Centercode/Connect Help/User Management

What actions can a Macro automate for me?

Ben Nicholas
posted this on June 30, 2011 14:37

A Connect Macro can be used to automatically perform a task or series of tasks for a User or Users in your Project or Community. The following list describes each of these tasks and how they function. Be careful when executing a Macro on a large number of Users at once (the following includes tips on how to avoid certain problems that can occur via misuse of Macros).

Macro Actions

  • E-mail User - This will allow you to configure an E-mail Template or select from an existing User Action E-mail Template that will be sent to the affected User or Users when the Macro is executed. For example, if you execute this Macro for 5 of your Users, they will each receive a copy of the E-mail Template assigned to the Macro.
  • E-mail Additional User(s) - This option will allow you to configure an E-mail Template or select from an existing User Action E-mail Template that will be sent to any additional e-mail addresses provided in the field. Additional e-mail addresses should be entered in comma delimited format. Important Note - Each execution of the Macro will send the provided E-mail Template to each additional e-mail address provided (so if you execute the Macro for 5 Users, each additional e-mail address will receive 5 copies of the e-mail, 1 for each execution). Be very careful in how you use this to avoid spamming your users!
  • E-mail Team - This option will allow you to configure an E-mail Template or select from an existing User Action E-mail Template that will be sent to every User on a specific Community or Project Team for each execution of the Macro. Important Note - Each execution of the Macro will send the E-mail Template provided to each member of the selected Team (so if you execute the Macro for 5 Users, each member of the selected Team will receive 5 copies of the e-mail, 1 for each execution). Be very careful in how you use this to avoid spamming your users!
  • Add User Rank - This option will allow you to automatically add a ranking to User Accounts within the Project or Community (by selecting the desired Scope and Rating). The selected rank will be applied to any User account that the Macro is executed for. For example, if the Macro is executed for 5 Users, each User will have the selected Rank applied to their account 1 time.
  • Add User Comment - This option will allow you to automatically add a comment to User Accounts within the Project or Community (by selecting the desired Scope and comment). The selected comment will be applied to any User account that the Macro is executed for. For example, if the Macro is executed for 5 Users, each User will have the selected comment applied to their account 1 time.
  • Adjust User Teams - This option will cause the Macro to add a User to a Team, remove a User from a Team, or both. For example, if the Macro is executed for 5 Users, each of those Users will be added to the selected Team (if not already on that Team) and/or removed from the selected Team (if previously a member of the Team). This can be particularly useful for moving a group of Users from an Applicant Team to a Tester/Participant Team.
  • Remove User - This option will remove the User account or accounts that it is executed on from the applicable level of the site (either Community or a specific Project). You will need to type I AGREE (case sensitive) in order to create this Macro, as it has the potential to be very destructive if used improperly. Important Note - This Macro will remove every User account from the respective scope (Project or Community) that it is executed on. Be very careful when using this function.
 
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