As a community admin, you can manage your member companies. In community settings, you will find all your community companies listed, an option to invite companies and a list of invited companies. In this article, you will find detailed information about all the features available.
Community admin tools:
Custom columns in company management
You can customise the columns you have visible in company management. You can choose additional ones and hide the ones that are not relevant to you.
Click the "Customize" button in the top right corner
Choose the columns you want to have visible by dragging them to the table
Remove the ones you don't want by clicking the x-symbol next to the title
Click done to save your selection
Your choices will be saved to your account.
Approve new companies
You have complete control over which companies are approved for your community. New companies will first have "pending" status; at this stage, they are not visible in the community.
The company is invited to a community with an email invitation or a registration link.
The company registers a profile, and it is pending (the company profile is hidden, and the company admin does not yet have access)
Community admin approves the company by choosing "Visible" in the drop-down menu
The company is visible in the community, and the founder has access to the community.
Pending: The company profile is not visible in the community, and the company founder does not have access. Company founders can see general information and stats of the community, but they cannot, for example, chat with other members.
Visibility in the community
You can choose which companies are visible in your community to the community members after they have been approved. If you want to hide a company from the community, click the tab to "hidden".
With 1 click, you can hide a company or, on the contrary, make it visible in the community:
1. Open the drop-down menu for company visibility
2. Choose the desired option
Hidden: The company profile is not visible in the community, and the company admin does not have access. Company founders can see general information and stats of the community, but they cannot, for example, chat with other members.
Visible: Company admins have community access, and other users can find their company profile.
Reject: Remove the company from the community and send an automated rejection email to the founder.
Delete the company from the community.
If you want to remove a company from your community, click "Reject" from the drop-down view in the visibility column. This action will remove the company's access to your community, but does not delete the company.
With "reject", you can choose to either use one of the 3 predetermined email templates to notify the company or write your own custom message.
Go to the visibility column of the company you wish to remove from your community
Click the arrow to open the drop-down menu
Choose "Reject" from the list
Choose one of the 3 email templates or "Other" to write your own custom message
If you choose "Other", write your message in the pop-up window and click "Reject"
How to remove a company without sending an email
If you wish to remove the company without letting them know (sending an email), do this instead:
Click the 3 dots on the right-hand side of the company table to open the pop-up
Click the "Remove company" button
Confirm the removal of the company
Remove company: company founders lose community access, and other users can't see the company profile anymore. This does not, however, delete the company profile from CrowdWorks, so the company profile is still available.
Profile completeness %
You can, with one glance, see which companies have complete company pitch cards and which still have incomplete profiles. This information comes in handy when choosing which companies remain hidden and which can be presented in the community.
Click the small downward arrow next to the percentage number to see detailed information about what is filled out and missing. If you don't have this column visible, you can add it from "Customise columns".
Tip: Send a chat message to the company founder from here to remind them to fill out the missing fields.
Chat with company admins
If you need to get in touch with the company admins, you can do so from the community management page. You can send them a chat by clicking the contact button on the right-hand side.
Click the 3 dots to open the pop-up
Click the "contact" button
Write your message
Click send
Add custom labels to a company
Click the 3 dots to open the pop-up
Click "labels"
Apply the relevant labels in the pop-up
Click "Update"
Note: You need to add labels first. You can do that by clicking the "Labels" button on top of the company table.
Add companies to another community you manage
You can simply add companies to another community you manage by clicking the "Add to another community" button. This will give the company access to another community. You can also choose multiple companies at the same time and give them access with one click
Note: Companies will be pending first in the new community, so you will need to approve them before they are visible and have access.
Choose a company or companies you want to give access to another community by clicking the check box
Click the "Add to another community" button on the right-hand side
Choose the community you wish to add them to from the drop-down menu
Click "Add"
How to bulk manage companies
You can bulk-manage companies in your community:
Add to another community
Manage labels
Choose the companies you wish to manage by clicking the tick box
Choose the action you wish to take, either adding them to another community or managing their labels