Which functions can be changed across all community platforms?
The functions explained on this page are settings that affect every one of your community platforms. You set up or make a change to a function and that change will be impacted across all your community platforms simultaneously.
These functions include:
- Custom forms
- Search filters & tags
- Member account types
- Navigation
- Pages
You are most likely to use a custom form across all of your platforms as part of the registration process.
You might want to ask additional information from your new users, or you might be asking them to apply for a timebank.
Custom forms are created and edited by a member of Made Open. Get in touch with your Nominated Individual to edit.
To create a new search filter with a list of search tags across all your community platforms at once:
- Visit your parent platform.
- Sign in using your community connector email and password.
- You'll be automatically re-directed to the community connector control panel.
- Use the left-hand navigation to select 'Filter management'.
- Follow the standard instructions for creating new search filters & tags detailed in the main admin guide here.
Once a filter has been set up, your community platforms can choose whether or not to use the filter by checking the check boxes next to each filter in their own 'filter management' page of the CMS.
To see this:
- Use the 'actions' drop-down to the right of each platform and select 'log into CMS'.
- Use the left-hand menu to select 'Platform management' and then 'Filters'.
Member account types are the way you categorise your members. You might want to categorise people by the type of account: individual, group or adult. These account types will be the same across all of your small platforms.
To create a new global account type:
- Visit your parent platform.
- Sign in using your community connector email and password.
- You'll be automatically re-directed to the community connector control panel.
- Use the left-hand navigation to select 'Member account types'.
- Follow the instructions on the main admin guide for how to add or edit member account types here.
To set up the default navigation for all your platforms:
- Visit your parent platform.
- Sign in using your community connector email and password.
- You'll be automatically re-directed to the community connector control panel.
- Use the left-hand navigation to select 'Navigation' and 'menus'.
Create a menu:
- Use the button 'new menu' to create a new type of menu.
- Name the menu, usually this is the location of the menu (eg footer)
- Choose the type of menu:
- 'Main' is the top drop down menu.
- 'Pages' menu appears to the left or top of all pages designed by you.
- 'Footer' menu is at the bottom of every page.
Add pages to a menu:
- Select 'edit menu' to the right of the newly created menu.
- On the left hand side, select a page name and then 'add to menu'.
- On the right hand side, drag and drop to rearrange the order of the menu items.