Managing Communities

Introduction

[Note: If you are searching for information on managing Site Memberships for exercises, please visit the Exercises section of the user guide.]

Communities provide PrepToolkit users with areas to collaborate on specific areas of interest. Within a community, users may chat, share ideas, post files, and more.

Some communities are public and available to anyone with a PrepToolkit account. Others, however, are private. If a user attempts to navigate to a private community, that user will see a "Not Found" message. Access to private communities is managed by a Community Manager. 

PrepToolkit account holders request access to a community from the Available Communities list on the Communities page, as shown below:

Two tabs are shown: My Communities and Available Communities. The Available Communities tab is highlighted and the page displays the content of this tab. A search field is shown, populated with the term "XYZ". "XYZ" and a "clear" link is shown in a blue bar just below the search field. One row of data is shown below this. The first line in the row says "Community XYZ". The second row says "Members: 12". A hamburger menu in this row has been selected showing a value of "Request Membership," which is highlighted.


Site Memberships

Community Managers have access to an area within their community to manage site memberships. To access this management area, select the menu icon at the top left side of the screen to open the Admin menu. Expand the site section, then select Members and Site Membership. This will take you to the Site Membership area.

The Preparedness Toolkit system heading is shown at the top of a menu with a menu icon and the U.S. Department of Homeland Security Seal shown to the right of the menu on the page. Two main sections are in the menu: Jane Doe and Community XYZ. The former is collapsed and the latter is expanded. Within the Community XYZ menu are four options: Go to Site, Content, Recycle Bin, and Members. The Content and Recycle Bin sections are collapsed. The Members section is expanded and has two available options: Site Memberships and Site Teams. The Site Memberships option is highlighted.

Within the Site Memberships area you can approve or deny community site membership requests, add new site members, assign and remove user roles, and remove community members.

The Preparedness Toolkit system heading is shown at the top of a menu. Two main sections are in the menu: Jane Doe (collapsed) and Community XYZ (expanded). The Community XYZ menu includes four options: Go to Site, Content (collapsed), Recycle Bin (collapsed), and Members (expanded). The Members section has two available options: Site Memberships and Site Teams, with the former selected. To the right of this menu is a menu icon and the heading "Site Memberships." Below are three tabs: Users, Organizations, and User Groups. The Users tab is selected. Below is a toolbar with an unlabeled checkbox, a Filter and Order link, an up arrow and down arrow with the down arrow bolded, a "Search for" field, an information icon, a list icon, and a plus icon. Below this toolbar is a table with three rows with a hamburger menu icon on the right of each row. The rows contain the following information: Alex Smith and smitha; Bill Brown and bbrown; and Jane Doe, jdoe, and Community Manager. At the bottom of the page is the following text: "20 Entries," "Showing 1 to 3 of 3 entries," and the page number 1.

  • Approve or Deny Community Site Membership Requests: As a Community Manager, you will be notified when a user requests to join your community. Within the Site Administration area, you can see all pending membership requests by selecting the hamburger menu on the top right side of the screen and selecting View Membership Requests.
    A Site Memberships heading is shown above the word "Groups," a Search for field, an information icon, a menu icon, and a plus icon. On the top right of the window is a hamburger menu that reveals the selection View Memberships Requests. The mouse cursor hovers over this selection. An arrow indicates that selecting this link will lead to a new page with three tabs: Pending, Approved, and Denied. The Pending tab is selected, revealing a table with one row of data. This row reveals Beth Williams (beth.williams@example.com) requested access 1 Day Ago and is "Requesting access as a Trusted Agent for exercise planning." A reply icon in this row is highlighted.
    Select the Reply icon (highlighted above) to take action on a user's request. After selecting the Reply icon, you may review the user's comments and choose to Approve or Deny their request.
    • You must provide comments in the Reply Comments box in order to save your changes. Be aware that comments in the Reply Comments box will be sent to the user along with the notification of whether their request was approved or denied.
      A form is shown. A User Name field is inactive but contains the text "Beth Williams. A Users Comments field is inactive but contains the text “Requesting access to engage with community.” A Status dropdown field shows "Approve." A Reply Comments field contains the text “Approve.” Two buttons are shown below these fields: Save and Cancel. An arrow and text label indicate that the "Message received by user" will be From: PrepToolkit Notifications <support@preptoolkit.fema.dhs.gov>, Sent: Friday, September 20, 2019 8:38 AM, To: Williams, Beth <beth.williams@example.com>, Subject: Reply to the Membership Request for Community XYZ. The body of the email states: Dear Beth Williams, Your request to join the site Community XYZ was Approved. Here are some comments made by the site administrator: Approve. Sincerely, PrepToolkit Notifications, support@preptoolkit.fema.dhs.gov, https://preptoolkit.fema.gov
  • Add New Site Members: To add new users who have not requested to join your community, select the blue plus sign icon on the top right side of the screen when viewing the Site Memberships page. Only self-registered users will be available for assignment to your community.
    The heading "Site Memberships" appears at the top of the page with three tabs below it: Users, Organizations, and User Groups. The Users tab is selected. Below is a toolbar with an unlabeled checkbox, a Filter and Order link, an up arrow and down arrow with the down arrow bolded, a "Search for" field, an information icon, a list icon, and a plus icon. The plus icon is highlighted and an arrow indicates that selecting this icon will reveal an Assign Users to this Site window. In the window, an unlabeled checkbox, a Filter and Order link, a text field populated with "white," and a list icon are shown. The text field is highlighted and labeled "a." Below this is one row of data: JW, Josh White, joshwhite. An unchecked checkbox in this row is highlighted and labeled "b." At the bottom of the page are two buttons, one partially covered the other labeled "Done." The Done button is highlighted and labeled "c."
    1. Search for names, as needed.
    2. Check the checkbox for the user you would like to assign as a member of your community.
    3. Select Done.
  • Assign and Remove User Roles: To assign or remove roles assigned to members of your community, select the hamburger menu for the target user and select Assign Site Roles. Check the checkbox for any roles you would like to add and uncheck the checkbox for any roles you would like to remove. Select the Update Associations button.
    One row of data is displayed and includes an unchecked checkbox, JW, Josh White, joshwhite, and a hamburger menu. The hamburger menu is selected revealing a list of two options: Assign Site Roles and Remove Membership. The former is selected and highlighted. An arrow indicates that selecting Assign Site Roles will reveal an Assign Site Roles window. Below the heading is an unlabeled checkbox, a funnel icon, an up arrow and down arrow with the down arrow bolded, a search icon, and a list icon. Below this is one row of data: "Moderator: In designated site, can manage certain web content, calendar, documents and media, and message boards. Site." An unchecked checkbox in this row is highlighted. At the bottom of the window are two buttons, Cancel and Done. The Done button is highlighted.
  • Remove Community Members: To remove a member from your community, select the hamburger menu for the target user and select Remove Membership.
    One row of data is displayed and includes an unchecked checkbox, JW, Josh White, joshwhite, and a hamburger menu. The hamburger menu is selected revealing a list of two options: Assign Site Roles and Remove Membership. The latter is selected and highlighted.
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