Community Members are usually individuals who invite participants to complete a survey and/or review related reports. They can invite Members, but have limited permissions and cannot change membership. Community Leads, on the other hand, manage the Community and can change all aspects of Community membership. Learn more about roles and permissions.
☝ You can add multiple Members at once, as long as their email addresses are separated by a space, comma, or are in a new line.
From the Members tab, click +Add Members at the top right
Type or copy and paste a list of email addresses into the text box. A space or comma should be between each email address
Click Add Member(s)
Each individual will receive an email notification. If they don’t already have an account, they will be prompted to create one
Note: A Community Lead can resend an invitation if it hasn’t been accepted by clicking Send Invitation next to the Member’s email address in the Members tab. This button will disappear once the Member creates an account and accepts the terms of use.
From the Members tab, select the Member(s) by clicking the box next to their email address
Click Edit # Members
Click Remove Members
Confirm by clicking Remove # Member(s)
From the Members tab, select the Member(s) you want to change by clicking the box next to their email address.
Click Edit # Members
Click Edit Community Leads
To promote a Community Member to Community Lead, toggle the Community Lead button from an X to ✓. “Community Lead” will appear near their name.
To demote a Community Lead to a Community Member, toggle the Community Lead button from ✓ to X “Community Lead” will disappear near their name.
Note: The Community Lead icon will appear with a dark background when enabled and white background when disabled.
When creating a Class/Group, a Class/Group Lead must be designated. Additional Class/Group Leads can be added by the existing Class/Group Lead or the Community Lead.
Ensure the individual is already a Community Member.
From the Classes/Groups tab, identify the Class/Group you would like to edit
Click the Class/Group Lead icon (3 people) in the Class/Group Card
A list of all Community Members will appear, select those you’d like to designate as Class/Group Lead.
Click Save Changes to 1 Class/Group
Note: All Class/Groups Leads appear on the Class/Group card, just below the Class/Group name.
When creating a Class/Group, a Class/Group Lead must be designated. Additional Class/Group Leads can be added by the existing Class/Group Lead or the Community Lead.
Ensure the individual is already a Community Member.
From the Classes/Groups tab, select the Classes)/Groups whose Leads you’d like to change by clicking the box next to the Class/Group name or select all by clicking the box above the list
Click Edit # Classes/Groups
Click Edit Class/Group Leads
A list of all Community Members will appear, select those you’d like to designate as Class/Group Lead.
Click Save Changes to # Classes/Groups
Note: All Class/Groups Leads appear on the Class/Group card, just below the Class/Group name.
