Before You Dive In
This article is one step from our Master Help Guide: All About Communities. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Create a new community group for your members
Set up and personalise your own community profile
Customise the branding, colours, and settings of your community
Step 1: Create A New Community Group
This step will guide you through creating your first community group - from customising the settings, naming the group, and choosing whether it’s public or private.
Important Note: The Group URL cannot be changed once you have created your community, so please make sure you add words here that you will be happy to be displayed in the community URL for the lifetime of this community
Click here for the written steps
Click here for the written steps
To create your community group in Ivorey™, from the main menu, select [Courses] > along the top menu bar over over [Communities] > then click [Groups]
Click the [+ Create Group] button and then add in the details of your community
Once you have added your community details, click the [Create Group] button at the bottom right of your screen > this should automatically open up your new community where you will be prompted to create your own profile if you haven't already, however if it doesn't open automatically, you can just click the [Login] button on your community group in your main groups page
Once you are logged into your community, click the [Settings] button on the right hand side > and select the [Details] tab
Here you can update your community name, and description, and you can also select if your community is public or private
'Public' means that anyone can see the community content, and will be able to join without requesting access.
'Private' means only members who have been granted access to the community will be able to see it's content. It also requires members to request access to the community, where an admin or owner will need to manually approve them before they can join the community.
The final setting to turn on or off is the 'accessible by switcher' tab, if this is turned on, it means that if you have multiple communities, you will be able to toggle between them
Make sure you click [Save] to update your changes
Step 2: Setup Your Community User Profile
This quick step shows you how to setup your user profile that will apply to all of your communities. This includes sharing your social links, a bio and profile image.
Click here for the written steps
Click here for the written steps
To set up your user profile inside your community, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]
Click on the [Login] button of your community to login, if this is your first time logging in you'll be prompted to set up your password
At the top left of your screen, select the Circle image placeholder > then select [Manage Your Account]
From here you can add the relevant details you want to show on your profile by making your way through each of the tabs on the left hand side, and clicking the [Save] button as you go to update
Step 3: Customise Your Community Branding
This final step will walk you through customising your community group. Each community have unique branding - complete with your own background and accent colours to reflect your brand.
Important Note: If creating a custom theme, you will need to make sure the 'Tertiary' colour is different to the background colour, as your tertiary colour will determine the colours of your links. If you add links to your community and they aren't showing, your tertiary colour is the first place to check.
Click here for the written steps
Click here for the written steps
To customise your community branding, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]
Click on the [Login] button of your community to login > then once inside click the [Settings] button on the right hand side and navigate to the [Themes] tab
Choose from pre-designed [Community Themes] or click over to the [Custom Theme] tab to create your own branding colours for your community
Once you have finished selecting the brand colours for your community, click [Save] to apply your chosen theme.
You can then navigate to the [Branding] tab if you need to add or update your favicon, logo, or cover image of your community.
White-Label Your App for Communities
The Kollab™ app is also available to white-label with your business name, courses, communities, and branding.
The setup process takes 3–4 weeks to complete Apple and Google’s legal documentation. Once approved, your app is officially listed in the app stores, ready for your clients or students to download.
The white-label app is available for $79 USD per month as an add-on to your plan.
To get started:
From the main Ivorey™ menu, go to [Communities] > [White Labelled App].
Follow the prompts to subscribe and complete payment.
Complete the required form with your business information (as per Apple and Google requirements).
Add your app branding (colours, images, etc.).
You’ll be notified once your app is live.
Frequently Asked Questions
Can people see all my groups available to join?
Can people see all my groups available to join?
Inside the settings for each community group, you'll see an option that allows you to choose between Public or Private. Private means only members can see the contents of that group, whereas public is available for anyone to see - even if they aren't a member. Just below that setting, there is another option that says "Accessible From Switcher" - toggle this ON if you want people to be able to browse all your available groups (no matter whether they are public or private). Turn it OFF if you don't want it shown.
How can I change the URL of my community?
How can I change the URL of my community?
You can only modify your community URL once so it’s important to carefully check spelling before saving any changes. To change the URL, go into your Community > Settings > Details > Change URL.
How can I close or remove a community?
How can I close or remove a community?
Click on [Courses] in the left-hand menu of Ivorey™
On the top bar, select [Communities]
Change the status of your Community to from 'active' to 'inactive'
On the deactivation pop up, click [Confirm]
Once a community has been made inactive, members will no longer be able to post but you as an admin are still able to view the community.
How can I make my community private?
How can I make my community private?
To make sure your communities are only accessed by the members you have granted access to, please log into to your Community Group > click [Settings] > under the [Details] tab, scroll down to the bottom > make sure 'Private' is clicked and 'Accessible from Switcher' is toggled OFF > click [Save]
How can I transfer ownership of my community?
How can I transfer ownership of my community?
To transfer ownership of a community, from the left-hand menu click on [Courses] > then along the top menu bar hover over [Courses] > then click [Groups] > click the pencil icon next to the 'Owner' of the community > then select the contact you want to transfer ownership too from the pop-up menu.
If you want to transfer the ownership of a community to a team member, but they aren't showing in the contact search bar, you will need to make sure they are added as a team member in your account by going to [Settings] > [Team] > [Add User]
How can I add links into my community?
How can I add links into my community?
To add links inside your Community follow these steps:
Click on [Courses] in the left-hand menu of Ivorey™
On the top bar, hover over [Communities] and then select [Groups]
Select the Community you would like to add a link to
On the right side of the screen select [Settings]
Select [Links] then [Add Link]
Add your description, URL and choose whether you'd like to make your link public or private then click [Add Link]
Watch the video tutorial here on how to add links inside your community:
How do I link my community group to my client portal so members can access it?
How do I link my community group to my client portal so members can access it?
Go to [Site Pages] > [Client Portal] > [Settings] > [Apps/Permissions] > in here you can toggle on or off the assets you want your clients to be able to see inside their client portal
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Communities to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Still Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
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