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Community Integration

Updated

 

Note: The Community site will need to be created manually until later development is completed to be able to automate and initiate this step from CM/MZ AMS.

Setting up Community Integration as SA

  1. Go to Setup > Support Staff Only: Association Control Panel

  2. Under the Add-On Manager section, there are new setting options for “Community & Learning BETA”

  3. Click the checkbox to “Enable Community”

  4. Enter the Community Domain Name

    • Include the https://

    • Exclude any slashes after the junolive.com

  5. Click “Save” at the bottom of the page

This setting is the main “Feature Toggle” that will display new fields and new options throughout the software such as:

  • Enabling community for groups

  • Assigning site admin and group admin permissions to staff

  • Links for both staff and members to log into community via SSO

Enabling Community for Groups

  1. Go to Groups

  2. Select the group from the top nav dropdown

  1. Under the “General” tab, enable the checkbox to “Enable Community Interaction”

    • This will include this group in the next full sync of the group over to Community which occurs at the top of every hour for MVP. (A future improvement is in the works to allow this to be more frequent as specific changes are detected)

    • This process will also create the group automatically within Community

      • Customers should not be creating groups manually in Community that they intend to have synced with ChamberMaster/MemberZone.

  2. The setting to “Show Community Option in Member Information Center” should be left unchecked until the time the chamber/association is ready for members to see this group as an option in the Member Information Center.

  3. The following settings will automatically be enabled:

    • Allow members to view/search this group in the Member Information Center

    • Allow members to join/leave this group within the Member Information Center

      • Defaults to display in the Group Participation List

    • Display this group name on the Email Subscriptions opt-in/out page

  4. Click “Save Changes” at the bottom of the page

After the group has been synced over and created on the Community side, Association Staff who are Site Admins or Group Admins will need to finish setting up the group.

From ChamberMaster/MemberZone, under the Community Group “general” tab, click on the “Community display settings”

Group settings on the Community platform

  • Information:

    • Title: This is set by ChamberMaster and should be managed there, and will update Community via a sync.

    • Slug: This is set by ChamberMaster and should not be changed. The slug (url) for the group is a key item for the sync connection.

    • Preview Text: This is not being set by ChamberMaster, and can be updated in Community

  • Privacy

    • The default privacy setting is “Private”. This ensures that only members of the group will be privy to the information and resources within the group, as well as only members are engaging in the group’s discussion and/or feed.

    • It is recommended to turn off the setting to “Allow Request to Join/Leave Group”. For synced groups, ChamberMaster needs to be the source of truth.

  • Tags: Groups can be assigned tags to assist with filtering options for grids and rotators

  • Body: This will be the information displayed about the group on the “About” tab

  • Admins: Admins will be set by ChamberMaster from the settings area from each association/chamber staff. Admins should not be assigned directly within Community.

  • Dates:

    • Release Date: this will automatically be set by ChamberMaster to be the day the group was created

    • End Date: there will be no end date assigned by ChamberMaster

  • Images

    • List

    • Banner

 

Community Enabled column in group list

A new column has been incorporated into the Home tab of Groups within ChamberMaster to show which groups have “Community Enabled”, this column is sortable ascending or descending by clicking on the heading link.

Assigning Site Admin and/or Group Admin permissions to Staff

Chamber/Association staff members have a new series of settings available within their permissions to grant them either Site Admin and/or Group Admin within Community.

  1. Navigate to Setup > Association Employees/Reps

  2. Select the Staff Rep from the List of Representatives

  3. Under “Permissions for [name]”, the new options for Community Permissions will allow:

    1. Site Admin permissions and/or

    2. Group Admin level permissions for selected groups

Site Admin Level Permissions

Here is an example of a staff member with Site Admin permissions for Community

Group Admin Level Permissions

Here is an example of a staff member with Group Admin permissions for Community, but no Site Admin permissions.

Only groups that have “community enabled” will be available to select from.

Logging in
First time logging in via SSO - all users
The first time logging in (from any access point within the backoffice or the MIC) all users will receive the following notice as part of the SSO connection.

Chamber/Association Staff Logging in from the backoffice

There are a couple of ways staff can access Community from the backoffice. These options will only appear for staff members who are granted either site admin or group admin permissions for Community

  1. From a new icon in the upper right corner 
  2. Within a community group, a new link to the “Community Display Settings”
    • Note: this link will only work after the initial sync is complete and the group has been created on the Community side, which could take up to an hour.

Impersonating Logins

Association staff are not able to impersonate a member’s experience within Community. If they are impersonating a member’s login of the MIC and they attempt to click on the link to Community, they will receive the following message: “Impersonated User. You are logged in as an impersonated user. Community access is not allowed for impersonated users.”

Association Staff are also not able to log in to Community directly from the MIC if they’ve logged into the MIC from the backoffice. This is treated as an “impersonated login”. It is best for staff to log directly into Community using the new icon in the upper right corner.

Logging in as a GrowthZone employee (SA User)

SA users are not able to log in via SSO from the backoffice to Community. (This is considered as a type of “impersonation”.) The message below will be displayed:

GrowthZone employees will need to be added as a Site Admin directly within Community and will need to access the community site for that customer by appending /?is_admin_login=1 to bypass the SSO login flow/redirect.

The first time an SA User logs in, they will need to use the “forgot password” link. The Community platform will send an email with a link to set their password. Here is a document with those steps.

Jira Links