Difference between revisions of "Help for Coordinators"

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* [[Member Accounts]] - summary of exchanges and hours by member
 
* [[Member Accounts]] - summary of exchanges and hours by member
  
==== Members and Site Totals ====
+
==== Members ====
New members, applicants, membership totals, exchange totals, hours totals,  
+
New members, applicants, applicants with unverified email address, members with no offers or requests
 
* [[TimeBank Coordinator Dashboard]]
 
* [[TimeBank Coordinator Dashboard]]
  
 
==== Birthdays ====
 
==== Birthdays ====
 
* [[Member Birthdays]]
 
* [[Member Birthdays]]
 +
 +
==== Summary Information ====
 +
Membership totals, exchange totals, hours totals
 +
* [[TimeBank Coordinator Dashboard]]
  
 
== How Do I...? ==
 
== How Do I...? ==

Revision as of 20:37, 8 March 2015

Manage Members

Selecting Members

  • A coordinator can identify and group members by filtering the list of Members

Applicants

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.

Broadcast Emails

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

Birthdays

Summary Information

Membership totals, exchange totals, hours totals

How Do I...?

Configure Member Privacy

Send a Broadcast Email

Review Broadcast Emails

Create a Spreadsheet Extract

Migrate from CW2 to CW3

Known Issues