Help

Contacts / Connections

Groups / Discussions

Library / Resources


General | Top

Q: What is my username/password?

A: Your login credentials are the same username and password that you use to log in to the Meritas Member Portal. If you have forgotten your login credentials or need assistance with your login information, please contact Krystle Dahl (kdahl@meritas.org).

Q: How do I update my contact information?

A: On your profile page, please select the pencil icon next to "Contact Details" in the left column. This will bring you to the Meritas Member Portal where you can update your details.

Q: How do I control what information is visible in My Profile?

A: 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.


Contacts / Connections | Top

Q: How do I add contacts to my contact list?

A: When viewing an individual’s profile, you can click the contact request link to the right of his or her profile picture.

Q: Why should I add contacts to my contact list?

A: Creating this virtual address book makes it easy to send your contacts messages through the group 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. 


Groups / Discussions | Top


Q: What groups do I already belong to?

A: Go to “Groups” in the main navigation bar. Select “My Communities” to view the groups you currently belong to.

Q: How do I join/subscribe to a group and the affiliated discussion group?

A:  Click on “Profile” in the main navigation, select the pencil icon next to "Contact Details" in the left hand column, and then the "Connections" button at the top of the next page. Click on the check mark next to each group you would like to join. Scroll to the bottom of the page and click "save."

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

A: 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, consolidating 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 group site.

 

Q: How do I leave a group or unsubscribe from a discussion?

A:  Click on “Profile” in the main navigation, select the pencil icon next to "Contact Details" in the left hand column, and then the "Connections" button at the top of the next page. Click on the check mark next to each group you would like to leave. Scroll to the bottom of the page and click "save."

Q: How do I respond to others’ posts?

A: To respond to a discussion post, please navigate to the discussion post and click “Reply to Discussion” to send your message to the entire group.  To send a message to only the author of the post, please select “Reply to Sender” (located in the "Reply to Discussion" drop-down).  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 group when you are sharing knowledge, experience or resources that others could benefit from.

Q: How do I start a new discussion thread?

A: Go to “Participate" > “Post a message.” From an email (HTML version) for a particular discussion forum, you can use the “Post Message” link located at the top of the discussion email.

Q: I’m having trouble viewing the HTML email messages. How do I fix this?

A: 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. If you would rather receive text-based email, go to your profile page and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Select the “Plain Text” format option for each of the discussions you are subscribed to.

Q: Can I search for posts across all the groups?

A: Yes, please enter a keyword in the search bar located in the main navigation. To refine your search results, use the filter options once your search results have populated.

Q: How do I see a listing of all of the posts to a specific Group?

A: Locate the group you are interested in viewing. Click through the group'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.

 

Q: What are the email addresses for the Discussion Forums?

A: Banking & Finance: Banking@meritas.org
Black Lawyers Forum (confidential): BlackForum@meritas.org
Cannabis:  Cannabis@meritas.org
Data Protection & Security:  DataProtection@meritas.org
Emerging Leaders Program (confidential):  ELP@meritas.org
Energy & Natural Resources:  energy@meritas.org
Environmental, Social & Governance (ESG): ESG@meritas.org
Firm Management Forum (Confidential): firmmanagement@meritas.org
Healthcare & Life Sciences: Healthcare@meritas.org
Hotels & Hospitality: Hospitality@meritas.org
Information Technology (IT) Group: IT@meritas.org
Intellectual Property: IP@meritas.org
Labor & Employment: employment@meritas.org 
Litigation & Dispute Resolution: disputes@meritas.org
M&A & Private Equity: ma@meritas.org
Manufacturing & Industrials: manufacturing@meritas.org
Marketing Group: marketing@meritas.org
Private Client: privateclient@meritas.org
Real Estate & Construction: realestate@meritas.org
Sports: sports@meritas.org
Tax: tax@meritas.org
Technology Law: technologylaw@meritas.org
Transport, Aviation & Logistics: transport@meritas.org
Wellness Community: wellness@meritas.org
Women's Leadership Congress: WomenLeaders@meritas.org

 


Libraries | Top

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

A: If you know which library the resource might be located in, find the affiliated group via the Groups page. Click through the group's landing page, then click on the “Library” tab . If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.

Q: Can I search for specific file types?

A: Yes. Enter your desired keyword in the main search box. From the search results page, use the filter options on the left-hand side of the page to refine your search results by "File Types."

Q: How do the libraries get populated?

A: 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 clicking through to the group's landing page, then clicking on the "library tab" followed by clicking "Create New Library Entry." Library resources are not required to be associated with a discussion thread.

 Q: How do I upload a file?

A: Select "Create New Library Entry" on any group homepage. 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, please click “Finish” to post your library entry

 

Q: What kind of files can I upload?

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