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Invision Community

Moderating Members and Content

  1. Creating administrators and moderators

    Once you have installed your suite you will will likely want to set up some members of staff to moderate the different areas of your suite. These people are referred to as Moderators and you can set them up from the AdminCP under Members -> Moderators. Moderators have the ability to Add/Delete/Edit content within the site, warn members, deal with reports and more, all from the front end depending on the permissions you set, but do not have access to the Administration Panel. This means you can add members of staff who do not have overall control of the community, and instead have control over the content you give them access to. Warning Pay special attention to the permissions you are assigning to moderators on your forum, and ensure moderator permissions are only given to users in which you trust to edit content within your community. When you click to Add a new moderator from the button provided on this page you will be given the opportunity to assign a user to a moderator role or alternatively an entire group. Once you have selected one of the above you will be presented with the permissions you can set for this moderator or moderator group. By default all permissions are granted so ensure that you go through each of these and set the permissions you require them to have. For example you may want a moderator to be able to moderate all the content on the community but do not want them to be messing with the sidebar. You could therefore switch off this option within the "General" tab of this section. One area which will require extra configuration to your liking is the "Can use the 'flag As Spammer' tool?". By clicking on configuration you will be able to set up what the system does when a member is flagged by a moderator. You can read more about this in Spam Prevention Article To see how the moderation tools are used by your moderators you can read the articles for this on Moderation.   Tip Check out our guides on moderating your community for all the actions your newly-created moderators can do!     Administrators When you first install your Suite the system will create your main account which will be set as an administrator with full access. In the AdminCP, you can add additional admins either via group or individual member. Warning While our system supports restrictions to admin access you should still only have access to trusted users. AdminCP access give unrestricted permissions to areas of the AdminCP you can visit. Unlike the front-end: the AdminCP assumes everything you do is trusted and will not stop you. Tip You may wish to visit the Security Center from time to time and click the Show Administrators button to just verify that all those listed as admins are users you meant to give access.  When you click to give a group or member AdminCP access you will be presented with an array of detailed options. By default, your new admin has full access to all areas of the AdminCP. On this page you can choose to restrict admins by top-level module or get more fine-tuned and only grant access to certain areas. An example of when you might want to use this is if you hire a designer to create a theme for you. You may only wish to give that designer access to the Customization section of the AdminCP. So in that case you would uncheck all areas except Customization.    
  2. Moderating content

    On the front end of your community, moderators can moderate your site depending on the permissions that you have given them to do so. Moderation can be done at an item level, or the level of its container. For example you may moderate individual posts from the topic screen, or moderate topics from the forum screen. Moderating content Whilst within a post or topic, if you hover over the topic or post you wish to moderate you will see a checkbox appear in the top right of that item. Selecting this will add this to the items that you are currently moderating. Once you have selected at least one item, you will see the moderation menu appear at the bottom where you can select the action you wish to perform. You can see this in action in the animation below.   Tip Within each item of content you will see a moderator actions menu. You can perform similar actions from here, and also see the moderation history for that particular item. Depending on where you are within the system, the moderation menu will show different actions. Below is another example where posts in a topic are being hidden from the end user. Warning In IPS 4, deleted is truly deleted. Only give this setting to someone who you are happy to allow deletion of content from your community.   Other Areas In some of the other areas of the community,  you may find moderator actions under a button, such as you can see here in a gallery image.    
  3. Moderator and Admin logs

    Administrator and Moderator logs are an important part of your IPS Community Suite. These will allow you to check who was responsible for an action within your community, for example someone hiding a post or deleting a member. Where to find them You can find the moderator and administrator logs by visiting "Members>Staff" and either Moderators or Administrators within that section. Within each of these you will see a button for logs in the top left of the page.
  4. Adding a staff directory

    Creating a staff directory for you community can be useful for all sorts of reason. Maybe just so that your members can see the staff just at a glance, or maybe you run a gaming community where the Staff may actually be staff within your game. Whatever the reason, you can create a staff directory with ease in the IPS4 Admin CP. How to create a Staff Directory To add a staff directory, visit Members>Staff>Staff Directory, from within your admin CP. By default you will first see this (if you expand the 2 groups) with the administrator and moderators groups already added. You can add either groups or individual members to a category within this page by clicking on the plus icon at the side of any group. To add a new category click on Create Category. Once you have clicked the plus to add a member or group to a category. You will be presented with one of 2 sets of information to enter. If it is a group then you would simply select the group. If a member then there are also other items you can select here You will note that you can change what you display for the member if you are entering an individual into the staff directory. This is handy if for example you wish to show someones real name or something different. So I may have a member called X2201 and want to show them as Dave (X2201) so its clear who the person is. This is the same with the user title, so they may have "Happy Guy" where I may want to put "Clan Leader" for example. Directory Display You can change the way in which the directory is displayed my changing the display of each category. You can change these by selecting the pencil icon at the right of any category in the list. Once selected you will be shown a screen similar to the below. You can choose from any of the layouts provided, and can even create more layouts if you are a more advanced user. Using these options you can create some great layouts   Advanced Layout Usage It is possible to create custom layouts for the Staff Directory page. You will need to write the templates using HTML, so to do this you will need to be familiar with HTML, as well as basic PHP logic.   In the AdminCP, go to Customization -> Themes and click the "Edit HTML and CSS" button for your default theme. Then, from the "New" dropdown, choose "HTML Template". You can name the template whatever you like, and fill the rest of the form out with the following details:
    Variables: $users
    Location: Add to an existing location
    Existing Location: front
    Group: Add to an existing group
    Existing Group: staffdirectory
    Application: System You will then need to navigate to your newly created template within the many on the left (it will be under core -> front -> staffdirectory) and here is where you write the HTML code for your template. The template will be passed a $users variable which is an array of \IPS\core\StaffDirectory\User objects. Your code can include template logic and template tags You can use one of the existing templates as an example. After this you will also need to create another template with the same name (and settings above) but with "_preview" appended to the name (for example, if the template you just created is called "myCustomLayout" the template you create now will be "myCustomLayout_preview") which contains the HTML to display on the form when creating a Staff Directory group in the AdminCP. Since you know what the layout will look like, you can make this quite simple. You will need to repeat these steps for every theme you have installed (except child themes which will inherit the templates of their parents).   Once this is done, when creating a Staff Directory group, you will see the template you have created as one of the available options.  
  5. The Moderator CP

    The moderator CP can be accessed by clicking on your name and selecting ModeratorCP on the front end of your site. This is a central place for the moderators on your site to manage items which need attention, along with other useful moderation tools.   Reported Content The reported content section will show you any content that has been reported by your members on the site. You can click into any of these to view the content of the report or select them for mass processing.   The approval queue The approval queue gives your moderators a workable queue of content that needs to be actioned and approved by a member of your site staff.  You can then step through each item and action as appropriate. You can start the approval queue by selecting the button provided. Each item in the queue will show you the content and give you the option to quickly delete, skip or approve the item. Once an item is actioned you are automatically moved to the next item in the queue.   Announcements This section of the moderator CP will allow your moderators to set up and manage announcements attached to different areas of the site. You can see which area active at a glance with the active flags which are set here. To set up a new announcement on the site, simply click on the Add Announcement button. Once you have clicked to add a new announcement, you will be presented with a screen similar to the below. Here I have created an announcement which will show only in the chat area of my site, and also set the announcement to expire after a set date. These options are of course optional and you can set these to show indefinitely and in all areas should you wish to do so. Tip Selecting an area for showing an area which has more than one section, will allow you to narrow this down further. For example, if you select forums then you can choose only a specific forum if you wish.   These will show on the front end of your site in the locations you have chosen, similar to the image below   You can move this block around on each application, and defined how many to show, using the block manager, clicking on the small tab on the left of the site.   IP Address Tools The IP Address tools will allow you to look to site related information on a specific IP address. To use this, enter an IP address into the box provided as below, and select continue. In the example below I have entered by own local IP. As you can see there is various information related to how that IP has been used on the site, along with location information if it is available. Tip This tool can be handy if you see an IP address of a user who is causing issues on your site and you would like to see if there are any other related members of related content with the same IP address.   Member Management You can quickly manage members from within the moderator CP from the Member Management section. Entering members name will then allow you to edit the member (subject to permissions). You will also see some useful lists of information below this on members who are banned, restricted, queued, or banned from chat for quick access to these.   Recent Warnings Clicking on the recent warnings area will give you a list of all the recent warnings on the site, so you can quickly get a view of who has recently been warned.  Selecting any of the warnings will show you more information and give you the opportunity to revoke these warnings should you need to do this.     Hidden Content Finally in the moderator CP, you can view a list of hidden content on the site. You can view all of these at once or you can limit this by area of the site. This gives you a one click location to view all hidden content, rather than clicking into individual sections to find these.  
  6. The warning system

    The warning system allows you a system in which to warn your members of unwanted actions on your site, and act upon those warnings automatically via the system, or by moderator action.  Setting up warnings Setting up warning system on your site has 3 sections. Reasons, actions, and settings. Each of these will be discussed below. This section can be access from Members>Member Settings>Warnings within your admin area. Reasons When you first enter the area above, the first tab you will see are reasons. In here you will see a list of all the reasons for warning a member which are currently set up. This will look similar to the below. You can add to these reasons by selecting the create new button in the top right, or edit existing reasons by using the pencil icon at the side of any existing reason that is set up the name, number of points, expiry and other options related to warning actions. Tip You can also copy or delete reasons using the other 2 icons next to the description Adding/Editing a reason will give you the following screen where you can   Actions Actions compliment the warning reasons, by allowing you to process an action such as restricting a user from posting after a set amount of points. You can see the list of actions from within the actions tab. By editing or adding new actions, you can set up what happens to the users on x points. So in the example below, I have chosen to moderate the users content for 1 day upon reaching 10 warning points. As you can see below, you can easily restrict posting and ban using the warning system should you wish to do so. In addition you can choose whether or not the moderator giving these warnings can override the automatic action.   Settings The settings tab will allow you to enable/disable the warning system completely, along with set up who cannot be warned and various other items. The "User must acknowledge" setting will be discussed in further detail below.   Using the warnings You can warn an area from both their profile. either in the mini-profile or in the full profile on the left.     You will notice you can also see any warnings a user has already been given within the full profile as you can see in the image below   When clicking to add a warning to a member, you will be presented with a popup dialog which will allow you to choose one of the set reasons, or set your own if permissions allow. You can leave notes for both your members, and indeed other moderators. These will only be viewable to the relevant people, so moderators can see these in the warnings and a member will be shown the detail added the 'Note for Member' section only.   Once you have given a warning you will be shown the details of the warning in which you have given the member. From here (as well as by selecting the warning in their profile) you can also revoke the warning should the need arise.   If a member has been given a warning, and your settings are set so that the member has to acknowledge that warning before they continue, they will be presented with a red bar at the top of the site, which will allow them to click and accept the warning in question.