Q4 2019 – Member Portal Updates

Q4 2019 – Member Portal Updates

In the 4th quarter of 2019, the team has been hard at work improving existing features and developing new ones that make it easier to build an engage an online community.  Here is a highlight of what’s new and improved.

Navigation made easy

Navigation Changes

Feature Menu

With over 21 features to help build and manage an engaged online community, we are constantly exploring how to make it easier and quicker for you to get to the features you use.

Admin and settings options

The next time you log in, you will see that the Admin and Settings options have been removed from the left menu. Don’t panic, click your profile image in the top right corner and you will see menu options profile, community, admin, settings. This is called the Feature Menu and with it, you are at most 3 clicks away from any feature.

Feature Menu

Your profile picture opens the navigation menu. From the navigation menu you can search for a feature or access profile, community, admin and settings in one place.

Community Tasks

This feature allows a member to keep track of work that they are doing on behalf of the community, and to collaborate with members around the work.  

Collaboration begins when a sub task is created and assigned to the task owner or another member.  Task comments are used to communicate between members or to leave notes about the work.  Task statuses are used to keep track of what work is yet to be started, what’s started, and what’s complete.  

Here’s how to work with Community Tasks:

How it Add a Task

  1. Enter a task name and press enter
  2. The task is added to the task pane.
  3. Click the task to view the task detail.
  4. That’s it

How to add a sub task

  1. Enter a task name and press enter
  2. The task is added to the task pane.
  3. Click the task to view the task detail.
  4. That’s it

How to add a comment to a Task

  1. Click the task on the task pane
    The task detail is displayed
    Select the task and add a comment  
    The task and sub task owner are notified when a comment is added.
    That’s it.

Member Data

Some call It member data, we call it Member Attributes. With this new feature, organizations can customize the information they collect on its members, and who that attributes are visible to.  Here’s a quick overview of this awesome feature:

How to Add a Member Attribute

  1. Click your profile image
  2. Type the word Attribute into the feature search, or click the Admin tab, and select the Manage Member Attribute option that appears under the Member Attribute Heading.
  3. On the Attribute page, click add attribute and you are presented with the add attribute page.
  4. Enter the attribute name and tell The Community Cloud, who can see the attribute, if the attribute should be encrypted in the database and what member information block is should appear in.  Here’s how to do that
    1. The Who can See Option – Select Community if you want all members to see it, select Back office to limit access to staff, or select member to limit access to the member.
    1. The “Is secured” option – Select Yes if you want the data to be encrypted or No to store it un-encrypted. Use encryption for sensitive data like government id and other private information.
    1. The “Block” – Select the member profile information block where the attribute should appear.
  5. that’s it.

Other Enhancements

  • Single Sign on With LinkedIn – Members can register and log into The community Cloud with their LinkedIn Account.
  • Email Templates – email templates now include a link to The Community Cloud member app, or your Custom Member App.
  • Workshop Gifts – Allows members and website visitors to purchase a training and register for a training date when they want.
  • Events – Now you can schedule an event to recur daily, weekly, monthly, annually or on a custom interval. Each recurring event appears on the activity calendar
  • Feedback – Share the feedback link with people outside your community and get their input.
  • User Activity log – Check out user activity option under admin and you can see what system actions that users have done
  • Updated Groups – Now a group has its own what’s happening feed
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