Beta Test - Organisation Setup

Owned by Andrew Watkins
Last updated: 06-09-2019
3 min read

This test exercises the setup of organisation pages

To complete the test you will have been made an orgAdmin for an organisation.


Visit Organisation Page

Sign in to https://beta.voluntarily.nz

Click on Dashboard and select the Profile tab.

on the sidebar you will see a list of organisations that you are following or member of.

If you are an orgAdmin you will see an icon following the company name as shown here:



Click on the link to go to you organisation page.


Check Members and Followers

As orgAdmin

when you click on the Members Tab you will see three tables:  Joiners, Members and Followers

Joiners: Shows people who are asking to join the organisation.  Click the + to expand the row and you will see the information they entered in the verify field.  If these seems ok then you can 'Add' the person to the organisation - they will move to the members list.  Anyone you don't like the look of you can reject.

  • What notifications would you expect people to get as their status changes?  Emails, or just messages on the site?

Members: shows the current members list.  As an admin you can promote others to be orgAdmin as well, or remove them.  You cannot change your own status though.

Followers: shows the current list of followers - you can promote a follower to a member if you want - they don't have formally to ask to join.

  • Currently there are no features that specifically work on followers - what do you think these should be?

Edit the Organisation Profile

Find and click the organisation edit button

  • where do you expect to find this button?


Edit the profile so that the information is all correct.  Then click Save.

  • What fields did you have difficulty filling in?
  • What fields do you feel are unnecessary?
  • What fields did you expect to find that are missing?

Title

  • use the correct - but shorter name for the organisation.

About

  • Expand this section so that is communicates everything we officially want people to know about the organisation, why it exists, what it does and why it has a presence on voluntarily.
  • This is a rich text editor.   you can format text here, or paste in content from Word or another web page. You can also use Markdown.
  • Images should work if they are links to external URLS but you can't yet upload image content here.


  • Upload or enter a link to an image that will be used as the Logo for the company. Ideally this should be of square or landscape aspect ratio and about 400x400 px.  
  • SVG files work well as these will scale without going blurry.

Contact Details

  • Fill in the contact email address for people wishing to communicate with the person responsible for volunteering at the company. This is not necessarily the same as the email of the orgAdmin and may be a group or list such as info@company.com
  • Fill in the website either of the whole company or a sub page that is focused on volunteering
  • Add Facebook and Twitter links if available. - you only need to add the nickname here we fill in the rest automatically so that these links are specific to the correct social media site
    • What other social media links should we have here?
    • Are these features likely to be used or clicked on?

Category

  • Identify which category the company occupies - you can select more than one.
    • What categories do you think might be missing?

More Content pages

The remaining boxes have space for rich text content that is present on the Members page and is shown to people depending on their current status.

Outsiders are people who are neither followers or members - the rest should make sense

For example on the Members page we would expect to find information about HR and Leave booking or links to intranet pages that only members can visit etc.

for joiners - information about how to get validated.  etc.


  • Do these boxes need more explanation?
  • Should there be 4 or 5 boxes or 1 box and a control to switch which section you are editing?


Invite the next group of Members

Now the organisation is setup you can invite more people to follow or join the organisation.

  • What materials would you require to be able to invite other people?
  • What would an onboarding process look like to your company?