ZINFI UPM Guide

Community & Discussions Management for Administrators

View a Community Info

Overview

The platform's Community module provides a vital hub for fostering collaboration and engagement within your partner ecosystem. It enables partners to connect, ask questions, share insights, and discuss various topics, from technical support to marketing strategies. Administrators can leverage communities to disseminate important information, facilitate peer-to-peer learning, and gather feedback from partners, ensuring a more informed and connected network.

While the Community entity is shared across modules, its management and configuration for strategic partners often falls under the Accelerate zone, emphasizing its role in deeper partner engagement. This feature is particularly beneficial for higher-tier partners who require more direct interaction and knowledge exchange to maximize their success.

Key Features

  • Community List View
  • Favorite Toggle
  • Email Notification Frequency
  • Community Details Configuration
  • Discussion Forum Access
  • Post New Discussion
  • Filter Discussions
  • Community Guidelines

Viewing and Managing Community Information

Community information list with notification settings
Community information list with notification settings

This screen presents a comprehensive list of communities available within the platform, each displayed as a distinct card with its title, description, and an associated image. For each community, administrators can configure whether it is marked as a 'Favorite' and set the frequency for 'Email Notification' updates, choosing between weekly, bi-weekly, or monthly digests. This view allows for managing community settings and preferences, including their visibility and content.

Community Info list view
Community Info list view

Click the Academy and Learning community name.

View a Community Info screen
View a Community Info screen

This screen displays the detailed information for a specific Community, providing administrators with a comprehensive view of its configuration. Communities are collaboration groups that facilitate discussion and interaction among partners, instructors, and learners, often used for knowledge sharing and problem-solving. This view presents the community's identifying details, branding elements, and descriptive text, allowing administrators to review its setup and initiate modifications if needed. The community entity is shared between the Accelerate and Enable modules, supporting both strategic partner collaboration and learning environments.

Click the "Edit" button to modify the community's details.

Buttons

ButtonDescription
EditInitiates the editing process for the current community, allowing administrators to modify its configuration.
DeleteDeletes the current community from the platform.
View CommunityNavigates to the live view of the community as partners would see it.

Community Info Information

FieldDescription
NameThe name of the community, such as 'Academy and Learning'.
Community BannerThe banner image displayed at the top of the community page.
Community LogoThe logo associated with the community.
Community DescriptionA detailed description of the community's purpose and what it offers to members.
Tooltip DescriptionA brief description that appears as a tooltip when hovering over the community's name or icon.
Community information detail view
Community information detail view

This screen displays the detailed information for a specific community within the platform, allowing administrators to review its configuration. It shows key attributes such as the community's name, logo, banner image, and a descriptive text. This view is part of the community management functionality, which enables collaboration and discussion among partners, and can be relevant for various partner programs.

Accessing and Participating in a Community

View a Community Info screen
View a Community Info screen

Click View Community.

Community discussion forum view
Community discussion forum view

Click the View Community button.

Community discussion forum with discussion input expanded
Community discussion forum with discussion input expanded

Click the Start a Discussion field.

Compose new discussion post
Compose new discussion post

This screen presents the interface for composing a new discussion post within the Communities feature. The Communities feature, shared between the Enable and Accelerate modules, allows vendor administrators and partners to engage in collaborative discussions, share information, and build a sense of community. This form enables users to specify recipients, compose rich-text content, and attach files, facilitating structured communication. Once posted, these discussions contribute to the collaborative environment, supporting knowledge sharing and interaction among program participants.

Compose a new discussion post by specifying recipients, entering your message, and attaching any relevant files.

Buttons

ButtonDescription
ChooseOpens a selection dialog to choose specific recipients or groups for the discussion.
Attach FileAllows users to upload and attach files to the discussion post.
PostPublishes the composed discussion post to the selected recipients or community.
DiscardCancels the current discussion draft and discards any entered content.

Discussion Details

FieldDescription
TOSpecifies the recipients or groups for the discussion post.
Community discussion post form
Community discussion post form

This screen displays the details of a specific community within the platform, providing a dedicated space for users to engage in discussions and collaboration. Communities serve as forums where partners and vendor-side users can interact, share knowledge, and resolve issues. This particular view allows users to initiate new discussion posts within the selected community, facilitating communication among members. It supports rich text formatting for messages and the ability to attach files, enhancing the collaborative experience. The platform's community feature is designed to foster engagement and provide a self-service support mechanism, complementing formal training and support channels.

Enter your discussion post in the rich text editor to share with the community.

Buttons

ButtonDescription
ChooseOpens a selection dialog to choose specific community members or groups to address the discussion post to.
Attach FileAllows users to upload and attach files relevant to the discussion post.
PostPublishes the discussion post to the community.
DiscardCancels the current discussion post and discards any entered content.

Discussion Details

FieldDescription
TOSpecifies the recipient(s) for the discussion post within the community. Click 'Choose' to select specific members or groups.
Rich Text EditorA text input area with formatting options (bold, italic, underline, lists, links, images, etc.) for composing the discussion post content.
Community and guidelines panel
Community and guidelines panel

This panel displays a list of communities a user is currently a member of or has access to within the platform. It serves as a central hub for partners to access collaborative discussion groups and review community guidelines. The communities facilitate communication and knowledge sharing among partners and with the vendor, supporting various aspects of the partner program.

Community list with available communities
Community list with available communities

Click Academy and Learning.

Community post detail with management options
Community post detail with management options

This screen displays an individual post within a community forum, showing its content, author, and creation timestamp. It provides options for managing the post, specifically allowing for its modification or removal. This view is part of the community management functionality, enabling users with appropriate permissions to maintain the accuracy and relevance of discussions within the platform's communities.

Community post detail view
Community post detail view

This screen displays a single post within a community discussion forum, showing the content of the post, the author's name, and the timestamp of its creation. It indicates that the post was made in the 'Academy and Learning' community and includes options for users to like the post or view/add comments, reflecting the collaborative nature of the platform's community feature. This view allows partners and vendors to engage in discussions, ask questions, and share information within designated groups.

Community post with comment icon highlighted
Community post with comment icon highlighted

Click the Comment icon.

Community post detail view
Community post detail view

This screen displays a specific post within a community forum, enabling users to view the original content and engage in discussions. It shows the details of a single post, including the author, timestamp, and content, and indicates the number of positive reactions it has received. This interface allows community members to contribute to the topic by entering a response in the provided text field, facilitating collaborative communication and knowledge sharing among partners and vendor administrators.

Frequently asked questions

What is the purpose of the Community module?

The Community module allows administrators to manage discussion communities for partners, providing a collaborative space for knowledge sharing, communication, and engagement within the partner ecosystem.

What can administrators configure for a community?

Administrators can configure community details, set notification preferences (weekly, bi-weekly, monthly digests), manage visibility settings, and specify branding elements like banners and logos.

How can administrators manage community content?

Administrators can initiate discussions, moderate content, and view community activity. They can also edit or delete existing communities and manage individual posts within discussions.

How do partners use the Community module?

Partners use the module to connect, ask questions, share insights, discuss topics, access collaborative discussion groups, and review community guidelines. They can compose new discussion posts and attach files.

What types of information are displayed in the detailed community view?

The detailed community view displays the community's name, banner image, logo, a detailed description, and a tooltip description. It also shows options to edit or delete the community.