Help for Coordinators
Contents
Membership
Applying for Membership
There are two ways for a prospective member to get a new Community Weaver account:
- A Member Coordinator may Invite a new member to join the timebank.
- A member of the public may apply to join. An 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
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.
- 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.
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:
- Clear all filter settings in the Members list.
- Change the Enabled/Disabled filter to 'All'.
- Select the misspelled city and click the magnifying glass to search for the member whose profile has the misspelled city.
- Correct the city's spelling in the member's profile.
Known CW 3 Issues
