Allows the user to open a client’s portfolio or configure their notifications for that client after selecting them from the Client Selector.

2. Checkbox
– Allows the user to select a client and use the Action dropdown button to open the client’s portfolio or configure the notifications attached to the client’s profile.

3. Client ID Column
– Lists the identification number of the client.

4. First/Last Page Buttons
– Allows the user to either skip to the first page or last page of the Client Selector.

5. Previous/Next Page Buttons
– Allows the user to go the previous page or the next page.

6. Refresh Button
– Allows the user to refresh the Client Selector to see the most up-to-date changes.

7. First Name Column
– Lists the first name of the client.

8. Last Name Column
– Allows the user to list the clients by ascending/descending order of a particular column.

9. Last Modified
– Shows the date and time the client was last updated/edited.

10. Pencil Icon
– Allows the user to edit the notification settings that the user will receive regarding that client.

11. Notepad Icon
– Allows the user to view the client’s Client Notepad.

12. Search Field
– Allows the user to search for a specific client by using their Client ID, last name, or first name.


Organizing the Client Selector

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When hovering over a column header in the Client Selector, an arrow will appear in the right corner of the column header. Clicking on it will create a dropdown menu, where you can choose to list the clients by ascending/descending order for that particular column. Another dropdown menu, titled Columns, allows you to check and uncheck columns which you would like to hide or view in your Client Selector.

Setting Up to Receive Notifications

Notifications are an easy way for a user to stay on top of changes to their clients. If a user has access to a client, they can set up to receive specific notifications for them.  Administrative roles can also be notified of changes to all user roles available in the System Admin window. There is more information about the specifics of the Notification Settings page.


4Setting Notifications Using the Client Selector (User Roles)

1. The user opens the Client Selector.
2. Clicking the pencil icon next to the desired client will open their Notification Settings.
3. The user can then check the checkboxes next to the options they want to be notified of.
4. Pressing save will save the changes and the user will then:
A. Receive an email whenever one of the changes selected occur.
B. Have their notifications tab turn red whenever one of the changes selected occur.

5Setting Notifications Using the System Admin Window (Administrative Roles)

1. The user opens the System Admin window.
2. They then can check the checkbox next to the desired user or client.
3. Going to the Actions tab in the upper left-hand corner and clicking “Configure Notifications” will open their Notification Settings.
4. The user can then check the checkboxes next to the options they wish to be notified of.
5. Pressing save will save the changes and the user will then:
A. Receive an email whenever one of the changes selected occur.
B. Have their notifications tab turn red whenever one of the changes selected occur.

Notification Settings

The Notification Settings window pops up after clicking on the actions tab of the System Admin (available for Admins, Group System Admins, and Group Admins)  or the actions tab in the Client Selector (available for Users, Scorers, and Gold Standard Raters). This window allows the Admin the ability to configure what notifications they will receive per user/client.

Prefigured Notifications

When a new user/client is added to the system, they are prefigured with the notifications of the following:
– Add File
– Add Tag/Keyword
– Add Comment/Associated File
– Add Note
This is the case for all users except the Admin themselves. The Admin must configure all notifications for the users for which options they want notifications for.

Available Notification Settings

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1. All/None
2. Add File
3. Tag/Keyword
4. Comment/Associated file
5. Delete File
6. View Client
7. Move File
8. Add Note

Check the boxes for which actions each individual user wants to be notified of. An email will be sent to the user notifying them that an action has occurred as well as turning the Notifications button red on the main toolbar on the site.

Client Notepad Feature

The Client Notepad allows users with permissions to create and view notes regarding a client.

All users and admins associated with this client will have access to these notes.
Login Clients are capable of viewing notes that a user makes available to them.

Client Notepad’s Location

The Client Notepad can be found in the System Admin feature for Admins, Group System Admins, and Group Admins.
– After opening the System Admin, to the right in the columns of each user is a notepad which can be accessed.

Users can find the Client Notepad in the Client Selector.
– Each client will have a notepad icon in their column.
Login Clients can access their Client Notepad through their Notifications tab.

Adding a Note

1. The user clicks on a client’s notepad.
2. They then type a note in the top text field.
3. The user chooses if the note is intended for the client to read.
– If so, the user clicks on the Client Readable checkbox.
4. The user reviews their note and clicks on the Post button.

Client Notepad Diagram


1. Text Box
– The user writes in the note to be recorded here.

2. User’s Name
– The first line on the recorded note is the name of the user that authored it.

3. Date/Time Stamp
– This stamp shows when the user created the note.

4. Note
– This is the text of the note that has been submitted by the user.

5. Post Button
– By pressing this button it will submit the text to the left as a note.

6. Client Readable Checkbox
– By checking this box, it allows a login client to view the note the user is posting. A pop-up window will occur when this box is selected reminding the user that the client will be able to view the note.
Please note: Clients that are not login clients will not have this option available on their notepad.

7. Head Symbol
– This symbol marks the notes that can be viewed by the login client.

How to Add a File to a Client

For all user roles including administrators, there are two ways to add a file to a client:

Directly Uploading to a Client’s Portfolio

By putting in a client’s name in the Electronic Uploader, the uploaded file will be added to the client’s My Files folder. The user can find the client by using the arrow for the drop-down menu or by typing in the client’s name in the text field. For more information on how to use the Electronic Uploader, please click on the link.

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Transferring Files to a Client’s Portfolio

Administrator roles will use the System Admin Window while user roles will use the Client Selector.

Administrator’s System Admin Window:

An admin may go to their System Admin Window and either double-click on the client or select the checkbox next to them and use the Actions tab. Both ways will open their portfolio.

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User’s Client Selector Window:

A user may go to their Client Selector and either double-click on the client or select the checkbox next to them and use the Actions tab. Both ways will open their portfolio.

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– Clicking on a client in either the Client Selector or the System Admin will allow the user access to the client’s portfolio in their File Organizer.
– The user can then go to their own My Files folder and find the file they want to give to their client.
– The user can then:
A. Right-click on the file and use copy/cut and paste it once inside the client’s portfolio.
B. Drag the file to the client’s name on the left. This will remove the file from the user’s My Files and add it to the client’s portfolio.
– Double-clicking on the client’s name on the left will open up their portfolio.
– For more information on the File Organizer, please click on the link.

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File Organizer’s All Files Feature

The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under.

To find the All Files feature:

  1. Click on “Actions” on the main toolbar.
  2. Select “File Organizer”.
  3. When the File Organizer window opens, click on “All Files” on the left sidebar.


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3. Checkboxes
A user can click on the checkboxes next to the files if they want to copy and paste them to a new location. After clicking the boxes, they can use the action button in the top left corner to complete the process.

2. Advanced Filter
If a user wants to do an advanced search to narrow down the files they want to survey, they can click on “Filter”. They will be able to search for specific criteria such as:

– Organization (Org)
– Group
– Location
– Role
– User/Client
– ID Number
– File Type
– Tags
– Keywords
– Updated Between

3. Links
– A user can open a file directly by clicking on the given “File Link” name link.
– A user can access a file’s current location by clicking on the “Location” link.