On Team, Team Plus or Enterprise plans you can invite additional Team members to your instance. To do this go to the Team Section and click "Invite Team Members" towards the top right. You can then enter an email address and choose a role. The available roles include: * Editor: create and edit FAQs and Workflows * Publisher: as editor but also the ability to publish and approve FAQs and Workflows * Administrator: as Publisher but also access to Instance Billing, Settings, Brand and Team. * Read only: allows a user to view FAQs, Workflows and associated feedback and submitted data * Custom: create the exact permissions you want a team member to have You can edit and refine the privileges attached to a pending invite by clicking the invite tab, then the email address of the invited user. You can edit and refine the privilages of current team members by clicking on their name in the members tab, then clicking privileges.

On Team, Team Plus or Enterprise plans you can invite additional Team members to your instance. To do this go to the Team Section and click "Invite Team Members" towards the top right. You can then enter an email address and choose a role. The available roles include: * Editor: create and edit FAQs and Workflows * Publisher: as editor but also the ability to publish and approve FAQs and Workflows * Administrator: as Publisher but also access to Instance Billing, Settings, Brand and Team. * Read only: allows a user to view FAQs, Workflows and associated feedback and submitted data * Custom: create the exact permissions you want a team member to have You can edit and refine the privileges attached to a pending invite by clicking the invite tab, then the email address of the invited user. You can edit and refine the privilages of current team members by clicking on their name in the members tab, then clicking privileges.

You can add Javascript tracking tags via the Settings Section of MyMalcolm. Select Tracking tags within that section. For Google Analytics you can just add your GA ID. For users of Google Tag Manager you can add your GTM ID then manage all tags via their interface. For any other tags add these in the "Any other Javascript snippets" area. If you wish to use another tag manager you could add that tag managers code in the "Any other Javascript snippets" area and then manage your tags via their interface.

You can add Javascript tracking tags via the Settings Section of MyMalcolm. Select Tracking tags within that section. For Google Analytics you can just add your GA ID. For users of Google Tag Manager you can add your GTM ID then manage all tags via their interface. For any other tags add these in the "Any other Javascript snippets" area. If you wish to use another tag manager you could add that tag managers code in the "Any other Javascript snippets" area and then manage your tags via their interface.

Related FAQs are auto-generated and be default are FAQs either in the same category or similarly tagged. We take the top 5 most popular from that list. You can choose to force the Related FAQs to use tags or just the category by updating the setting in MyMalcolm / Settings / FAQs:

Related FAQs are auto-generated and be default are FAQs either in the same category or similarly tagged. We take the top 5 most popular from that list. You can choose to force the Related FAQs to use tags or just the category by updating the setting in MyMalcolm / Settings / FAQs:

You can build a Workflow quickly via the Workflow Builder in MyMalcolm. To get started, first go to the Workflow section of MyMalcolm and then click "Create a Workflow" towards the top right of the screen. You can then choose whether to build a Workflow from scratch, start with one of our templates or - if you have already created some Workflows previously - clone one of those previously created Workflows. You can then use our drag and drop builder to create your Workflow. Our Workflow builder enables you to: * Drag and drop question elements onto your form * Customise those question elements * Configure Filters, Validators and Rules * Split forms over multiple pages * Customise page titles and progress bars * Customise thank you page Once you have created the content of your form, you can to the Configure tab and configure various options including setting up email notifications or Integrations. By default your Workflow is created as a web form that you access via a URL. But you can also surface that Workflow in a variety of other ways (including float it over page in a widget, via a modal/overlay launched by a button you place on a site, or via embeds or plugins) - take a look at the Share section of MyMalcolm to do this. Watch a video guide to building a Workflow below.

You can build a Workflow quickly via the Workflow Builder in MyMalcolm. To get started, first go to the Workflow section of MyMalcolm and then click "Create a Workflow" towards the top right of the screen. You can then choose whether to build a Workflow from scratch, start with one of our templates or - if you have already created some Workflows previously - clone one of those previously created Workflows. You can then use our drag and drop builder to create your Workflow. Our Workflow builder enables you to: * Drag and drop question elements onto your form * Customise those question elements * Configure Filters, Validators and Rules * Split forms over multiple pages * Customise page titles and progress bars * Customise thank you page Once you have created the content of your form, you can to the Configure tab and configure various options including setting up email notifications or Integrations. By default your Workflow is created as a web form that you access via a URL. But you can also surface that Workflow in a variety of other ways (including float it over page in a widget, via a modal/overlay launched by a button you place on a site, or via embeds or plugins) - take a look at the Share section of MyMalcolm to do this. Watch a video guide to building a Workflow below.

Within MyMalcolm go the FAQ Section and click "Create a FAQ" towards to the top right of the screen. This will bring up the "compose your question and answer" dialogue. Here you can input the question, an optional brief summary answer (used in search and browse results) and your full answer. [For tips on how to write a good FAQ click here!](https://support.malcolm.support/faqs/how-do-i-write-a-good-frequently-asked-question-faq) When composing your FAQ you can use the formating controls in the "full answer" box or directly enter Markdown. Markdown is a great way of quickly adding formatting to textual content. If you've not used it before it can take a minute or two to get used to it but it's very fast to work with once you have got the hang of it. You can click the "Need help with Markdown?" button bottom left anytime for a quick reference Markdown guide. You can see what your FAQ will look like to your users by pressing the "Preview" button top right. When you have written your content press "Next: Configure" to move onto the configuration options for your FAQ. In this area you can control various things about your FAQ such as whether an author is shown, what the URL is, your choice of tags, whether the feedback form is enabled and the category or categories the FAQ lives in. You also have various options around whether the FAQ can be seen by search engines, is password protected or not and can be found or not via the Malcolm! search/browse capability. You can even set the FAQ (or versions of it) to publish and un-publish automatically at certain dates and time in the future. Watch a video guide to creating an FAQ below.

Within MyMalcolm go the FAQ Section and click "Create a FAQ" towards to the top right of the screen. This will bring up the "compose your question and answer" dialogue. Here you can input the question, an optional brief summary answer (used in search and browse results) and your full answer. [For tips on how to write a good FAQ click here!](https://support.malcolm.support/faqs/how-do-i-write-a-good-frequently-asked-question-faq) When composing your FAQ you can use the formating controls in the "full answer" box or directly enter Markdown. Markdown is a great way of quickly adding formatting to textual content. If you've not used it before it can take a minute or two to get used to it but it's very fast to work with once you have got the hang of it. You can click the "Need help with Markdown?" button bottom left anytime for a quick reference Markdown guide. You can see what your FAQ will look like to your users by pressing the "Preview" button top right. When you have written your content press "Next: Configure" to move onto the configuration options for your FAQ. In this area you can control various things about your FAQ such as whether an author is shown, what the URL is, your choice of tags, whether the feedback form is enabled and the category or categories the FAQ lives in. You also have various options around whether the FAQ can be seen by search engines, is password protected or not and can be found or not via the Malcolm! search/browse capability. You can even set the FAQ (or versions of it) to publish and un-publish automatically at certain dates and time in the future. Watch a video guide to creating an FAQ below.

You can easily embed content from Malcolm! into your existing website, app, product or online service with just a few lines of code. Begin by going to the Share section of MyMalcolm and then select Embed. We offer the following type of embeds: * **Floating Widget** (with button and draw options) - this option floats a button or drawer “pre-expand” over your site, application, product or service - when clicked a content panel opens up * **Overlay / Pop Up** - this opens an overlay / popup over whatever the user is currently seeing - it’s triggered by a link you can place wherever you want in your site, application, product or service * **Inline** - pull content directly into the same pages/screens your users are seeing with this option - use blend mode for a truly seamless experience! * **Full Page** - finally this option replaces your entire page content with Malcolm! content - this can be useful in certain scenarios, for example if you are using a CMS and want to totally replace the content with Malcolm! content on a container page you create. In terms of the type of content you can embed options include: * **Hosted Hub results** - paginated results showing the default filtered FAQs and Workflows as seen on your Hosted Hub homepage * **A single FAQ** - your choice of FAQ * **A single Workflow** - your choice of Workflow * **Author listing** - paginated results showing FAQs from a particular author * **Category listing** paginated results showing FAQs within a partiuclar category * **Filtered results** paginated results showing FAQs and Workflows filtered by your choice of filter (eg most popular, most recent, most helpful etc) * **Search results (contextual)** - paginated results showing FAQs and Workflows according to a search query provided via a meta tag on your page * **Search results (specified search query)** - paginated results showing FAQs and Workflows according to a given search query * **Tag listing** - paginated results showing FAQs referenced by particular tag Note that if you just want to embed a single FAQ or Workflow you can also access a quick embed interface via the Library in both the FAQ and Workflow sections of MyMalcolm. Simply select "Embed" from the menu accessible on the right hand side of the respective published FAQ or Workflow. You can configure various options around the visual stlye of your embed. The exact options available depend on the type of embed you have chosen. When you have finished configuring the content and visual appearence of your embed, Malcolm! will give you the code that can be used to pull your content into your website, app, product or online service. Watch a video guide to embeding Malcolm! content into your website below.

You can easily embed content from Malcolm! into your existing website, app, product or online service with just a few lines of code. Begin by going to the Share section of MyMalcolm and then select Embed. We offer the following type of embeds: * **Floating Widget** (with button and draw options) - this option floats a button or drawer “pre-expand” over your site, application, product or service - when clicked a content panel opens up * **Overlay / Pop Up** - this opens an overlay / popup over whatever the user is currently seeing - it’s triggered by a link you can place wherever you want in your site, application, product or service * **Inline** - pull content directly into the same pages/screens your users are seeing with this option - use blend mode for a truly seamless experience! * **Full Page** - finally this option replaces your entire page content with Malcolm! content - this can be useful in certain scenarios, for example if you are using a CMS and want to totally replace the content with Malcolm! content on a container page you create. In terms of the type of content you can embed options include: * **Hosted Hub results** - paginated results showing the default filtered FAQs and Workflows as seen on your Hosted Hub homepage * **A single FAQ** - your choice of FAQ * **A single Workflow** - your choice of Workflow * **Author listing** - paginated results showing FAQs from a particular author * **Category listing** paginated results showing FAQs within a partiuclar category * **Filtered results** paginated results showing FAQs and Workflows filtered by your choice of filter (eg most popular, most recent, most helpful etc) * **Search results (contextual)** - paginated results showing FAQs and Workflows according to a search query provided via a meta tag on your page * **Search results (specified search query)** - paginated results showing FAQs and Workflows according to a given search query * **Tag listing** - paginated results showing FAQs referenced by particular tag Note that if you just want to embed a single FAQ or Workflow you can also access a quick embed interface via the Library in both the FAQ and Workflow sections of MyMalcolm. Simply select "Embed" from the menu accessible on the right hand side of the respective published FAQ or Workflow. You can configure various options around the visual stlye of your embed. The exact options available depend on the type of embed you have chosen. When you have finished configuring the content and visual appearence of your embed, Malcolm! will give you the code that can be used to pull your content into your website, app, product or online service. Watch a video guide to embeding Malcolm! content into your website below.

If you've set up an embed but can't see it check these things: * Have you implemented the tags correctly? Double check the tag install instructions * Is the embed published? If it’s not published it won’t show * If you are using them check your URL rules - the rule type could be too strict (e.g. URL is exactly xxx rather than URL starts with xxx) - if you are testing on a dev or test URL you can add this within the URL rule section * Check the scheduling - if there’s a schedule to only show the embed on certain days and/or between certain times that may be having an effect * If you are testing on mobile check you've not disallowed the emded showing on mobile If you are still having problems please [open a support ticket](https://support.malcolm.support/workflows/submit-support-ticket) and we'll help!

If you've set up an embed but can't see it check these things: * Have you implemented the tags correctly? Double check the tag install instructions * Is the embed published? If it’s not published it won’t show * If you are using them check your URL rules - the rule type could be too strict (e.g. URL is exactly xxx rather than URL starts with xxx) - if you are testing on a dev or test URL you can add this within the URL rule section * Check the scheduling - if there’s a schedule to only show the embed on certain days and/or between certain times that may be having an effect * If you are testing on mobile check you've not disallowed the emded showing on mobile If you are still having problems please [open a support ticket](https://support.malcolm.support/workflows/submit-support-ticket) and we'll help!

Malcolm! will automatically send you email alerts when certain activity happens on your instance, such as a user leaving feedback or a Workflow being completed. Wherever possible we aggregate these alerts so you receive fewer emails but if you'd rather not receive them you can easily turn them off. To do this, from the MyMalcolm control panel area, click your name at the top of the screen where it says "Logged in as" You'll then be taken to your personal preferences. If you select the "Notifications" tab on the left you'll be able to edit the notifications you receive. Remember to hit "Save" once you are done! Note that your notificatons are based on an instance. If you are a user on more than one instance you should first switch to the instance you wish to adjust notifications for. You can do this using the drop down selector at the top right of the screen. You can therefore have different notification preferences for different instances. The notificiation preferences you choose are personal to you and will not affect the notifications of other team members on an instance.

Malcolm! will automatically send you email alerts when certain activity happens on your instance, such as a user leaving feedback or a Workflow being completed. Wherever possible we aggregate these alerts so you receive fewer emails but if you'd rather not receive them you can easily turn them off. To do this, from the MyMalcolm control panel area, click your name at the top of the screen where it says "Logged in as" You'll then be taken to your personal preferences. If you select the "Notifications" tab on the left you'll be able to edit the notifications you receive. Remember to hit "Save" once you are done! Note that your notificatons are based on an instance. If you are a user on more than one instance you should first switch to the instance you wish to adjust notifications for. You can do this using the drop down selector at the top right of the screen. You can therefore have different notification preferences for different instances. The notificiation preferences you choose are personal to you and will not affect the notifications of other team members on an instance.

If you'd like to hide the "last updated" date displayed on an FAQ you can do this on a per FAQ basis via the Configure / General area of the FAQ in MyMalcolm: If you want to turn off this feature for all FAQ's in the instance you can do this globally via Settings / FAQs / General Settings:

If you'd like to hide the "last updated" date displayed on an FAQ you can do this on a per FAQ basis via the Configure / General area of the FAQ in MyMalcolm: If you want to turn off this feature for all FAQ's in the instance you can do this globally via Settings / FAQs / General Settings:

Malcolm! auto generates certain listings of FAQs such as most helpful, most popular, recently added and trending. If an FAQ is hidden ([see here for more info](https://support.malcolm.support/faqs/how-do-i-hide-an-faq) it won't be included in these listings but sometimes you may wish to exclude a regular non hidden FAQ from these listings. You can do this via in MyMalcolm via the individual FAQ's visibility settings (FAQs / Library / Configure / Visibility):

Malcolm! auto generates certain listings of FAQs such as most helpful, most popular, recently added and trending. If an FAQ is hidden ([see here for more info](https://support.malcolm.support/faqs/how-do-i-hide-an-faq) it won't be included in these listings but sometimes you may wish to exclude a regular non hidden FAQ from these listings. You can do this via in MyMalcolm via the individual FAQ's visibility settings (FAQs / Library / Configure / Visibility):

Invisible tags are a useful way you can influence search results. Like normal tags they will contribute to search ranking of an FAQ, but they won't be shown on the front-end to your users. If you therefore want a particular phrase to return a particular FAQ but your content doesn't feature that phrase or is being out ranked by another FAQ invisible tags can help. You can make current tags invisible or set up new invisible tags in MyMalcolm via FAQs / Tags: You then apply tags as usual via the configure area of the individual FAQ:

Invisible tags are a useful way you can influence search results. Like normal tags they will contribute to search ranking of an FAQ, but they won't be shown on the front-end to your users. If you therefore want a particular phrase to return a particular FAQ but your content doesn't feature that phrase or is being out ranked by another FAQ invisible tags can help. You can make current tags invisible or set up new invisible tags in MyMalcolm via FAQs / Tags: You then apply tags as usual via the configure area of the individual FAQ:

If you would like to turn off the ability for a user to have a particular FAQ emailed to them you can do this on a per FAQ basis via the Configure / General area of the FAQ in MyMalcolm: If you want to turn off this feature for all FAQ's in the instance you can do this globally via Settings / FAQs / General Settings:

If you would like to turn off the ability for a user to have a particular FAQ emailed to them you can do this on a per FAQ basis via the Configure / General area of the FAQ in MyMalcolm: If you want to turn off this feature for all FAQ's in the instance you can do this globally via Settings / FAQs / General Settings:

It can be very useful to give your users the option to save progress on a Workflow and come back to complete the rest later. It's especially helpful if a you have built a long multi-stage Workflow like an application form. You turn this feature on in MyMalcolm - go to the Configure screen of each individual Workflow. When turned on users will see an option to "Finish Later" at the bottom of each Workflow screen. When clicked this will bring up an overlay asking them to enter their email address. A unique link will then be emailed that when clicked will take the user back to the same stage of the Workflow they were previously at. If you need to retrieve these links (for example someone completing the form didn't receive or has lost the email with the resume link in) you can also get to the link via the Completions area of the Workflow section of MyMalcolm - click the link under "Resume link" to copy the URL your clipboard.

It can be very useful to give your users the option to save progress on a Workflow and come back to complete the rest later. It's especially helpful if a you have built a long multi-stage Workflow like an application form. You turn this feature on in MyMalcolm - go to the Configure screen of each individual Workflow. When turned on users will see an option to "Finish Later" at the bottom of each Workflow screen. When clicked this will bring up an overlay asking them to enter their email address. A unique link will then be emailed that when clicked will take the user back to the same stage of the Workflow they were previously at. If you need to retrieve these links (for example someone completing the form didn't receive or has lost the email with the resume link in) you can also get to the link via the Completions area of the Workflow section of MyMalcolm - click the link under "Resume link" to copy the URL your clipboard.

Every instance of Malcolm! comes complete with a Hosted Hub that you can configure and customise. [You can find out more about the Hosted Hub here](https://support.malcolm.support/faqs/what-is-my-support-hub) and if you want to turn if off you can [find out how to do that here. ](https://support.malcolm.support/faqs/how-do-i-turn-off-my-hosted-hub) In MyMalcolm if you click "View Live" towards the top the screen you'll see what your Hosted Hub currently looks like. The two things you are probably most likely to want to change are the URL the Hub is on and the Hub's look, feel and content. Here is how to configure each of those areas. **1. Configure the URL** In MyMalcolm, go to the Settings section, then select "Custom Domains" from the vertical left hand menu. In this area you can change the URL your Hosted Hub will use. It's possible (and no extra charge) to use your own external domain or sub-domain. **2. Change your Hub's look, feel and content** You can extensively customise your Hosted Hub to suit your own requirements. To do this, go to the Brand section of MyMalcolm, clone an existing theme, then choose the edit icon on your cloned theme. In the edit theme area use the left hand vertical navigation to see all the custom options you have.

Every instance of Malcolm! comes complete with a Hosted Hub that you can configure and customise. [You can find out more about the Hosted Hub here](https://support.malcolm.support/faqs/what-is-my-support-hub) and if you want to turn if off you can [find out how to do that here. ](https://support.malcolm.support/faqs/how-do-i-turn-off-my-hosted-hub) In MyMalcolm if you click "View Live" towards the top the screen you'll see what your Hosted Hub currently looks like. The two things you are probably most likely to want to change are the URL the Hub is on and the Hub's look, feel and content. Here is how to configure each of those areas. **1. Configure the URL** In MyMalcolm, go to the Settings section, then select "Custom Domains" from the vertical left hand menu. In this area you can change the URL your Hosted Hub will use. It's possible (and no extra charge) to use your own external domain or sub-domain. **2. Change your Hub's look, feel and content** You can extensively customise your Hosted Hub to suit your own requirements. To do this, go to the Brand section of MyMalcolm, clone an existing theme, then choose the edit icon on your cloned theme. In the edit theme area use the left hand vertical navigation to see all the custom options you have.

Every instance of Malcolm! comes complete with a hosted hub. But you might not want to use it and may prefer to turn it off. No problem! To turn off your hosted hub go the settings section of MyMalcolm, then select "visibility" in the vertical left hand navigation. You can then select "Disable the instance Hosted Hub" Once disabled, any traffic hitting your Hosted Hub URL will see a 403 error. If you'd prefer to redirect that traffic somewhere else you can do this by selecting "Advanced" in the vertical left hand navigation then entering your redirect URL.

Every instance of Malcolm! comes complete with a hosted hub. But you might not want to use it and may prefer to turn it off. No problem! To turn off your hosted hub go the settings section of MyMalcolm, then select "visibility" in the vertical left hand navigation. You can then select "Disable the instance Hosted Hub" Once disabled, any traffic hitting your Hosted Hub URL will see a 403 error. If you'd prefer to redirect that traffic somewhere else you can do this by selecting "Advanced" in the vertical left hand navigation then entering your redirect URL.

MyMalcolm

How do I invite people to join my Instance team?

On Team or Enterprise plans you can invite additional Team members to your instance.

MyMalcolm team

100% found this useful

Can I put tracking (or other) tags in my FAQs / Workflows / Hosted Hub?

Yes - you do this via Settings in MyMalcolm.

analytics MyMalcolm stats tags

100% found this useful

How are Related FAQs determined and can I change this?

Related FAQs are auto-generated and by default are FAQs either in the same category or similarly tagged. We take the top 5 most popular from that list.

MyMalcolm tags

100% found this useful