Sunday, January 18, 2009

Custom Posting Area Creation

An association wanted a place that documents could be posted by an outside party, accessible to the Board. This can easily be accomplished in CondoConduit. Here are the steps for doing so.
  1. Create an account for the person doing the posting. They will not need any special access to any other part of the site, so you can create them with an access level of 1 (the lowest level). The easiest way to create an account for them is to be logged out, click the 'Request Access' menu item and answer the questions. This could be done by the person who will be doing the posting, or by you on their behalf.
  2. Log in as Administrator and Approve the account request. Verify they have the proper access - level 1 is sufficient.
  3. Create the page for them to be posting to. Go to Site Admin / Menus and look for a posting area that is not yet used for anything. You could use 'Newsletters', 'Appraisers Info' or 'Budgets' - anything that allows separate posts.
  4. Set the new page to be visible by the right people: Still in Site Admin / Menus Set the 'View Level' to 4 so that Board members will see it, but not owners. If you also want owners to see the posts there, set the View Level to 3.
  5. Set the new page so that your defined user can post to it: Still in Site Admin / Menus, click the people-head in the 'Edit Level' column and add the new account you created in step 1.
That's it! You may want to ake sure that Board Members check the proper 'Content Alerts' check box in their profile so that they receive email notifications of new posts in that area - or you can do it on their behalf under Site Admin / users.

I hope you find this tip helpful!

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