Review Your Plan Details

View your plan feature level, and see how many Members you’ve enrolled. Click on the “Account” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Organization Info” tab. In the “ORGANIZATION INFO” window that opens, the “YOUR PLAN” section at the bottom left lists your current plan level … Read more

Update Your Primary and Billing Contact Information

Add or update your organization’s primary and billing contact information. Click on the “Account” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Organization Info” tab. In the “ORGANIZATION INFO” window that opens, the “CONTACT INFORMATION” section at the top right includes two tabs, one for the Primary … Read more

Add, Update, or Remove Your Logo

Add your organization’s logo to your website, or update your logo if the design changes. Click on the “Account” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Organization Info” tab. In the “ORGANIZATION INFO” window that opens, your organization’s logo appears in the “LOGO” section at the … Read more

An Overview of Organization Info

From the “Account” tab, add and edit information including your logo, billing contact, and more. Click on the “Account” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Organization Info” tab. In the “ORGANIZATION INFO” window that opens, you’ll see four individual boxed sections for specific types of … Read more

View All Your Posts

Change the Newsfeed view so it only shows posts you wrote. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view. In the public site, click on the “Newsfeed” item in the menu bar under the … Read more

View All Pinned Posts

Change the Newsfeed view so it only shows pinned posts. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view. In the public site, click on the “Newsfeed” item in the menu bar under the name … Read more

Ban a Member from Posting to the Newsfeed

As an Admin, you can block individual Members from posting to the Newsfeed. Note that the act of blocking Members from the Newsfeed does not remove their existing posts, which you either must remove or edit individually. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen … Read more

Designate a Post as a Favorite or Remove the Favorite Designation

As an Admin, you can designate individual Newsfeed posts as favorites. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view. In the public site, click on the “Newsfeed” item in the menu bar under the … Read more

Reply to a Post

As an Admin, you have the ability to reply to Newsfeed posts. Members only can reply if they are not blocked from the Newsfeed. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view. In the … Read more

Pin or Unpin a Post

As an Admin, you have the authority to pin specific Newsfeed posts so they continue to appear at the top of the Newsfeed post list even after you or others post newer items. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the … Read more

Remove a Post

As an Admin, you have the authority to remove other Members’ Newsfeed posts. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view. In the public site, click on the “Newsfeed” item in the menu bar … Read more

Edit a Post

As an Admin, you have the authority to edit other Members’ Newsfeed posts. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view. In the public site, click on the “Newsfeed” item in the menu bar … Read more

Create a Post

Newsfeed activity takes place entirely on the Member-facing view of your website, not inside the Admin area. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view. In the public site, click on the “Newsfeed” item … Read more

An Overview of the Newsfeed Feature

Your organization’s Newsfeed provides timely updates about new developments. In your role as a website Admin, you can post new items to the Newsfeed and provide editorial oversight of Members’ posts. Note that you also can alter Member settings to prevent individual Members from contributing to the Newsfeed, and if an individual Member’s Newsfeed behavior … Read more

Filter the My Sites Cards

When you administer multiple sites, use search capabilities to filter the site-card display so the window shows you only those sites that meet your search criteria. Click on the “My Sites” tab on the vertical Dashboard menu at the left side of the screen. Type your search text in the “Search My Sites” box. To … Read more

View Information About and Switch Among My Sites

To review basic information about the sites you administer and switch quickly among them, use the My Sites feature. Click on the “My Sites” tab on the vertical Dashboard menu at the left side of the screen. In the “MY SITES” window that opens, individual cards show you the name of each site, its logo, … Read more

An Overview of My Sites Features

If you administer multiple organizations, use the My Sites feature to switch among these online properties quickly and easily. One log-in makes all your sites accessible.

Auto Approve Members through Member Approval

Most organizations require prospective members to apply for acceptance, but if you want your applicants to receive automatic approval, turn on the Auto Approve feature of your website. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Member Approval” tab. In the “MEMBER APPROVAL” … Read more

Review, Approve, and Reject Members through Member Approval or Dashboard

Most organizations require prospective Members to apply for acceptance. Your website makes it easy to see who wants to join, and to approve or reject them according to your organization’s criteria for Membership. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Member Approval” … Read more

Customize the Member Form

When your Members register for access to your website, they complete a standard Member Form to provide their basic contact information. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Member Form” tab. In the “MEMBER FORM” window that opens, the upper portion contains … Read more