Create a Private Community Category

This article applies to recent versions of SmarterTrack. View articles for SmarterTrack 12.x and earlier.
The SmarterTrack Community is a centralized location for communication among customers or end users as well as Agents. Community threads can be organized and viewed by Type and Category so that threads are easily found. A System Administrator may require the ability to create a private Category that can be posted in. This can be useful to allow only a limited number of users/agents access to view and post in that specific Category. For example, for a new product release you may want to create a Focus Group category and invite specific Community users to participate during the BETA phase of product testing. 
 
Adding a private Category to the Community is a 3-step process that involves:
 
  1. Creating a customized Role for participants,
  2. Creating the new Category itself, and
  3. Assigning the Role to your selected Users/Agents. 

 

Create the Customized Role:

  1. Login to the SmarterTrack management interface as a System Administrator.
  2. Click the Settings icon.
  3. Under the Manage header, click Roles. A list of roles will load in the content pane.
  4. Click the New button in the content pane toolbar.
  5. In the Role Name field, type the name for the new role.
  6. In the Role Type field, select who this role will apply to (Employees Users). NOTE: You will need to create 2 new Roles: one for your Agents and one for the Users you want to par
  7. Configure the available options to determine the permissions of this role (KB Articles, News, Community). If you select Custom for an item, that item's tab will become available to allow for custom permissions on that option. Generally, you can leave these as the defaults, but customization is possible. For example, for Community permissions, maybe give the Role View Threads and Change Status permissions and that's it. 
  8. Once configured, click the Save button.
For more information, please refer to the KB article Create Roles.
 

Create the Community Category:

  1. Login to the SmarterTrack management interface as a System Administrator.
  2. Click the Settings icon.
  3. Under the Manage header, click Brands. A list of available brands will load in the content pane.
  4. Edit the desired brand and click the Community Categories tab.
  5. In the content pane toolbar click the Add button.
  6. Name the new Category and set the Role Required to the new Role you just created.
  7. Click Save twice to save both the category and the changes made to the Brand.

 

Assign the Roles to the Agents:

  1. Login to the SmarterTrack management interface as a System Administrator.
  2. Click the Settings icon.
  3. Under the Manage header, click Employees. A list of available Agents will load in the content pane.
  4. For each Agent you want to participate in your new Category, select the Agent and click the Edit button.
  5. In the Roles tab check the new Roles that you created to add it to the Agent.
  6. Click the Save button.

 

Assign the Roles to the Users:

  1. Login to the SmarterTrack management interface as a System Administrator.
  2. Click the Users/Organizations icon.
  3. Under the Users header, you'll see a list of the Roles created for your Users. Your new Role should be listed here.
  4. Click the desired user type (Registered User, Registered User with Verified Email, Everyone). A list of available users will load in the content pane. These are the default Roles that are already assigned to Users, so this is the simplest way to assign your new Role to existing Users.
  5. Select the desired User and click Edit.
  6. In the Roles tab for the User, check the box next to the new Role you created to add it to the User. 
  7. Click the Save button.
  8. Repeat steps 4, 5, 6 and 7 for every User you want to participate in your new Community Category.
For more information, please refer to the KB article Assign Roles to Agents or Users.
 

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