From 46963bb072b7b5c5fdef3f52258f4d755b06e7f9 Mon Sep 17 00:00:00 2001 From: Peter Sanchez Date: Tue, 10 Dec 2024 07:28:43 -0600 Subject: [PATCH] Adding organizations and import-export pages --- .gitignore | 1 + getting-started.md | 6 +++ import-export.md | 49 +++++++++++++++++++++++ index.md | 2 + organizations.md | 97 ++++++++++++++++++++++++++++++++++++++++++++++ 5 files changed, 155 insertions(+) create mode 100644 .gitignore create mode 100644 import-export.md create mode 100644 organizations.md diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..99ed0d4 --- /dev/null +++ b/.gitignore @@ -0,0 +1 @@ +notes.txt diff --git a/getting-started.md b/getting-started.md index 502c406..c0f3921 100644 --- a/getting-started.md +++ b/getting-started.md @@ -159,3 +159,9 @@ To add new new short URL, login to your account and do the following: 1. Click the "Save" button. All done. You can now see the new URL in your short listings. + +# Importing data + +You can quickly populate your account organization by importing data from +various sources. Please see the [Import page](import-export.md) for more +information on this process. diff --git a/import-export.md b/import-export.md new file mode 100644 index 0000000..d2306c1 --- /dev/null +++ b/import-export.md @@ -0,0 +1,49 @@ +--- +title: 'Import and export data with LinkTaco' +description: 'How to import or export data with LinkTaco' +--- + +We've made it easy to migrate to LinkTaco and populate your organizations with +the bookmarks and notes you want to save. Also all data in your LinkTaco +account is yours. You can export it anytime you'd like. + +# Importing + +Currently you can import bookmarks (links and notes) from [Pinboard][pb], +Firefox, Chrome, and Safari. It's a very straight forward process for each of +these and shouldn't take more than a minute or two to complete. + +You must login to your account and do the following: + +1. Click "Settings" on the left menu +1. Click the "Manage Organizations" button on the settings page. +1. Find the organization you want in your list click the "Actions" button. +1. Click the "Import" menu option +1. Select the data source you plan to import. +1. View the export instructions from the selected data source. They are + automatically updated in the bottom of the form when the data source is + changed. +1. Follow the export instructions to obtain the import source file. +1. Attach the exported source file into the import form. +1. Click the "Import" button. + +That's it. An import is usually pretty instantaneous but depending on the size +of the data being imported it may take a minute or two for it to show in your +organization. + +[pb]: https://pinboard.in + +# Exporting + +LinkTaco allows you to export your bookmarks data in JSON or HTML data formats. To +export your data you must first login to your account and do the following: + +1. Click "Settings" on the left menu +1. Click the "Manage Organizations" button on the settings page. +1. Find the organization you want in your list click the "Actions" button. +1. Click the "Export" menu option +1. Select the data format you'd like to export in (JSON or HTML) +1. Click the "Export" button. +1. Save the file to your local system. + +That's it. diff --git a/index.md b/index.md index 2b8fdc8..a18555d 100644 --- a/index.md +++ b/index.md @@ -8,6 +8,8 @@ description: 'Documentation for the software and usage of LinkTaco' # How to Use LinkTaco - [Getting Started](getting-started.md) +- [Understanding Organizations](organizations.md) +- [Import / Export Data](import-export.md) - [Custom Domains](custom-domains.md) # Technical / Development diff --git a/organizations.md b/organizations.md new file mode 100644 index 0000000..2a7da7f --- /dev/null +++ b/organizations.md @@ -0,0 +1,97 @@ +--- +title: 'Understanding Organizations in LinkTaco' +description: 'What are organizations in LinkTaco?' +--- + +In LinkTaco, you have one account. Each account can own "unlimited" +organizations. What is the difference between the two? + +An account is what you use to login. Think of it like your email and password. +This is the identity that is used to link all your data together as owned by +your account. + +An organization is more like a grouping of data. So all your bookmarks, +listings, shorts, QR codes, custom domains, etc. all are linked to the given +organization. + +Organizations are also what are paid for. So when you want to upgrade to a paid +organization it's done so at the organization level. Since each account can +have multiple organizations this allows an account to combine both paid +organizations and free organizations. + +Every account can have up to **two free organizations**. After that if you'd +like to add a new free organization you must pay for an existing organization +first. This will free up a new free organization slot and you can then create +your new organization. + +# Difference between free and paid organizations + +A free account can do pretty much everything a paid organization can do but +with some limitations. Probably the biggest one is that free organizations can +not save private links or notes. All free organization data is public facing. +For most cases this is not a big deal but if you'd like to save private links +and notes, then you should pay for your organization. It's very affordable and +helps continue the development and operation of LinkTaco. + +You can see all of what's included on the [pricing page][pricing]. + +There are also two types of paid plans. There is Personal and Business. +Personal plans are billed on a yearly basis and Business are billed monthly. +They are similar except the Business plan has a few extra benefits that are +useful for organizations with multiple users who want to collaborate. + +Some of the bigger advantages of a paid organization is: + +- Private bookmarks & notes +- The use of custom domains for your organization services +- Full analytics +- Collaboration with other users (Business) +- Unlimited users can be a part of the paid organization (Business) +- Integration with third parties (Slack, MatterMost, etc.) (Business) + +If you would like a paid Personal account and can't afford it we are happy to +sponsor accounts on case-by-case basis. Also if you're an open source project +who would like to have a paid account for the project we would be happy to +help. In both cases above please send an email to +[hello@linktaco.com][ltemail] and explain your situation. + +[pricing]: https://linktaco.com/pricing +[ltemail]: mailto:hello@linktaco.com + +# Using Bookmarks, Notes, Listings and Shorts + +If you haven't seen the [Getting Started](getting-started.md) page yet, this +explains how to use these services. You can change which organization is +currently in use by selecting the organization you want in the drop down select +field in the top left corner. You must be logged in to see this. + +Then just save your links as you would always do. The organization it's saved +too is the one currently selected (though you can optionally change that in the +various data input forms) + +# Managing your organizations + +Because each organization is it's own entity with it's own settings, bookmarks, +listings, etc. the settings are also grouped together by organization. + +You can find and manage your organizations by doing the following: + +1. Click "Settings" on the left menu +1. Click the "Manage Organizations" button on the settings page. +1. Find the organization you want in your list (if you have many there is a + search box at the top of the listing page to filter your organizations). +1. Click the "Actions" button and you will have the following options in the + menu: + - Manage Subscription + - Payment History + - Edit + - [Export](import-export.md) + - [Import](import-export.md) + - [Domains](custom-domains.md) + - Integrations + - Manage Members +1. Select the menu item you want and you will directed to that specific + settings page for the organization. + +Each settings page is pretty self explanatory. The options are linked to +specific help pages if they exist. -- 2.45.2