Managing Members (Admin)

TABLE OF CONTENTS

• Managing Members 
  • Managing moderators & admin
  • Managing members
• Roles & Permissions

Admin can manage members of a community by altering permission levels or removing members. Within a community there are three role types; member, moderator, and admin. 

Managing Members 

To manage members, moderators, or admin within a community access the community members table. 

• Step 1: Select the 'Community' tab from the left hand navigation bar.

• Step 2: Select the community you wish to manage from community list - then select 'Members'. 
  • Members who have already been assigned admin or moderator permissions will have their role listed next to their name in bold. 

• Step 3: To change a persons role select the three dots next to their name and select add or remove based on the need of that member. Use the guidance below to add, edit, or remove moderators, admin, or members. 

Managing moderators & admin

• To add a moderator or admin, use the three dots to select 'Add community moderator' or 'Add community admin' followed by 'Add' to confirm. 

• To edit a moderator or admin permissions, select the three dots then choose the role you would like to change the user to. 
  • For example, if a current community moderator needs to be changed to an admin role, select 'Add community administrator' and 'Add' to save the change.  This will change their permissions from moderator to admin. 

• To remove the admin or moderator role from a user but not from the community select 'Remove community administrator' or 'Remove community moderator' and 'Remove' to confirm the changes. This will result in user becoming a member of the community only. 

Managing members

• To add members to a community of practice, admin can invite users by email or csv. 
  • Select '+ Invite' at the top of the community page. Enter the email or upload a csv file in the correct format to invite new members to the community.  
  • Members cannot be invited to communities attached to a product. 

• To edit members permissions, select the three dots and select the role you would like to change the user to. 
  • For example, if a current community member needs to be changed to a moderator role, select 'Add community moderator' and 'Add' to save the change.  This will change their permissions from member to moderator.

• To remove a member from the community, select the three dots and 'Remove member' and 'Remove' to confirm.

Tips: 

Sort the list of members by ascending or descending order by clicking into the 'Member' heading. 

Search for individual users using the search bar above the member list. 

Roles & Permissions