Providing access to an event by using a defined community can be useful especially in convening disparate audiences that aren't otherwise grouped by like factors (as with Profile identifiers). Communities are defined in an external file that you upload and associate with a specific event.
To create a new Community
- Within an IdC module, navigate to the Admin Space > Event Access and select the allow a filtered audience using Communities option.
- In the Filter communities field, select upload new community. The Download Community CSV Template link displays.
- Click the link and open the file. Note that it's an XLS file, but you will save the completed file in CSV format.
- On the second tab, identify as much user information as desired (though only email address is required), adding a + to Column A for each user.
- Save the file in CSV format.
- Return to the IdC module and click the Upload a New Community button.
- Identify a name for the community, and then click Choose File to locate the file you just created. Select the file and then click Open.
- Click Submit in the New community dialog box.
- Click Submit on the Event Access page.
Access to the event is now limited to the users identified in the Community. To view the list of names, return to the Admin Dashboard, and below the Assign Permissions heading, click the Click here for a report of the allowed users link.
Note: You can further refine your event access when using a community by adding names to the Include by name and Exclude by name fields on the Event Access page. This is useful especially because there's no way to edit a Community.
The above option is not allowed if your environment is a Just-in-time (JIT) or self-registration configuration. If you use JIT or self-registration and add names with Include by name, you will wipe out the access for all users named in your community. Instead, add the new names to a new version of your community file and replace the original community file with the updated version.
To use an existing Community
- Within an IdC module, navigate to the Admin Space > Event Access and select the allow a filtered audience using Communities option.
- In the User communities field, click Add Communities. The Add Communities dialog displays with the list of all saved communities.
- Select the checkbox next to the desired Community, and then click OK.
- Click Submit on the Event Access page.