Academy story

Can messages be formatted?

You can format messages when activating the option "Message toolbar". You can find this setting under Network & Community > Forums > Details (after you clicked  othe name of one forum to get to the editing mode).

Categories

Under Portal Manager > Tools & Administration > Categories you can create categories and subcategories and assign them to elements like users, helpdesk tickets and companies among many others. Using categories you can create a clear structure and categorisation of your elements - for example by assigning users (elements) to certain industries (categories).
You can create categories and subcategories as well as edit, move and delete existing ones in order to adjust the categories to your current needs.



Community Control

Portal Manager > Network and Community > Community Contol

Overview

The community control section of the Portal Master toolset allows you to monitor the various conversations that are going on around your portal, this can be used for various reason; for example moderation or CRM. 

Managing Conversations

In order to find conversations go to the community control homepage.
Here you will find the most recent postings.
Click the tabs across the top (blogs etc.) to see the latest postings in each field.
Click on the delete (dustbin) or view (the eye - to view as it will be seen by a user) to make changes to the posting

Forum Manager

This role is required to edit, manage, create, delete and moderate any forum.

This role requires a license.

To assign a role to a user...
  1. Go to Marketing and CRM
  2. Search and find the user
  3. Click access rights
  4. Choose the role you wish to assign
  5. Save

Forum Moderator

A forum moderator has the ability  to delete and edit forum entries a predifined set of forums in order control content and delete offensive material.

To assign a role to a user...
  1. Go to Marketing and CRM
  2. Search and find the user
  3. Click access rights
  4. Choose the role you wish to assign
  5. Save

How can I sort my forums?

There are two possibilities to sort forums:
1. You can add forum groups to separate forums thematically (Network & Community > Forums > Forum Groups).
2. In the overview of all forums you can sort single forums by clicking the arrows in the column Position.

Managing Forums

Portal Manager > Network and Community > Forums

Setting up Forums

• In forum Overview click add tab at top of screen.
• Fill in Name Description and Forum Group (see later), select BBcode on/off, define the maximum size of uploads to forum and set a moderation size.
• Click Next
• Assign Reading Rights – i.e. which user groups this will be available to read the content (guest by default).
• Assign Writing Rights – i.e. who will be able to create content (guest by default).
• Save - your forum is now set up.

Editing a Forum

• To edit a forum simply click the edit tab in the forum overview page.

Creating Forum Groups

• In Forum overview click the Forum Groups button on the left hand navigation, then choose add. Type in the name if your group
• Choose the user groups who will be able to see forums in this group in assign user groups
• Choose the network groups that the forum will be visible to in assign network groups.
• Save – this completes this section.
• Note – to assign a forum to a new group you must edit the forum not the group.

Creating Moderators for your forums

• In the left hand menu of the forum overview page choose Moderators Overview this gives you a list of all current moderators on the portal.
• To Create a new moderator click the add tab at the top of the screen.
• If the user is already registered on the site then use the auto-search functions to find them, if not fill in the details and they will be automatically registered on the site.

Assigning Moderators

• Choose the Assign in the left hand menu
• Choose the name of the moderator you want to assign and the forum you want to assign them to it the two drop downs.
• Save – the selected person is now a moderator for this forum.

Moderating a Forum

• Once a moderator has been chosen for a forum a series of edit buttons will appear under each forum entry to allow the moderator to change / edit content.


Who can edit a forum message?

Only the one who posed the message can edit it. But the Portal Master and the Forum Moderator can do this as well.

Why does my forum not get displayed?

1. Read and write rights of the forum have to be right
and
2. the particular user groups have to be assigned to the forum group.

Why is my new message in a forum not visible?

If a message is not displayed then the forum is pre-moderated which means that new messages don't get visbile immediately. They have to be accepted by the forum moderator first.

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