Private Community Version 1

Installation

** IMPORTANT - Couto Solutions recommends that you backup your Telligent applications and your Telligent database before installing, uninstalling, or upgrading any of our products. If you are not familiar with backup procedures please consult with your administrator.

1. Download Installation Files
2. Install Building Blocks Framework
3. Install Secure Checkout
4. Install Private Community
5. Activate Products

Manage Building Blocks

1. View the Control Panel
2. View the Dashboard Menu
3. View the Building Blocks Dashboard

Private Community Control Panel

Private Community Administration

1. Memberships

   1. Manage Memberships
      1. Arrange Memberships
   2. View Membership Details
      1. Filter Memberships View
   3. Membership Contracts – (provided with Secure Checkout)
      1. Associate a New Contract with a Membership
      2. Remove a Contract from a Membership
      3. Force a Contract Update
      4. Editing Contracts
         1. Force a Contract Update when you edit a Contract
   4. Email Notice Schedules – (provided with Secure Checkout)
      1. Adding an Email Notice to an Email Notice Schedule
      2. Editing an Email Notice Schedule
      3. Associate a New Email Notice Schedule with a Membership
      4. Remove an Email Notice Schedule from a Membership
   5. Add a Membership
   6. Edit a Membership
      1. Add Category Tags to a Membership
      2. Remove Category Tags from a Membership
      3. Add Roles to a Membership
      4. Remove Roles from a Membership
   7. Make a Membership Active or Inactive
      1. View Inactive Memberships
   8. Make a Membership Visible or Hidden
      1. Allow Users to Purchase Hidden Memberships
   9. Notify Members Prior to Expiration

2. Membership Reports

   1. Active Memberships Report
   2. Expired Memberships Report
   3. New Members Report
   4. Memberships Purchased Report
   5. Membership Overview Report
   6. Export Report Data to CSV File

Private Community on your Website

Memberships on your Website

1. Selecting a Membership

   1. View Memberships
   2. Select a Membership
   3. Select a Sub Membership
   4. Adding Multiple Memberships to the Shopping Cart

2. Membership Information

   1. View Membership Information
      1. View Membership Expiration Date
      2. View Sub Membership Information
      3. View Sub Membership Registration Code
      4. Renew Your Membership
         1. Change Your Membership
            1. How is the Expiration Date is Affected
            2. How Sub Memberships are Affected
   2. Expired Membership Notification