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Member Preferences and Features

  1. Editing your profile

    Profiles can form a key part of your community. Each member of your site will have one that can be viewed by other members (should they have permission to do so) and can be customised to the members liking. A members content and other important information relating a member can be found in this area. Editing your profile information To get to your profile you can select your name at the top of the page and select "Profile" as seen in the image below. **********ADD AN TIP HERE - GETTING TO OTHERS BY SELECTING NAME********   Once you have entered your profile, you will see a screen similar to the below. At present you will see there is only activity showing, however if you have gallery albums, blogs and more, you will also see tabs for these with each having your own albums, blogs etc.  To edit your profile information, select the "Edit Profile" button in the top right.   Once clicked you will be presented with the edit profile screen. From here you will be able edit your Birthday, Enable and disable status updates on your profile, and change your "About me" information.  In addition to this information, you may see custom profile fields that have been added within the admin CP.   Changing your cover photo On IPS 4 you can change your own cover photo (subject to permissions) by selecting the "Cover Photo" option in the top right.   Changing your profile photo Profile photos are shown on your profile, and throughout the site as your 'avatar' within posts and other community content. You can add a photo by upload or from another URL on the internet, then resize and position this as appropriate.   Viewing content From any members profile,  you can see all the activity of that member by selecting the "See My Activity" button in the top right of the profile. This will then present you with a filterable list of content that the member has posted on the community.   Profile Privacy You can choose not to show your recent profile visitors on the page by disabling that block from being shown to other users by clicking the link provided for that purpost within the "Recent Profile Visitors" block on the left of your profile.   You may also choose to disable the ability for users to be able to follow you. This can be achieved by changing the options within the followers block, as per image below.    
  2. Account settings

    By selecting your name and then notification settings on the front end of your site, your users will be presented with a screen similar to the below where they can change various settings related to their account as seen and illustrated in the image below.   Overview On the overview page you will see the accounts you are connected to such as facebook, google+ and more, along with links to the other settings in which you can access from this page. You will also notice various tabs where you can change your email address, password, display name and any linked accounts. Linking accounts When clicking to link an account on any of the available you will be given the relevant options  that you can select relating to this. For example, below you will see the Facebook settings which allow you to syncronise various elements of your site and facebook. Notification Settings Selecting notification settings on in the "Other Settings" section of the overview page will present you with all the options for how notifications are create for you by default when creating or replying to content, along with other events on the site.  In the top section of this page you will see something similar to the below. First of all you will notice on the right the "Browser notifications enabled" sign. This means that if your browser allows desktop notifications, it will notify you even when you are not active on that page. On the left you will see a series of options which will allow you to set the automatic notification options relevant to your account. So for example you may want to be automatically set as following an item of content and receive notifications for that followed content whenever you reply to an item. From here you can set this up. In the botton half of the page, you can then set up the notification types for each notifiable item on the site. So you may wish to set up notifications and emails for when someone sends you a message on the site, however you may only want to get a notification in the notification list for someone who sets to follow you. Ignored Users You can get to the Ignored users list by clicking this item in the "Other Settings" section of the overview page. Ignored users is a facility on your site where you can (depending on permissions) set a member to ignored in order to not see any content from that member. So if they post within a topic and you are ignoring them, you will not see that ignored content. This can be useful for filtering out people who you have no interest in reading the content of. To do this you would simply add their name into the box provided and add them to the list.
  3. Sending/Receiving messages

    Sending messages between members in IPS4 is a simple but powerful tool you can use to communicate with your members (or they can communicate with each other) away from your community.  When receiving a message, you will see a number appear next to your inbox icon showing the number of unread messages that you have. This would be similar to the image below.   Sending and receiving messages Clicking on the notification icon will show you the messages you have received. You can click on these to view any of the message or visit your inbox. You will see that you can also compose a new message from the same dropdown menu if you wish to do so. In addition to being able to sent messages from the "Compose new" button, you can also send a message to a user from anywhere on the site, direct from the users name. You would do this by hovering over the username and selecting the message button Composing a message is very similar to composing a topic on the site. You can send messages to multiple recipients by typing their names within the "To" box. This field will suggest names by filtering through the member list as you type.   Managing your messages When entering your inbox you will be presented with a screen similar to the below. From here you can search you messages, click on them to view, reply to your messages, filter and more. Clicking on the button in the top right will allow you to add folders to organise your messages. Clicking on this button will present you with a text box in which to enter a new folder name. You can move messages to another folder using the button in the top right of any message.  
  4. Managing followed content

    With all the content that you can follow in the IPS community suite, it is important that you can manage this easily and in one place. You can manage your followed content in this way by selecting your name in the top right, then selecting "Manage Followed Content" When clicking on this option, you will be presented with the following screen. You will notice that you can filter through different types of content using the menu on the left of the page To change the way in which you follow (or indeed remove completely) you can select the Change Preference button provided next to a given item. This will then present you with the various options you can change. In addition to this method, you can also do this with multiple items at once. To do this, you select the checkboxes next to each item that you want to change. On clicking one or more of these checkboxes, you will be shown a menu at the bottom of the screen to change the options as you wish. This is shown in the screenshot below.
  5. Viewing Attachments

    Within the IPS4 Community suite, you will be adding attachments within posts, blogs, and many more areas. By clicking on your name and selecting "My Attachments" you can view a list of these. This will let you know where these documents are attached if you need to find then and you can also download these direct from the page.   Within the admin CP, you also have a similar area for all files that have been attached throughout the site. You can access this by visiting the following area: system->Overview->Files From here you can do the same as you can on the front end of the site, but for all files. You can also remove these from the system completely if you need to do so.
  6. Reputation & Reactions

    Reputation & Reactions are an important part of communities across the internet. IPS Community Suite gives you the flexibility to set these up in a way which is suites your own community needs.   Basic Settings Reputation settings can be managed in the following location in your ACP Members -> Member Settings -> Reputation & Reactions From the basic settings screen, you can set up various overall settings, related to how reputation and reactions work on your site. You can switch the system on and off, as well as assign which groups are allowed to use this, and how to display the reputation items. Example Reputation Settings One important item to note here, is the "Highlight content with positive reputation. When this is set, topics will be highlighted when they reach the set reputation level, along with being given a reputation symbol in the top right to highlight the post has high reputation. Denotes High Reputation Post Reactions Reactions settings can be managed in the following location in your ACP Members -> Member Settings -> Reputation & Reactions -> Reactions On the reactions tab you will see a list of all the reactions that a user can give on your site. Each of these is given either a positive, a negative, or a neutral value. These are the reputation points in which a user will receive for a particular reaction. You can reorder these using the anchors on the left of each item. You can create new reaction items using the button in the top right of the screen. Default Reaction Set You will note that the 'like' item has no ability to delete. This is the default reaction, and is what is shown at in the reaction placement area on posts. Your users point at this icon in order to show other reactions, or click to give this reaction. Of course you can use the pencil icon to edit this to be anything you wish. Pointing at the like icon shows other reactions Leaderboard The new Leaderboard is designed to better highlight your most active members and content based on reputation and other metrics. The Leaderboard will greatly enhance both member and content discovery on your community. Winners being highlighted within the profile when 'winning the day', and being added to the past members list. In turn, this can improve member participation on your site. IPS Community Leaderboard Leaderboard settings can be managed in the following location in your ACP Members -> Member Settings -> Reputation & Reactions -> Leaderboard From here, you can change various settings to determine what and how the leaderboard will display, or indeed if it will display at all. This can be helpful if, for example, you wish to exclude staff, or specific items, from being counted. Leaderboard Settings Reputation Levels Reputation levels can be managed in the following location in your ACP Members -> Member Settings -> Reputation & Reactions -> Reactions Here you will see levels that can be gained upon reaching a set number of reputation/reaction points on your site. These can be given a reputation name and optionally an image. Reputation Levels Clicking on "Create new" will give you the opportunity to add a new reputation level. The one I have created below as an example will give people the superstar reputation level with a star image upon hitting 1000 reputation points. Example Reputation Level Note: Within each member group,  you can also set whether that group can see who has given reputation and the amount of reputation they can give in any one day.
  7. Custom Profile Fields

    In any community there will always be information you want to capture about your members which is not provided within the core product. In IPS Community Suite you can set up as many of these as you like, and group them accordingly. If you visit the following location within your admin CP you will be presented with the following screen for setting up these fields. Setting up profile fields Clicking on the Create New button in the top right will allow you to set up a new group like you can see above with the Personal Information section, you can then select the + at the side of these groups to add new fields. Here we will set up a new group named hobbies where we will allow the user to enter various pieces of information about their hobbies and interests. Clicking to add a new field will show you the following screen. You will see I have selected text as the field type on this occasion which will let a user enter information into a text box.  You can see there are many settings you can use here such as setting up a maximum length and even using Regular Expressions to validate the data that is entered. In addition you can set up where the information is shown, how it is shown, and its behavour with regards to being filled in. Do you want this to be edited once it is filled in? No? Not a problem, just de-select the "Member can edit value" and it will only allow this to be entered once. Important to note on the screenshot above is the "Display Format" section. This is where you can enter HTML along with the placeholders provided to display the information in any manor that you choose. This is how they will then be displayed in various areas of the site such as in posts and in the members profile. There are many different types of field for you to choose from. Everything from simple text, to colour pickers and member selection you will find within that list. Above as another example I have chosen a select box to give my members a predefined list to choose from.   The front end You will see once you have set up your profile fields the members can then add the information from within their profiles. Depending on the setup of your profile fields, these can also be searched using the member search form on your site And of course, they will show up in various areas of the site, using the formatting in which you have set to your own liking.
  8. Profile Completion

    Completing forms can be a tedious job for anyone, however an important area when capturing data for your members. Filling in a large form to register on a site can be somewhat of a turn off to potential members. Invision Community Suite provides the facility for you to get your members signed up quickly, whilst also giving you the ability to capture any data that you need, by way of profile completion tasks. What is it? Profile completion allows potential members to sign up to your site, filling in the minimal amount of data necessary for registration on your site. It will capture only the display name, email, and password details. Any other information you need to capture from the user can then be prompted to be entered after the member has already registered, by way of 'Profile Completion'. These can be either optional, or mandatory items. So you can prevent people from using the site if you require information prior to use. Quick Registration Setting up Before setting up any profile completion sections, you need to ensure that you are using the 'Quick Registration' form. You can switch to this from the following location in your ACP System -> Settings -> Login & Registration -> Registration Once you have done this, you can create new profile completion steps from your custom profile fields. If you have not yet created the profile fields that you need, we would recommend taking a look at our custom profile fields guide before continuing.  Profile completion steps are set up from the following location within your ACP  Members -> Member Setting -> Profiles -> Profile Completion Clicking to 'Create New' will allow you to create a profile completion step. Each step can contain one of more profile items to be completed by the user on that step, and can also be stated to be required or not. The below example creates a simple profile completion step asking the user to tell you a little more about themselves. Profile Completion ACP You can set up as many of these steps as you would like the user to be shown on the front end. These will then be shown one per page to the user in the profile completion section User Side When there are items left to fill in on a users profile, the profile completion bar will be shown to that user, along with the percentage they have currently completed. This bar is dismissible by the user if they wish, in which case they would then need to complete any profile items from the profile itself. They can click on "Complete my profile" to continue to the next step shown, and complete each item. Profile Completion Bar Mandatory fields You will notice on the 'Complete my profile' section that there is a 'Skip this step' button at the bottom. This will only be displayed if the items are not required to be completed by the user. If there are any steps which are required, they will not have this selection, and the profile completion screen will always show until the required information is completed. The screenshot below shows that you are currently on a non-mandatory step which can be skipped. However step 2 is mandatory and has not yet been completed. Therefor you will notice there are no menu items that the user can select, and they see nothing on the site other than the profile completion section until they have populated any required elements. Profile Completion
  9. Post color highlighting

    Often when you are reading a topic, comments, or other posts, you will see team members replying. Although IPS Community Suite already allows groups to set up custom images and member titles, these replies can get lost in the noise. Within IPS4, you can switch on post highlighting per member group. This makes sure the reply stands out from the rest of the replies, as shown in the images below.   Of course, this feature works everywhere; from calendar comments to article replies.   The feature is switched on via the Group form in the ACP. You can get to this from Members>Members>Groups, and editing the group you wish to highlight. This can be fount on the content tab.   Settings for the color of highlighted posts, can be found within your themes settings in customization>Appearance>Themes, by editing the relevant theme, and editing the 2 settings shown below, in the "front end colors" tab.     We have also ensured that theme designers can get the most out of the system by embedding a data attribute noting the group of the author. This means that you can add custom CSS to use different colours per member group.   We think post highlighting will be a simple way to bring attention to member posts in groups that you define.    
  10. User Ranks

    Ranks are titles and images which can be applied to a member upon reaching a set number of content items on your site. These will show up withi the posts of a member. You can set these up from the following area within your admin CP: Members>Member Settings>Ranks Once you are in this area, you will see the default set which will look something similar to the below. You can edit any of these with the pencil icon, or alternatively select "Add new rank"   On clicking add/edit you will see a screen similar to the below image, where you can add a number os 'pips' upon reaching a certain content count, along with a title for those members   As an alternative to using pips, you can add your own image to be shown upon reaching a certain rank by selecting the "Use a custom image" option. This will then give you the ability to upload an image of your choice.   You will note that at the top of the main list, you can select "change" on whether or not a user can change their own custom title. When selected you can set the number of content items a ember must have in order to change this from there profile.