How-To

A quick guide on getting the most from Upsides Social.


Relationships

Managing Relationships

Relationships show interest and connect profiles to enable features like messaging, in addition to grouping members together for group-wide features.

There are different relationship types, depending on the profile types involved. The two primary relationship types for working together are:

  • Connection : Member-to-Member
  • Collaboration : Member-to-Business

To request a relationship, you'll use the labeled-button on the profile of interest.

Other key relationship types:

  • Attendee : Member-to-Event
  • Member : Member-to-Community
Note: when you set your profiles to require manual relationship approval, the requests will arrive as Invitations.
Note: you can have a relationship with a member AND a business the member has founded.

Events

Managing Events

Events allow you to go real-time with collaboration. You can create Events and invite others to attend. Members can also request attendance (see Relationships above).

Events can be in-person or virtual. For virtual events, you can select our on-site group-chat (text-only) or integrated video-conferencing service, included in your premium membership. You can also use your own Zoom meetings or Discord server by providing the URLs.

Events you create are always associated with a profile (e.g. your member profile or a business or community you own / manage). There are two ways to create an Event:

  • Manage Profiles->Choose a profile->Select Events for the profile of interest.
  • View one of your profiles, then tap the ... menu and select "Create event".

Your events can be set-up to recur (e.g. daily or weekly), which is a great way to keep momentum going on your collaborations.




Circles

Creating & Joining Circles

Circles allow you to connect with groups who have something in common—for instance, interests or real life relationships like families.

You can create your own Circles and request to join others (see Relationships in this How-To). You can also choose to make your Circles public or private, which determines whether posts and other elements are visible to non-members. And, you can choose whether people must be manually approved by a Circle owner or manager to join.

Here's some of what you can do in a Circle:

  • Interact via content like Posts, Blog Entries and Shared Resources
  • Easily see what skills and needs are available in the community.
  • Easily see what other Circle members are involved in (e.g. Businesses or Events).

Upsides Social is a community of Circles. The main community is public, everyone is a member, and anyone can post content there.

Note: when you submit content to a Circle, that content can still appear in the Main Community, if the Circle is public or the viewing member has a relationship with the Circle.

Content

Content

You can submit content to the Upsides Social Public Community or to any Circle, business, or event with which you have a relationship.

The following content types are currently supported:

  • Posts: Members sharing thoughts and ideas with the community.
  • Blog Entries: Business and professional blogs to share challenges and progress.
  • Shared Resources: Equipment, studio space and other resources that members share, trade or upside with other members.

All content types support the following:

  • Image uploads
  • URLs
  • YouTube videos (via pasting their URLs in the provided field).

To contribute content to a specific community, business or event, visit the appropriate content type tab on its profile and submit from there.

Note that submitting a Blog Entry additionally requires that you are the owner or manager of the profile, though other related members may comment on your Blog Entries.

Note: when you submit content to a Circle, that content can still appear in the Main Community, if the Circle is public or the viewing member has a relationship with the Circle.

Earning

Revenue-Sharing / Earning with Upsides Social

Upsides Social shares its platform revenue with members, and most of this revenue-sharing is based on referral activity.

The earning opportunity is detailed on our Earn page, and all members in good standing are eligible to participate.

To refer members, you'll use your member-specific referral link, available under My Account.

Also note that whenever you share items (e.g. content, profiles, business needs, skills personas, etc.) from the Upsides Social using our share buttons, your referral code is automatically included in the shared link.

The Upsides Founding Members Circle

We're offering special incentives for a limited number of members who join early and help us get the network off the ground! Be sure to check it out.

Collaborating with Upsides Social

Finally, Upsides Social believes wholeheartedly in collaboration and we use the platform ourselves to connect with members for needed skills, influencer sponsorships, etc. In those cases, we discuss upside compensation (i.e. revshare/equity) individually. Check out the Upsides Social Company Profile for our current needs!

Note: always be sure you're signed in before sharing items from the Upsides Social site, to ensure your referral code is embedded in the shared URL.

Users

Managing Users / Permissions

For communities, businesses, events or any group profile type, the owners, admins and managers can manage permissions for others who have relationships with the group. This is done by assigning roles, which may vary slightly based on the profile type.

Note that it's only possible for users to manage other users with roles that are lower in permission than their own. Likewise, it's not possible for a user to raise another user's role to his/her own level or higher or to edit his/her own role.

To manage roles for a profile:

  • Tap your profile pic at the top of the site to open the Account menu
  • Tap "Manage Profiles" from the Account menu
  • Find the profile of interest, then tap "Manage"
  • On the "Manage profile" menu, tap "Manage Users"

Tap the screenshot for a sample of the "Manage Users" section.

Roles

Here are the roles you'll encounter (in increasing order of permissions):

Role NameIs Admin
NoneNo
MemberNo
AdminYes
ManagerYes
Founder / Co-FounderYes
OwnerYes

Currently, "Admin" and higher generally have the same permissions with regard to the profile (e.g. they can edit it or approve relationship requests). However, this may change in the future and, for now, the additional roles serve to govern the hierarchy of who can manage whom.

The "None" role is the default role and grants no special permissions beyond a standard user. For instance, a member of a community or an event attendee with this role would not be able to edit the event or receive the Host URL for its virtual event meeting.

Events — A Special Case

Roles govern how attendees will participate in virtual events. For instance, only members with the Admin role or higher will have Host access to the meeting.

For events that are set to "View Only" mode, standard attendees will receive a URL that enables them to view but not participate (i.e. they cannot speak or share). But, those with the Member role will receive Full Participant access to the meeting.

So, for "View Only" events, you'll need to upgrade permissions to Member for any attendees you want to fully participate.

Here are the role-to-participation mappings:

Role Attendee participates as
None Viewer Only
Member Full Participant
Admin Host
The Role Life cycle

All users who have a relationship with a profile (except the creator/owner of the profile) start with a role of "None". For instance, when you start a Collaboration relationship with a business, your role is None. To provide you with higher access, the owner or another user with permissions must assign you a higher role.

Upgrading a role this way will automatically convert the relationship type from its default (e.g. Attendee) to that of a "full member/manager".