Community Management
How to manage Users, Groups, Teams and Tribes.
15 articles
- Users & GroupsThe Users area is where you create, invite, validate, disable and manage accounts. Groups are the segmentation tool attached to those accounts. This article is the map of the area…
- Add Users wizard: batch creation, segmentation, backoffice roles, and welcome emailUse the Add Users wizard to create several users at once, assign groups, team and backoffice roles, and optionally send a welcome email.
- Users: invite, validate, disable, impersonate, and churn predictionAdd or invite new users, validate or disable existing users, generate an impersonation URL, and review churn prediction from the Users list.
- Edit User: general information, backoffice roles, segmentation, and permissionsUse the Edit User panel to update one person's details, backoffice roles, groups, career and data-access permissions. The panel is organised in steps and applies everything with a single Save…
- User profile: overview, recognition, evaluation and careersOpen a person's profile from the Users list to review their account, activity, recognition and career data in one place.
- Users list reference: filters, columns, badges, and actionsLearn how to use the Users list to filter people, read the main columns and labels, and manage each user with the available actions.
- General StatisticsYour Statistics Overview Page
- Company Codes & WhitelistsCompany codes and whitelists control who can sign up to your platform and which groups or team new users join automatically.
- Communities (Tribes) and TeamsUnderstand the difference between Communities (Tribes), Teams, Groups and Departments, and where to manage Communities and Teams in the backoffice.
- Communities (Tribes): create, edit, reorder, and configure community settingsCreate a Community, edit its details, change its position in the list, and configure Communities Settings from Community Management > Communities.
- Community members management and push notificationsAdd or remove members of a Community and send a push notification to them from the Community Details page.
- Teams: create and manage team details, members, and whitelist rulesCreate a team, add members, and manage its whitelist rules from the Teams area. You can also edit team details, remove members, and delete whitelist rules from the team details…
- Departments: create, edit, delete, and assign managersCreate departments, update their details, assign a manager, or delete a department from the Departments list.
- Comments and comments moderationHow users comment, mention colleagues and flag comments in the platform, and where admins moderate flagged comments.
- Users and Managers: what each can do in Evaluation, Recognition and FeedbackCompare what regular users and team managers can do in the Evaluation, Recognition and Feedback modules.