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What is my username/password?

Your login credentials are your email address and the password you signed up for the eXchange with. If you have forgotten your login credentials or need assistance with your login information, please click "Forgot Password or First Time Login?"

How do I update my contact information?

To update any basic contact information on your profile please reach out to the ClientWise eXchange™ Community Manager.


How do I control what information is visible in my profile?

Please navigate to your profile page, then select the "My Account" tab and choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom.

After you’ve made changes, click the “Save Changes” button at the bottom of the page.


Which browser should I use to access the site?

The site is supported by the following browsers: 

  • Chrome (latest version)
  • Edge (latest version)
  • Firefox (latest version)
  • Safari (latest version)


How do I find other members of the eXchange?

Click "Connections" then "Member Directory" found in the main menu. This directory lets you search for other members of the eXchange based on:

  • First and/or last name
  • Company name
  • Email address

How do I add contacts to my contact list?

There are several ways to add contacts. When you perform a search in the directory, you will see an “Add as contact” button to the right of each person in your search results. Just click this button to send a contact request. If you click through and view an individual’s profile, you can click the contact request link to the right of his or her profile picture.

Why should I add contacts to my contact list?

Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't from your Privacy Settings.

Groups and Discussions

What are Groups?

Groups allow you to participate in discussions and share resources with other members. 

How do I join/subscribe to a group and its discussion group?

Click on “Groups” in the main navigation and click on “All Groups” in order to see a list of available communities. Click on the group that you wish to join and simply click "Join," then choose a delivery option for posts (Real Time, Daily Digest, or No Email).

What groups do I already belong to?

Go to “Groups” in the main menu. Select “My Groups" to view the groups you currently belong to. 

How do I unsubscribe from a discussion?

Go to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Here, you will see a list of your communities. Select "No Email” for the discussions from which you wish to unsubscribe.

How do I respond to others' posts?

To respond to a discussion post, please navigate to the discussion post and click “Reply” to send your message to the entire community. To send a message to the only author of the post, please select the down arrow next to the "Reply" button to choose the “Reply to Sender” option. We recommend replying to the sender for simple comments like “me, too” that add little value to the overall discussion; and replying to the entire community when you are sharing knowledge, experience, or resources that others could benefit from.

How do I start a new discussion thread?

On the homepage you will find an "Add" button next to "My Newsfeed" Click "Add" to start a discussion post. You will then choose the group you wish to post in.

I'm having trouble viewing the HTML email messages. How do I fix this?

If images are not appearing, it is likely that your email client is set to suppress images. This should be something you can change in your security or viewing options.

Can I search for posts across all the groups?

Yes, please enter a keyword or phrase in the search bar located in the top navigation. To refine your search results, use the filters in the right column of the search results page.


How do I see a listing of all of the posts to a specific community?

Click through the community's landing page, then click on the “Discussions” tab. If you see a post you’re interested in, click the subject line which will take you to the entire thread. “Show Original Message” at the bottom of all of the posts in a thread will display the original message that started that discussion.

How can I control the frequency and format of emails I receive?

Navigate to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu.  On that page, there are subscription options: Real Time, Daily Digest, No Email.  

For each discussion, you have the following delivery options:

  • Real time: sends an email every time a new message is posted.
  • Daily digest: sends one email to you each day, listing all of the posts from the previous day.
  • No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the eXchange.
  • Consolidate Daily Digest: sends a single email once per day with a summary of all posts made in the communities for which you have selected this option. 


How do I find resources that may have been uploaded by other members?

If you know which library the resource might be located in, find the affiliated community via the My Places & Workshops page. Click in to the community, then click on the “Library” tab. If you do not know where the resource might be, enter search terms in the search field in the main menu the same way you might enter search terms into Google or another search engine.

Can I search for specific file types?

Yes. Enter your desired keyword in the search box. From the search results page, use the filters in the right column to narrow the results. Click on "User Content" then refine by "Library Entry" and you will see the file types appear as a new filter option. This gives you the option to specify file type you want to see in the search results: Document, Image, Spreadsheet, etc.


How do the libraries get populated?

The libraries are populated in two ways:

  1. When you include an attachment in a discussion post, the system automatically places it in the affiliated library.
  2. You can also upload documents directly to a library by using the “Share a File” link found under “Create” in the main navigation or "Create New Library Entry" button on any community's library page. Library resources are not required to be associated with a discussion thread.

How do I upload a file?

Select the “Create New Library Entry” link found on any community's library page. Please note that uploading a document is accomplished by completing a few steps, and each step must be completed before you can move on to the next:

  • Choose a title for your document, and include a description (optional). Select the library to which you’d like to upload it, and select a folder to which you’d like to upload it (optional). Then, choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Once you have completed these steps, please click “Next.”
  • Upload your file.
  • Select “Next” if you want to further describe your files and/or add tags to your file. Otherwise, click “Finish” to post your library entry.

What kind of files can I upload?

The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images, and YouTube videos.

What are the "tags" for?

Tags are great way to organize and categorize content on your site and function very much like hashtags on Twitter. Tags can be applied to discussion posts, blogs, library entries, and events. Tagged items are prioritized in the search results. Click on a tag anywhere in the site to search for all content with the same tag.

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