Difference between revisions of "Help for Coordinators"

Revision as of 20:36, 22 April 2015

Membership

Applying for Membership

There are two ways for a prospective member to get a new Community weaver account:

• A coordinator may Invite a new member to join the timebank.
• A member of the public may apply to join. A Admin Coordinator may disable this option.

Selecting Members from a List

• A coordinator can select or deselect members by filtering the list of Members

Acting on Behalf of a Member

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

Guardian Angel Mode

• A Guardian Angel is a member who is given the access to observe and to act as another member, who needs special assisitance.

Coordinator Permissions

An Admin Coordinator can assign coordinator capability to any member via "Coordinator Settings" in 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 to members' profiles, offers, requests, recorded exchanges, and their TimeBankers' Talents listings. The Member Coordinator can create and 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, requestsand timebanker's talents listings. This coordinator can also create and edit exchanges for other members. 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.

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• 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.

• List existing alerts
• Post or edit an alert

Pages

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

• List existing pages
• Create or edit a page

Links

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

• List existing links
• Add or edit a link

News

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

• List existing news articles
• Create or Edit a news article

Events

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

• List existing events
• Post or edit an event

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.

• Home Page Settings

Identity, Features, and Time Zone

• General Settings

Signup Requirements

• Signup Settings

Logo, Colors, and Fonts

• Design Settings

Lists

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

• Lists

Email Notifications to Members

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

• How to Customize Email Notifications

Reports

Exchanges

• Exchanges by Service Category

• Member Exchanges by date, member, or amount

• Member Accounts - summary of exchanges and hours by member

Members

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

Birthdays

• Member Birthdays

Summary Information

• Membership totals, exchange totals, hours totals can be found in the TimeBank Coordinator Dashboard

Special Reports

• The lists of Members, Member Exchanges, Member Birthdays and Service Ads satisfy most coordinators' information needs. But 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.

How Do I...?

Select Multiple Members, Exchanges, or Ads

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

Configure Member Privacy

• Set up privacy for your members

Send a Broadcast Email

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

Review Broadcast Emails

• List, re-send, or delete Broadcast Emails sent to members.

Make Sections of the Home Page Visible

• Make home page blocks viewable or not viewable via Home Page Visibility Settings

Export a Spreadsheet

• The lists of Members, Member Exchanges, Member Birthdays and Service Ads satisfy most coordinators' information needs. But 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.

Known Issues

• Known Issues for Members using CW 3.0
• Known Issues for Coordinators using CW 3.0
• Known Issues for Migrating from CW 2 to CW#

Migrate to Community Weaver 3

How to Migrate from CW 2 to Cw 3