Settings

To the right of the bell, you will find the settings option, recognisable by the gear icon. This enables you to manage various settings for the platform and your user account. The settings are divided into the following areas:

General #

• Language & Time: this area can be used to set the language and time zone for the platform. Select your preferred language from the dropdown menu (in the screenshot, English is selected).
  The time zone setting will be available soon.

• Notifications: this mogul can be used to manage how and when you receive an alert for different notifications. It features an ARGUS Notifications area and a Sendings Notifications area. By enabling the checkmark you will receive alerts. More notification areas will be available soon. Please see the screenshot below for all options.

Account #

This area enables you to manage your detailed account settings. You can also access this area via Manage Account in your profile. The exact scope of functions depends on your user rights:

My Account #

• As a standard user: you can change your password and edit your user information (e.g. name, email address).
• As an admin: you are also able to manage users (this feature will be available soon) and adjust the account information (e.g. company information).

Email Addresses/Domains #

In this section can be used to add and manage all your domains and mail addresses. In the first overview you can see all your domains together with details of whether they are already active or not yet verified.

Domains: click “+ Add Domains” to quickly and easily add a domain. In the next screen, enter the new domain and follow all the instructions in step 2:

Next, scroll down to step 3 and enter all the information such as type, host and value. Your domain will then be verified.

Email address: below the domains you can also add email addresses to your account. For example, if you want to send something in the Sending module, you can add an email address by clicking the “+ Add Email Address” button.

On clicking “+ Add Email Address”, a new window opens where you can enter the email address and the verified domain. You will then be able to send from this email address.

Monitoring #

This area relates to the Monitoring module and enables you to manage the settings for your layout, labels, filters and RSS feed imports.

Layout management #

The Layout settings allow you to customise the display of item lists and count indicators within the Monitoring module to suit your preferred workflow. These configurations help you get a better overview of your articles and capture relevant information more quickly.

1. Configuration options

The following customisation options are available in the Layout section:

2.1. Choose Date to Display

This setting determines which date is displayed by default for each item in the item lists of the Monitoring module (e.g. in the Inbox or search results).

• Description: “Set which date should be displayed in the item list”
• Options:
  • Delivery Date: when this option is selected (default setting in the screenshot), the date displayed indicates when an item was processed by the system and delivered to you. This setting is helpful for keeping track of the timeliness of incoming information.
  • Publication Date: if this option is chosen, the original publication date of the item is displayed. This is useful when the focus is on the time the content was actually published by the source.

2.2. Display Number of Articles

This setting determines how the item counts are displayed in the various submenus of the Monitoring module (e.g. next to Inbox).

• Description: “Choose how the number is displayed in the submenu”
• Options:
  • Display the number of unread articles only (e.g. Inbox 22): when this option is enabled (default setting in the screenshot), the counter only shows the number of items that you have not yet marked as read. This helps you focus on new and pending content.
  • Display the total number of articles, regardless of their status (e.g. Inbox 100): if this option is selected, the total number of all items in the respective folder or search result is displayed, i.e. both read and unread. This gives you a comprehensive overview of the total item volume.

3. Applying Settings

The selections made in the Layout settings (via radio buttons) usually take effect immediately. No separate save action is typically required for these specific adjustments. You can simply close the settings window after making your selection.

Managing Labels #

The Monitoring section of the Settings area features a Labels sub-section. This enables you to create, edit and delete labels to better organise and categorise your monitoring results.

View and functions:

• Labels: this is the main view, where you can see all existing labels.
• + Add Label button: this allows you to create a new label. Clicking it opens a form where you can enter the name of the new label and determine its hierarchy. This allows you to specify whether the label should be a top-level label or a sub-label of an existing label.
• Delete Label button: this allows you to delete selected labels. Enable the checkbox to the left of the label you want to delete and then click this button.
• Number of labels: this display (showing “3 Labels” in the screenshot) shows the total number of existing labels.
• Search: the search field allows you to search for specific labels.
• Table: the table lists all existing labels and features the following columns:
  • Label: displays the name of the label.
  • Articles with Label: shows how many articles have been tagged with this label.
  • Actions: displays the action buttons for each label:
    • (Pen icon): edit the label. This allows you to change the label’s name and hierarchy.
    • (Bin icon): delete the individual label.
    • (Lock icon): lock the label to prevent it from being edited by other users. Only the creator of the label can modify or delete a locked label.
  • Created by: shows which user created the label.

Typical Workflow:

1. Create a label: click “+ Add Label”, enter the label name and define its hierarchical level.
2. Assign labels to articles: this function is found within the Monitoring module itself when viewing and editing articles.
3. Edit/delete/lock labels: in the Label management section, you can use the icons in the Actions column to edit, lock or delete individual labels. You can also delete multiple labels by selecting the checkboxes on the left and then clicking Delete Label.
4. Search for labels: use the search field to quickly find specific labels.

In summary, the label management area of the Monitoring module allows you to structure your monitoring results using hierarchies and gives you control over who can edit labels. You can create labels, assign them to articles within the Monitoring module and then edit, delete and lock them within the settings to ensure better clarity and easier analysis of your data.

Managing filters #

The Monitoring section of the Settings area features a Filters sub-section. This enables you to create, edit and delete filters to better organise and narrow down your monitoring results.

View and functions:

• Filters View: this is the main view where you can see all existing filters. The filters themselves are created within the Monitoring module. This section is for managing existing filters.
• Delete Filter button: this allows you to delete selected filters. Select the checkbox to the left of the filter you want to delete and then click this button.
• Number of filters (e.g. 17 Filters): this shows the total number of existing filters.
• Search: the search field allows you to search for specific filters by name.
• Table: the table lists all existing filters and features the following columns:
  • Filter Name: displays the name of the filter.
  • Last modified by: shows the username of the person who last modified the filter.
  • Add to Quick Filters: this option allows you to designate a filter as a quick filter for easy access within the Monitoring module.
  • Actions: displays the action buttons for each filter:
    • (Pen icon): edit the filter. This allows you to change the filter’s name.
    • (Bin icon): delete the individual filter.
    • (Lock icon): lock the filter to prevent it from being edited by other users. Only the creator of the filter can modify or delete a locked filter.

Typical Workflow:

1. Creating filters:
   • Filters are typically created directly within the Monitoring module as part of your data analysis workflow.
   • To learn how to create filters, please refer to the documentation for the Monitoring module.
2. Managing filters (this view):
   • View and search: use this view to see all created filters. The search field helps you quickly find specific filters.
   • Edit name: if you need to rename a filter, select the pen icon in the Actions column.
   • Designate as quick filter: to make a filter readily available in the Monitoring module’s quick filter options, enable the Add to Quick Filters checkbox in the table.
   • Lock/unlock: use the lock icon to prevent accidental edits or deletions by other users. Only the creator can modify or delete a locked filter.
   • Delete filters:
     • To delete an individual filter, use the bin icon.
     • To delete multiple filters, select the checkboxes next to the desired filters and click the Delete Filter button.
3. Using filters in the Monitoring module:
   • Filters created and managed here (especially those marked as quick filters) can then be applied in the inbox or other relevant areas of the Monitoring module. This allows you, for example, to quickly apply complex, pre-defined filter criteria.

In summary, the filter management section of the Monitoring module allows you to streamline and refine your monitoring results for more efficient analysis. It provides you with an easy way to create filters and use them to search for different articles in the Monitoring module in order to obtain a faster overview as well as to delete or lock filters within the Settings.

Managing imports #

The Monitoring section of the Settings area features an Imports sub-section. This enables you to add and manage rules. These will run in the order shown in the list below, starting with the rule at the top. Different RSS feeds can be added in this Settings area.

View and functions:

• Imports: this is the main view, where you can see all existing imports.
• + Add new RSS Import button: this allows you to add a new RSS import. Clicking the button opens a form where you can enter the name of the new feed, RSS feed URL and subscription number as well as choose the media outlet.
• Delete Imports button: this allows you to delete selected imports. Enable the checkbox to the left of the import you want to delete and then click this button.
• Number of imports (e.g. 0 Imports): this shows the total number of existing imports.
• Search: the search field allows you to search for specific imports.
• Table: the table lists all existing imports and features the following columns:
  • Imports: displays the name of the import.
  • Media Outlet: shows which media outlet was chosen when the import was performed.
  • Date: date of the added import.
  • Status: shows the status of the RSS import.
  • Actions: displays the action buttons for each filter:
    • (Pen icon): edit the filter. This allows you to change the import’s name.
    • (Bin icon): delete the individual import.
    • (Lock icon): lock the import to prevent it from being edited by other users. Only the creator of the import can modify or delete a locked import.

Typical Workflow:

1. Add a new RSS import
   • To import a new RSS feed, click the “+ Add new RSS Import” button.
   • A form will open. Fill in the following fields:
     • Name of the new feed: a descriptive name for the import.
     • RSS feed URL: the complete URL of the RSS feed.
     • Media outlet: select the appropriate media outlet from the list.
     • Subscription number: enter the corresponding subscription number.
   • Save the new import (typically via a button like Save or Add at the end of the form). The new import will then appear in the table.
2. View and search imports
   • The main Imports view displays a table of all existing RSS imports.
   • The number of imports display (e.g. x Imports) indicates the total number of configured imports.
   • To quickly find a specific import, enter a search term in the search field. The table will filter the results dynamically.
   • The table provides the following information per import:
     • Imports: the name of the import.
     • Media Outlet: the assigned media outlet.
     • Date: the date the import was added.
     • Status: the current status of the RSS import (e.g. active, failed, etc.).
3. Edit the import details
   • To change the name of an existing import, locate the corresponding entry in the table.
   • Click the pen icon (edit icon) in the Actions column.
   • A form or dialog window will open where you can adjust the import’s name (Import name).
   • Save the changes.
4. Lock an import (protection from editing)
   • To protect an import from unintentional changes or deletion by other users, you can lock it.
   • To do this, click the lock icon in the Actions column of the desired import.
   • A locked import can only be edited or deleted by its creator. The lock icon indicates the locked state. Clicking the icon again typically unlocks it (if you are the creator).
5. Check the import status
   • The Status column in the table provides information about the status of each RSS import. Regularly check the status to ensure feeds are being fetched correctly and to react promptly to any issues.
6. Delete imports. There are two ways to delete imports:
   • Deleting a single import:
     • Locate the import to be deleted in the table.
     • In the Actions column, click the bin icon (delete icon) next to the respective import.
     • Confirm the deletion (usually in a dialog window).
   • Deleting multiple imports simultaneously:

In summary, the RSS Imports feature under Settings > ARGUSintelligence is for centrally managing news feeds. It allows users to add new RSS feeds via URL, assigning specific media outlets and subscription numbers. Existing imports can be easily viewed, searched and their names adjusted as needed. Important imports can be locked to prevent editing by other users. Feeds that are no longer required can be simply removed, either individually or in bulk, while the current status of each import is always visible.