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
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.
From the main Ivorey
menu, select Courses > along the top menu bar hover 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
This quick step shows you how to set up your user profile that will apply to all of your communities. This includes sharing your social links, a bio and profile image.
To set up your user profile inside your community, from the main Ivorey menu, navigate to 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
This final step will walk you through customising your community group. Each community can have unique branding - complete with your own background and accent colours to reflect your brand.
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.
You can watch the video tutorial below on how to add links inside your community.
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]
Yes, you can hide tabs inside of your community. Inside the community settings, go to Show / Hide Tabs - here you can enable or disable each tab to create a focused, streamlined experience for your members.
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 of your available groups (whether they are public or private). Turn it OFF if you don't want it shown.
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’s settings, to the Details tab, where you will be able to Change URL.
To make sure your communities are only accessed by the members you have granted access to, please go into to your community’s settings, to the Details tab, and make sure 'Private' is selected and 'Accessible from Switcher' is toggled OFF.
You can allow members to access the community from the client portal, by enabling this in the client portal Apps/Permissions settings. Please refer to our Client Portal Permissions guide for the detailed steps.
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey account. Or if you are looking for done-for-you support, you can browse our current services here 
