Part 4. Managing Forum Members (Administrators and Coordinators)
Navigating to the Forums Member Manager
There are two ways to navigate to the Forums Member Manager, from the Control Panel and from the forum itself. The following steps are for administrators and coordinators with access to the Control Panel. If you are a moderator, go here to learn about adding and managing forum members.
Step 1.Follow Part 1, Steps 1-4 to navigate to Forums.
Step 2. Searching for a Forum
Locate the forum by either searching for the name of the forum in the search function, or select Search without entering any search criteria to view a list of all forums.
Searching for Forums
By default, the search criteria for forums will only include Active forums. If the forum you are searching for is Read Only, Inactive or Archived, be sure to select the appropriate Status search filter.
Step 3. In the Maintain Column of the Search Results, select the Members icon to navigate to the Forums Member Manager screen.
Adding Forum Members and Moderators
Note: This option is only available in forums where membership is set to Member Opt-In or Moderator Defined.
Depending on the membership settings for the forum, you will see one of two screens:
If the forum is a Member Opt-In or Moderator Defined forum, (selected in Part 2, Step 1(f)), you will see an Add Member button at the top of the screen.
If the forum is not a Member Opt-In or Moderator Defined forum, (selected in Part 2, Step 1(f)), you will not see an Add Member button.
Step 1. Select the Add Member button at the top of the screen to view the Forum Member Info popup.
Step 2. Selecting a Member
- In the Forum Member Info popup, select the Select Member link to view the Select Member popup.
- In the Select Member popup, search for a member by first or last name to add to the forum.
Once you choose a member, a new Select button will appear. Select the Select button to return to the Forum Member Info popup. - Moderator (Optional) - Select this option to make this member a forum moderator. Forum moderators have administrative rights over the specific forum they are assigned. A forum moderator can add and remove members to the forum, moderate the messages of the forum (including editing and removing messages) and ban members from the forum.
- Status - Select the appropriate option:
- Active - messages from Active members post immediately to the forum.
- Moderated - messages from Moderated members must be approved by a forum moderator or club administrator in order to post to the forum.
- Banned - banned members cannot post messages in the forum.
- Opted-Out (Optional) - Select this option to opt the member out of forum digest emails. Members can also do this on their own through their member profile.
Step 3. Select Save to save your changes and return to the Forums Member Manager screen.
Adding a Moderator
Note: This option available in all forums, regardless of forum membership.
Step 1. Select the Add Moderator button at the top of the screen to view the Forum Member Info popup.
Step 2. In the Select Member popup, search for a member by first or last name to make the member a moderator of the forum.
Once you choose a member, a new Select button will appear. Select the Select button to return to the Forums Member Manager screen.
Managing Member Forum Status
Note: This option available in all forums, regardless of forum membership.
Step 1. Locate the Forum Member
By default, the initial search filter on the Forums Member Manager screen shows only Special Members. A Special Member of a forum includes banned and moderated members, members who have opted-out of forum digest emails, and forum moderators. To search through all members in a forum, select Show All Members in the search filter, and search by either last name, email address or forum handle (screen name).
Searching for All Forum Members
If your forum membership is set to a large group (for example, a large interest group or all active members), searching for all forum members might take a while!
Step 2. In the Search Results grid, select the Edit (pencil) icon to edit the member's forum status in the Forum Member Info popup.
- Moderator (Optional) - Select this option to make this member a forum moderator. Forum moderators have administrative rights over the specific forum they are assigned. A forum moderator can add and remove members to the forum, moderate the messages of the forum (including editing and removing messages) and ban members from the forum.
- Status - Select the appropriate option:
- Active - messages from Active members post immediately to the forum.
- Moderated - messages from Moderated members must be approved by a forum moderator or club administrator in order to post to the forum.
- Banned - banned members cannot post messages in the forum.
- Opted-Out (Optional) - Select this option to opt the member out of forum digest emails. Members can also do this on their own through their member profile.
Forum Membership Changes
Forum membership changes controlled by the system do not happen in real-time. It may take up to 30 minutes before the membership in one of these forums is updated. This is true when adding members to an interest, committee or subgroup that is connected to a forum. For example, if you add a member to a committee and have a forum based on committee membership, the new committee member may not appear in the forum instantly. Forum membership changes that that are done manually by an administrator do update in real-time.
Step 3. Select Save to save your changes and return to the Forums Member Manager screen.