In this article, we explore how you sign in and set up your user profile.
If you prefer you can watch this in the following video:
The first thing to mention is that with the new Mautic Community Portal, you can use your existing forum username and password. So if you click on this button here, it will open up the dialog to allow you to log in with your Mautic Community Forum login.
If you don't yet have a login, it will allow you to create one, and you will then be able to use those credentials on the forum as well.
If you can't remember your password you can use the option to send a password reset request.
The first time you log in - and any time thereafter when there have been substantial changes to the terms and conditions - you will be asked to accept them before you proceed. To do this, review the terms and conditions and, at the bottom of the page, click 'I agree with these terms'. You cannot continue using the platform if you refuse the terms, and a popup will give you the option to delete your account if you wish.
We also use certain cookies on the website which you can choose to accept or reject on the cookie popup. It is important to understand that certain features such as embedded note taking will not work if you do not accept the relevant cookies. You will be prompted if you come across resources like this, to review and update your settings to use that feature if your current setting restricts it.
At the top of the page, you'll notice that there are different languages available if you prefer. select the language you wish to use and the interface will change into that language. It's worth noting that some aspects of the website may not be fully translated because they are community created, and as a result may only be available in the language they were originally created in. If you would like to help us with translating more of the content please let us know in #community on Slack!
Once you are logged in you will be presented with the option to claim a Mautic membership.
We have a membership option for the Mautic community. You can become an individual member for $100 a year or a pro rated amount based on where you are registered for tax purposes, and you can become a company member. Read more about the membership program here.
If you are already a member of Mautic, you can select this option to match up your membership with your account on the community portal. this will allow you to participate in votes, access and engage in the general assembly, create proposals and so forth.
You can watch more about claiming your membership status in this short video:
We maintain a list of who is actually an active member at this point in time and we synchronize that list on a weekly basis.
If you're a member and you're not able to claim your membership as you would expect, please drop us a message on Slack in the community channel, because it might be that the email address you used when you paid on Open Collective doesn't actually match the email address that you use on the community portal.
We can make some manual tweaks to make that work, so just drop us a message.
Check the dropdown menu item underneath your name. This allows you to customize your account, your public profile, and also see notifications and direct messages.
Let's start off with My account. So this is where you can configure your avatar that others will see in the portal whenever you engage here. You can configure your email address and all of your details and which locale you prefer to browse the website using.
The notification settings is important. This allows you to actually control what you get notified about within the community and how frequently.
You can select or deselect the things that you would like to be notified about. You can choose if you get a daily summary email, a weekly summary email, real time or no updates by email. Daily or weekly would be a good option.
Updates is a bit like a newsletter feature. The community may send an update every now and then by email. If you want to receive those, then you can check that here.
Do you want to allow anyone to send you a direct message? This allows anyone to send you a direct message on this platform, even if you don't follow them.
Uncheck the option if you only want people that you follow to send you a direct message.
This allows you to decide what topics you'd like to see in your timeline. It's recommended to leave them all selected and if it becomes too noisy you can turn them off in the future.
The My Data section allows you to download all the information that we hold on you in this system, and to delete your account.
Under My Public Profile in the top user menu, this is what your profile looks like to the public.
This shows all of the ways in which you have engaged across the portal by time, with a dropdown filter that allows you to only show certain types of activity. This section is not visible to any other user than the logged in user themselves, because it can also contain items that should be visible only to that participant.
Activity is showing the activity that you have been involved in. This might include endorsing or supporting proposals, commenting and creating resources, and so forth. Again it is filterable by type, but this shows on your public profile and other people can see it.
For those of you who like gamification, there are lots of badges available. Each badge explains how you can earn the badge, and there's different levels as well. So have fun engaging in the platform and earning those levels!
The follows tab shows the resources and individuals that you follow. Following a participant or a group means that you will receive notifications about the activity done by those participants or groups on the platform. depending on settings you may also need to follow someone in order to direct message them.
The followers tab shows A list of participants and groups which follow your user account.
The group section contains all the groups that you belong to. More information on groups can be found in another article.
When viewing a profile in the front end, you will notice that there are some fields on the left hand side underneath the avatar. Here's what they mean.
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