New Customer Guide on Adding Team Members as Users and Your Default Content Publishing Settings
Now that you have your account information, you'll want to determine what users are going to be managing content on your platform. If you are the only person who is going to be managing the site and content, then you don't have to worry about setting up new users....but you may want to consider the "Default Content Publishing Rules" below to ensure that newly posted content is published based on your preferences. If you do have a team who will be helping you, you'll want to figure out what team members of yours are going to be reviewing questions, potentially publishing questions, or managing your platform as a whole.
You'll want to determine this before you launch Q&A on your site so that when visitor questions start coming in, they will be appropriately distributed and reviewed to ensure your platform distributes quality content on your site.
SETTING UP NEW MODERATORS AND ADMINISTRATORS
When you're within your administration dashboard, you'll see on the left hand navigation there is an option for "Users" and then under that you can select "Users List" as seen here:
When you click into that option, you'll see a list of your current users and then a button on top to add a new user as seen here:
When you click that button, you'll be given a form to create a new user....where you can determine what user roles you want to assign to that user as shown here:
You can see a full list of roles and what they do at this link:
What are user roles and what do they do?
You should read that to understand what roles you'd like to give your team members, and then create those users.
SETTING UP MODERATOR SETTINGS
Typically you'll have at least one user set up as a "Moderator", meaning that this user (or group of users) will be responsible for reviewing the content as it's asked on your site. Most site owners will have their moderators be responsible for both reviewing new questions before they're published and then answering those questions, some site owners will just want the content reviewed before it's published to a community so they can answer it. Whatever your preference, once you've created your Moderators you'll want to read the following article which covers how to adjust their settings and notifications:
What are the moderator settings to determine what a moderator gets assigned to and notified about?
Once you've set up all of your moderators with the settings you'd like for them, you'll want to consider what publishing rules you'd like in place.
SETTING UP YOUR DEFAULT CONTENT PUBLISHING RULES
You have the option to determine whether new questions are published immediately on your site, or if they are reviewed by a moderator before they're published. For information on how to manage these settings, read the information at the link here:
How to set if content is published or unpublished after it's posted by a user until a moderator reviews it?
Setting those preferences how you'd like will make sure content is being published in a way that best accomplishes your goals. Even with those preferences set as you'd like, you may want to have additional controls put in place in order to identify and automatically block any "trouble" verbiage or users. We have some default settings in place to address common abuses, but if you'd like to dig into the further controls there you can read the additional settings available at the following link:
Additional controls for spam, profanity and other undesirable activity
Once you've reviewed and ensured the above settings are to your liking, you should be ready for users to start asking questions on your platform. When new questions are posted, your moderators should be notified based on your setting preferences and the wheels should be in motion for effectively reviewing and answering those questions.
You'll want to determine this before you launch Q&A on your site so that when visitor questions start coming in, they will be appropriately distributed and reviewed to ensure your platform distributes quality content on your site.
SETTING UP NEW MODERATORS AND ADMINISTRATORS
When you're within your administration dashboard, you'll see on the left hand navigation there is an option for "Users" and then under that you can select "Users List" as seen here:
When you click into that option, you'll see a list of your current users and then a button on top to add a new user as seen here:
When you click that button, you'll be given a form to create a new user....where you can determine what user roles you want to assign to that user as shown here:
You can see a full list of roles and what they do at this link:
What are user roles and what do they do?
You should read that to understand what roles you'd like to give your team members, and then create those users.
SETTING UP MODERATOR SETTINGS
Typically you'll have at least one user set up as a "Moderator", meaning that this user (or group of users) will be responsible for reviewing the content as it's asked on your site. Most site owners will have their moderators be responsible for both reviewing new questions before they're published and then answering those questions, some site owners will just want the content reviewed before it's published to a community so they can answer it. Whatever your preference, once you've created your Moderators you'll want to read the following article which covers how to adjust their settings and notifications:
What are the moderator settings to determine what a moderator gets assigned to and notified about?
Once you've set up all of your moderators with the settings you'd like for them, you'll want to consider what publishing rules you'd like in place.
SETTING UP YOUR DEFAULT CONTENT PUBLISHING RULES
You have the option to determine whether new questions are published immediately on your site, or if they are reviewed by a moderator before they're published. For information on how to manage these settings, read the information at the link here:
How to set if content is published or unpublished after it's posted by a user until a moderator reviews it?
Setting those preferences how you'd like will make sure content is being published in a way that best accomplishes your goals. Even with those preferences set as you'd like, you may want to have additional controls put in place in order to identify and automatically block any "trouble" verbiage or users. We have some default settings in place to address common abuses, but if you'd like to dig into the further controls there you can read the additional settings available at the following link:
Additional controls for spam, profanity and other undesirable activity
Once you've reviewed and ensured the above settings are to your liking, you should be ready for users to start asking questions on your platform. When new questions are posted, your moderators should be notified based on your setting preferences and the wheels should be in motion for effectively reviewing and answering those questions.
