Help for Coordinators
Contents
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.
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.
Broadcast Emails
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
- 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
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