Website Tutorial"Website Tutorial"
WHAT EVERYONE CAN DO
Everyone can see what's wanted and offered in the listings by going to the those
sections of the Members Area. Everyone can view the News and Events section of the
Members Area to see when meetings and socials will be held, for example. And everyone
- yes, everyone! - can contact us with feedback, queries or news items of relevance
to our new online system.
PASSWORDS
Members are given an automatically-generated password for their account, but
can change it to something more memorable. Once you've logged in with the random
password in the email, you can change it via the Member Profile page.
If you forget your password, and have tried several times unsuccessfully the
system will automatically reset your password, and give you a new random one
and notify you by email. Check your junk mailbox if it doesn't appear in the
Inbox! If you don't want to wait for the system to do it, once you've failed
to log in after a couple of attempts, you will be given the option to reset
it.
WHAT MEMBERS CAN DO
Members can add, delete or edit their own OFFERS & WANTS. To do this, choose
Update Listings. When you are Creating a Listing, make sure you create
a good heading. Use a capital letter at the beginning and end it with a colon.
If you are not sure which category to place it in, put it in Miscellaneous,
and that can easily be adjusted - if a new category is required, the web admins
can do that. You can add a description, as well as limiting the duration of
the listing. Any of this can be updated by you at any time, but if you want
to alter the title itself, you will need to copy and save the text, create a
new listing, and copy in the text you have saved. Then you can delete the old
one.
NB: We need as far as possible to make sure our directory is "print
quality". Please start your Offers & Wants listings with a capital
letter and try and get the heading right first time as it's not possible to
amend them without deleting and recreating the listing - if you have to do that,
you can copy any text you have already added first then paste it into the new
listing. Once you are in the text of your listing, if you do notice an error
you can go in and change it easily. The directory editor will go in and tidy
up entries if necessary, but would be grateful if members do their best to make
sure their entries are in as good a state as they can make them. Thanks for
your co-operation.
Members can update their PROFILE, including adding or deleting a joint member,
by accessing Member Profile. You can also add some text to "About
Me" and upload a photo of yourself or possibly a logo if this is a business
account. Some members are not too sure about showing their full postcode, and
if you are worried about this, please copy the whole postcode to your street
address, and just leave the first part of it in the postcode field.
Members can also TRANSFER Pledges to another member in payment for goods or
services. To do this, go to Exchanges. If there will be any delay before
you can go online to make the transaction, both parties can sign each other's
copy of a Local Claim Form as an interim record. You can download this from
the Documents page. Once you have done a transaction
you will be invited to provide feedback on that exchange.
WHAT MEMBERS CAN'T DO
Members can't update their own Pledges balance. When you've traded with another
member, the person who has received the service or item is the one who records
it on the Exchanges page or, if they're not using the website, takes
the Local Claim Form to their local Co-ordinator for help. Once the transaction
has taken place, you will see it appear on the page "View My Balance and Exchange
History". Hopefully those who are not online can be matched to a buddy, who
will help them set up a web-based email address and/or help them manage their
account. Committee members can carry out other functions towards the overall
management of the site.
Permissions Matrix
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