Leaders

Managing your communities

Update your community, engage members, and send communications to your audience

Update your community page

  • Click Leadership Dashboard in the top right corner (or Settings if you are an Organization Admin)
  • Select the community
  • On the left sidebar, under Community Management, click Community Details 
  • Here you can edit all of the details on the community homepage, including:
    • Community Name
    • Logo
    • Thumbnail image
    • Banner image
    • Subtitle
    • Mission statement
    • Communication channel
  • Featured images
    • You must upload at least two photos in order to save without errors
    • Once you add the image and caption, you may drag and drop to reorder the images
  • Leadership team
    • Please get confirmation from all current leaders and org admins before adding new leaders or removing leaders, as this will affect their admin permission levels
    • You may also choose to add roles/titles associated with each leader (e.g. Chair, Secretary, Treasurer, etc.) for more specificity
  • Recommended resources
    • Click Add recommended resources to expand
    • Select a resource type (link or document)
    • Enter a name for the resource
    • Depending on the resource type, either paste a link or upload a document
    • You can drag and drop to reorder how the resources appear in the list

Edit community leadership team

  • Please get confirmation from all current leaders and org admins before adding new leaders or removing leaders, as this will affect their admin permission levels
  • Click Leadership Dashboard in the top right corner
  • Select the community
  • On the left sidebar, click View and contact leaders and the transparent Edit Leaders button
    • Alternatively, you can navigate to the Community Details tab and scroll down to the leadership team section
  • To add leaders, click Add Leaders and search for the individual’s name
    • Note: adding leaders will grant them admin access to all community activities, including events, calls to action, committee meetings, reports, subscriber lists, etc 
  • To remove leaders, click the trash can icon after the leader’s email address
  • You can also update leadership roles and titles here

Send a batch email to leaders

  • Click Leadership Dashboard in the top right corner
  • Select the community
  • Click View and contact leaders on the left sidebar
    • Filter the subscriber list by locations, title, department, or even specific names if necessary
  • Click the green Batch Email button and compose your message, including a subject line, body text, and attachments as relevant
  • Click the green Send button to deliver the email to all leaders

View community subscriber list

  • Click Leadership Dashboard in the top right corner
  • Select the community
  • On the left sidebar, click View and contact subscribers
    • Filter the subscriber list by locations, title, department, or even specific names if necessary
  • To see the list of subscribers who have joined recently, click the tab New in Past 2 Weeks
  • If enabled by your organization, you may also be able to download a copy of the table by clicking Export.csv 

Send a batch email to subscribers

  • Click Leadership Dashboard in the top right corner
  • Select the community
  • On the left sidebar, click View and contact subscribers
    • Filter the subscriber list by locations, title, department, or even specific names if necessary
  • Click the green Batch Email button and compose your message, including a subject line, body text, and attachments as relevant
  • Click the green Send button to deliver the email to selected subscribers

Add a reply-to email address for your community

  • Click Leadership Dashboard in the top right corner
  • Select the community
  • On the left sidebar, under Community Management, click Community Details
  • Scroll down to the section entitled Email Settings
  • Type in your desired reply-to email address
  • When a user replies to a community email, it will go to this address instead of no-reply@mindrconnect.com

How badges work for community leaders

  • You can earn 2 badges for being a community leader
    • Lead a community to earn the “Community Leader” badge
    • Lead two or more communities to earn the “Intersectional Leader” badge
  • To see each individual badge in a larger view, click the relevant View Badge button
  • Once a badge has been earned, you can share your achievement on LinkedIn by clicking Share Badge
  • You can learn more about each badge here

Log budget expenses

  • In the nav bar, go to Community Management and select Community Budget
  • Review your remaining funds, total spent, and total allocated budget at the top
  • Click Add Expense
  • Complete the form:
    • Item name
    • Amount
    • Payment date
    • Expense type
    • Vendor
    • Location
    • Notes
    • Receipts – upload supporting files. Accepted formats: PDF, JPG, JPEG, PNG. You can upload multiple receipts and remove any before saving. Max 10 MB per file.
  • Click Save Expense and confirm in the modal that appears
  • Once saved, your Total spent and Remaining funds will update automatically

Manage budget expenses

  • Once an expense is saved, it will appear in the Expenses table. Each row in the table shows:
    • Expense name
    • Expense type
    • Amount
    • Submitted by
    • Created date
    • Receipts – click to download a ZIP file containing all uploaded receipts for that expense
    • Actions – edit or manage the expense
  • To download receipts, open a saved expense and click Download Receipts in the Receipts column. A ZIP file will download containing all uploaded files for that expense.
    • Note: you can only edit expenses you submitted. Expenses submitted by others in the table are view-only.
  • If total spending exceeds the allocated budget, the budget status will be marked as Over Budget and flagged in red for the org admin