Communities

Overview

You can use the Communities page to add, edit and delete communities from the system.

Authorization Requirements:

The functionality found on the Communities page is restricted based on account type. System administrators have full access to add, edit, or delete communities while community owners and moderators have permissions to manage those communities that they have edit permissions for.

Community Permissions

 Permissions are controlled by Communities using the following user permissions.

Member TypeDescriptionPermissionsDelete CommunityChange OwnerCreate Sources Without Admin Approval?
OwnerThere can be only one community owner at any given time. If a member is promoted to owner then the current owner is demoted to moderator. XX 
Moderator     
Content Publishers    Yes
MemberMembers can be promoted to moderators or owners of a group, or demoted to be just a member via the Member Type drop down list   No

 

Using the Communities Interface

Communities

Adding a Community

To add a new community:

  1. Click on the New Community button;
  2. Fill in the fields as required.
  3. Click on the Create Community.

The system will create the new community and refresh the page to update the form with the details of the newly created community.

For more information concerning the required fields, see section Communities Interface.

Editing a Community

To edit a community

  1. Click on the community's name in the in the Communities list to populate the "Edit Community" form. 
  2. Edit the fields as required.

Authorization Requirements:

Community members can be edited by clicking on the Edit Community Members link, if visible. Community owners and moderators and system administrators can add new members from the Add Community Members link.

Deleting a Community

To delete a community

  1. Click on the "X" button next to the community's name in the Communities list.  The system removes all of the users from the community and suspends the community.
  2. To delete all shares, sources, and documents within a community you must click on the "X" button a second time. (See the Social - Community - Remove documentation for more information.)


Members

Adding Community Members

You can add members to specific community

To add a member

  1. From the Community of choice, click on Add Community Members.  This generates a page that shows all non-members that are visible by the user.
  2. Select the user(s) by checking the checkbox next to their name on the left.
  3. Click on Add Selected People.  The user is added to the community.

Setting Membership Status

New members can be approved (if a community requires registration and approval) by using the membership status.  You can also set a member's status to Pending or Disabled.

To change membership status

  1. From the community of choice, click on Edit Community Members.
  2. Click on the name of the user from the members list.
  3. Set membership status accordingly.

Editing Community Members

You can edit the community members that belong to a community.

To edit the community members

  1. Click on Edit Community Members.
  2.  From the "Community Members" page, click on the name in the Member's list.  The system will display the details for the member in the "Edit Selected Member" form. Currently there are only two values that can be edited:
  • Member Type - Owner, Moderator, Content_Publisher, Member
  • Membership Status - Active, Pending, Disabled

In this section:


 

Related Interface Documentation:

Communities Interface