Contacts / Connections
Communities / Discussions
Library / Resources
General | Top
Q: What is my username/password?
A: You will use the same username and password that you use to log in to the main site. If you have forgotten your login credentials or need assistance with your login information, e-mail email@example.com
Q: How do I update my contact information?
A: Visit your profile, and click the little pencil icon next to "Contact Details."
Q: How do I control what information is visible in My Profile?
A: Go to "My Profile” and click on the “My Account” tab. Choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom. After you’ve made changes, click the “Save” button at the bottom of the page.
Contacts / Connections | Top
Q: How do I find other members?
A: Click the “Directory” link found in the main navigation bar. The Directory lets you search for other members based on:
- First and/or last name
- Company/Institution name
- Email address
Switch to the “Advanced Search” tab to increase your search to:
- Foundation Type
Q: How do I add contacts to my contact list?
A: There are several ways to add contacts. When you perform a search in the Directory, you will see an “Add as contact” button to the right of each person in your search results. Just click this button to send a contact request. If you click through and view an individual’s profile, you can click the contact request link to the right of his or her profile picture.
Q: Why should I add contacts to my contact list?
A: Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.
Communities / Discussions | Top
Q: What are communities?
A: Communities allow you to participate in discussions and share resources with other members.
Q: What communities do I already belong to?
A: Go to “Communities” in the main navigation bar. Select “My Communities” to view the communities you’re currently a part of.
Q: How do I join/subscribe to a community and the affiliated Discussion Group?
A: Hover over “Communities” and click on “All Communities” in order to see a list of available communities. Click on the community that you wish to join and simply click "Join," then choose a delivery option for posts (Real Time, Daily Digest, or No Email).
Q: How do I create a new community?
A: Please contact Jodi Meier
if you are interested in creating a new community.
Q: How can I control the frequency and format of emails I receive?
A: In the main menu, click on "My Profile" and click on "My Settings." Then scroll down to the community you wish to change your e-mail settings for.
For each discussion, you have the following delivery options:
- Real time: sends an email every time a new message is posted
- Daily digest: sends one email to you each day, consolidating all of the posts from the previous day
- No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the community site.
Q: How do I leave a community or unsubscribe from a discussion?
A: In the main menu, click on "My Profile" and click on "My Settings." Here, you will see a list of available communities and those to which you’ve subscribed. Select “Unsubscribe” for the discussions you wish to leave and click the “Save” button at the bottom of the page. You will get a message confirming that your subscription options have been successfully updated. This can take several seconds if you change your settings for several groups at the same time.
Q: How do I respond to others’ posts?
A: Click “Reply to Discussion” to send your message to the entire community or “Reply to Sender” to only send your message back to the sender; both links are located to the right of the post. We recommend replying to the sender for simple comments like “me, too” that add little value to the overall discussion; and replying to the entire community when you are sharing knowledge, experience or resources that others could benefit from.
Q: How do I start a new discussion thread?
A: Visit the community you wish to post a comment in. If needed, join the community by clicking the blue button on the right side of the screen. Then click "Post Message" under the "Recent Activity" tab.
Q: Can I search for posts across all the communities?
A: Yes. Enter a keyword in the search bar. From the results page, you can filter on content type, date range or posted by. Click on "Advanced Search" for even more options.
Q: How do I see a listing of all of the posts to a specific Community?
A: Locate the community you are interested in viewing from the appropriate communities page. Click through the community's landing page, then click on the “Discussions” tab. If you see a post you’re interested in, click the subject line which will take you to the entire thread. “Show original message” at the bottom of all of the posts in a thread will display the original message that started that discussion. The “Author’s Messages” link will show you all of the posts that particular member has contributed to that community.
Libraries | Top
Q: How do I find resources that may have been uploaded by other members?
A: If you know which library the resource might be located in, find the community on the appropriate communities page. Click through the community's landing page, then click on the “Library” tab . If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.
Q: Can I search for specific file types?
A: Yes. Enter your desired keyword in the main search box. From the search results page, click "Show Advanced Search." Then click on “Search for Specific File Types.” This gives you the option to specify file type: Document, Image, Spreadsheet, etc.
Q: How do the libraries get populated?
A: The libraries are populated in two ways: When you include an attachment in a discussion post, the system automatically places it in the library. You can also upload documents directly by using the “Share a file” link found under “Participate” in the main navigation or "Create a new library entry" on any community's library page. Library resources are not required to be associated with a discussion thread.
Q: How do I upload a file?
A: Start by posting a message just as you would normally. Then click "Attach" on the bottom left of the message. Select the file, and then click "Upload" below the file name.
- Choose a title for your document, include a description (optional), select the library to which you’d like to upload it, select a folder to which you’d like to upload it (optional) and choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Then click “Next.”
- Browse and upload your file. Click “Next” if you want to add tags to your file or click “Finish” (you may have to scroll down to access these buttons).
Q: What kind of files can I upload?
A: The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images and YouTube videos.
Q: What are the “tags” for?
A: Tags are another way of organizing and searching for documents. You can help others find the file you uploaded by including tags when you upload it. There are many pre-loaded tag categories to choose from.