🚦Communities Set Up and Management

This article describes how to get started using Deed Communities.

Demo

How do I create a community?

1. While in the Organizer Portal, in the left menu, select Groups, and then at the top right click the “Create Community” button.

2. Complete basic details including Community Name, Description, and Background Image. Suggested image size is 1920 x 557 px.

Tip: If you have community leaders, you can search and select any employee to be a Community Lead.

3. Search and select relevant Partner Organizations (optional)

4. Select "Save" button to create your community.

How do I edit my community?

1. To edit a Community, navigate to the Groups tab.

2. Click on the title of the community.

3. From the community table page, click the “Edit” button at the top right.

☝ Pro Tip: Toggle between Active/Inactive status per community as needed.

How to Add Deeds to a Community

For a deed to appear on a Community page, select the Community tag on the edit/ create deed page (same as current state). 

• You can also indicate that this deed is organized by this Community, meaning all associated impact (volunteer hours, dollars donated) is attributed to that Community's impact totals. Additional information about the Community impact metrics is here (coming soon).

How to Add Members to the Community in the Organizer Portal

To add members to a Community, navigate to the Groups tab > Communities detail page:

1. On Members table, select “Add Members”
2. Options to add members via upload, or add members by searching and selecting employees:
   1. To add members via upload - Select Upload to upload a file in .csv, .xls, .xlsx file format including employee emails. Only employee emails are eligible to be added to communities.
   2. To add members via search and select - Search and select employees by name. Only employee are eligible to be added to communities.
3. Select “Review” to review list of employees before adding them to the community
4. Select “Add” to complete adding employees to members. They will receive and email notifying they were added to the community.

Note, employees can always add themselves by selecting “Join” on the Community page.

How to Remove Members from a Community in the Organizer Portal

To remove members to a Community, navigate to the Groups tab > Communities detail page

1. On Members table, select members to remove
2. Select “Remove”
3. Review list of employees before removing them from the community
4. Select “Remove” to complete removing members from the community. They will not receive an email if they are removed.

Note, employees can always remove themselves by selecting “Leave” on the Community page. If employees leave themselves, they’ll get an email confirming they left.

Welcome Content

We encourage you and your Community Leads to post a welcome message on each Community social wall. This will break the ice for Community members to join in the conversation themselves!