How to Section

How to join the CAUBO CyberCommunity

To join the community, click on the “my account” link located on the CAUBO webpage. This will direct you to your account page in the CAUBO CyberCommunity. From your “My Account” page click on the “edit” tab. This will direct you to a webpage where you can update and edit your account information.  If you would like to join the CAUBO CyberCommunity click on the “profile” tab.  Under the “Would you like to be active in the CAUBO CyberCommunity?” heading click the “yes” button. Once you have selected “yes”, scroll down to the bottom of the webpage and click on the “save” button to update your account.  To return to your account landing page click the “view” tab.

You can also view the attached document (How_to_join_the CAUBO_CyberCommunity.pdf) for step by step instructions.

How to Opt-Out of the CAUBO Community

If you no longer wish to participate in the CAUBO CyberCommunity, visit your “My Account” page. From your “My Account” page you will be able to select whether or not you wish to be active in the CAUBO CyberCommunity. Simply click the “No” button. Once complete, remember to click on the “save” button found at the bottom of the page. 

Please note that if you opt out of the CAUBO CyberCommunity past messages and other content you have previously posted to any groups will remain, unless you specifically delete them. 

How to create a group

To create a group, simply click on the “Starting New Groups” link found under the CAUBO CyberCommunity link. A page will appear that will provide detailed information about the 3 privacy types possible (Open, Moderated or Secret). Before creating a new group, search the current list of groups for similar topics or areas of interest. If a similar group already exists, click on the “Join”  link for Open groups or on the “Request Membership” link for Moderated groups. If it does not exist, you can proceed with creating a new group. The first and most important step is to choose the privacy type of the group you wish to create (Open, Moderated or Secret) – hyperlink to this page. Remember to read each description carefully. The level of privacy accorded to a group is the responsibility of the person who creates the group (group Manager). After selecting a privacy type, you will be prompted to add a title and a short description for your group. To avoid excessive requests for membership in the group, please indicate clearly if there are restrictions on membership.  Finally, you can invite other CyberCommunity members to the group by searching by name, title, institution or region.

How to join an existing group

To join an existing group, start by searching the current list of groups for your specific area of interest.  These groups can be found under the “Group Directory” and “Starting New Groups” links. If a similar group exists, simply click on the “Join” link for Open groups or the “Request Membership” link for Moderated groups. If the group is Open, you will automatically be accepted. However, if the group is Moderated, there are restrictions on participation. A request will be sent to the group Manager who will confirm or deny your acceptance based on the criteria of the group. You should not request participation if you do not meet the criteria.  Once the group Manager has reviewed your request, you will receive a system-generated notification.

How to create a discussion within a group

Once in a group, you can participate in an existing discussion or initiate a discussion on a new topic. Remember to review the list of active discussion topics before initiating a new one.  To start a new discussion, click the “Create Discussion” link in the left hand column from the menu of a particular group.  A page will appear that will allow you to add a topic or subject and start a discussion. Once complete, simply scroll to the bottom of your screen and click on the “Save” button. Other members of your group will then be able to add comments or reply within the discussion. Remember to go back to your initial discussion often to reply to other members’ posts and engage in further discussion!

How to search for colleagues

Once logged into the community you will notice a “People Finder” link along the top navigation panel which also contains “My Account”, “My Groups”, “My Events” and “Content Tracker”. Simply click on the “People Finder” link and a search engine will appear that allows you to search for other community members.  You will be able to search based on name, title, institution and region.

How to add a resource to a group or a discussion  (resources can include documents or links)

Adding a resource, for example a document, to a discussion or to a group is simple and very similar to attaching a document to an email. Click on the “Create Resource” link in the left hand corner of the menu from within a particular group. A page will appear that will allow you to add a resource and to provide an abstract or summary. Once complete, simply scroll to the bottom of your screen and click on the “Save” button. A new post will appear under the “Resources” link in the group. You may also choose to add documents or other resources when you start a discussion under the “Discussions” link. Once you have started a discussion, simply open the “File Attachments” on the page and follow the instructions provided. Always remember what type of group you are working in (Open, Moderated or Secret). Do not share confidential documents in Open groups as documents found under these groups are accessible by all CyberCommunity members.

How to turn your email notifications off and/or on

As a CyberCommunity member you will receive email notifications each time a new post occurs in your group(s) (i.e. new discussions and new documents). You can choose to turn off these email notifications. From the “My Account” page simply click on the “edit” link and scroll down the page to the “messaging and notifications settings” section. Click on the “turn off subscriptions” link and confirm this action. Once complete, you will no longer receive any email notifications. You will also have the ability to turn your notifications back on if they have been disabled.

How to add a “tag” to a group, a discussion or a resource

Tags are used to increase returns on searching functions and help organize content for all users. For example, when you tag an item with “finance” and other users search using this key word, your item will be returned as part of the search. As you are creating a new group, discussion or uploading resources to your group, you will be prompted to tag the item using a drop down list of areas of interest. You can tag your group, discussion or resources with more than one area of interest. For example, if you are a finance related group and add a comment or document relative to CFI, you can tag the item as both finance and research. The item you have posted will only be returned if your item is Open as per the group definition. Always remember what type of group you are working in (Open, Moderated or Secret) when sharing information.