Managing members on eyengage

Before users can view and comment on eyengage posts, they need to be added as members. For employees with eymanage logins, and parents with parent logins*, this should be done automatically, but if not, you may add them manually. If you want to give an employee the ability to create posts on eyengage, then you must add them as an Administrator or a Moderator, rather than as a Employee.

Let's first go over how to add ordinary employee/parent members to eyengage, and then take a closer look at administrators and moderators.

*For customers with eylog, this only works for parents with access to both their parent login and the eylog system.

Adding members to eyengage

Adding employees to eyengage manually

1. In the top right, under  Settings, click  Members.
2. In the pop-up, go to the Members (Employees) tab.
3. Check the box next to a user’s name to select them.
4. In the top left, click Select eyengage Role > Member (Employee).
5. Click Confirm.

Adding parents to eyengage manually

1. In the top right, under  Settings, click  Members.
2. In the pop-up, go to the Members (Parents) tab.
3. Check the box next to a user’s name to select them.
4. In the top left, click Select eyengage Role > Member (Parent).
5. Click Confirm.

Removing employees and parents from eyengage

1. In the top right, under  Settings, click  Members.
2. Click on the  icon next to a member to remove them.
   

Assigning administrators and moderators to eyengage

Administrators and moderators are higher-level roles within eyengage that allow you to create and manage posts and polls. If you’re already an administrator on eyengage, you are able to add other employees as administrators or moderators. 

Administrators can:

1. Access eyengage on all nursery branches under the company 
2. Create posts and polls
3. Add members
4. Edit notification settings
5. Create categories
6. Delete moderators’ posts
7. Delete comments
   
8. Access eyengage through the practitioner app

Moderators can:

1. Access only the employee’s own nursery branch(es)
2. Create posts and polls
3. Edit notification settings
4. Delete other moderators’ posts
5. Delete comments
   
6. Access eyengage through the practitioner app

Assigning an administrator/moderator from the Members screen

1. In the top right, under  Settings, click  Members.
2. Go to the Administrators/Moderators tab.
3. Select a user using the search bar at the top.
4. Use the Select Role to choose whether this user will be an Administrator or a Moderator.
5. Click Add.
   

Assigning an administrator/moderator from System Settings

Employees can be assigned administrator or moderator permissions when they are added as a user, as long as their role has eyengage access. For existing users, their permissions can be edited from the Users screen in System Settings.

1. In the top right, click on  > System Settings.
2. Click on the Users tab.
   
3. Click on the  icon to edit a user.
   
4. If the user is assigned a role with eyengage access, there will be a field called eyengage Permissions. Click on this field to assign the user Administrator or Moderator permissions.
   
5. Click Update.
   

Switching employees to different roles

You can only assign new roles to employees if they are not currently a member on eyengage, whether they are a standard employee, a moderator, or an administrator. Therefore, if you wish to re-assign an employee's role, they must first be removed from the member list.

For example, this is what you would do if you wanted to upgrade a member from a standard Employee to a Moderator:

1. In the top right, under  Settings, click  Members.
2. In the pop-up, go to the Members (Employees) tab.
3. Click on the  icon next to a member to remove them from whatever role they currently occupy.
4. Go to the Administrators/Moderators tab.
5. Type the users name into the search bar and select them from the list. If the user has not been removed from their current role, they will not appear in this list.
   
6. Use the Select Role to choose Moderator.
7. Click Add.

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