Expanding your community? Here’s how to easily add new users and optionally set up an onboarding form to collect important information from your users after they join.
Navigate to the Users tab in your management dashboard for an overview of your current users and to invite new ones.
To add someone new, click the Add User button. On the User Details tab, fill in their details:
Set the user’s access level under the Roles and Groups tab. Available roles include:
This tab allows you to manage a user’s eWallet (if enabled). You can also view and manage their transaction history, including processing refunds or marking orders as complete/paid.
If a user is having difficulty remembering or resetting their password, you can step in to manually change their password, if needed.
Collect important information from your users after they join your community, such as demographic details, general interests, permissions or acknowledgments, and more! Your onboarding form will be presented to users immediately after joining your community, but it can be completed at any time from the user’s profile.
From the Users menu option, click on the Onboarding Form tab. Only one form can exist for a community so if one is already created, click View to edit, otherwise, click Add Onboarding Form to start from scratch.
Fill in the details below to create a form question.
Available Answer Types include:
Once you have at least one question added, you can test your onboarding form by clicking the Preview Onboarding Form button. This opens the form response window, allowing you to view a preview of exactly what your guests will see it. You may test your form by responding to the questions. Any responses you make during this preview won’t be recorded in the Results tab. Selecting Edit next to a question will direct you to the question setup to make changes.
Once you have finished setting up your onboarding form and are ready to collect response, check off the Activate Form box. Any new guest that joins your community will be prompted to complete this form and all existing guests will have access to this form from their own profiles.
Please note that only one onboarding form can exist in a community so if you’d like to stop receiving responses or edit the questions, uncheck the Activate Form box, make your changes to the form, then reactivate once again.
As your guests begin submitting responses, be sure to check out the guide on viewing onboarding form results.
CommuniBee does not display active communities right now. If you are looking to view a specific community, you will need the community’s website URL.
Be sure to check your email to see if you received an invitation to the community; otherwise, you should contact a community admin for access.
Still stuck? Email us at support@communibee.ca
