Defining community membership and subscriptions

While all contacts (Full, Casual, and Public users) are members of your community (unless it was restricted), they do not receive content updates until they are subscribers. To get your community moving quickly, you can bulk-subscribe members to receive community content by selecting their iMIS contact records and adding them to the community Roster.

To grant member-level access to a Community

1.  Logon to the as a user who is a member of at least one Master Admin Content Authority Group or a member of the SysAdmin security role.

2.  Click the link to the community.

The community page displays.

3.  Click the Security link in the left-hand navigation area.

The Community Security window displays.

4.  Click Show next to Access Settings.

5.  Under Make this available to, select a Query from the drop-down list.

6.  Click Filter.

7.  Click Add to add the member to the community.

To grant administrator-level access to a Community

1.  Log on as a user who is a member of at least one Master Admin Content Authority Group or a member of the SysAdmin security role.

2.  Click the link to the community.

The community page displays.

3.  Click the Security link in the left-hand navigation area.

The Community Security window displays.

4.  Under Community Administrators > Select New Group Members, select a Query from the drop-down list.

5.  Enter any necessary additional information, and then click Filter.

6.  Click Add to add a person as a community administrator.

To add Administrators to a community  (Administrator)

1.  Make a list of which members should have administrator privileges (to create, edit, and delete content).

2.  Go to Communities > Community list.

3.  Add or edit a community.

4.  Select the Community Administrators section.

5.  Choose a query from the Select a Query drop-down list, enter any limiters, and then click Filter.

6.  Click Add to add the person to the group.

The person is added to the Community Administrators list under Current Group Members.

To add subscribers to a community through the Roster (Administrator)

Contact records are members of unsecured communities even if they have subscribed to only one forum or to nothing at all in the community. However, when you add a contact to the Roster, you automatically make them subscribers to all updates from the community.

1.  On the Community page, click the Roster link in the left-hand navigation area.

The Community Roster appears.

2.  Click Add.

A Finder/Lister window appears.

3.  Select a query from the drop-down list and enter the filtering information.

4.  Click Filter.

5.  Select a name from the list or click the checkbox in the far left column to select all names in the page.

6.  Click OK to add the selected members to the Community Roster.

All added members are subscribed to the community for notifications and the roster displays all the new additions in the roster list.

Tips for adding multiple contacts

■    You gain multi-selection capability when you click the Roster left-hand navigation item. When subscribing people, you select one record at a time.

■    You may want to modify the search query used to generate the list of results when adding contacts, so that you can select all members of a committee, or all constituents in a State or Province, for example.

■    What users see may be modified by their privileges in the Access Settings for the Community. Refer to Shared security sets, for object-level access for information about preconfigured security sets. For example, you can choose one of the Authenticated Users security sets to require people to logon to the website before using a community.

■    There are three types of community membership: member, subscriber, and administrator. A member has access to the community but may or may not be subscribed to any notifications. A subscriber receives notifications and appears on the Community Roster. An administrator has access to the community, gets notifications when someone reports a post or comment, and can delete posts or comments.