Community Onboarding

Overview

This tutorial will cover the basics of setting up a new community on B2Me. The following is covered in this tutorial:

1. Setting up a User administration account 
2. Creating the community
   • A run through of all the community sections and settings
   • Editing your community profile / uploading images
3. Community members overview 
4. Creating community notices
5. Sharing your community
6. Onboarding instructions for community members

Setting up a User administration account

This account will be displayed as the admin on your community page and will be the account in which you accept / reject new member requests and adjust community settings. Follow these steps to set up a new User account:

1. Head to B2Me and click on 'FREE SIGN UP' and enter in the email you want to set the account up with and a strong password, then click 'Sign up' in the bottom right corner of the modal.
2. Under 'User type' select 'User' then you can upload a profile picture and enter a first and last name for your user account. Click next until your account is complete.
3. You'll be taken to your B2Me profile page. This page is where you can make edits to your profile, such as changing your name, avatar and contact details. You can come back to this page by clicking your avatar in the top right corner of the page.
4. The 'Account' tab will allow you to change your account email, password and allow you to adjust your privacy and notification settings.

Thats it! You've now got your B2Me admin User account set up, now onto creating your community.

Creating your community

This section will cover creating your community, the settings to consider for your community and the various community pages.

All communities created on B2Me must be approved, this means that your community will be unapproved when you first create it. Unapproved communities will not show up in search or suggestions and users will be unable to view and join your community. When your community profile is complete, contact Ray ([e-mail]) to get your community approved.

Creating your community:

1. Login to your admin User account created above
2. Once logged in, head to your B2Me profile page by clicking your avatar, clicking account and then clicking the 'Profile' tab.
3. On the left, click 'Create a community' to open the community creation dialog
4. In this dialog you'll be able to add your community name, category and other community profile attributes. At the moment it's not necessary to fill these all out (you can add / change these later), only a name, category and location are required to create the community. Once finished, click 'Save'.
5. You'll then be taken to your newly created community. NOTE: your community is unapproved and as such will not be visible to anyone but you. Contact Ray ([e-mail]) to get your community approved.

Community page sections

There are 3 community page sections (4 for admins), they are 'About', 'Members' and 'Noticeboard'.

About Page - Displays information about your community / school. This is where the 'Brief' and 'About' sections of your community profile will be displayed. Profile photos will also appear on this page.

Members Page - The members page is where all of your community members will be listed. Community members who are also providers will be categorised into their respective industries. 

Noticeboard Page - The Noticeboard page displays all of your community notices. A community notice is a post that goes out to your members. Notices will be discussed in more detail later.

Admin Page - This page is only visible to admins (you) and allows you to change community wide settings. Here you can choose to have a 'Closed' community, this means any users who want to be a member of your community must first be approved by you (schools usually choose a closed community). You can also choose to enable / disable your notice board and to allow any members to create notices or just admins. The page also contains quick links so you can share your new community.

Editing your community profile

Community details - To edit your community's details (name, category, about, brief etc), click the 'Edit <Community name here>'s details' button located in the header of all community pages. This will display the same dialog when you created the community.

Contact information - B2Me allows you to add contact information such as websites, emails, telephone numbers etc., to your community. To do so, head to your community's 'About' page or 'Noticeboard' and click 'edit contact details' in the left side pane. Contact information will then appear above the button in the left side pane.

Header photo - A great way to make your community page standout it with a custom header photo. Important: B2Me accepts only JPEG or PNG images no larger than 10MB in size. To upload your header image select the photo icon in the bottom right corner of your community page header.

Profile photos - Navigate to your community's 'About' page and click 'Add photo' to add profile photos to your page. You can rearrange and delete uploaded photos by clicking the three dots in the top right corner of the images.

Accepting membership requests

(Make sure you've selected 'Closed community' in your community admin page.)

As the admin of a closed community, you must accept or reject all memberships. This allows you to control who is a member of your community. 

Membership requests - Any registered users on B2Me can request to join your community by visiting your community page and clicking 'JOIN THIS COMMUNITY'. When a membership is requested, all admins will be notified or this request.

Viewing pending memberships - All pending memberships can be viewed by navigating to your community's members page. Pending memberships are located at the top under 'Pending' and are only visible to community admins. 

Simple click 'ACCEPT' or 'IGNORE' to accept or ignore the membership request. The user will only be notified if you accept their membership request.

Inviting users to join your community

1. Navigate to your 'Members' page
2. In the top of the left side pane there is a search box which you can use to search for people on B2Me
3. Search the person you wish to invite and click on their profile, this will send an invitation to them asking to join your community.

Creating notices

Community notices are a great way to communicate with your community members and have them engage with you and other members on B2Me.

To create a notice:

1. Navigate to your community's 'Noticeboard'
2. In the left side pane, select 'CREATE NOTICE'
3. This will open the notice dialog where you'll be able to add a title and description (the body of the notice). Tip: you are able to put links inside a notice body.

Check out Bayside Christian College here for some good examples of community notices.

Steps for parents to sign up (schools only)

Copy the below steps and share this with parents who you wish to become members of your B2Me community.

Steps for parents who are service providers:

Step 1:             Visit the app store or google play and download B2Me  

Step 2:             Click on ‘Free sign Up’ located at the top right of the page 

Step 3:             Sign up using one of the social buttons or alternatively with your email  

Step 4:             Select provider (provider of a service)  

Step 5:             Follow the prompts to complete your profile 

Step 6:             When asked to join a community, click on ‘Schools, Colleges and Universities’ then click on [Your School Name]. Continue the sign-up process. 

Step 7:             When your page is built, continue to build your personal page and follow the prompts to add your business contact details and build your network by inviting anyone you know to join B2Me via the options provided. 

Steps for parents who are service seekers:

Step 1:             Visit the app store or google play and download B2Me 

Step 2:             Click on ‘Free sign Up’ located at the top right of the page 

Step 3:             Sign up using one of the social buttons or alternatively with your email  

Step 4:             Select user (service seeker) 

Step 5:             Follow the prompts to complete your profile 

Step 6:             When asked to join a community, click on ‘Schools, Colleges and Universities’ then click on [Your School Name]. Continue the sign-up process. 

Step 7:             When your page is built, continue to build your personal page and follow the prompts to add your business contact details and build your network by inviting anyone you know to join B2Me via the options provided.

Microsoft teams (schools only)

B2Me uses Microsoft Teams to share important resources and news with schools. You will receive an email invite to join the 'B2Me for Schools' which will allow you to get access.

The 'General' channel contains news and discussions around B2Me in the form of posts, which can be commented on.

The 'Resources' channel contains various resources and references for you. You can preview all of the resources by clicking the 'Files' tab (highlighted in the image below). It is recommended to have a read of the 'Best Schools Guide'. Other resources such as graphics, instructional videos, promotional resources and more are available.

There are also other quick links to the learning centre, news and press page, the blog and the wiki.

If you're having trouble getting access to teams please let us know!

Base vs paid communities

Coming soon

Where to go from here?

If you want to learn more about B2Me visit our learning centre here!