Difference between revisions of "Help for Coordinators"

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(Select Multiple Members, Exchanges, or Ads)
(Send a Broadcast Email)
Line 94: Line 94:
==== Send a Broadcast Email ====
==== Send a Broadcast Email ====
# [[Select for Action|Select]] the addressees from the [[Members]] list.
# '''Compose''' the email to them
==== Review Broadcast Emails ====
==== Review Broadcast Emails ====

Revision as of 22:48, 8 March 2015

Manage Members

Selecting Members

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


Create and Manage Site Content


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


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


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


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


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


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.




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


Summary Information

Special Reports

  • A coordinator can extract member information, exchange history, and ad information to a spreadsheet to create 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. Compose the email to them

Review Broadcast Emails

Create a Spreadsheet Extract

Migrate from CW2 to CW3

Known Issues