CommUnity | Organization Admin

Organizations in the community allow your organization to highlight and share information about the organization, as well as advertise to members and showcase who employees are within the community.

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Organization owners and community administrators can perform additional organization actions, including:

In addition to these actions, Organization Managers can also perform the following:

An Organization Manager is a community user who has been granted an admin role of Organization Manager or Organization Moderator.

Creating a New Organization

Creating a new organization is not restricted, meaning any community user can create an organization. However, organizations must be approved by an Organization Manager before they will display on the community site.

For more information on approving organizations, please see Approving/Publishing an Organization.

To create a new organization:

  1. From the Organizations directory page, select New Organization.
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  2. The New Organization window displays, as shown below.
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  3. Enter the organization Name.
  4. Enter the organization description in the What We Do
  5. Click Save.
  6. The new organization opens to the Organization Profile page, as shown below.
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After the initial creation of an organization, the organization will be marked as Unapproved and Unpublished. This prevents unfinished organization profiles from displaying to community users in the Organization List. Organization owners are able to finish the organization profile and then publish their organization; however, an Organization Manager must approve the organization before it will display in the Organization List. Organizations must be both approved and published to display to community users.

The community user who creates the organization will automatically be the owner of the organization and be listed as a member in the Organization Member List.

Organization owners can grant ownership to other organization members from the organization profile. For more information, please see Managing Organization Members.

Managing an Organization

Organization owners and Organization Managers can manage organization profiles by:

Additionally, Organization Managers can also:

Managing/Editing Organization Details

Organization owners and Organization Managers can modify the details of an organization from the Organization Profile.

To modify an organization’s details:

Any fields that do not have values entered in the About, Contact, or any Custom section will not display on the Organization Profile. A field must have a value entered in order for it to display.

  1. From the Organization Information section of the organization’s profile, select the Edit hyperlink from the About section.
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  2. The fields in the section become available to edit, as shown below.
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  3. If necessary, update the organization’s Name.
    The name is required when you create an organization. Changing this value will update the organization’s name on the Organization List and Organization Profile.
  4. If necessary, update the organization’s description in the What We Do
    The description value is required when you create an organization.
  5. Enter the organization’s Founded
  6. Enter the Page URL.
    The value entered here will be appended to the end of the URL for the organization’s profile page, as shown below.
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  7. Enter the organization’s Website.
    This value is shown as a hyperlink in the Organization List and in the About section on the Organization Profile.
  8. Enter values in any additional custom fields, if applicable.
  9. Once you have completed filling in your information, click Save to save your changes and return to the Organization Profile view.
  10. From the Organization Information section of the organization’s profile, select the Edit hyperlink from the Contact section.
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  11. The fields in the section become available to edit, as shown below.
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  12. Enter the organization’s Phone
  13. Enter the organization’s Address in the address fields.
  14. Enter the organization’s Facebook profile URL.
    If you enter a Facebook profile URL, it will display as a clickable hyperlink to that profile in the Contact section.
  15. Enter the organization’s Instagram profile URL.
    If you enter an Instagram profile URL, it will display as a clickable hyperlink to that profile in the Contact section.
  16. Enter the organization’s LinkedIn profile URL.
    If you enter a LinkedIn profile URL, it will display as a clickable hyperlink to that profile in the Contact section.
  17. Enter the organization’s Twitter profile URL.
    If you enter a Twitter profile URL, it will display as a clickable hyperlink to that profile in the Contact section. Additionally, the organization’s twitter feed will automatically disply on the right of the Organization Profile.
  18. Enter the organization’s Email
  19. Once you have entered your organization’s information, click Save to save your changes and return to the Organization Profile view.

Contextual Menu Options

Additional options are also available from the organization’s contextual menu in the upper right of the organization profile. From this menu, the organization owner can publish or unpublish the organization, add a photo, add a cover photo, or add a featured photo.

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  • The Publish Organization option allows you to publish your organization once you are ready to have it display in the Organization List and be accessible by community members. Organizations that are unpublished will have a label of Unpublished below the organization name on the Organization Profile.
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  • The Unpublish Organization option allows you to unpublish your organization, which will remove it from the Organization List.

For more information on publishing and unpublishing organizations, please see Approving/Publishing an Organization.

  • The Add Photo option allows you to upload a profile photo for the Organization Profile.
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  • The Add Cover Photo option allows you to upload a banner photo to display at the top of the Organization Profile.
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  • The Add Featured Photo option allows you to upload a photo to be used in the Organization List. If no featured photo is added, the organization’s profile photo will display in the Organization List.
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Organization Managers have additional actions available from the contextual menu, including the ability to approve or un-approve the organization and delete the organization. For more information, please see Approving/Publishing an Organization.

Managing Organization Members

Organization owners and Organization Managers can manage organization members from the Organization Member List that displays on the left of the Organization Profile.

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Pending members display at the top of the member list. If there are no Pending members, the organization owner displays at the top of the member list.

The following options are available for managing organization members from the Organization Member List on the Organization Profile:

Approving/Rejecting Pending Members

Organization owners and Organization Managers can approve or reject Pending organization members. Pending members display at the top of the member list.

To approve or reject an organization member:

  1. From the Organization Member List, locate the Pending member you wish to approve or reject.
  2. Select the Pending button to view your available options.
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  3. Select Member to approve the pending member and make them a member of the organization.
    After selecting the Member option, the Pending button will change to Member and the member will be sorted in the alphabetical member list.
  4. Select Reject Request to deny the user’s request for organization membership.
    After selecting the Reject Request option, the user is removed from the Organization Member List.

Revoking Organization Membership

Organization owners and Organization Managers can revoke organization membership from the Organization Member List on the Organization Profile.

To revoke membership:

  1. From the Organization Member List, locate the member for which you wish to revoke membership.
  2. Select the Member button to view your available options.
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  3. Select Revoke Membership.
    After selecting the Revoke Membership option, the user is removed from the Organization Member List.

Changing the Organization Owner

Organization owners and Organization Managers can change the organization owner from the Organization Member List on the Organization Profile.

To change organization ownership:

  1. From the Organization Member List, locate the member you wish to make the organization owner.
  2. Select the Member button to view your available options.
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  3. Select Make owner.
    After selecting the Make owner option, the selected member is marked as the organization owner and is moved to the top of the Organization Member List.

There can only be one organization owner per organization.

Approving/Publishing an Organization

An organization must be both Approved and Published before it can display in the Organization List and be accessible by community members. Organization owners can publish their organization, but an Organization Manager must also approve the organization before it can display. Organizations that are Approved and Published will display in the Organization List.

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Organizations that are Unapproved or Unpublished will not display in the Organization List. They will display in the Admin List on the Organization directory page so that Organization Managers can approve or deny the organization. For more information, please see Approving/Denying an Organization.

Publishing/Unpublishing an Organization

Both organization owners and Organization Managers can publish or unpublish an organization. An organization must be both Approved and Published before it can display in the Organization List and be accessible by community members.

To publish or unpublish an organization:

  1. From the Organization Profile, select the contextual menu.
  2. To publish the organization, select Publish Organization.
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  3. To unpublish the organization, select Unpublish Organization.
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Organizations that are unpublished will display an Unpublished label under the organization’s name on the Organization Profile.

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They will also display an Unpublished label in the Admin List on the Organization directory page for Organization Managers. Unpublished organizations will not display in the Organization List on the directory page and will not be accessible to community members.

Approving an Organization

Only Organization Managers can approve organizations. Organization Managers can view organizations requiring approval in the Admin List section of the Organization directory page.

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There are four different statuses that can display for an organization in the Admin List, including:

  • Approved
  • Unapproved
  • Published
  • Unpublished

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To approve an organization:

  1. From the Organization directory page, locate the organization you wish to approve from the Admin List. This section of the Organization directory page only displays to Organization Managers.
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  2. Locate and select the organization requiring approval from the Admin List.
    The Organization Profile page for the organization displays, as shown below.
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  3. From the contextual menu, select Approve Organization.
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  4. The Organization is approved and the Unapproved label is removed from the Organization Profile. The organization will also now display in the Organization List, as long as it is published as well.

Deleting an Organization

Only Organization Managers can delete organizations.

To delete an organization:

  1. From the contextual menu on the Organization Profile, select Delete Organization.
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  2. A confirmation message will display at the top of the browser window.
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  3. Select OK to delete the organization, or select Cancel to return to the Organization Profile.

 

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