1. First, create your profile. Enter your name, your email address and set a password.

2. Then check your email inbox and click on the confirmation link in the confirmation email to complete your registration.

3. To use all functions of the platform, assign yourself to your organization.

Joining an existing organization

Under your profile picture you will find the „My Organization“ button. If your email domain matches an existing organization, matching organizations will be shown to you.

• Select the desired organization.

• Confirm your selection.

Your profile will then be linked to this organization.

Creating a new organization

If you can't find your organization, select the option „+ Create Organization“:

1. Enter the company name and click „Next“.

2. Select the appropriate organization type and then the subtype.

3. Check the suggested address. If it is not correct, click „Change Address“ to enter the correct details.

4. Check the suggested general company email address. If necessary, select „Change Email“.

5. Check the suggested short description of your company. If it does not describe your company appropriately, select „Change Description“ to edit it.

6. Review all the details and click „Finish“ to link the new organization to your user profile.

These steps ensure that you sign up correctly and join the right organization.

Profile verification

Verification can happen in two ways:

1. Automatic approval The platform automatically verifies your affiliation by checking whether your email domain matches the company's registered email domain. If they match, verification happens immediately.

2. Administrator approval In this case, a confirmation request is sent by email to registered users of your company. As soon as an existing member confirms your affiliation, your membership is approved.

Both methods ensure that only authorized company members can access and manage the organization profile.

To adjust your settings, go to the menu in the top right, where your profile picture is displayed, and click „Settings“. In this section you will find various options, including updating your profile, assigning yourself to an organization, accepting invitations to different modules, managing communities, editing your watchlist, and, under „Settings“, adding your preferred email address, changing your password, and managing your notification preferences.

No, your profile can only have one user type (Member, Talent, Supporter, Corporate Employee, Scientist and TechTransfer, Founder and Entrepreneur, or Investor). If you are unsure, choose the type that best matches your role and activities on the platform.

Note: Once your profile has been deleted, there is no way to restore it.

You can delete your account in Settings. To do so, open the navigation in the top right next to your profile picture and click „Settings“. Scroll to the bottom of the page and select either „Change Organization“ or „Delete Account“ .

If you are leaving the company, you can change your email address and organization in your account settings without having to delete your account.

To adjust your settings, go to the menu in the top right, where your profile picture is displayed, and click „Settings“. In this section you will find various options, including updating your profile, assigning yourself to an organization, accepting invitations to different modules, managing communities, editing your watchlist, and, under „Settings“, adding your preferred email address, changing your password, and managing your notification preferences.

In the navigation area under „Saxony's Ecosystem“ you will find:

• People,

• all organizations,

• as well as subcategories by profile type, e.g. companies, startups, research and supporters.

There you will see the profiles of people who belong to registered organizations. You can filter the user database by various criteria, for example:

• Name,

• Position,

• Organization.

Each user profile shows the selected user type at the top, reflecting the category chosen when the profile was created.

To find a person:

• use the filter options, or

• enter the name in the search bar,

• or select the type of organization they work for.

You can also add people to your personal Watchlist.



You can send a message directly to a registered user or arrange a meeting. Click on the desired profile and then choose whether you want to send a message or schedule a virtual meeting.

The matching feature shows matches between individuals, between individuals and organizations, as well as offers or requests. The results are based on the preferences specified in the user profile, such as searching for research projects, partner requests, funding opportunities, or co-founders. This eliminates the need for manual searching. The platform automatically suggests suitable contacts and offers to you.

You can find your results in the Matches area after clicking on your profile picture in the top right and selecting “My Matches”.

Open your Matches to view the results. You will see a list of matches (people, organizations, or offers), sorted by relevance. The number at the beginning shows you the match rate as a percentage.

Clicking on „Details“ gives you more information about the person, organization, or offer, and lets you:

• send a message directly, or

• open the respective profile.

The „Groups“ module allows you to create groups of people within the platform, fostering collaboration. It offers features such as document sharing, group chats, group-specific events, and news tailored to the interests of the respective group. Users can either manage their own groups or join specialized interest groups. This increases interaction on the platform and creates additional opportunities for cooperation.



How can I create a group?

1. Navigate to the „Groups“ section.

2. To create a new group, click „+Group“

You can now create your group by:

• uploading a group image,

• entering the group's title and description,

• setting access options such as visibility on the platform and whether members may only join with the group's approval.

In the „Settings“ tab you can configure how the group works:

• Basics : Manage the group logo and deletion options.

• Navigation : Customize the group's internal navigation menu to optimize the group experience and guide members to the most relevant content and tools. Edit your group, click the „Settings“ tab, and find the „Navigation“ section to manage the following:

• Reorder & Hide: Reorder the navigation items or hide default sections that your group doesn't need.

• Pages: Create and link extensive, custom subpages (e.g. „Group Wiki“, „Rules“) specifically intended for your group.

• Custom modules and views: Seamlessly embed specific custom modules or views directly into the group navigation. This lets members browse custom data and tools without leaving the group context.

• External links: Add navigation tabs that link directly to external resources or partner platforms.

• Access :

• Business customers only : Requires users to belong to an organization.

• Complete organization required : Users must have a fully completed organization profile.

• Access by approval : Determine whether the group can be joined for free or whether an application process is required.

• Show modules to non-members : Control the visibility of group content for those who haven't joined yet.

• Hidden group : Set the group to private so that it can only be accessed via a direct link.

• Document upload for members : Documents can be uploaded by members, or their upload can be restricted.

• Link to program : Connect the group to a specific program on the platform.

• Application form : If „Access by approval“ is enabled, you can create a custom application form with specific questions for prospective members.

• Pages: In this area you can create custom pages

In the group editing view, go to the „Member Management“ tab to manage participants:

• Members: Here you will find a list of all current members. You can appoint organizers (administrators) by enabling the „Organizer“ toggle, or remove members if needed. The member list can also be exported as a CSV file.

• Invitations: Invite new members by email or search for existing platform users. You can track the status of sent invitations and resend them if necessary.

• Applications: If your group requires approval, you can view pending membership applications here. You can review the answers to the application forms and either accept or reject applicants.

Click on the relevant group and go to the Communication tab. Here you can create group chat rooms to hold general discussions or talk about topics relevant to the group.

To create a chat room:

1. Click the „+“ icon.

2. Select „Create chat room“.

3. Give the chat room a name and, if desired, an icon that gives users an idea of its purpose. You can also choose to open the chat room to all group members or restrict it to selected ones.

The „Announcements“ area provides a dedicated space to share important news and information with all group members. Group administrators can determine who is allowed to post announcements, and members can react with „Likes“ and comments.

Posting announcements:

1. Within your group, navigate to the „Announcements“ section.

2. Click the text field labeled „Add announcement“ .

3. Write your announcement using the rich text editor. You can format text, add links, and structure your content.

4. Click „Save“ to publish your announcement to all group members.



Managing announcement settings:

Group administrators can configure posting permissions:

1. In the „Announcements“ section, click the settings icon in the header.

2. Enable the option „Only admins can post announcements“ to restrict posting permissions to group administrators.

3. Click „Save“ to apply your settings.

If this setting is enabled, only group administrators can create new announcements. If it is disabled, all group members can post announcements.



Interacting with announcements:

Group members can interact with announcements in several ways:

• Like posts to show appreciation or agreement.

• Comment on announcements to start discussions or ask questions.

• Click the number of likes to see who liked an announcement.

Group administrators have additional options:

• Edit the announcements they have posted.

• Delete announcements to remove outdated or incorrect information.

• If needed, comments on specific announcements can be disabled.



Notification subscriptions:

Members can be notified when new announcements are posted:

1. In the „Announcements“ section, click the notification bell icon in the header.

2. You can turn the subscription on or off as you wish.

If you have subscribed to notifications, you will be notified as soon as a new announcement is posted in the group.

The „Organizations“ area shows all organizations that group members belong to. In addition, news and events associated with the group are displayed in their respective sections, provided they were selected and linked to the group when it was created.

In the Documents area, members can manage files, links, and documents. You can upload files, add external links, and create folders and subfolders to keep everything neatly categorized and organized. You can also rearrange items via drag & drop and download files directly from the group.

If you have received a group invitation by email, simply follow the instructions in the email to accept it. Alternatively, you can also accept the invitation in the Invitation and Confirmation Center. To do so, open the navigation menu in the top right and click „Invitation Center“ . Then go to „Groups“ and confirm the corresponding invitation.

If you would like to join a group without having received an invitation, you can do so via the group overview. Find the desired group and click on it. Depending on the group's access settings, you will see one of the following buttons:

• Join: For groups with open access.

• Apply: For groups that require approval. Clicking this button will either submit your application or open an application form for you to fill out.

Once you have applied, you can track the status of your application on the group's page.

Please note that some groups may be hidden and not shown in the group overview.

To register for an event, go to the event's information page. There, on the right-hand side under Status, you will find the Register button.



If you click on Events in the navigation and then select “My Events” in the top right, you will get an overview of your events. Click on the desired event.

On the respective event page, your status is listed on the right-hand side. Below it you will find the “My Tickets” area. With one click you will get all the details as well as the necessary QR code for entry. You can also download the ticket as a PDF.

1. On the event page, in the navigation area, go to the „Attendees“

2. section. In this section you will find a detailed list of all attendees registered for the event, including their relevant information. This comprehensive overview allows for easy communication and directly scheduling meetings with the attendees.

Yes, two options are available: Integrated Events and External Events.

• Integrated events: Users can create and manage events directly within the platform. You can customize event pages, set details such as date, time and location, manage attendees and feedback, and tailor the event to your needs.

• External events: This option lets users promote and manage events taking place outside the platform. You can create event pages and provide links to external registration or ticketing pages.

The Events module offers a seamless platform for creating and managing live and virtual events such as webinars, conferences, workshops, and presentations.

For virtual events, the organizer can choose from various live streaming options, web sessions, and networking opportunities. You can also select speakers via the platform, and attendees are listed alongside the video stream with an integrated chat function.

A special feature is the networking format, where attendees can have brief one-on-one video conversations during networking sessions, allowing them to make valuable contacts. This feature combines simple networking with automatic matching, thereby optimizing the attendee experience at the event.

Once an event is published, users can simply access it and register via the registration button on the event page. Organizers can invite attendees to ensure maximum participation and engagement.



Optional event tickets:

For internal events, organizers can optionally enable comprehensive ticketing features, including:

• Paid and free ticket options with payment processing via Stripe.

• Automated ticket management and QR code generation

• Scanning and validating mobile tickets

Navigate to the Events menu item and click „+Event“, to add a new event.

In the first step, choose the event platform: „Internal event“ to use the platform's built-in event tool, or „ External event“ if you want to use your own event tool or link to an external event page.



If you select „Internal event“, after clicking „Next“ continue with the following steps:

1. Upload a suitable event image.

2. Enter a title for your event.

3. Add a description to provide details about the event.

4. Select the start and end date for the event duration.

5. Select the event type: In-person, Virtual, or Hybrid. Then click „Next“ . Follow the next steps depending on the event mode.

6. Use the options in the dropdown menu to choose whether your event is a draft or ready to be published.

7. Select „Private event“ to restrict access to the event to invitees or people with the link.

8. When setting up your event, you can link it to one or more groups by selecting them in the multi-select menu.

Note: After publishing your event, you can add further information in the editor or edit the title, description, and event image. Click „+ Add another content block“, to add text, images, or videos to your event page. You can also add documents, external links, and folders (e.g. floor plans or access plans) to provide attendees with detailed information about the venue.

To add an agenda or program item to your event, follow these steps:

1. Navigate to your event settings, Agenda management, and click „Add session“ . Choose from the various options.

2. Fill in the details for the agenda item/session, such as title, description, start time, end time, and any additional information; select the type of session (e.g. keynote, workshop, networking) from the available options.

3. Optionally, select speakers or presenters for the session.

4. Once you have entered all required information, click „Save“ .

Yes, under Settings > Basics you can enable automatic reminder emails.

When this feature is active, registered attendees are automatically notified twice: 48 hours and one hour before the event starts.



Yes, under Settings > Basics you can set the maximum number of attendees.

Under the Attendee Management tab, you can view and manage the following information:

• Registrations: View all currently registered platform users.

• Guests: Manage external guests, if guest participation is enabled.

• Former: Lists users who were previously registered but have since cancelled their participation.

Organizers can invite attendees by email or select from existing platform members. The „Invite attendees“ button starts the invitation process. Organizers can track invitations, acceptances, and declines. In addition, the attendee list can be exported as a CSV file for each view for further analysis.

For events with tickets: The export includes additional ticket information and payment status.

To make an attendee an administrator, follow these steps:

1. Go to the Attendees section and click Edit, which will take you to the Attendee Management area

2. Find the person you want to make an administrator.

3. Enable the Organizer toggle

4. This action grants them administrator rights.

Provided you enable the option to allow participation without registration on wisawi under Settings > Basics.



Note: Guest access is limited to the most important event features. Guests cannot see the chat alongside the stream, do not have a personal profile, cannot take part in networking events, speed dating, or meetings, and do not have access to the attendee overview.

.

Collect important information from attendees during the registration process by adding custom questions. This ensures that organizers receive all the necessary details in advance.

• Custom registration questions: Create targeted questions to capture specific information from attendees.

• Mandatory fields: Attendees must answer the required questions before they can complete their registration.

• Better event planning: Access important attendee data early to optimize your event organization.

To configure registration questions:

1. Go to the „Events“ module.

2. Click on „Settings“ in the top navigation bar.

3. Select „Registration questions“ in the left sidebar.

4. Click „+Question“ to add a new question.

5. Choose the answer type: Free text , Single choice or Multiple choice .

6. On the right-hand side, under „Options“ , enter the question description or any other relevant details.

Registrations are no longer possible at that point. If you would like to set up a waiting list, you can alternatively use the second button. Simply link a form to this button that interested people can use to sign up.

For internal events, you can enable the ticketing feature to manage paid tickets:

1. Within your event, select the „Tickets“ option in the top navigation bar (next to Attendee Management and Settings).

2. Click „Add ticket type“ to create new ticket categories.

3. Configure each ticket type with the following options:

• Ticket name: Give your ticket a meaningful name (e.g. „Early bird ticket“, „VIP access“, „Standard ticket“).

• Price: Set the ticket price or mark the ticket as free

• Quantity: Specify how many tickets of this type are available.

• Description: Add details about what this ticket type includes.



Stripe payment integration

Currently, Stripe is the only supported payment provider for processing ticket payments. The platform automatically handles all product management with Stripe: when you create tickets, the corresponding products, prices, and stock levels are automatically set up in Stripe – with no manual setup required on your part.

The AI assistant supports you directly on the wisawi platform, for example:

• with questions about innovative ideas and products as part of our  Innovation Marketplace 

You enter your question in the chat and receive an answer directly, along with suggestions for refining your search and direct links to the profiles.

You can recognize the AI assistant by the floating chat icon in the bottom right of the page. Clicking the icon opens the chat, where you can type in your questions.