Communities: Member Roles

Community groups function like teams in an online space, where each member has specific roles to keep the group organized and functional. Here's a breakdown of the key roles:

• Owner: The leader of the group with the highest level of control. They can modify group settings, manage members, and even delete the group if necessary.

• Admin: Assistants to the owner, admins help manage the group by adding or removing members and assigning roles.

• Moderator: These members ensure the group runs smoothly by enforcing rules and maintaining a positive environment.

• Contributor: Active participants who engage in discussions and share content but don’t have administrative powers.

Permissions for Each Role

Each role comes with specific permissions:

Inviting Members to Join the Group

To bring new people into your group, you can share a special invite link. Here's how:

1. Navigate to the 'People' Tab: Log in as an admin or owner and go to the 'People' section to manage group members.
   

2. Click on 'Invite': Find the 'Invite' option and click on it to start creating your unique invite link.
   

3. Choose 'Invitation Link': Select the 'Invitation Link' option to generate a unique link for your group.
   

Modifying Member Roles and Access Control

Admins and owners can change member roles and manage access control to ensure everyone has the correct responsibilities. Here's how to modify roles:

1. Go to the 'People' Section: Find the member whose role you want to change.
   

2. Select the Three Dots Next to Their Name: Click on the three dots next to the member's name to open the role options.

3. Choose the New Role: Select the new role you want to assign to the member.

Managing Member Visibility and Privacy

Users can choose to hide or display their email and phone number:

1. Access Profile Settings: Users can click on their initials in the top right to access the 'View or Edit Profile' area.

2. Social Media Tab: In the 'Social Media' tab, they can choose whether or not their email and phone number are visible.
   

Removing Members from a Group

Admins and owners can remove members from a group if necessary:

1. Go to the 'People' Section: Find the member you want to remove.

2. Click on the Three Dots Next to Their Name: Select the 'Remove from Group' option.
   

FAQs

Q: Can I set up automated invitations for new clients added to my CRM?
A: Currently, Communities does not support automated invitations, but this feature is planned for future updates. You can manually invite new clients by sharing the group URL.

Q: Can members invite others to the group?
A: Members can share the group URL to invite others, but admins and owners have the power to remove any unwanted members.

Q: Can I track who has accepted the invitation and joined the group?
A: Yes, the "People" tab allows you to see all members, including those who have recently joined.

By understanding and utilizing these roles, permissions, and management tools, you can effectively lead and organize your community group, ensuring a positive and productive environment for all members.