Help/FAQS


General Contacts / Connections Communities / Discussions Library / Resources

General | Top

Q: What is my username/password?

A: Your login credentials are the same username and password that you use to log in to the main site. If you have forgotten your login credentials or need assistance with your login information, please click here.

Q: How do I update my contact information?

A: On your profile page, please select the pencil icon next to "Contact Details" in the left column.  This will take you to CUNA's eBusiness database to make your changes.  Note that updates can take up to 30 minutes to show in the Community.

Q:How do I update my profile photo?

A: On your profile page, click the drop down that says "Actions" under the gray avatar in the left hand column. If the popup window to select your image does not load, it is often due to a security setting on the credit union network.  Access is needed to the following domains to allow users to change their picture: connectedcommunity.org and filepicker.io.  Have your IT staff whitelist those domain names, then try again.  You may also try uploading the photo on a mobile device connected to cellular service, or from your home computer. This will determine if the issue is isolated to the network. 

Q:Why can't I upload a file or post a message?

A:  If the popup window to select your file does not load, or the message posting window is tiny or does not load, it is often due to a security setting on the credit union network.  Access is needed to the following domains for all the functions of the Community to work: connectedcommunity.org and filepicker.io.  Have your IT staff whitelist those domain names, then try again.  You may also try the action on a mobile device connected to cellular service, or from your home computer.  This will determine if the issue is isolated to the network. 

Q: How do I control what information is visible in My Profile?

A: Please navigate to your profile page, then select the "My Account" tab and choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom.  After you’ve made changes, click the “Save Changes” button at the bottom of the page.

Q: How secure is the data uploaded and posted to the community?

A: Higher Logic operates a multi-tenant environment where each client is provided a dedicated database. Single sign-on (SSO) and application level security limit community access. Amazon Web services (AWS) provides data services per our security specifications. AWS is a secure, durable technology platform with industry-recognized certifications and audits: PCI DSS Level 1, ISO 27001, FISMA Moderate, HIPAA, and SAS 70 Type II. AWS services and data centers have multiple layers of operational and physical security to ensure the integrity and safety of your data. We have deployed intrusion detection systems – all data that comes into our AWS servers is analyzed for “bad behavior”. All questionable elements found are reviewed by a human analyst for individual resolution strategies.

Q: How do I setup a rule in Outlook to put Community emails in a folder?

A:  In Outlook, click "File" and select "Manage Rules & Alerts"
Click "New Rule"
At the bottom of the list, under "Start from a blank rule", select "Apply rules on messages I receive" and click Next
Choose "with specific words in the sender's address"In the box below, click the linked words "specific words"
When the box pops up, type in "connectedcommunity.org" and click the Add button
Click OK at the bottom to close the box, then click Next
Check the top box to "move it to the specified folder"
In the box below, click the linked words "specified"
When the box pops up, select your folder or create a new one to store Community messages
Click OK at the bottom to close the box, then click Next
Choose if there are any Exceptions (this is not likely) and click Next
Give the Rule a name and select if you want to run it on messages already in your Inbox or not
Click Finish

Contacts / Connections | Top

Q: How do I find other members?

A: Click the “Network" or "Directory” link found in the main navigation bar. The Directory lets you search for other users based on:
  • First and/or last name
  • Company/Institution name
  • Email address

Switch to the “Advanced Search” tab to refine your search results by:

  • City
  • State
  • Country
  • Community
  • Education

Q: How do I add contacts to my contact list?

A: There are several ways to add contacts. When you perform a search in the Directory, you will see an “Add as contact” button to the right of each person in your search results. Just click this button to send a contact request. If you click through and view an individual’s profile, you can click the contact request link to the right of his or her profile picture.

Q: Why should I add contacts to my contact list?

A: Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.

Communities / Discussions | Top

Q: What are communities?

A: Communities allow you to participate in discussions and share resources with other members.

Q: What communities do I already belong to?

A: Go to “Communities” in the main navigation bar. Select “My Communities” to view the communities you currently belong to.

Q: How do I join/subscribe to a community and the affiliated Discussion Group?

A:  Click on “Communities” in the main navigation and click on “All Communities” in order to see a list of available communities. Click on the community that you wish to join and simply click "Join," then choose a delivery option for posts (Real Time, Daily Digest, Legacy or No Email).

Q: How can I control the frequency and format of emails I receive?

A: Navigate to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu.  On that page, there are subscription options: Real Time, Daily Digest, No Email, and the additional choice of Consolidated Digest.  By default, the Real Time and Daily Digest emails are set to HTML, and we encourage you to leave it set to this if your email client can support it.

For each discussion, you have the following delivery options:
  • Real time: sends an email every time a new message is posted.
  • Daily digest: sends one email to you each day, consolidating all of the posts from that particular discussion on the previous day.
  • No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the community site.
  • Consolidated Digest: aggregates data from all Communities you belong to.  NOTE: If you do not set all your Communities to "No Mail" after you turn this on, you will still receive those as well.  And you cannot reply to posts via email from the Consolidated Digest.

Q: How do I respond to others’ posts?

A:To respond to a discussion post, you have two options. 

To respond online:  Navigate to the discussion post and click “Reply to Discussion” to send your message to the entire community.  To send a message only to the author of the post, please select “Reply to Sender” (located in the "Reply to Discussion" drop-down).  We recommend only replying to the sender for personal discussion or comments; and replying to the entire community when you are sharing knowledge, experience or resources that others could benefit from.

To reply via email:  Set your Email Notifications (under My Profile) to real time or daily digest. When an email arrives, use the red button on the right "Reply to Group" to craft a response via email.  Note that the "Reply to Sender" will send you back to the online Community to craft your response.

Q: How do I edit or delete a post I've made?

A: To edit a post, browse to the thread your post is in and on the right side of the page, look for the "Reply to Discussion" button.  On the right side of the button is a small down arrow, click that to drop down a menu and select "Edit".  

To delete a post, use the "Contact Support" button to the right, or link in the header, to submit a ticket with the thread link and/or title to a Community Administrator, and they can remove the post for you. 

Q: How do I start a new discussion thread?

A: To start a discussion post, you have three options. 

Start a post online: First select within which Discussion you wish your message to be shared. From that Discussion, click "Make a New Post"

Start a post from an email digest: From an email you have already received for a particular discussion forum, you can use the “Post Message” link located at the top of the discussion email.  This will begin a new thread.

Start a new post by sending to an email address: Each Discussion has it's own email address.  Hit "Reply" to one of your email digests and note  what email address comes up. Add that to your Contact list, then at any time, you can send an email to that address to start a new Discussion.

Q: Can I search for posts across all the communities?

A: Yes, you can search for content contained in any Community of which you currently are a member. Please enter a keyword or phrase in the search bar located in the upper right corner of each page. For multi-word search phrases, put them in "quotes". To refine your search results, click the down arrow to access "Advanced Search".  Also note that you can sort search results by "Relevance" (the default) or by "Most Recent" using the drop down menu at the top right of the results list. You may also read our Tip on How To Search the Community.

Q: How do I see a listing of all of the posts to a specific Community?

A: Locate the community you are interested in viewing from the appropriate communities page. Click through the community's landing page, then click on the “Discussions” tab. If you see a post you’re interested in, click the subject line which will take you to the entire thread. “Show Original Message” at the bottom of all of the posts in a thread will display the original message that started that discussion.
Libraries | Top

Q: How do I find resources that may have been uploaded by other members?

A: If you know which library the resource might be located in, find the affiliated community via the All Communities page. Click through the community's landing page, then click on the “Library” tab . If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.

Q: Can I search for specific file types?

A: Yes. Enter your desired keyword in the main search box. From the search results page, click "Show Advanced Search."  Then click on “Search for Specific File Types.” This gives you the option to specify file type: Document, Image, Spreadsheet, etc.

Q: How do the libraries get populated?

A: The libraries are populated in two ways:
1.  When you include an attachment in a discussion post, the system automatically places it in the affiliated library.
2.  You can also upload documents directly to a library by using the “Share a File” link found under “Participate” in the main navigation or "Create New Library Entry" button on any community's library page. Library resources are not required to be associated with a discussion thread.

Q: How do I upload a file?

A: Select the “Share a File” link found under “Participate” in the main navigation or "Create New Library Entry" on any community landing page. Please note that uploading a document is accomplished by completing a few steps, and each step must be completed before you can move on to the next:
  • Choose a title for your document, and include a description (optional). Select the library to which you’d like to upload it, and select a folder to which you’d like to upload it (optional).  Then, choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Once you have completed these steps, please click “Next.”
  • Upload your file.
  • Select “Next” if you want to further describe your files and/or add tags to your file.  Otherwise, please click “Finish” to post your library entry

Q: What kind of files can I upload?

A: The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images and YouTube videos.

Q: What are the “tags” for?

A: Tags are great way to organize and categorize content on your site. Tags can be applied to blogs, library entries, events, and glossary terms.  Tagged items are prioritized in the search results.

 

Need an overview? 

Watch the latest Community + File Library Tour.