The Goal: Add a new forum within one of your Info Hub forum categories so members have a dedicated space to post and discuss.
Before You Begin:
- Forums may only be added by staff from the back-office, so you will need staff access to the forum settings.
- Each forum category is sub-divided into multiple forums — have the category you want this forum to live under ready (or be prepared to create one).
- If you have changed the word Forum to a custom term, your term will be displayed in the back-office. The instructions below use the system terminology.
Step-by-Step Instructions
- Click Settings in the left-hand rail.
Go to Settings, Advanced Settings section, click Manage Forum. A list of all currently configured forums will be displayed.
[NEW v2 SCREENSHOT NEEDED: capture this step in tenant 2349 or 4001 showing the v2 nav]
Click the Add Forum button.
- Configure the following:
- Enter a Name for the Forum, this is the name that will be displayed in the Info Hub.
- Enter a Description of the Forum. The description will be displayed in the Info Hub, and should describe what the purpose of the forum is.
- Select a Category for the forum from the drop-down list. If needed click the + sign to add a new category. Categories provide a top level way of organizing your forum in the Info Hub. Note: Categories may also be created from the Category Lists page under Settings, General Settings section.
- Enter the name of the Moderator(s) for the forum. Type ahead functionality will find the contacts in the database. You may have multiple moderators for a forum. Moderators may delete topics and comments added to their forum, however, they may not edit topics added to their forum.
- Limit Access: You can limit view of the forum to individual or multiple lists/committees. If no list or committee is selected, then all users will be able to see this forum. Type ahead functionality will populate lists/committees from your database.
- Click Done.
Role of the Moderator
- Moderators can delete topics added to their forum, however, they cannot edit a topic added to their forum.
- Moderators can delete Comments added to topics in their forum, if necessary.
Common Pitfalls
- Leaving Limit Access blank when you meant to restrict the forum: If no list or committee is selected, every user can see the forum. Add the specific lists/committees if the forum is meant for a limited audience.