Difference between revisions of "Help for Coordinators"

From Community Weaver 3 Help
Jump to: navigation, search
(Migrate from CW2 to CW3)
Line 124: Line 124:
  
 
* The lists of [[Members]], [[Member Exchanges]], [[Member Birthdays]] and [[Service Ads]] satisfy most coordinators' information needs.  But [[Export|spreadsheet exports]] are very handy when you need to rearrange, format, or combine information for a special purpose such as a mailing list or data analysis.
 
* The lists of [[Members]], [[Member Exchanges]], [[Member Birthdays]] and [[Service Ads]] satisfy most coordinators' information needs.  But [[Export|spreadsheet exports]] are very handy when you need to rearrange, format, or combine information for a special purpose such as a mailing list or data analysis.
 
==== Migrate from CW2 to CW3 ====
 
 
* [[Migration_Guide_-_from_CW_2_to_CW_3.0|Migration Guide]] - How to migrate your site from CW2 to CW3
 
* [[Data Migrated into CW3]]  - List of items that are migrated (imported) from Community Weaver 2 into Community Weaver 3
 
* [[Known_Issues_CW_3.0_for_Migrating_from_CW2_to_CW3|Known Issues for Migrating from CW2 to CW3]]
 
  
 
== Known Issues ==
 
== Known Issues ==
Line 137: Line 131:
 
* [[Known_Issues_CW_3.0_for_Coordinators|Known Issues for Coordinators]] using CW 3.0
 
* [[Known_Issues_CW_3.0_for_Coordinators|Known Issues for Coordinators]] using CW 3.0
 
* [[Known_Issues_CW_3.0_for_Migrating_from_CW2_to_CW3|Known Issues for Migrating]] from CW 2 to CW#
 
* [[Known_Issues_CW_3.0_for_Migrating_from_CW2_to_CW3|Known Issues for Migrating]] from CW 2 to CW#
 +
 +
 +
== Migrate from CW2 to CW3 ==
 +
 +
* [[Migration_Guide_-_from_CW_2_to_CW_3.0|Migration Guide]] - How to migrate your site from CW2 to CW3
 +
* [[Data Migrated into CW3]]  - List of items that are migrated (imported) from Community Weaver 2 into Community Weaver 3
 +
* [[Known_Issues_CW_3.0_for_Migrating_from_CW2_to_CW3|Known Issues for Migrating from CW2 to CW3]]

Revision as of 06:54, 11 April 2015

Membership

Applying for Membership

There are two ways to begin the membership process:

Selecting Members from a List

Guardian Angel Mode

Acting on Behalf of a Member

  • A coordinator can Become a member temporarily to act for them.

Coordinator Permissions

An admin coordinator can give coordinator capability to any member via their Member Profile. There are four different coordinator roles:

  • Admin Coordinator – has access to everything, all site-wide configurations. Only the Admin Coordinators will be able to make site-wide changes of the configurations in your CW 3. The Admin Coordinator will also be able to assign all roles to any members in TimeBank.
  • Member Coordinator – This role has full access members' profiles, offers, requests, recorded exchanges, and their TimeBanker's Talents listings. The Member Coordinator can also edit all of these as well as create and edit alerts. Member Coordinators cannot create and edit the TimeBank's regular pages, news (announcements), links, or events calendar, unless they are also given the Outreach Coordinator role.
  • Member Support Coordinator – This role is for coordinators to support members using the TimeBank. Member support coordinators can edit the members’ offers, requests, recorded exchanges, and timebanker's talents listings. However, they can not make changes in the member's profile. This coordinator can also create and edit alerts – but not the TimeBank's regular pages, news (announcements), links, or events calendar, unless they are also given the Outreach Coordinator role.
  • Outreach Coordinator – is responsible for publicity and outreach. This role has access to create and edit the TimeBank's regular pages, news (announcements), links, and events calendar, but cannot edit members' profiles, offers, requests, recorded exchanges or TimeBanker's Talents listings, unless given another role that has those permissions.

Create and Manage Site Content

Alerts

An alert is an urgent announcement. Its title may be shown at the top of the Sidebar.

Pages

A page is an informational web page within CW3. Its title may be shown in the Sidebar.

Links

A link goes to a web page outside CW3. Its title may be shown in the Sidebar.

News

A news article's headline may be shown in the Sidebar. News articles were called announcements in CW 2.

Events

An event is a calendar entry. It may be shown on the TimeBank Home Page.


Site Setup

Most configuration options are available under the Menu Bar's gear icon.

Home Page

The coordinator can configure the appearance, content, and visibility of the home page.

Identity, Features, and Time Zone

Signup Requirements

Logo, Colors, and Fonts

Lists

Add or remove service categories, cities, counties, affiliations, and community time banks.

Email Notifications to Members

Set the subject line and body text for broadcast emails sent to members.

Reports

Exchanges

Members

  • New members, applicants, applicants with unverified email address, members with no offers or requests can be found in the TimeBank Coordinator Dashboard

Birthdays

Summary Information

Special Reports


How Do I...?

Select Multiple Members, Exchanges, or Ads

  • There are two ways to select multiple items in a list.

Configure Member Privacy

Send a Broadcast Email

  1. Select the addressees from the Members list.
  2. Click Member Actions then Compose broadcast email.

Review Broadcast Emails

Export a Spreadsheet

Known Issues


Migrate from CW2 to CW3