Adding a Contact to a Knowledge Community
At this time, individuals are unable to add themselves to a Knowledge Community. Member Services and Product Success will need to individually add Contacts to different KCs as needed.
Step-by-step guide
From a Contact record in Fonteva:
- Scroll down to "Higher Logic" and flag "HL is Active" checkbox (first screenshot).
- Scroll down to "Member Groups" and select the KCs the Contact wants to join (second screenshot).
- Select Save.
- Go to Related tab on Contact record.
- Scroll down to Community Group Members box.
- Select "New".
- In dialog box, search for Community Group (third screenshot).
- Must search using full committee name, not acronym.
- Select Save.
- "Activated Date" will default to current date upon Save.
Video of steps to add a Contact to a KC: https://vimeo.com/682919826/7cb1e8b919
- The sync between Fonteva and Higher Logic can take up to an hour.
- If a Contact requests to be removed from a KC, you can edit the KC and add an End Date on the record.
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