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Ad-hoc groups of members (assigning members to multiple categories)

Last post 09-23-2008, 10:29 AM by Chief_Apricot. 16 replies.
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  •  05-09-2008, 11:47 AM 6813

    Ad-hoc groups of members (assigning members to multiple categories)

    Current behavior:
    Currently members can only be grouped by levels (which is limiting) or by using custom fields (which is not linked to site access etc., can only be used to filter groups via Advanced search)


    Desired behavior:
    - Any member can create new groups
    - Roles: creator/moderator(s)/members
    - Any group member can invite others
    - Approval of new members by group moderator can be required - option by group creator
    - photo-album (any member can add)
    - website sections accessible only to this group
    - some people can be assigned webpage editors for group pages
    - administrator/moderators can mass-email to group members
    - group-restricted events

    Notes:
    1) This will likely end up being implemented in a series of steps.


    Dmitry Buterin, Chief Apricot
    Filed under: ,
  •  05-23-2008, 6:02 PM 7168 in reply to 6813

    Using Contact database fields to control access to restricted web pages

    Hi there,

     

    Here is a for instance:

    We regularly hold a consistent set of workshop-type events. It would be nice to provide some web-based resources for members who have paid for the workshop (either permanently or temporarily). We could create a set of restricted pages for that workshop with things like downloadable handouts, workshop outline, media files, etc.

    You don't have multiple membership levels allowable for one user, and restricted page access is controlled by membership level. 

    It would be nice if:

    I could create a custom database field in my member profile with a checkbox list of our workshops or analogous events/activities. Then for any registered member in the database, I could check the boxes for whatever relevant events they have paid for.

    Based on the checkboxes being "true" or checked, my workshop resource pages would become visible to those users who had that selected in their profile. I'm also assuming that management of this feature (which boxes are checked) would need to be manual from a site administrator's perspective.

    For WA's purposes, this would likely be a feature you would only make available to billable plans.

  •  05-24-2008, 12:57 AM 7172 in reply to 6813

    Re: Using Contact database fields to control access to restricted web pages

    To me, this also ties into Registration - Groups item that is also on the wishlist -  http://www.wildapricot.com/forums/thread/4622.aspx

    If you can create a database field that lets you know a person is a member of a distinquishable "group", then you should be able to manage that group in all sorts of ways other than just advanced search.  This would include restricted access rights to not only web pages but private discussion forums (for example, all people with "director" checked yes in the appropriate database box might have restricted access to a discussion forum for discussing items prior to votes), all people marked "web admin" might have access to restricted access pages listing information required to maintain the website and other systems (this one can be done via an invisible page, but you get the concept).

  •  05-24-2008, 12:35 PM 7175 in reply to 6813

    Re: Using Contact database fields to control access to restricted web pages

    Gypse I agree with your sentiments.

    I believe that during my trial run of using WA, I avoided using the "Group" registration function because the Group membership sets a common expiry date for membership and imposes the same access for all members of the group (if I understood this correctly during my trial run). I was hoping instead that I would create each member as an individual membership, and then adding them to a Group would be like a secondary membership level (possibly temporary depending on purposes of the Group).

    If I'm trying to create temporary access to workshop materials, for example, I am supposing that members would only need this access for the duration of their time in the workshop (or just prior/just following). Then I would uncheck the access at some point to keep the availability of the resources limited. Meanwhile, the members' other access to parts of the site, and their general membership status (i.e. individual renewal date) would be untouched.

    I used to administer a conferencing software system called FirstClass in the past for a distance ed organization (this was not a hosted solution however). A member could belong to many "levels" of membership which were somewhat heirarchical in terms of how they permissions were set on nested levels of webpage containers. So you could temporarily make a person a member of a group for a course they were taking, but when they finished the course, you would take them out of the group. Meanwhile, their basic status would not have been changed at all. I would like to achieve something similar on WA (if it is possible or supportable).

    I think ideally on our WA site, we will likely have a level of membership that is "free" with no expiry for the purposes of contact database. However, those members would very likely pay to take a workshop with us, along with members who are "paid". If I lump them all together for taking a course, all of their permissions suddenly become the same - either I have to give access to the free members to all my restricted pages, or take away access to my paid members (not acceptable).  I don't want to lump people together that way as I think it would be preferable to have ongoing individual membership for our purposes. I don't want their regular membership expiration to change/expire when I add them to a Group, or their access to other restricted pages to change if they have paid for a membership.

    Anyway, hope this makes sense.

    Either that, or change "Group" registration so that it is not an either/or alternative between individual registration. All memberships should be individual, and then if a person needs to be part of a group, they could be added while still retaining their individual membership status. 

  •  05-26-2008, 8:27 PM 7213 in reply to 6813

    Re: Using Contact database fields to control access to restricted web pages

    Appreciate the detailed expanation.

    The concept of groups (for access and for other purposes) vs. levels is something quite high up on our list and we are working on the analysis of this. 


    Dmitry Buterin, Chief Apricot
  •  06-05-2008, 9:18 PM 7657 in reply to 7213

    Re: Using Contact database fields to control access to restricted web pages

    Looks like this was moved to the roadmap today and this section added -  

    Desired behavior:
    - Any member can create new groups
    - Roles: creator/moderator(s)/members
    - Any group member can invite others
    - Approval of new members by group moderator can be required - option by group creator
    - photo-album (any member can add)
    - website sections accessible only to this group
    - some people can be assigned webpage editors for group pages
    - administrator/moderators can mass-email to group members
    - group-restricted events

     

    Can there be a site level switch as to who can create groups?
    I would only want admin to be able to create new groups.
    Admin would create and moderate.
    I don't think I would want group members able to invite others . . .
    And I do think most "sub-groups" within the org will have to be approved/entered by admin.

    I definitely like being able to assign webpages/webeditors to a group . . .
    I definitely like being able to email a "sub-group" of the organization . . .
    I like group-restricted events . . .

    Applications I can think of for our organization -

    1) Board Members and/or Officers - being able to give them a separate section of the website to discuss guild business, being able to email from the system, etc

    2) Web Admin - being able to give them a separate section of the website to list procedures, etc, being able to email from the the system with changes to website operation, etc

    3) Juried Members - being able to mark juried members within the member record, show them in a separate report or index or directory, being able to email them, AND once we have automated polls, being able to ask them to vote on the new applications for juried status - including automated nagging to those that didn't vote, recording who voted and who didn't, etc.

    4) JAD Members - similar to Juried, but different requirements and differenent set of people

    and I'm sure I'll think of other applications later . . .

  •  06-06-2008, 9:19 PM 7737 in reply to 6813

    Re: Ad-hoc groups of members

    Yes, this would allow implementation of something we refer to as SIGs (Special Interest Groups), and would be the start of social networking-type functions within the website. This would be very nice.
  •  06-17-2008, 3:27 AM 7943 in reply to 6813

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    this would be very helpful for as a church youth group in that we have large group events, but we have small groups that meet weekly.  each small group has a pair of adult volunteers who meet with 8-15 students in a parent's home.

     we would like to have a page dedicated for each of our small groups where leaders could post announcements about meetings/activities, students could contact each other/send messages/leave comments, and leaders/students could e-mail members of the group as needed.

     i would think it would be best that these groups only be created/assigned by the site admin. not the group members themselves.

    right now, members are only allowed 1 level as you say, but it would be good for a student to be on the level as a student, a member of a particular small group, and maybe a member of another group, like a drama team or music team.  thus multiple levels with different restrictions on each.

    thanks!

    chrissy remsberg
    shanghai, china


    chrissy remsberg
  •  07-18-2008, 6:43 PM 8713 in reply to 6813

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    I can only echo the sentiments of other posters.  This would be a great update.  We have several ad hoc committees that are currently using everything from Google Docs to Yahoo Groups to manage communications.  This would be a great addition to the service and helps keep all the activity under one roof so to speak.
  •  07-21-2008, 9:36 AM 8734 in reply to 8713

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    FYI - this is now in design and will enter development soon.

    Dmitry Buterin, Chief Apricot
  •  07-22-2008, 10:10 AM 8782 in reply to 8734

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    A sample use we would like for ad-hoc groups -

    We have a program that has guidelines and a selection committee that reviews applicants for their conformance to those guidelines.  We would like -

    1) to mark the members in the database

    2) to be able to retrieve the names of the people on the selection committee - and their current email addys

    3) to be able to create a separate section of the website that only they have access to, where we could give them a separate discussion forum to discuss applicants (as opposed to the cumbersome process of emailing each other regarding the applicants)

     

    This same example would also apply to the board of directors and the officers, giving them a space to discuss policy in privacy. 

    (Being a totally virtual organization, discussion forums become their meeting space.)

  •  08-14-2008, 1:12 PM 9278 in reply to 6813

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    We have started development of the first batch of features addressing this thread. (release 2.36, scheduled for ~late September)

    Dmitry Buterin, Chief Apricot
  •  08-28-2008, 6:17 AM 9376 in reply to 6813

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    This is a great idea.  However, I am concerned about any Member being able to create a new Group. This would allow a disgruntled Member to create a "Disgruntled Group" which could lead to problems.  Also, it would facilitate the development of factions within the organization -- not a good thing.

    One solution would be to have a Groups Moderater who must approve any new Group.  Could be the Administrator.

     Gary

     

  •  08-28-2008, 8:05 AM 9377 in reply to 9376

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    In our initial release only administrators will be able to create/manage groups. Then we will built on that taking all your feedback into consideration.

    Dmitry Buterin, Chief Apricot
  •  09-17-2008, 12:30 AM 9612 in reply to 9377

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    As I was working on a part of our site tonight, I realized another potential way this development would be useful:

    Assigning specific members to moderate forums (Give one person access to "read, comment, edit" as opposed to assigning forum permissions by membership level only).

     

    Cheers,

    Melanie

  •  09-17-2008, 4:05 AM 9613 in reply to 9612

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    Hello Melanie,

    Isn't this the same idea which is discussed in another thread?

    http://www.wildapricot.com/forums/thread/6812.aspx

     

     


    Vassily, Wild Apricot team
  •  09-23-2008, 10:29 AM 9682 in reply to 6813

    Re: Ad-hoc groups of members (assigning members to multiple categories)

    First set of functionality for this has been released - see

    http://help.wildapricot.com/display/DOC/Groups

    many possible enhancements to consider - so I will archive this thread and start a new one to discuss changes/enhancements to what we have released.


    Dmitry Buterin, Chief Apricot
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