Accounts in Community Hub

Overview

Users who browse to Community Hub will be taken to the Welcome page, which allows them to login, create an account, or reset their password. Community Hub allows users to create an account either by locating an existing account in Nimble AMS or by creating a new account. Users can change their password through a secure process by providing the email address used to create their account.

Users can also view snapshots of their personal and company profile information on the Personal Snapshot, and edit each at any time.

Individual Account Creation and Login

Create My Account Page

The Create Account page gathers demographic information from constituents who are creating a new account. There is also an area where constituents can enter their email address and password twice; these must be entered twice to verify accuracy. When enabled, this area includes a password strength meter which assists constituents in creating a secure password. When the page is submitted, it's validated that all required fields have been filled in and that the email and password are accurate.

Password Strength Meter

The password strength meter visually indicates to constituents the security strength of a new password that they have entered. This meter can be configured to match the requirements of the organization-wide security policy or security policies for Community Hub users.

The meter measures a series of different criteria based on what is entered as the password. With each character, constituents gain or lose points in the strength score based on whether they use secure password techniques, like using a combination of uppercase and lowercase letters, or poor password techniques, like repeating words. The score for each of these techniques can be adjusted or disabled to promote the level of security you desire.

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Duplicate Record Checking

When a constituents attempt to create an account, the entered information is checked against existing records to identify any matching accounts that may exist in Nimble AMS. If a matching account(s) exists, a list is displayed with the constituent, and constituents can click to reset the password to gain access to the account. The reset password follows the standard password reset process and will require constituents to have access to the email associated with the account.

If more than ten potentially matching accounts are found, constituents can see the first ten results, and click to see the next ten results, etc. Finally, if constituents do not find a matching account in the list, they can click to create a new account using the information they have entered.

Administrators can enable/disable duplicate record checking on account creation and use a field set to specify what information is shown to constituents for each result in the list.

Additional cards cannot be added to the Matching Accounts area of the page.

If a potentially matching account is found that does not have an attached user record and constituents click to reset the password for that account, a new user record is created, attached to that account and the password reset email is sent to the account's email.

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Email and Password Verification

When constituents create a new account, the entered email address is checked to ensure that it is not already in use and the password is checked to ensure it meets the password policy requirements. If the entered email address is in use and/or the password does not meet the password policy requirements, a message displays letting them know the issue.

Find My Account Page

Find My Account allows users to find their account based on Last Name, ID field, or another unique identifier determined by staff. This is useful for organizations that have constituents that do not have email addresses and need to create a Community Hub user account by providing users with an email and password. There are several scenarios that occur based on whether or not the user has an existing account, no account, or multiple accounts with similar information.

The field set used for finding accounts must contain and require at least the Last Name field as well as a field to be used as a unique ID for the account.

Searching for an Account

Users can search for an account by accessing the Find My Account page via the login page in Community Hub.

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On the Find My Account page, they will be able to enter information into the fields displayed. They must enter information into all required fields (marked with an asterisk). If a user attempts to submit the form without the required fields populated, they will see an error. 

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Finding an Account that Already Exists (with No Community Hub User)

If a single account is found with an exact match to the information entered by the user but does not have an attached Community Hub user, the user will be able to create a new user account via the form. They will be prompted to enter their email address and a password in order to create their Community Hub User and tie it to their existing Nimble AMS account.  

Finding an Account that Already Exists (with a Community Hub User)

If a user has a Nimble AMS account and an existing Community Hub account with an email address, they will be prompted to reset their password in order to access their account.  

Finding Multiple Accounts that Already Exist

If multiple accounts are found using the information the user entered, they will be prompted to contact staff in order to create their Community Hub account. 

Welcome Page

The Login page is publicly accessible and provides a way for users to log into Community Hub using a Community Hub account or, when configured, a social account. 
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Community Hub Account

Logging In

Users can enter the email and password fro their Community Hub account to log in. When logging in using a Community Hub account, if the incorrect email or password are entered into the page, an error is displayed to the user letting them know that something is not correct.

Creating a New Account

Users can click to create a new Community Hub account if they don't have one and are taken to the Create My Account page.

Resetting a Password

Users can reset their Community Hub account password by clicking the "Forgot your password?" link. The user can then enter the email address they use to log into Community Hub, and an email with a password reset link will be sent to that email. When the user clicks the link, they are taken to Community Hub and are shown the Reset Your Password page.

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Social Sign-On

When external authentication providers are configured for Community Hub, the Social Sign On card is shown on the Login page and users can click to log into Community Hub using a social account.
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Logging in with Most Social Accounts

When users click a social account to log in for the first time, they are automatically redirected to the authentication provider and asked to enter their social account login information and approve Community Hub access to their account. Once users approve, they are brought back to Community Hub.

If users are already logged into a connected social account, they are automatically redirected to the page where they can approve Community Hub.

Checking for Matching Community Hub Accounts

When users approve Community Hub access to their social account, Nimble AMS checks to see if the email address used for the social account matches an email used in the Person Email or Other Email fields on an Account record or the Username field on a User record.

Matching Account Found

When a match is found, the experience is different depending on how Community Hub is configured:

If Social Sign On Enhanced Security is disabled (default), users are logged into the matching account which is then connected to their social account.

If Social Sign On Enhanced Security is enabled, users are not logged in and are taken to the Login page with an error letting them know there is an existing account with that email, and that they can log in using their Community Hub account and connect their social account to their Community Hub account. When users submit their Community Hub login information, they are taken to the My Login Information page.

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No Matching Account

If the email address used for the social account does not match an email used for an existing Community Hub account, a new Community Hub account is created using that email address. The new Account has Account Created Through Social Sign-On and Account Does Not Have Password selected for reporting purposes and is connected to the social account. Users are sent a welcome email and taken to the Profile Snapshot page.

In some cases, an authentication provider–such as Facebook–may provide Nimble AMS a constituent's name as one long string, like "Katie R. Rivers", rather than in separate pieces for first, middle, and last name. With situations where a constituent might have two names as their first name, or two middle names, simply trying to guess a constituent's first, middle, and last names from the long string can get dicey. So to avoid parsing someone's name incorrectly when a long string is returned by the authentication provider, Nimble AMS puts it in the Last Name field on the new individual Account. Users can update their name information on the My Profile page and staff can report on those Accounts created through social sign-on that do not have a first name.

If a user logs in with a social account that uses one email, logs out, and then logs in with another social account that uses a different email, two different Community Hub accounts are created, one for each email. It's important to monitor for duplicate accounts in the event this occurs. In this case, the accounts can be merged.

Logging in with a Twitter Account

When users click the Twitter social account to log in for the first time, they are shown a message letting them know they can log in using their Community Hub account and connect their Twitter account to their Community Hub account.

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Logging in After a Social Account is Connected

Once users have connected a social account with their Community Hub account, they can log in with that social account without having to enter their Community Hub login information.

Logged Into a Connected social account

If users are already logged into a connected social account–that is, if they want to log in with Facebook©, and are currently logged into Facebook©–when they click to log into Community Hub using that account, they are authenticated in the background and taken to the Profile Snapshot page.

Logged Out of a Connected Social Account

If users try to log into Community Hub and are not logged into a connected social account–that is, if they want to log in with Facebook©, and are not currently logged into Facebook©–they are automatically redirected to the authentication provider and asked to enter their login information and are then taken to the Profile Snapshot page.

Reset Your Password Page

The Reset Your Password page shows a field for entering a new password, and a field for retyping the new password, as well as the password strength meter to help users choose a secure password. Once users have entered the new password, they can click Submit and their password is changed.  When users with no password reset their password the Account Has No Password field on their Account record is deselected.
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The Reset Your Password page can only be accessed using the link which is emailed to users when they use the "Forgot Your Password" part of the Login page, When user are on the page, they are logged in but cannot access any other Community Hub pages until they reset their password information.

The Reset Your Password page respects the Password Policy for the Community Hub Login User.

Company Account Creation and Roster Management

Add My Company

This page is part of the classic affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

Add My Company provides a way to enter company information and billing information to create a company. When users complete the form, they can submit to be automatically affiliated to the new company as their primary affiliation and are marked as a Company Manager.

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Duplicate Record Checking and Authorized Email Domain(s)

If enabled, when a user attempts to create a company, the company name and billing zip/postal code is checked against existing records to identify any matching company accounts that may exist in Nimble AMS. If a matching account(s) exists, users see a list of companies which may be the one they are looking for. If more than 1000 results are returned in the search, the first 1000 display and a message displays at the top of the page suggesting users narrow their search results by adding additional criteria. Additionally, if more than 10 potentially matching companies are found, the first 10 results display, and users can click Next to see the next 10 results, etc. Finally, a message displays if no results are found.

The limit of 1000 records displayed is a Salesforce limit that can not be customized.

 

Matching Account without Valid Email Domain(s) Set

If a company in the list is not set up to require users to have a specific email domain to join the company, users can click to affiliate themselves with the company.

Matching Account with a Valid Email Domain(s) Set

If a company in the list is set up to require users to have an authorized email domain to join the company, users who have authorized email addresses can click to affiliate themselves with the company. If users' email addresses are not authorized, the  Add Affiliation button is disabled and a message is shown letting them know their email is not approved and that they can edit their profile to ensure they have the correct email.

No Matches Found

Finally, if a user does not find a matching company in the list, they can click to create a new company using the information they've provided and are automatically affiliated to the new company as their primary affiliation and are marked as a Company Manager.

Customizing Duplicate Record Checking

An administrator can enable/disable duplicate record checking on company addition, can configure whether exact or similar results are shown, and can use a field set to specify what information is shown to users for each result in the list.

Additional cards cannot be added to the Matching Accounts area.

View Roster Page

This page is part of the classic affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

View Roster allows users who are company managers to view people that are primarily affiliated to their company. The list of people is sorted by last name and if more than ten people are affiliated with the company, users can see the first ten results, and click to see the next ten results, etc. Users can add or remove people, and edit limited information on roster member profiles. 

Administrators can customize who can see and use this page with some point and click and some development effort. See Access to the Classic Affiliation Experience for more information.

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Add to Roster Page

This page is part of the classic affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

Add To Roster allows users to enter the information for an individual they wish to add to their company roster. When information is added, and the page submitted, a new individual Account is created and is affiliated with the company.

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Adding an Account That Already Exists

If users try to add someone to their company who already has an Account, the Account is not be created and they see a message letting them know of the duplication.

Adding an Account That Does not Have a Valid Email Domain

If users try to add someone to their company with an email that is not authorized, they see a message letting them know of that they cannot add the person because their email is not authorized and shows the authorized email domain(s).

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Customizing Add to Roster

Administrators can customize who can see and use this page with some point and click and some development effort. See the Related Link for more information.

The field set used when adding someone to the company roster must contain and require at least the Last Name and Email fields.

Edit Contact Information Page

This page is part of the classic affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

On the Edit Contact Information page, company managers can edit a limited set of information of a constituent in their company. When changes have been made, company managers can click Save to submit the changes.

Administrators can customize who can see and use this page with some point and click and some development effort. See Access to the Classic Affiliation Experience for more information.

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Remove From Company Page

This page is part of the classic affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

Remove From Roster allows company managers to remove the individual's affiliation with the company. During the process, company managers can choose from a list of reasons for removing the individual. The list of reasons for removal are created and maintained by staff. When a company manager submits the page, they are taken back to View Roster.

Administrators can customize who can see and use this page with some point and click and some development effort. See the Related Link for more information.

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Viewing and Updating Profiles

Personal Snapshot Page

The Personal Snapshot page contains several cards to provide users with a quick look at their profile information. Some cards are merely informational, and others give users different ways to interact with your association.
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Nimble AMS, Community Hub, Page, Personal Snapshot

Profile Photo

At the top of the page, constituents can view, add, or update their profile photo.

Profile photos must be in .jpg, .gif, or .png format. Profile photos must be 2 MB or less in size and we recommend a width of 200 pixels and height from 200–300 pixels.

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Nimble AMS, Community Hub, Card Type, Upload Photo, Adding an Image

Personal

The Personal card displays a snapshot of constituent's personal information.

Company

Pilot This release contains a pilot version of Community Hub Company Affiliations. Learn More.

Individuals

If individual constituents have no active affiliation with a company, the Company card displays an Add Affiliation button which constituents can click to browse to the Add Affiliation page and affiliate themselves to a company.

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Community Hub, Card Type, Company Affiliations, No Affiliations

Once they're affiliated to one or more companies, constituents can view their primary affiliation, followed by any other affiliations, or click My Affiliations to browse to the My Affiliations page to view and update their affiliations. Administrators can customize the company information that is shown for each affiliation to provide the level of detail desired by your association.

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Primary Affiliation

Community Hub, Card Type, Company Affiliations, Primary Affiliation

Multiple Affiliations

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Company Managers

The Company card also displays a Company Profilebutton next to any affiliation so company mangers can browse to the Company Snapshot page and manage that company.

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Company Classic

Part of the affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

If users are not affiliated with a company, the Company card displays a button to add constituents' company. If constituents are affiliated with a company, the Company card displays their company information.

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No Affiliated Company

Nimble AMS, Community Hub, Page, Personal Snapshot, Company Information Classic

Affiliated Company

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Membership

Individual Membership

Join

If a user is not a member, the card displays, "you are not currently a member." If staff have created active membership options allowing individuals to join, the card shows a join now button. If a user has joined as a member in the past the card displays a field set as a collection of read-only fields including whether their membership is current, the type of membership, the join and end dates for the membership. If staff have not created membership options that allow individuals to join as members, no Join button is shown.

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Renewal

Once users have joined as members, they see their membership information.

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If the feature is enabled, users see a button which takes them to renew their membership on the Join or Renew page at any time.

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If users have a cash bill with a membership renewal, they see a button which takes them to the Join or Renew page to review the renewal and add it to their cart.

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If users have an outstanding invoice with a membership renewal, they see a button which takes them to review the invoice on the Outstanding Invoice page.

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Company Membership

Join

If your organization flows down company membership benefits from the company to the affiliated individuals, when their company doesn't have a membership, the card indicates that the user is not a member and–if staff has created individual membership options that allow users to join as members–shows a button to take them to the join process. If staff have not created membership options that allow individuals to join as members, no Join button is shown.

If a user is a manager of a company that has never joined as a member, the card indicates that the user is not a member and–if staff has created active membership options that allow companies to join as members–shows a button to take them to the join process. If a user has joined as a member in the past the card displays a field set as a collection of read-only fields including whether their membership is current, the type of membership, and the join and end dates for the membership.

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Renewal

If your organization flows down company membership benefits from the company to the affiliated individuals, when their company has a membership, users, see the company membership information.

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If the feature is enabled, users who are company managers see a button which takes them to renew their membership on the Join or Renew page.

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If a user is a company manager and their company has a cash bill with a membership renewal, they see a button which takes them to the Join or Renew page to review the renewal and add it to their cart.

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If a user is a company manager and their company has an outstanding invoice with a membership renewal, they see a button which takes them to review the invoice on the Outstanding Invoice page.

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If users have a personal membership and are also the manager of a company that has a membership, the card shows information for users' personal membership and not company's membership. That said, if they have a cash bill or invoice with a personal membership renewal and their company also has a cash bill or invoice for a membership renewal, the button takes users to review and pay for their company's membership renewal, not their personal renewal.

Also, if your organization does not flow down company membership benefits from the company to the affiliated individuals, if users who don't have a personal membership and are a company manager, the card indicates that the user is not a member, but users can click to review and pay their company's membership renewal cash bill.

Programs

The affiliation experience seen on orgs where Nimble AMS Programs is installed.

If users are enrolled in one or more programs, they see a card with the name(s) and enrollment status of their program(s) on Personal Snapshot. Users can click to see additional details on their programs.

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My Profile Page

On the Edit My Profile page, constituents can edit or remove their personal information. Constituents can update information on their name and title, view, add, or update their profile photo, update their contact information (phone, email, etc.), or update their mailing and billing addresses. Finally, constituents can click the Save button to submit the changes.

Profile photos must be in .jpg, .gif, or .png format. Profile photos must be 2 MB or less in size and we recommend a width of 200 pixels and height from 200–300 pixels.

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Nimble AMS, Community Hub, Edit My Profile

Company Profile Page

This page is part of the classic affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

On the Company Profile, company managers can edit company information. The page contains information on the user's company as well as the company's mailing and billing addresses. When changes have been made, company managers can click Save to submit the changes.

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Nimble AMS, Community Hub, Page, Company Profile

Authorized Email Domain(s)

When the Authorized Email(s) card is enabled, company managers can use the Authorized Emails card to enter a comma separated list of authorized email domains. constituents with authorized emails are allowed to affiliate themselves with the company. Learn more about  Authorized Email Domains.
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Nimble AMS, Community Hub, Page, Edit Company, Authorized Email Domains