Members & Groups Management Consoles

Overview

AEM Communities features often require site visitors to be registered and signed-in before participating in a community in the publish environment. Their user registration need only exist in the publish environment and they are commonly referred to as members to distinguish them from users registered in the author environment.

Members (Users) on Publish

Using the Communities Members and Groups consoles, members and member groups registered in the publish environment may be created and managed from the author environment. This is only possible when the tunnel service is enabled.

Users on Author

For managing users and groups registered in the author environment, is is necessary to use the platform’s security console:

• From global navigation, select Tools > Security > Users.
• From global navigation, select Tools > Security > Groups.

Members Console

In the author environment, to reach the Members console for managing members registered in the publish environment:

• From global navigation, select Navigation > Communities > Members

Search

Select the side panel icon on the left side of the Members header to toggle open the search side panel.

Select the search icon on the left side of the Members header to toggle the search side panel closed.

Member Statistics

The columns displaying Views, Posts, Follows and Likes are updated when the user is a member of one or more community sites with Adobe Analytics enabled.

Export CSV

Selecting the Export CSV link results in downloading all members as a list of comma-separated values, suitable for importing into a spreadsheet.

The column headers are

| Screen Name |Last Name |First Name |Status |Views |Posts |Follows |Likes |

Create New Member

Select Create Member to create a user in the publish environment.

GENERAL - Member Details

Most fields are optional fields the member can later fill-in on their profile.

• ID

(Required) The authorizable ID is the member’s sign-in ID.
By default, the ID is set to the value of the required email address.
Once created, the ID may not be modified.

• Email Address

(Required) The member’s email address.
The member may change their email address when updating their profile.I
If the ID defaulted to the email address, the ID will not change when the email address is changed.

• Password

  (Required) The sign-in password.

• Retype Password

  (Required) Re-enter the password for verification.

• Add Member to Sites

  (Optional) Select from existing community sites to add the member to the community site’s members group.

• Add Member to Groups

  (Optional) Select from existing member groups to add the member to that group.

• Select Save

GENERAL - Account settings

Under Account settings it is possible for a community administrator to:

• Status

  • Banned
    A member is unable to sign in, preventing them from viewing pages or participating in activities which require sign in. They may still anonymously visit an open community site.

  • Not Banned
    A member has full access to the community site.

  Default is Not Banned.

• Contribution Limits

  If checked, the member’s ability to post content is limited.
  Default depends on the configuration of contribution limits.
  See Member Contribution Limits.

• Change Password

  A link that is present when modifying an existing member. Provides the ability for a community administrator to reset a password for a member.

GENERAL - Photo

To provide an avatar for the member, begin by selecting Upload Image and choose an image of type .jpg, .png, .tif, or .gif. The preferred size for an image is 240 x 240 pixels at 72 dpi.

GENERAL - Add Member to Sites

The member may be added to one or more community sites’ members groups. Begin by entering text in the text box.

GENERAL - Add Member to Groups

The member may be added to one or more members groups. Begin by entering text in the text box.

BADGES tab

The BADGES panel provides the ability to manually assign badges as well as revoke them. The badges may be for assigned roles as well as badges typically earned.

See also Scoring and Badges.

• Add badges
  • Begin typing to select from available badges. Once a badge is selected, choose each site, or all sites, on which the badge should be displayed along with the member’s avatar.
  • Multiple badges and sites may be chosen.
• Remove badges
  • Select the trash can icon next to a badge to remove it.

Groups Console

The Groups console, available from the author environment, allows for the creation and management of member groups registered in the publish environment. It is particularly useful for Privileged member groups.

To access the Groups console:

• From global navigation, select Navigation > Communities > Groups.

Create New Group

Select Add Group to create a group in the publish environment.

The required fields for creating a new publish-side member group are:

• ID

  (Required) The group unique ID.

  Once created, the ID may not be modified.

• Name

  (Optional) The display name for the group.

  The default value is the ID.

• Description

  (Optional) A description of the group’s purpose and permissions.

• Add Members To Group

  (Optional) Select publish-side members to be included as initial members of the group.

• Select Save

Authorized Administrators

When working with members in the Communities members console, it is necessary to be signed in as a user with appropriate permissions, and for the replication agent used by the tunnel service to be correctly configured.

If not signed in as admin, then the signed in user must be a member of the administrators user group.

See also Replication Agents on Author.

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