What does community mean?
On the Conference Compass platform, each organization (the (end)customer) has its own secure environment that comes with its own branded mobile app and or web app and all the tools to create and manage events. It also comes with its own secure user database that contains the user accounts and profiles and powers all engagement features. The set of all users is called the Community. The community can be accessed in the CMS by clicking on “Community” in the side menu.
Below the tab App users, you can find a list of all users that were either added through the CMS, or signed in to your app. A user is identified by its email address, which needs to be unique. This means that no two users in the same community may have the same email address to sign in with. The email address associated with the user account cannot be changed.
On the tab Groups, you can create groups. These can be used later to restrict access to certain areas in the app, pages, or to send targeted push notifications.
All users in the community can be added to these groups. Open the user details and click on the Groups field. Select the group immediately, or start typing the group's name to filter the groups being shown in the list. You can also bulk-assign users to a group by selecting them in the list with the tick box and clicking Assign to a group.
Adding and Importing Users to the Community
Users can be added manually one at a time, or in batches by importing a spreadsheet.
Click the button + Add user to manually add a new user. Enter the first name, last name, email address and optionally groups, and click Add. If you tick Create another, the user will be created when clicking Add, and the window will remain open so you can directly add another one.
You can also import users from an Excel sheet. From the window that opens when clicking Import, first download the template. Fill it in, click Select completed template, choose the template and click Import. All users in the sheet are now added to the list. Optionally, you can directly assign the imported users to a group.
Please note that if you try to import users that already exist (meaning the email address is already there), their first and last name cannot be overwritten.
Click “Import” to complete the process.
There are four different statuses:
- Not active yet: this person has been added through the CMS, but has not yet created an account in the app;
- Active: this person has created an account in the app;
- Reported: this person was reported by another app user;
- Blocked: this person is blocked by you or a team member.
For each user, you can see their details when you click on them in the table. You can edit these - but as this is data users have entered, it is not advisable to do so.
You can filter on these statuses, for example, to see all reported users in one glance, by selecting the status in the filters above the table.
In the History table at the bottom of the page, you can see their status changes and the events they have installed. Please note that the install date of events is not always accurate, as for apps that do not support this feature yet, the date is not registered. Therefore, it is set to the date the account was created.
Delete and block Users
After clicking on a specific user 3 dots icon will be available on the top right to delete or block users.
When blocking a user, he or she is signed out of the app and cannot sign in.
You can see which users have been reported, and you can block them from the community list. When doing so, they will be signed out of the app, and will not be able to sign in anymore. You can unblock them any time, allowing them to sign in again.