Composr Tutorial: Composr member system

Members are key to most participative or eCommerce websites. If you are using Composr's own forum, Conversr, then you will also be using Composr's own member system. If you are using a third-party forum, you will be using the member system from that, and you will need to consult its own documentation.

This tutorial explains aspects of the Conversr member system.

Default accounts after installation

When installing Composr, there will be two members provided by default:

1. admin (or whatever you changed it to during installation)
2. test

The test username is intended for testing permissions for non-administrators, which is a very important task, as it is easy to make mistakes during configuration. Information about testing permissions is available in the Access control and privileges tutorial ("Testing access and privileges").

There will also be a virtual member ID called the System (Guest). This is used for system functionality such as forum posts by the system, points ledger transactions involving the site (system), and e-mails or notifications from the system. This cannot be used like you would a member account.

Usernames and display names

Composr supports both usernames and display names. By default they are the same thing, but there's a "Display name generator" configuration option (Admin Zone > Setup > Configuration > User/usergroup options > Usernames and passwords) that lets you generate display names from Custom Profile Fields (such as by combining the first name and last name).

Display names are useful for large social-networking style sites, where you want normal human names, but can't rely on those being unique.

Joining

There are a number of ways a member might join an Conversr website. Note that on non-Conversr websites it is the responsibility of the third-party forum to handle the joining (aka registration) process.

Regular mechanism

Joining a Composr powered site

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Users that were not created during installation will need to join your site before they may login, and by default, to actually access most of the website. This is made very easy, with join links placed in various positions, such as (by default) the front page, and the forum-view.

To join, users will have to agree to your rules, which are actually the same as those defined in your :_rules Comcode page. In other words, to edit your rules, you need to edit this page. Once the rules are agreed to, they get a form to fill in with various details; for information on how to require additional details at joining, see the Advanced Composr member system tutorial.

The form includes, if enabled in the configuration, a security image (CAPTCHA) that they must enter a numeric code from. There is also an audio equivalent to the image. Users with special needs might have difficulty with CAPTCHA: therefore you may, on occasion, need to add a member manually from the Admin Zone, and give them the details personally. The purpose of CAPTCHA is to prevent 'bots' (computer programs usually designed to wreak some form of havoc) from joining your site and abusing it.

There are a number of constraints on how fields may be filled in, and some of these are configurable from the main Admin Zone Configuration. For example, special characters are not allowed in usernames, and by default, any e-mail address may only be used for one account.

Once the form is filled in successfully, an e-mail will be sent to the given e-mail address containing a link to activate the account, assuming the "Confirmation of member e-mail addresses" configuration option (Admin Zone > Setup > Configuration > User/usergroup options > Joining) has not been disabled. The purpose of this is to ensure that they are giving a real working e-mail address, and hence are contactable. If the e-mail never arrives for any joining user, the most likely situation is a fault with e-mail sending on the server: it is essential that Composr is connected to a working e-mail server, either by directly residing on it, or by setting up SMTP settings in the main Admin Zone Configuration (see the Understanding and configuring e-mail tutorial). Joining users must be patient for a few minutes, as e-mails can sometimes take a while to arrive.

Recommendation and Invites

Sending out a recommendation

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The recommendation module (:recommend page-link, About > Recommend site on the default menus) performs two functions:

1. General recommendation, sending out e-mails from people recommending your website
2. Invites, if joining is restricted

General recommendation is very straight-forward. Composr provides the ability to upload contact lists, from various e-mail software, so you can recommend to many people at once. Members may customise the message sent out when their recommendation is made.

Invites

If you enable invites (the "Invites enabled" configuration option), new members may only join if they have received an invite by an existing member.

You can enable "Invites" in the configuration (the "Invites enabled" configuration option) if you do not want members to be able to join in the usual way, and instead only allow them to join if they receive an invitation from an existing member.
This process works as follows:

• An existing member goes to the recommend module to refer another member to the website (make sure you put a link to this somewhere on your menus so they can find it).
• That member will choose to make the recommendation as an invite.
• That member will put in the e-mail address of the person being invited.
• Composr will send out an invitation e-mail.
• The person being invited will be given a link to join and instructed to input the e-mail address they were invited to. An invite will only work if the invited user signs up using the exact same e-mail address that an invitation was sent to.
• Assuming the person inputted the invited e-mail address, the invite will be successful.

Members have a limited number of invites to use, determined by the "Invites per-day" configuration option. Other than this, there are no controls or restrictions on invitation – it is fully automated.

There is no direct way to request an invitation. Someone must know someone who is already a member to get one. If admins wish to hand out invitations, they have unlimited to give. Of course, admins may also set up new members manually. Invitation-request could therefore be implemented manually, via a contact form.

Pre-joining members (manually adding members)

Profiles

The member directory, where profiles may be accessed from

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In Composr, the term 'profile' is used almost as a synonym for 'account'. Each member has a profile, which stores the settings for their account. There are countless areas in Composr that link to view a member profile, generally where a username is displayed in some form of context (for example, as the user who made a shout-box comment).

An alternative way to view a member profile is to select/search using the member directory.
The directory is provided by the members module (site:members page-link, Social > Member directory on the default menus).

Member profiles contain information on the member, including:

• Statistics: Posts, Points, last submission time, and most active forum
• Their photo
• Their time
• Their online status
• Custom Profile Fields
• Their IP address when they joined (only viewable by those with privileges)
• Their date of birth
• Whether they are banned
• Their join date
• Their primary usergroup
• The most recent web browser they have used (only viewable by those with privileges, and only if the stats addon is installed with data having been collected)

Viewing a member profile

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Member profiles contain many links to other Composr pages that relate to that member, with additional links presented to staff and the member themselves. As Composr can be a very user-centric system, there are a lot of links presented here and this makes member profile screens a very convenient convergence of features.
Links include:

• Member blog and blog archive, if they have a blog
• Personal galleries the member has
• E-mailing them, if they allow it
• Points profile
• Starting a Private Topic
• Author profile
• Authored/submitted search
• Warning creation
• Post history
• Investigation
• Account
• Personal Calendar view
• Edit links for account features
• Buildr profile, if the Buildr addon is installed and they have used it

Member observation

Viewing the list of online members

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Online members are shown at the bottom of social screens, via the default placement of the main_bottom_bar block.

You can also go directly to the users_online module (site:users_online page-link, Social > Users online on the default menus).

There is also a side block you can use, side_users_online that shows:

• a list of online users
• how many guests are online
• the newest member
• member birthdays, unless the "Enable birthdays" configuration option (Admin Zone > Setup > Configuration > User/usergroup options > Members) is disabled

Member birthdays are also shown on forum-view screens. Note that birthdays for members who have chosen to reveal their age will include the display of their age.

Editing the Account

Editing your/a member profile

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To edit a member's account, go to their profile, and go to the 'Edit' tab. There are various sub-tabs for controlling member settings.
Of course a member can only edit their account, unless they have special privileges to edit the accounts of others.

As a security feature, members are e-mailed from the system whenever their username, e-mail address (sent to their old address with an additional vague e-mail also sent to the new one), password, or phone number is changed. The e-mail explains what was changed and who changed it (for security, a new password is not specified, and a new e-mail address and phone number are partially masked). This allows members to assess the security of their account and report to the site staff should they believe their account was compromised. Edits of usernames, passwords, e-mail addresses, or phone numbers are also logged in the Action Log, and staff are notified.

Edit profile

Profile settings, mainly Custom Profile Fields, may be edited on the edit profile sub-tab.

Edit settings

The 'edit settings' sub-tab allows you to edit most details associated with an account, including options and what would literally be called 'profile'.
Staff see much more to edit than ordinary members, including all the hidden custom fields that Composr uses to keep track of point and staff details.

When editing the default accounts, you will need to specify e-mail addresses before it will allow you to complete the edit. The reason for this is that e-mail addresses are basically required for all accounts, but could not be provided by the installer.

Interesting editable fields for profiles include:

• changing the account password. If the password fields are left blank, the password is not changed
• changing primary usergroup. Obviously the member can not do this themselves
• changing the validation status of the account. There is an option for staff to require in the 'Forum options' of the main Admin Zone Configuration to set new members as not validated upon joining, to require staff validation before they may login; this can be used to perform this validation, or reverse it
• banning of the member. Note that Composr will not let you ban yourself, for obvious reasons

It is common for websites to impose restrictions and rules with regard to signatures, as long or complex can be an annoying distraction from the flow of reading forum posts, and a 'bandwidth hog'. Members may decide not to view other members' signatures by editing their profile to preclude their display.

Edit avatar

Editing your/a member avatar

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In computer parlance, an avatar is a representation of self. On the Internet, this is almost always a square image showing a picture that is, preferably, unique to that person. Avatars are displayed on profile screens, and next to forum posts.

Composr provides two sets of default avatars for inartistic/uninspired members to choose from (or possibly, if they just love our default avatars!). However, members may also upload their own avatars, or link to an avatar elsewhere.

If there is a theme image with the name cns_default_avatars/default then this will be used as the default avatar a member gets when the join, otherwise default avatars will be picked randomly.

Avatar size is limited by the maximum size determined by any of their usergroups. 80×80 pixels is the size Composr uses by default.

If you don't want the avatar feature (many modern sites prefer to keep just photos), you can uninstall the cns_member_avatars addon. This will make member photos show where avatars normally would. Don't get confused with addon naming – cns_avatars contains default avatar choices, but cns_member_avatars contains the functionality itself. If you just remove cns_avatars you'll probably end up with users with broken avatar images.

Adding avatars

Our default avatars may not be appropriate for some sites, but you may add or remove them.

This can be done in two ways:

1. Using the Admin Zone, the theme image editing screen
2. Manually managing files, FTP / Hosting File manager

To actual get rid of the existing default avatars you will need to remove the addons that they are bundled with:

1. cns_avatars
2. cns_cartoon_avatars
3. cns_thematic_avatars

There are two ways to create a new avatars. Avatars are just theme images in Composr, stored in a particular folder. We typically add them to the default theme so that all themes can have them (automatic inheritance).

Using the theme image editing screen (slow, tedious - but no extra tools needed)

1. Go to Admin Zone > Style > Themes > Edit Theme Images (on the default theme)
2. Click the "Add Theme Image" button (at the bottom)
3. In the "Codename" field, put cns_default_avatars/new_set/example (substituting "new_set" with the name for your set, and "example" with the name of the avatar, usually the filename without the file extension, e.g. "example.png" would be "example").
4. Browse for the "Image" file to upload.
5. Click the "Add theme image" button.

Using FTP / Hosting File manager (quick)

1. Log in to FTP / your Hosting File manager
2. Browse to themes/default/images_custom
3. Create an cns_default_avatars folder if it doesn't already exist
4. Go into the above folder
5. Create a folder with the name of your new avatar set. Only use alphanumeric characters, no spaces.
6. Go into the above folder
7. Upload all your avatar image files to here. Use filenames with alphanumeric characters, no spaces.

That's it, the new avatar set will be visible immediately.

Default avatars

You have 3 options when it comes to assigning default avatars to members.

1. Design solution. In any template that uses an avatar, put in code to display a theme image of your choice when there is no avatar to display. I don't really recommend this unless you are very comfortable doing lots of template editing.
2. Configured default. You can add a default. Add a cns_default_avatars/default theme image.
3. Randomisation solution. By enabling the "Assign random avatars" configuration option.

Edit title

Editing your/a member title

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If members are in a usergroup with the 'May choose a custom title' privilege, they may give themselves a personal title. This overrides the title of their primary usergroup for the member.

Titles are displayed alongside forum posts, in the section that is accessed by 'hovering over' their username.

Deleting a member

If members are in a usergroup with the 'Delete own member account' privilege, they may delete themselves. This is provided for those members concerned about privacy or spam, who prefer not to leave old accounts around. You may choose to disallow privileges because often members will quickly return after 'getting over' some 'event' that caused them to 'leave', and cause administrative trouble when they start demanding control over their old content, as well as their old points.

If an account needs deleting due to duplication, there's a merge feature (Admin Zone > Security > Members > Merge members) to merge accounts which you may wish to use instead. That feature will reassign content from one account to the other.

There is also an admin feature that allows you to delete 'lurkers' (the definition of lurker is up to you, as the feature is quite flexible). You can access this feature from Admin Zone > Tools > Delete Lurkers.

If an admin account is deleted you may wish to add that account's username to the "Restricted usernames" configuration option (Admin Zone > Setup > Configuration > User/usergroup options > Usernames and passwords) to prevent someone else re-registering the username.

When an account is deleted, the e-mail address on record for the account is e-mailed informing them their account was deleted and by whom. The deletion is also logged and sent as a notification to staff.

Privacy

Privacy allows you to specify what Custom Profile Fields will be visible to whom. It is controlled via the "Member privacy controls" configuration option.

If the "Extended privacy option control" configuration option (Admin Zone > Setup > Configuration > Privacy / legal compliance options > Members) is enabled then it can be set in low-level detail. Otherwise it works via simple access levels for each field.

Usergroups

Usergroups (and clubs) are covered in the Tools for subsites and subcommunities tutorial.

Last visit dates

The forum shows the viewing user's last visit and the number of topics/posts since that last visit. Logging in/out triggers a new visit to count (also reopening the browser would).

It works as follows:
Essentially member profiles contain a last request date (in the database), which is maintained as you browse through the site. If you login, or open the browser, it copies that into a cookie that's value persists until you login again or reopen the browser. The cookie is the reference point which is used as the last visit date.

See also

• Advanced Composr member system
• Access control and privileges
• Legal and social responsibilities
• Correspondence between members
• Tools for subsites and subcommunities
• People in their roles
• Using IP addresses to trace users
• Dealing with annoying users
• Integrating Composr into a corporate network via LDAP
• Integrating Composr into a network via HTTP authentication
• Notifications
• Anti-spam settings

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