Managing Members

  1. Adding / Editing a member

    You can find a member by searching using the AdminCP quick search in the upper right of your screen. You can enter their display name, email address, order ID, and more in this box to find members. You can also click Members in the AdminCP to get a general list of members. From here you can select to add a new member also if you wish to do so, which would then also contain the items for you to populate that you see when editing and existing member. The edit member screen is split into sections on different tabs. Although most options are self-explanatory, there are some brief descriptions of what each of these are for below. (Note you may have more or less tabs than in the image below depending on the applications you have installed). Account Information From here you can change the basic information required on a member account. These include changing a users display name, changing passwords or adding to Groups. Note here that you can add a member to a main group and also add secondary groups giving you more flexibility over permissions than you would have with a single grouping. For example you may have a Sales and a Marketing section in your community with groups to match. You could easily set up some members to access both and others who can only access one or the other, simply by assigning the groups accordingly.  Restrictions In this tab you can control restrictions on an individual member. Posting and approval before posting can be set indefinitely or for a set period of time. Controlling member restrictions may also be done from the front end by your moderators where permission has been given to do so and will update this area accordingly. You can read more about this here. Profile Whilst most members will generally fill in there own profile, there will always be times where a member has placed something you do not wish to be there (and therefore would like to remove), or needs something editing that they cannot. From here you can edit the members profile information such as changing there cover photo or editing there birthday. Preferences This section is where system preferences can be changed or viewed that a user has set up. It not only comes in handy for changing these setting but also as a way of debugging problems on your forum that a member is experiencing. For example a user who's time is incorrect may not have the "Set timezone automatically" setting enabled. Notifications There will come a time where you have members who are receiving notifications for things and feel they should not. Generally this is because they have set these notifications up and forgotten about them, or simply have left them on their default registration settings. Should the need arise you can change their notification settings from within this screen. Gallery/Blog/Other If you have more applications installed you will see some common settings for these are displayed within the members edit screen. This will allow you to quickly set up features for an individual such as allowing someone access to the gallery. Other handy tools Above the main area of editing you will notice there are a few other handy tools. Whilst these are self explanatory you will find one in particular quite a handy tool to have which is the "Sign in" button. This button will allow you to sign in as the member who is currently selected. Imagine you have a user who has a problem on the forum which you cannot see as an administrator. Maybe they cannot see a section in which you feel they should be able to view. This tool gives you the ability to see the community through the eyes of your member and effectively get to the route of the problem they are having. Once you are finished, you can easily log back in as yourself by clicking on your name and selecting "Switch back to yourname".     For information on setting up staff members, you can refer to the following guide within the moderating members set of guides  
  2. Member groups

    Member groups allow you broad control over what your members can and cannot do, see, and interact with on your community. Members must have a primary group (by default it's Members) but can also have multiple secondary groups. The primary group is what displays under their name but they also inherit the permissions of any secondary groups they are in. Much of the core permission structure of your community will be set up in this area so take some time to look around at all the member group options. When clicking on the edit icon at the right of a group you will be taken into the group editing screen for that group. This will give you the tools needed to effectively and quickly manage your groups settings. You can also make a copy of an existing group for ease of setting up using the copy icon. Editing a group The edit group screen is split into sections on different tabs. Although most options are self-explanatory, there are some brief descriptions of what each of these are for below. (Note you may have more or less tabs than in the image below depending on the applications you have installed). Group Settings From this tab consists of various items related to the group over all and is split into 3 sections. Group Details - This is where you set the basic elements of the group such as name, group icon which will appear below the members name in various areas of the site, group formatting where you can add html to surround the usergroup name and also give a promotion to this group which will move any user within this group to another group based on criteria you set. Permissions - These are the basic permissions for a group such as whether they can access the site when it is offline or how many times they can change their display name (this is not access permissions, these will come later) Signatures - Various settings for a group relating to signatures for users within this group. Content Most elements in this section are self explainatory, however a couple of items in here are worth further explaination Uploads - Note that in this area it is a setting over all. So for example if you set "Total maximum storage space" for a group this is the total storage for any user in that group over the whole platform. Once this limit is hit a user in the group would no longer be able to upload any further attachments/images etc to the site. Deleting - It is important to note that delete really does mean delete. If you give a group access to delete their own content from the forum then they would be able to delete this permanently from the system and this content would no longer be recoverable. The permissions should be given lightly. If it doubt, use hide on the group so that you can recover the information if required whilst allowing the group to hide the data from the community. Social This tab contains various settings for social elements of the community such as how many conversations a user in this group can start in a day to whether they can post status updates etc. For the most part these settings are quite self explanatory. Gallery/Blog/Other If you have more applications installed you will see some common settings for these are displayed within the group edit screen tabs. This will allow you to quickly set up features for a group such as allowing a group access to create blogs. or setting the size of images allowed to be uploaded in the gallery. Members can be added to one primary and any number of secondary groups in the members section of the admin panel. Editing permissions Permissions can be edited from many areas of your community for each of the groups that you create. From the groups section you can get quick access to these by using the  icon next to the appropriate group. By clicking on this icon you will be given quick access to permissions for many areas of yoru community in an easy tabbed format. Simply tick the boxes as appropriate and click save    
  3. Registration Options

    Before we start worrying about managing members we must first decide how members actually register on your community. In the AdminCP go to Members -> Registration where you will see a page with various options. Key Options Allow new registrations = You might want your community to be completely private where you manually create new members. If that is the case then just completely disable registrations. When do you this, the Sign Up link on the front end automatically hides. Validation method for new accounts = By default this is set to Email Validation which requires new members to validate their email account before completing their setup. You can also allow for administrator approval if you want tighter control over your membership. Tip You might not want to enable administrator validation of new members unless you really need that level of control as often people will lose interest if they have to wait around for approval to join your community. We also provide COPPA support for clients who need to comply.
  4. Spam Prevention

    People signing up on your community just to post spam is a never ending battle much like spam in your email inbox. IPS Community Suite has tools to help you fight that battle. CAPTCHA In the captcha section you will be able to choose a captcha type. These prevent automated spam bots by asking the user to enter text shown, complete a puzzle, or an automatic detection to prove that a user is human. IPS supports reCAPTCHA, reCAPTCHA 2, and keyCAPTCHA Flagging Spammers The "Flagging Spammers" section is where you can set up what happens when a member on your community is flagged as a spammer. This will allow you to have a member automatically banned, remove submitted content and notify someone if you wish to do so. IPS Spam Service The IPS Spam service is a free service provided by IPS to clients with an active licence. From here you can set up what automatically happens to these users when they are detected as being a potential spammer by the service.   Question and Answer Challenge The question and answer challenge gives you an extra customisable set of questions and answers you can present to a potential member to ensure that the user is human and not an automated spamming bot. You can put whatever questions you like in here for people to answer along with multiple possible answers.