Administration Quickstart Guide

Roundtable allows different users to have different permissions in the platform. As an administrator or space manager, you have additional permissions and information available to you. This article gives you a quick look into maximizing the admin features available to you.

There are more in depth guides on admin features here. You can contact us directly with questions at support@civicroundtable.com

This Quickstart guide includes:

  1. Permissions At a Glance
  2. Space Manager Permissions
  3. Space Maintenance
  4. Analytics

  1. Permissions At a Glance

Capability

All Users

Space Managers

Content Creation

Create posts, create polls, upload resources, and create events.

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Content Interaction

Comment on posts, react to content, download resources, download event invitations and sync your calendar.

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Direct Messaging

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Invite colleagues to join a space

✅  

(A space manager will have to approve their entry.)

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Create & host Roundtable Video meetings

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Space Configuration

Edit a space name, description, logo and configure additional security & integration settings.

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Member Access

Add, approve, and remove members.

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Moderate Content

Hide, edit, and delete posts. Edit and delete resources and events. Delete comments. Manage space tags. 

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Curate Content

Add quick links, select featured resources, create collections in the resource library. 

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Send announcements (email/SMS)

Share temporary time-sensitive updates that are prominently visible. 

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View space analytics

Gain insights on how members are using your Roundtable space, content, resources, etc. 

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  1. Space Manager Permissions

Space Managers have all the same capabilities as regular members—plus a set of administrative and moderation tools that give them control over how the space is organized, managed, and maintained.


Space Configuration: Space Managers can customize spaces to fit their work.

  • Edit the space name, description, and logo
  • Configure additional space security and integration settings
    • For Example: 2 Factor Authentication, Connections to other workspaces

Member Management: Managers have full control over access and membership. They can:

  • Add, approve, and remove members
    • Regular users can invite members to the space. Space Managers have to approve their entry.
  • Share unique invite links
  • Bulk invite multiple members at once

Content Moderation: To ensure a positive and organized environment, managers can moderate content posted in a space.

  • Hide, edit, or delete posts
  • Edit or delete resources and events
  • Delete comments
  • Manage space tags for better content organization

Content Curation: Space Managers can shape what content is pushed out to members.

  • Featuring “Quick Links” on the feed
  • Highlighting key resources and collections in the resource library
  • Pinning posts in the Feed

Announcements & Updates: Managers can send announcements. These are temporary, time-sensitive updates that appear prominently and can also be delivered via email or SMS.

  1. Space Maintenance

As a space manager you have access to tools that help you maintain your space. Use the Admin tab of a space to use these features. 

Members:

  • Manage who is in your space
  • Review requests to access the space
  • See people you've invited to the space who have not yet accepted
    • You can re-invite or revoke invitations!

Announcements:

  • Track the announcements currently posted in your space
  • Write your own announcement to add

Organizations:

  • See the organizations in your space

Quick links:

  • Update quick links for your spaces
  • Arrange the order of quick links

General:

  • Manage your space name
  • Update space description
  • Add your space logo & cover photo
  • Turn on welcome posts

Security:

  • Enable two-factor authentication (2FA)
  • Change space visibility

Integrations:

  • Turn on Slack integration
  • Enable Reply-to-email
    • When enabled, members can directly reply to new post and new comment email notifications to create a new comment on the post.
  • Share Email Forwarding  
    • Members can send email addresses to the address given and a new post will be created in the space. Any attachments will be uploaded as resources on the post. Replies to the email will create new comments on that post.

Tags:

  • See existing tags
  • Make new tags
  • Delete tags

  1. Analytics

The Analytics Dashboard helps Space Managers/Admins understand how members are engaging with the Roundtable spaces they manage. 

When you click on, the "Analytics" option on your admin bar, you'll be taken to this dashboard:

Under each tab you can access to insights on:

Discussions

Members

Resources
  • Discussion post data
  • Posts, post author, post reaction, comments, and the number of views a post has
  • Space size and growth
  • The different organizations in your space
  • Where your space members are located
  • Members self-identified skills, interests, and jurisdiction sizes
  • Overview of resource usage and access
  • Views, downloads, authors of resource

Announcements

Video Meetings

Engagement
  • All announcements in your space
  • Statistics on announcement engagement
  • All meetings hosted using Roundtable video
  • The way your users engage in spaces
  • Activity scores
  • The type of engagement your members prefer

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