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Below is an image of how the Service Desk looks, on the left-hand sidebar menu, the main you’ll mainly be using the ‘Queues' and 'Knowledge base’.
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Approving new users onto the forum
Approving users onto the forum is a no brainer, as you open the forum homepage, you’ll have a notification in your profile icon and on the left-hand sidebar ‘Review’. Clicking into it will open to a new page where you’ll find pending account registrations and flagged posts.
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Rejecting users
Occasionally we will get an account registration come through that doesn't have a full name, DOB or postcode. We need users to fill in this information when they sign up to cross reference with our CRM. Below is what you should do if someone has tried signing up without completing those fields.
Cross-reference their email on the CRM, if you do find their information there, we can fill in the fields ourselves on their forum account once approved.
If however, we do not have their info on CRM you will need to click the Delete User button (highlighted in yellow):
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A box will pop up and where you'll need to add this text:
Hello,
Thank you for your interest in our community forum. To complete your registration, we need a bit more information:
Full name
Date of Birth (DOB)
Postcode
Please re-register including these details. This will enable us to quickly process your application and welcome you to our community.
If you need any assistance, feel free to reach out.
Forum Management Team
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You'll also need to tick the 'send rejection email' button as well, this will simply prompt the user to re-register by clicking a link. |
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