Difference between revisions of "Help for Coordinators"
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* '''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. | * '''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 | + | * '''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. |
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+ | * '''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. | ||
+ | s. | ||
* '''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. | * '''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. | ||
Revision as of 20:36, 22 April 2015
Contents
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.
s.
- 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.
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.
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
- 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
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
- Select the addressees from the Members list.
- 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#