How To... Learn the step-by-step instructions for working with communities. Related Topics:Create a General Community You can create a community to group selected contacts for sharing document baskets and assigning to marketing campaigns. Create a Project Community Create a dedicated community for members of a project or enquiry. Add internal or external contacts to facilitate document basket sharing and quickly assign members of a community to campaigns. Add Contacts to a General Community You can add contacts to a general community. Add Contacts to a Community Associated with a Project or Enquiry You can add contacts to a community associated with a project or enquiry. Manage Permissions for a Community As a community administrator, you have the capability to customize security levels for both individual users and roles, determining their access and editing privileges within the community. Furthermore, you can empower selected users and roles with administrative permissions, enabling them to oversee and adjust security levels for all community members. Add Community Members to a Campaign To save time when you create a campaign, you can copy selected contacts from a community group. Share a Document Basket with a Community Share document baskets to enable collaboration, granting community members access to the contents within. When you share a basket, you have the option to allow members to edit the document basket, enhancing flexibility and teamwork. Edit a General Community Modify community details by editing its name, contact type, and notes. Additionally, you have the flexibility to toggle the option requiring email addresses as needed. Edit a Community Associated with a Project or Enquiry You can edit a community to update the name, contact type, and notes, and change the option to require email addresses. Delete a General Community You can delete a general community if it is no longer required. Delete a Community Associated with a Project or Enquiry You can delete a community that is associated with a project or enquiry. Parent Topic: Communities HomeDeltek PIM HelpCommunitiesHow To...
How To... Learn the step-by-step instructions for working with communities. Related Topics:Create a General Community You can create a community to group selected contacts for sharing document baskets and assigning to marketing campaigns. Create a Project Community Create a dedicated community for members of a project or enquiry. Add internal or external contacts to facilitate document basket sharing and quickly assign members of a community to campaigns. Add Contacts to a General Community You can add contacts to a general community. Add Contacts to a Community Associated with a Project or Enquiry You can add contacts to a community associated with a project or enquiry. Manage Permissions for a Community As a community administrator, you have the capability to customize security levels for both individual users and roles, determining their access and editing privileges within the community. Furthermore, you can empower selected users and roles with administrative permissions, enabling them to oversee and adjust security levels for all community members. Add Community Members to a Campaign To save time when you create a campaign, you can copy selected contacts from a community group. Share a Document Basket with a Community Share document baskets to enable collaboration, granting community members access to the contents within. When you share a basket, you have the option to allow members to edit the document basket, enhancing flexibility and teamwork. Edit a General Community Modify community details by editing its name, contact type, and notes. Additionally, you have the flexibility to toggle the option requiring email addresses as needed. Edit a Community Associated with a Project or Enquiry You can edit a community to update the name, contact type, and notes, and change the option to require email addresses. Delete a General Community You can delete a general community if it is no longer required. Delete a Community Associated with a Project or Enquiry You can delete a community that is associated with a project or enquiry. Parent Topic: Communities HomeDeltek PIM HelpCommunitiesHow To...