Members’ Web Administration

Opportunities

Opportunity Categories (top-level activity groups)

When you define a new opportunity, you give it an Opportunity Category. The list of categories is under your control. You can find the list at the administrative menu item Opportunities > Opportunity Categories.

The opportunity categories are the top-level items in this list, showing broad groupings of work activities. For example, Administrative is an Opportunity Category. On the other hand, because The Big Share is a sub-category of Administrative, it is not considered an Opportunity Category. It is an Activity Type, as discussed below.

You edit Opportunity Categories using the same procedure that you would use to edit any other WordPress category list. Here’s an example of adding an Opportunity Category:

• Go to Opportunities > Opportunity Category
• Name: Media Outreach
• Slug: media-outreach
• Parent Opportunity: leave this blank
• Description: leave this blank
• Click Add New Opportunity Category

But you must be careful when editing existing top-level Opportunity Categories—whether modifying their names or deleting them. Here are the rules:

• you may add new ones
• you must never change one to have a completely different meaning
• you must never delete one

If you have questions about this, contact Andy at Blazing Moon for help.

It’s fine if you just want to follow those rules. But if you’d like to know the reasons for them, read the following explanation.

Imagine that you create an opportunity that uses the category Public Campaigns. That opportunity references the Public Campaigns category. In other words, it “points to” the Opportunity Category list, and within that list it points at the spot in the list defined as Public Campaigns.

Now imagine that in the future you change the category Public Campaigns to be Other Outreach. The opportunity you created earlier points at the “old” location for the Public Campaigns category, which now says Other Outreach. So now it appears that the old opportunity was an Other Outreach opportunity, which it was not.

There would be similar problems if you deleted the Public Campaigns category entirely.

Activity Types (second-level activities)

When a member enters hours, they select an Activity Type for their work. This Activity Type falls under an opportunity Opportunity Category (those categories are discussed above).

You can manage the list of Activity Types in the same place where you manage Opportunity Categories: at the administrative menu item Opportunities > Opportunity Categories. Opportunity Categories are the top-level items in this list, and Activity Types are the second-level items. Each Activity Type is nested below an Opportunity Category.

You edit Activity Types using the same procedure that you would use to edit any other WordPress category list. Here’s an example of adding an Activity Type:

• Go to Opportunities > Opportunity Category
• Name: Racial Justice Education
• Slug: racial-justice-education
• Parent Opportunity: pick the right parent Opportunity Category
• Description: leave this blank
• Click Add New Opportunity Category

Although you must be very careful when editing Opportunity Categories, Activity Types are different. Here are the rules:

• you may add new ones
• you may change existing ones
• you may delete existing ones

If you have questions about this, contact Andy at Blazing Moon for help.

It’s fine if you just want to follow those rules. But if you’d like to know the reasons for them, read the following explanation.

When a member enters hours, the activity type they enter doesn’t refer to the category list. Instead, the name of the activity is stored in the record of the member’s hours. Here’s an example to help in understanding this.

Imagine a member enters some hours for Tabling. When that information is stored in Members’ Web, the word “Tabling” is stored as the hours’ Activity Type.

Now imaging that in the future you change the Tabling category to be Stuffing Envelopes. Because the word “Tabling” was stored in the hours data, your change to the Activity Type definition will not affect it. The same is true if you were to delete the Tabling category.

Managing Opportunities

You can add, edit, and delete opportunities in the same way that you manage pages, Recent Results, Backyard Heroes, and other content types. You’ll find the Opportunities listed on the administrative Opportunities menu.

Editing Opportunities involves working with the following data fields:

• Title. The title is what will appear in all listings to identify the Opportunity.
• Description. The text box below the title lets you enter a brief description of the event for members.
• Opportunity Start Date. Start date must be today or in the future.
• Opportunity End Date. End date must be after the Start Date.
• Number of Positions. The number of slots that are available for people to sign up.
• Opportunity Category. The classification for this Opportunity.

Member Documents Page

One page on your site can be designated as the Member Documents page. This page is special: at the top of the main Members’ Web page, the Table of Contents automatically includes a link to whichever page you designate as Member Documents.

You can mark any WordPress page as the Member Documents page by giving it a “slug” (URL ending) of member-documents.

You can find the slug at the very top of the content editor page, immediately below the title, in the Permalink field. If you click Edit on the Permalink field, you’ll be able to enter the page’s title. Entering member-documents in that field will cause the page to have a URL of your site’s URL followed by “member-documents”. This makes it the official Member Documents page.

Linking to Members’ Web

Within the content of a News Post, Page, or other content type, you can add a link to Members’ Web by adding the following “shortcode” in the content editor:

[cs-mw-link]

Members-Only Content

You can restrict nearly any content so that only Member organizations can see it. To do this, within the WordPress editor, place Members-Only “shortcode” markers before and after the restricted content like this:

Publicly visible content goes here.

[cs-member]

Members-Only content goes here.

[/cs-member]

Publicly visible content goes here.

When you do this, the Members-Only content will appear only if the visitor is with a Community Shares member organization, and is logged into their Members’ Web account. Everyone else will see a username and password prompt.

Members-Only Login Form

When someone who is not logged visits a page with Members-Only content, they will see a login form. For this login form to look right, the following CSS code must be added to either the theme itself, or to the site via the administrative Appearance > Customize menu under Additional CSS:

.page-template-default .login-username label,
.page-template-default .login-password label {
width: 48%;
display: inline-block !important;
text-align: right;
}

.page-template-default .login-username input,
.page-template-default .login-password input {
width: 48%;
}

.page-template-default .login-remember,
.page-template-default .login-submit {
margin-left: 48%;
}

.page-template-default .login-submit {
padding-bottom: 0;
}

.page-template-default #loginform {
padding: 1em;
background-color: #ddd;
margin-bottom: 1em;
border: 1px solid #ccc;
max-width: 500px;
}

Current Year, aka Year-End Processing

Members’ Web shows information for a specific year (the “active year”). For example:

• At the top of a member’s page, the Hours Needed and Completed TYD show numbers for the active year.
• Past Opportunities lists opportunities for the active year.
• Past Hours lists hours for the active year.
• The Member Progress report shows progress on hour requirements for the active year.

Generally, the active year is the current year. But, for example, in January you might still want to show the previous year if members are still entering their hours.

You can change the active year the WordPress administrator’s menu. It’s best if you wait until the new year to make this change, and ideally until all members have entered their hours for the previous year.

1. On the WordPress administrator menu, go to Settings > General.
2. At the bottom of that page, you’ll see Member Web “As Of” Year. Change this to the active year.
3. Click the blue Save Changes button.