Users
The users tab allows the Group Leaders to manage the different types of users on the platform for the respective group.
- This tab will show up only if chapters are enabled. The Chapter Leaders tab shows all the chapter leads for that particular group. Information shown in this tab includes name, chapter, role, permission, date joined, and actions.
- This tab will show up only when channels/subgroups are enabled. The ‘Channel Leads’ tab displays the various channel leaders provisioned in a particular group.
- The Members tab allows leads to search, add, or delete a user.
- This feature allows the Group Lead to Invite Users to the group. The Users can be invited to the Group or to a specific chapter or channel using the drop down.
To add a Group Lead:
- Click on the ‘Add ERG Leader’ button. This will open the ‘Add ERG’ window.
- Search for the user with their email address in the user textbox. Once the user is found, click on the user.
- From the role drop down select the role that needs to be assigned to the user and click ‘Submit’.
- This will add the user to the platform.
*Please note that the user should exist in the system in order to be selected, otherwise the system will return an error ‘No Match Found.’*
The process is similar to how we add the ERG lead except that the user will have to choose in which chapter that member is being added as a lead.
In order to add a chapter lead:
- Click on the ‘Add Chapter Leader’ button, which will open the ‘Add Chapter Leader’ window.
- Select the chapter to which you wish to add the leader.
- Search for the user
- Select the desired role from the drop down menu.
- Click ‘Submit’ to add the Chapter Leader
- Click on the ‘Add Channel Leader’ button, which will open the ‘Add Channel Leader’ window.
- Select the Channel to which you wish to add the leader.
- Search for the user
- Select the desired role from the drop down menu.
- Click ‘Submit’ to add the Channel Leader
The default view for members displays 10 users. However, you can use the 'show entries' dropdown to select and display 10, 25, 50, or 100 user rows (if available). Users can also be filtered based on their chapter/channel membership. To do this, click on the 'All' dropdown in the middle and choose the desired chapter/channel. The user list will be filtered accordingly.
To add members click on the ‘Add Member’ button. This will open the add member feature.
From the ‘Member will Join’ dropdown, select the scope for the member to be added.
- Choose the group name first when adding a user to the group.
- Select the correct chapter or channel from the list to tag the user.
- Enter the email addresses of the users to be added to the group. A group lead can add up to 1000 email addresses.
- Email addresses can be separated by spaces, commas, or semicolons.
- Click 'Add Member' and view the result, including successful additions and failed imports.
How to search for Leads or Members:
In the Group Leaders, search for Chapter Leaders, Channel Leaders, or Members tab to find a specific user by entering their name or email. The list will populate with the search result.
To invite a user, choose the invitation scope from the dropdown, enter their email address in the field, and click invite. You can invite up to 1000 users at once by entering their email addresses, and an invitation email will be sent to them.
Note: Invitations are not sent to a users who are already members of the group.
The 'Invite Users' section shows a list of users who have already received an invitation, indicating whether it has been accepted or not. To cancel an invite, use the withdraw link in the 'Actions' column.
This Admin Panel option can be used to create, edit, and delete roles and also manage permissions for various roles. When roles and permission is clicked in the left pane, it opens the following screen:
The leads can have any nomenclature when a role is created, however they have to be tagged to one of the following system lead types.
- Executive Sponsor
- Global Lead
- Regional Lead
- Chapter Lead
- Channel Lead
To add a new role click the plus sign in Manage Roles and Permissions, this will open the New Leader Type window.
- In the Leader Type field enter the desired role name.
- From the System Lead Type dropdown select the appropriate system lead that the new role is to be tagged to.
- Under permissions check the appropriate checkboxes to assign permissions to the new role. The following four types of permissions can be selected:
- Can Create Content
- Can Publish Content
- Can Manage Content
- Can Manage Budget
- In the Welcome Email Message field, enter the email text that needs to be sent to a user whenever they are assigned to this role.
- Check the Show on About Us Page checkbox in case you want this role to be displayed on the about us page. By default this box is already checked.
- Click the Submit Data button and this will add the new role to the platform.
To edit an existing role:
- Click on the notepad with a pen icon under the action column against the role that needs to be edited.
- This will open the Update Leader Type window.
- This screen is similar to the New Leader Type screen. The only difference is that the System Lead type cannot be changed.
- Leader type can be changed, permissions can be edited, welcome email can be added/edited, and Show on About Us page can be checked/unchecked.
To delete an existing role:
- Click on the bin/trash icon under the action column against the role that needs to be deleted.
- This will delete the role, however the role will not be removed from the list. It will be highlighted with pink color and under the action column a circular arrow will be shown that can be used to restore the role.
- Navigate to the Reports tab.
- Locate the section for Users Reports.
- Available Reports:
- Member Reports: View a list of your group members with options with join date filters and HRIS attributes.
- Group Leader Reports: View a report of your global group leaders.
- Chapter Leader Reports: View a report of your chapter leaders.
- Channel Leader Reports: View a report of your channel leaders.
