Our MissionBox Engagement Communities September 2020 upgrade focuses on enhancements to the community and group administrative functions of inviting individuals to join a MissionBox Engagement Community for the first time, adding existing members to groups and managing member roles.
Inviting Individuals to Join Your Engagement Community
When inviting individuals that do not have an existing MissionBox Engagement Community account, community or group admin will go to the group they would like to invite the members to. They will then hover over the "Members" tab to see the three options now available for administrators: Invite Members, Add Members, Manage Members
Invite Members, Add Members, Manage Members.
In order to invite a non-member, the admin will select "Invite Member". The Invite Members modal will allow admin to enter one or more email address that they would like to issue the invites to.
non-community member they want to invite to join the group.
Under the email box they will see the group name of the existing group from which they are issuing the invite. The admin can select the group role that they would like the newly invited members to join with. Those roles still include: Member, Contributor, Editor, Group Admin.
Group Roles Options -
- Member - Group members with Viewer access will be able to view any published content available within their group and can comment, submit entries to User Responses, submit answers to posted questions, and can RSVP for events.
- Contributor - Group members with Contributor access will have all the capabilities of Viewer access and can create and publish new articles, questions and events.
- Editor - Group members with Contributor access will have all the capabilities of Contributor access and can edit any articles, questions or events published within a group.
- Group Admin - Group members with Group Admin access will have all the capabilities of Editor access and can update the group layout page and manage users, including inviting new users to join the group.
Admin now have the ability to add additional groups that they may want the non-members added to the invitation to be invited to.
one group that they would like to issue the invite for.
The admin can select the group role they would like joining members to have for each group that they are including in the invite.
Admin will be able to write a custom invitation message to individuals they are inviting to join a community for the first time. Within this functionality they now have a new method of being able to specify the sender that the email is coming from.
They can then add a custom subject line as well as a custom message to the invitation.
The admin can then click "Send" and they will see a confirmation message that the invitation has been sent.
If the admin has entered an email address associated with an existing community member, then that member will automatically be added to the group and the admin will see a message in the invitation confirmation indicating the user has been added to the group. If the admin has already been sent an invitation then the admin will have the option to resend.
Adding Community Members Directly to Groups
Community and group administrators can now add existing community members directly to groups without having to invite the member first. The "Add Members" option will now display as a separate submenu item when hovering over the members tab.
separate submenu option under the Members tab.
Once clicking on "Add Member" the admin will have a Group Member type ahead that they can use to find the member.
After selecting the community member name, you can select the group role that you would like the new member to have within the group.
The admin can use the type ahead to select as many community members as they would like to add. Once ready, the admin can click the "Add Members" button to finalize adding the new group members.
Members added to groups will receive an in-product alert informing them that they have been added to a new group.
Members will also see a "New" badge appear next to the user menu icon in the upper left corner and when the member clicks on the person icon to expand the user menu, they will see the words "New" next to any group they have been newly added to.
that the user has been added to.
Members can remove themselves at any time from any group by hovering over the Group tab and clicking on "Leave Group".
"Leave Group" to remove themselves from the group.
Updating Group Member Roles
Community and group administrators will now have a simplified method of updating the group role for individual group members. Admin can hover over the Members tab and select "Manage Members" to go to the Manage Members Page.
Manage Members Page
Once in the Manage Members page, the Group Role dropdown will appear in the upper left corner of each member's displayed profile box.
Administrators can click the dropdown to update or change the group role for each member.
Group Roles Options -
- Member - Group members with Viewer access will be able to view any published content available within their group and can comment, submit entries to User Responses, submit answers to posted questions, and can RSVP for events.
- Contributor - Group members with Contributor access will have all the capabilities of Viewer access and can create and publish new articles, questions and events.
- Editor - Group members with Contributor access will have all the capabilities of Contributor access and can edit any articles, questions or events published within a group.
- Group Admin - Group members with Group Admin access will have all the capabilities of Editor access and can update the group layout page and manage users, including inviting new users to join the group.
Once a role is selected, the new role will be automatically saved.
Administrators can use the "Action" menu for each member to: View Profile, Remove from Group and Manage Access. Selecting "View Profile" will take the admin to the member's profile, "Remove from Group" will automatically remove the member from the group and "Manage Access" will take the admin into the members page which contains a summary of all group access within the community
Once in the Manage Member Access page, the admin will see all groups the user is a member of within the community as well as the associated group role for each.
for that community and associated group role.
The admin can adjust the role for each member related to the various groups by clicking on the dropdown to the right of the group name. The admin can also choose to remove the member from any of the groups by clicking "None (Remove From Group)".
needed in the Manage Member Access screen.
Administrators can also add the user to new groups within the community by clicking the "Add" button at the bottom of the Manage Member Access page.
A "Group to Add" type ahead will appear for the admin to type in the name of group they would like to add the member to.
group they would like to add the member to.
When clicking into the field, the responsive type ahead will display all community groups the administrator has access to see (group administrators will not see private groups they do not have access to). Typing the group name into the type ahead will narrow the results to show matching options.
all groups the admin has access to see.
Once a group is selected it will be automatically added to the list of Current Groups and will display a "New" badge next to the newly added group.
Admin can click the "Close" button at the bottom of the page to close the Manage Member Access screen and return to the full Manage Members page.
We are excited to bring these member management enhancements to you through our September 2020 Upgrade.
Please contact support@missionbox.com with any questions.
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