Communication and collaboration with the organization forum
Getting started with forum creation and management
Manage and create forums
When creating a forum, you need to capture the following details:
- Name: the name of the forum.
- Description: a brief summary or description of the forum.
- Body: the section where you add the content of the forum, including any text, images, or other media.
Configurations:
You can also configure or disable the following options at any time:
- Is public: Enable this option if you want the forum to be publicly accessible. If not public, users will not be able to see it.
- Only admin can post: When enabled, only the administrator can post on this particular forum. Members will only be able to comment.
- Allow members to upload attachments: When enabled, members will be able to upload files.
- Use AI for content moderation: An option to utilize AI for content moderation.
Once all the details have been added, click on the "Submit" button to save the forum.
MANAGE FORUMS
Once the forum has been saved, the following details will be displayed on the forum's main page.
- Name: the name of the forum.
- Public: an indication of whether the forum is public or not.
- Created: the date on which the forum was created.
- Posts: the number of posts posted by members from their portal.
- Created by: the full name of the person who created the forum
For each forum, when you click on the "Action" button, you will be able to perform the following actions:
- Create a post: this option allows admins to also post on the forums alongside members.
- Categories: this is where you can create forum categories. When members create posts, they will do so under a selected category from the list of available categories.
- Edit: this option enables you to make changes to the forum.
- Archive: this option allows you to archive a forum. Once archived, it should not be visible on the member’s portal and the admin should not be able to create categories, or posts on that forum.
- Banned phrases: this is where admins can add phrases that are not permitted in the forum. If a member tries to post content containing any banned phrases, it will be flagged and reported.
- Forum posts: this is where admins can view the posts created by members and the posts they created themselves.
- Choose to set forum access by:
- Set Access by Group: you can set access to the forum by member group. When setting access by group, you have the option to select the groups one at a time and submit. Once set, you can always remove the group(s) by clicking on the “Remove” button.
- Set Access by Chapter: you can set access to the forum by association chapters. When setting access by chapter, you have the option to select the chapters one at a time and submit. Once set, you can always remove the chapter(s) by clicking on the “Remove” button.
- Set Access by Tag: you can set access to the forum by member tag. When setting access by tag, you have the option to select the tags one at a time and submit. Once set, you can always remove the tag(s) by clicking on the “Remove” button.
- Clear Access Rights: you can also clear all access rights, making the forum accessible to everyone. When clearing access rights, you will receive a pop-up indicating that all access rights entries have been successfully cleared.
- Set Access by Group: you can set access to the forum by member group. When setting access by group, you have the option to select the groups one at a time and submit. Once set, you can always remove the group(s) by clicking on the “Remove” button.
You can always filter your search page when searching for specific forums using the “Search” section. You can also filter your search by the forum’s archive status.
Once the forum is made public, it will appear on the members’ portal, and it will be accessible only to the members who have been granted access to it.
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