CommUnity | Organization Admin

Organization owners and Organization Managers create, edit, publish, and manage organizations in the community. This article covers each administrative action.

About organization administration

Organization owners and community administrators can:

• Create an organization
• Edit organization details
• Manage organization members
• Publish an organization

Organization Managers can also approve and delete organizations. An Organization Manager is a community user with the Organization Manager or Organization Moderator admin role.

For the member view of organizations, see CommUnity | Organizations.

Creating an organization

Any community user can create an organization. An Organization Manager must approve the organization before it displays on the community site. For more information, see Publishing and approving organizations.

1. On the Organizations directory page, select New Organization. The New Organization window opens.

   

2. Enter the organization name in the Name field.
3. Enter a description in the What We Do field.
4. Select Save. The new organization opens to its Organization Profile page.

   

A new organization is marked Unapproved and Unpublished, which keeps unfinished profiles out of the Organization List. Owners can finish the profile and publish the organization, but an Organization Manager must approve it before it displays in the Organization List. An organization must be both approved and published to display to community users.

The user who creates the organization becomes its owner and is listed as a member in the Organization Member List. Owners can grant ownership to other organization members. For more information, see Managing organization members.

Editing organization details

Organization owners and Organization Managers can edit organization details from the Organization Profile. Fields without a value in the About, Contact, or custom sections don’t display on the Organization Profile.

Editing the About section

Update the organization name, description, and website:

1. In the Organization Information section of the organization’s profile, select Edit in the About section.

   

2. Update the fields described in the table that follows.

   

3. (Optional) Enter values in any custom fields.
4. Select Save. The Organization Profile view returns.

Field	What to enter
Name	The organization name. Required when you create an organization. Changing it updates the name in the Organization List and on the Organization Profile.
What We Do	The organization description. Required when you create an organization.
Founded	When the organization was founded.
Page URL	The value added to the end of the URL for the organization’s profile page.
Website	The organization’s website. It displays as a hyperlink in the Organization List and in the About section of the Organization Profile.

Editing the Contact section

Update the organization’s contact details:

1. In the Organization Information section of the organization’s profile, select Edit in the Contact section.
2. Update the fields described in the table that follows.

   

3. Select Save. The Organization Profile view returns.

Field	What to enter
Phone	The organization’s phone number.
Address	The organization’s address, using the address fields.
Facebook	The Facebook profile URL. It displays as a hyperlink in the Contact section.
Instagram	The Instagram profile URL. It displays as a hyperlink in the Contact section.
LinkedIn	The LinkedIn profile URL. It displays as a hyperlink in the Contact section.
Twitter	The Twitter profile URL. It displays as a hyperlink in the Contact section, and the organization’s Twitter feed appears automatically on the Organization Profile.
Email	The organization’s email address.

Using the contextual menu

The three-dot contextual menu on the Organization Profile gives organization owners these options:

• Publish Organization: Displays the organization in the Organization List and makes it accessible to community members.
• Unpublish Organization: Removes the organization from the Organization List.
• Add Photo: Uploads a profile photo for the Organization Profile.
• Add Cover Photo: Uploads a banner photo for the top of the Organization Profile.
• Add Featured Photo: Uploads a photo for the Organization List. Without a featured photo, the organization’s profile photo displays in the list.

Organization Managers also see options to approve or unapprove the organization and to delete it. For more information, see Publishing and approving organizations.

Managing organization members

Organization owners and Organization Managers manage organization members from the Organization Member List on the Organization Profile. Pending members appear first in the list. If there are no pending members, the organization owner appears first.

Approving or rejecting pending members

Organization owners and Organization Managers can approve or reject pending members:

1. In the Organization Member List, find the pending member.
2. Select the Pending button.

   

3. Select Member to approve the request, or select Reject Request to deny it.

After you select Member, the button changes to Member and the member moves into the alphabetical list. After you select Reject Request, the user is removed from the Organization Member List.

Revoking organization membership

Organization owners and Organization Managers can revoke organization membership:

1. In the Organization Member List, find the member.
2. Select the Member button.

   

3. Select Revoke Membership. The user is removed from the Organization Member List.

Changing the organization owner

Organization owners and Organization Managers can change the organization owner. An organization can have only one owner.

1. In the Organization Member List, find the member to make the owner.
2. Select the Member button.
3. Select Make owner. The member is marked as the owner and moves to the first position in the list.

Publishing and approving organizations

An organization must be both approved and published to display in the Organization List and be accessible to community members. Organization owners can publish an organization, but an Organization Manager must also approve it.

Unapproved or unpublished organizations don’t display in the Organization List. They appear in the Admin List on the Organization directory page, where Organization Managers can approve or deny them.

Publishing and unpublishing an organization

Organization owners and Organization Managers can publish or unpublish an organization:

1. On the Organization Profile, open the contextual menu.
2. To publish the organization, select Publish Organization. To unpublish it, select Unpublish Organization.

An unpublished organization shows an Unpublished label below its name on the Organization Profile and in the Admin List for Organization Managers. It doesn’t display in the Organization List and isn’t accessible to community members.

Approving an organization

Only Organization Managers can approve organizations. Organization Managers see organizations that need approval in the Admin List on the Organization directory page. The Admin List displays only to Organization Managers. Each organization in the list shows a status of Approved, Unapproved, Published, or Unpublished.

1. On the Organization directory page, find the organization in the Admin List.

   

2. Select the organization. Its Organization Profile opens.
3. In the contextual menu, select Approve Organization.

   

The Unapproved label is removed from the Organization Profile. The organization displays in the Organization List if it is also published. To withdraw approval, select Un-Approve Organization in the same menu.

Deleting an organization

Only Organization Managers can delete organizations:

1. In the contextual menu on the Organization Profile, select Delete Organization. A confirmation message displays.

   

2. Select OK to delete the organization, or select Cancel to return to the Organization Profile.