Help for Coordinators

Membership

Applying for Membership

There are two ways to begin the membership process:

• A coordinator may Invite a new member to join.
• A member of the public may apply to join. A coordinator may disable this option.

Selecting Members from a List

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

Guardian Angel Mode

• A Guardian Angel can give special help to a member

Acting on Behalf of a Member

• A coordinator can Become a member temporarily to act for them.

Coordinator Permissions

• A coordinator can give coordinator capability to a member via their Member Profile
• There are several different coordinator roles....

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.

• List existing links
• Add or edit a link

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.

• List existing events
• Post or edit an event

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.

• Home Page Settings

Identity, Features, and Time Zone

• General Settings

Signup Requirements

• Signup Settings

Logo, Colors, and Fonts

• Design Settings

Lists

Add or remove service categories, cities, counties, affiliations, and community time banks.

• Lists

Broadcast Emails

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

• Email Settings

Reports

Exchanges

• Exchanges by Service Category

• 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

• Member Birthdays

Summary Information

• Membership totals, exchange totals, hours totals can be found in the TimeBank Coordinator Dashboard

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

• Set up privacy for your members

Send a Broadcast Email

1. Select the addressees from the Members list.
2. Compose the email to them

Review Broadcast Emails

• List, re-send, or delete Broadcast Emails sent to members.

Create a Spreadsheet Extract

The lists of Members, Member Exchanges, Birthdays and Offers and Requests satisfy most coordinators' information needs. But spreadsheets are very handy when you need to rearrange, format, or combine information in a unique way.

You can extract and download these spreadsheets:

• Members
• Exchanges
• Ads (offers and requests)

Migrate from CW2 to CW3

• Migration Guide - How to migrate your site from CW2 to CW3
• Data Migrated into CW3 - List of items that are migrated (imported) from Community Weaver 2 into Community Weaver 3

Known Issues

• Known Issues with CW 3.0 beta-1 February 22, 2015