Difference between revisions of "Help for Coordinators"

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=='''Coordinators: Responsibilities, Permissions and Activities'''==
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See the details at:
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==== [[Coordinator Permissions]] ====
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==== [[Coordinator Communications]] ====
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<br />
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== '''Membership''' ==
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== Membership ==
 
  
 
==== Applying for Membership ====
 
==== Applying for Membership ====
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* A Member Coordinator may [[Invite a new member]] to join the timebank.
 
* A Member Coordinator may [[Invite a new member]] to join the timebank.
 
* A member of the public may [[Join,_Login,_Logout,_Forgotten_Password#Join|apply to join]].  An Admin Coordinator may disable this option.
 
* A member of the public may [[Join,_Login,_Logout,_Forgotten_Password#Join|apply to join]].  An Admin Coordinator may disable this option.
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For more details see [[Applying_Member|'''Applying Members''']]
 
[[Category:Members]]
 
[[Category:Members]]
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==== Selecting Members from a List ====
 
==== Selecting Members from a List ====
 
* A coordinator can [[Select for Action|select or deselect]] members by filtering the list of [[Members]]
 
* A coordinator can [[Select for Action|select or deselect]] members by filtering the list of [[Members]]
 
[[Category:Members]]
 
[[Category:Members]]
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==== Acting on Behalf of a Member ====
 
==== Acting on Behalf of a Member ====
 
* A coordinator can temporarily [[Become]] a member to act for them.
 
* A coordinator can temporarily [[Become]] a member to act for them.
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==== Guardian Angel Mode ====
 
==== Guardian Angel Mode ====
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[[Category:Members]]
 
[[Category:Members]]
  
==== 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.
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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.
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== '''Create and Manage Site Content'''==
s.
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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.
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== Create and Manage Site Content ==
 
  
 
==== Alerts ====
 
==== Alerts ====
An alert is an urgent announcement.  Its title may be shown at the top of the [[Sidebar]].
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An alert is an urgent announcement.  Its title will be shown at the top of the [[Sidebar]] below a red title banner.
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All coordinators can create and edit alerts.
  
 
* [[Alerts|List]] existing alerts
 
* [[Alerts|List]] existing alerts
 
* [[Edit Alert|Post or edit]] an alert
 
* [[Edit Alert|Post or edit]] an alert
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 +
  
 
==== Pages ====
 
==== Pages ====
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* [[Pages|List]] existing pages
 
* [[Pages|List]] existing pages
 
* [[Edit Page|Create or edit]] a page
 
* [[Edit Page|Create or edit]] a page
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==== Links ====
 
==== Links ====
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* [[Links|List]] existing links
 
* [[Links|List]] existing links
 
* [[Add a link|Add]] or [[Edit Link|edit]] a link
 
* [[Add a link|Add]] or [[Edit Link|edit]] a link
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==== News ====
 
==== News ====
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* [[News|List]] existing news articles  
 
* [[News|List]] existing news articles  
 
* [[Edit News|Create or Edit]] a news article
 
* [[Edit News|Create or Edit]] a news article
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==== Events ====
 
==== Events ====
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* [[Post an event|Post]] or [[Edit Event|edit]] an event
 
* [[Post an event|Post]] or [[Edit Event|edit]] an event
  
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<br />
  
== Site Setup ==
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=='''Site Setup'''==
 
Most configuration options are available under the [[Menu Bar]]'s gear icon.
 
Most configuration options are available under the [[Menu Bar]]'s gear icon.
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==== Home Page ====
 
==== Home Page ====
 
The coordinator can configure the appearance, content, and visibility of the [[TimeBank Home Page|home page]].
 
The coordinator can configure the appearance, content, and visibility of the [[TimeBank Home Page|home page]].
 
* [[Home Page Configuration|Home Page Settings]]
 
* [[Home Page Configuration|Home Page Settings]]
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==== Identity, Features, and Time Zone ====
 
==== Identity, Features, and Time Zone ====
 
* [[TimeBank General Settings|General Settings]]
 
* [[TimeBank General Settings|General Settings]]
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==== Signup Requirements ====
 
==== Signup Requirements ====
 
* [[TimeBank Signup Settings|Signup Settings]]
 
* [[TimeBank Signup Settings|Signup Settings]]
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 +
  
 
==== Logo, Colors, and Fonts ====
 
==== Logo, Colors, and Fonts ====
 
* [[TimeBank Design Settings|Design Settings]]
 
* [[TimeBank Design Settings|Design Settings]]
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==== Lists ====
 
==== Lists ====
Add or remove service categories, cities, counties, affiliations, and community time banks.
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Add, edit, or remove service categories, cities, counties, affiliations, community time banks, or contact forms.
 
* [[Time Bank Manage Lists|Lists]]
 
* [[Time Bank Manage Lists|Lists]]
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==== Email Notifications to Members ====
 
==== Email Notifications to Members ====
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* [[TimeBank Email Customization|How to Customize Email Notifications]]
 
* [[TimeBank Email Customization|How to Customize Email Notifications]]
  
== Reports ==
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<br />
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=='''Reports'''==
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Reports are the result of filters that define the criteria for the report.
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==== Exchanges ====
 
==== Exchanges ====
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* [[Member Accounts]] - summary of exchanges and hours by member
 
* [[Member Accounts]] - summary of exchanges and hours by member
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==== Members ====
 
==== Members ====
 
* New members, applicants, applicants with unverified email address, members with no offers or requests can be found in the [[TimeBank Coordinator Dashboard]]
 
* New members, applicants, applicants with unverified email address, members with no offers or requests can be found in the [[TimeBank Coordinator Dashboard]]
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[[Category:Members]]
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[[Category:Reports]]
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==== Birthdays ====
 
==== Birthdays ====
 
* [[Member Birthdays]]
 
* [[Member Birthdays]]
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[[Category:Members]]
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[[Category:Reports]]
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==== Summary Information ====
 
==== Summary Information ====
 
* Membership totals, exchange totals, hours totals can be found in the [[TimeBank Coordinator Dashboard]]
 
* Membership totals, exchange totals, hours totals can be found in the [[TimeBank Coordinator Dashboard]]
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[[Category:Reports]]
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==== Special Reports ====
 
==== Special Reports ====
* 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.
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* Using the lists of [[Members]], [[Member Exchanges]], [[Member Birthdays]] and [[Service Ads]] with the filter features satisfy most coordinators' information needs.  Additionally coordinators can [Export|export]] the timebank data csv (comma separated values) files which can be read by any dATabase or spread sheet program. This can be very handy when you need to rearrange, format, or combine information for a special purpose such as a mailing list or data analysis or if you want to make filters and searches that are not built into Community Weaver.
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[[Category:Reports]]
  
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<br />
  
== How Do I...? ==
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=='''How Do I...?'''==
  
==== Select Multiple Members, Exchanges, or Ads ====
 
* There are two ways to [[Select for Action|select]] multiple items in a list.
 
  
==== Configure Member Privacy ====
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=== Select Multiple Members, Exchanges, or Ads ===
* Set up [[Member privacy|privacy]] for your members
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* You probably want to select a number of members, ads or exchanges in order to do a further actions with the list that is selected. There are two ways to [[Select for Action|select]] multiple members, service ads or exchanges in a list.
  
==== Send a Broadcast Email ====
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=== View Applying Members ===
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The default list of members shows all enabled accounts that are members (approved).  It does not show non-members (not approved) and does not show disabled accounts.
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There are two ways to view a list of applying members.
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A) Use the pre-configured filter that creates a report.
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# Go to the GEAR icon
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# Click on Dashboard
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# Click on the the report
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# Under the section "Member Reports"
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# Click on "applying members all"
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B) Create the filter yourself.
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# Go to the list of Members
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# Open the filter for "Roles" and choose "Applying members"instead of Members."
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''Note:  It may be confusing that the list of members does not show you the date that the member joined Community Weaver. If you change the ascending/descending date order you can use the "Last seen" information to help you guess which order of date joined you are looking at. ''
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=== Configure Member Privacy ===
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* Configure [[Member privacy|privacy]] settings.
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=== Send a Broadcast Email ===
 
# [[Select for Action|Select]] the addressees from the [[Members]] list.
 
# [[Select for Action|Select]] the addressees from the [[Members]] list.
 
# Click '''Member Actions''' then [[Send Mailing|Compose broadcast email]].
 
# Click '''Member Actions''' then [[Send Mailing|Compose broadcast email]].
  
==== Review Broadcast Emails ====
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=== Review Broadcast Emails ===
 
* List, re-send, or delete [[Broadcast Emails]] sent to members.
 
* List, re-send, or delete [[Broadcast Emails]] sent to members.
  
==== Make Sections of the Home Page Visible ====
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=== Make Sections of the Home Page Visible ===
 
* Make home page blocks viewable or not viewable via [[Home Page Visibility Settings]]
 
* 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 [[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.
 
  
== Known Issues ==
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=== Export Data to a Spreadsheet ===
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* Using the filters in 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.
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=== Remove Misspelled Cities ===
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* On the [[Members]] list, the 'Cities' filter lists the cities of all members.  Any misspelled city in the list is caused by a misspelled city in the profile of either an enabled member or a disabled member.  To correct the misspelled city:
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# Clear all filter settings in the [[Members]] list.
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# Change the Enabled/Disabled filter to 'All'.
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# Select the misspelled city and click the magnifying glass to search for the member whose profile has the misspelled city.
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# Correct the city's spelling in the member's profile.
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=== [[Delete_member|Delete Members]]===
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We recommend that you do not [[Delete_member|delete members]] but just disable the member's account.  Why?
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If you delete the account of a member that has participated in one or more recorded exchanges, then
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* you will loose statistical data of your timebank,
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* those exchange records will loose a partner
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* the exchange certificate will not show that person.
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Therefore Community Weaver prevents [[Delete_member|deleting members]] if they have a recorded exchange.
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===Change my timebank's name===
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Click on: [[TimeBank_Name_Change| Timebank Name Change]]
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===Change my timebank's [[/Licensee|Community Weaver Licensee]]===
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*  If you want to assign a new person to be your TimeBanks' Community Weaver Licensee  aka Representative to TBUSA), please use the online form at: [http://actionhub.timebanks.org/content/change-or-confirm-your-timebanks-representative '''change your TimeBank's licensee'''].
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===Update my timebank's directory information===
  
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TimeBanks USA maintains a [http://community.timebanks.org/ Directory of Timebanks]. Each timebank's [[Licensee|licensee]] is responsible for their timebank's entry in the [http://community.timebanks.org/ Directory of Timebanks].
  
* [[Known_Issues_CW_3.0_for_Members|Known Issues for Members]] using CW 3.0
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See the update guide at: [[Timebank_Directory|update your timebank directory]]
* [[Known_Issues_CW_3.0_for_Coordinators|Known Issues for Coordinators]] using CW 3.0
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* [[Known_Issues_CW_3.0_for_Migrating_from_CW2_to_CW3|Known Issues for Migrating]] from CW 2 to CW#
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== Known CW 3 Issues==
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Click on [[Known_CW3_Issues]]
  
  
==Migrate to Community Weaver 3==
 
  
[[Migrate_to_Community_Weaver_3|How to Migrate from CW 2 to Cw 3]]
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[[Category:Reports]]

Latest revision as of 15:11, 16 April 2019


Coordinators: Responsibilities, Permissions and Activities

See the details at:

Coordinator Permissions

Coordinator Communications


Membership

Applying for Membership

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

For more details see Applying Members


Selecting Members from a List


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.



Create and Manage Site Content

Alerts

An alert is an urgent announcement. Its title will be shown at the top of the Sidebar below a red title banner. All coordinators can create and edit alerts.


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, edit, or remove service categories, cities, counties, affiliations, community time banks, or contact forms.


Email Notifications to Members

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



Reports

Reports are the result of filters that define the criteria for the report.


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

  • Using the lists of Members, Member Exchanges, Member Birthdays and Service Ads with the filter features satisfy most coordinators' information needs. Additionally coordinators can [Export|export]] the timebank data csv (comma separated values) files which can be read by any dATabase or spread sheet program. This can be very handy when you need to rearrange, format, or combine information for a special purpose such as a mailing list or data analysis or if you want to make filters and searches that are not built into Community Weaver.


How Do I...?

Select Multiple Members, Exchanges, or Ads

  • You probably want to select a number of members, ads or exchanges in order to do a further actions with the list that is selected. There are two ways to select multiple members, service ads or exchanges in a list.


View Applying Members

The default list of members shows all enabled accounts that are members (approved). It does not show non-members (not approved) and does not show disabled accounts.

There are two ways to view a list of applying members.

A) Use the pre-configured filter that creates a report.

  1. Go to the GEAR icon
  2. Click on Dashboard
  3. Click on the the report
  4. Under the section "Member Reports"
  5. Click on "applying members all"

B) Create the filter yourself.

  1. Go to the list of Members
  2. Open the filter for "Roles" and choose "Applying members"instead of Members."

Note: It may be confusing that the list of members does not show you the date that the member joined Community Weaver. If you change the ascending/descending date order you can use the "Last seen" information to help you guess which order of date joined you are looking at.


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


Make Sections of the Home Page Visible


Export Data to a Spreadsheet


Remove Misspelled Cities

  • On the Members list, the 'Cities' filter lists the cities of all members. Any misspelled city in the list is caused by a misspelled city in the profile of either an enabled member or a disabled member. To correct the misspelled city:
  1. Clear all filter settings in the Members list.
  2. Change the Enabled/Disabled filter to 'All'.
  3. Select the misspelled city and click the magnifying glass to search for the member whose profile has the misspelled city.
  4. Correct the city's spelling in the member's profile.


Delete Members

We recommend that you do not delete members but just disable the member's account. Why? If you delete the account of a member that has participated in one or more recorded exchanges, then

  • you will loose statistical data of your timebank,
  • those exchange records will loose a partner
  • the exchange certificate will not show that person.

Therefore Community Weaver prevents deleting members if they have a recorded exchange.


Change my timebank's name

Click on: Timebank Name Change



Change my timebank's Community Weaver Licensee

  • If you want to assign a new person to be your TimeBanks' Community Weaver Licensee aka Representative to TBUSA), please use the online form at: change your TimeBank's licensee.


Update my timebank's directory information

TimeBanks USA maintains a Directory of Timebanks. Each timebank's licensee is responsible for their timebank's entry in the Directory of Timebanks.

See the update guide at: update your timebank directory

Known CW 3 Issues

Click on Known_CW3_Issues