Classifications Setup Guide

The classifications feature is a community-wide tag on a user that allows you to distinguish between various types of people on your campus, such as students, alumni, faculty, staff, and more. Furthermore, these tags allow you to display content that is specific to each of the classifications you define, making the Community Home tailored to each user. This article acts a startup guide if you are interested in implementing classifications in your community. 

Creating Classifications

Community administrators have complete control over how users are tagged. You can assign users multiple classifications or none at all. Classifications are only visible to umbrella and community administrators. They are not visible to users.

To begin, select the Admin dropdown in the top right of your screen, choose the community option then select the Users tab. At the top of the user list is a dropdown titled Classifications. Click this to view existing classifications. There is an additional option at the bottom of the dropdown labeled Manage Classifications. Use this to create new classifications and alter existing ones.

A common use of classifications is to tag users by undergraduate, graduate, or alumni. Another common classification is to tag users by the campus they attend (i.e. east campus, west campus, or online).

Add Content Sources for Classifications

Classifications allow you to tailor content to specific groups of users on the Community Home. After you’ve defined your classifications, determine what each classification should see. To begin, select the Admin dropdown in the top right of your screen, select the community option, then choose the Settings tab. There are four sections that allow you to display content based on classification: Bookmarks, Events, Feed, and Featured Portals. You’ll find each of these options on the left side of the page.

Adding specific classifications works the same for each section. As an example, let's take a look at Events. Imagine you have a community used by undergraduates, graduates, and alumni. There are a lot of events made specifically for each group and there isn’t a need for a undergraduate students to see graduate and alumni events, for example. These extra events clutter their calendar and make it difficult to find the events they actually care about. With classifications, you can opt to display undergraduate events only to users that are classified as such.

To do this, go to the Events tab within your community settings. Search for the portal where you’ll be creating undergraduate specific events and add it to the list. Next, click the edit icon, choose Selected Classifications, and choose the undergraduate classification. This will ensure that only users tagged with the undergraduate classification will see events from the undergraduate portal. Repeat this process for the other classifications to create a Community Home tailored to your users.

Tag Users with Classifications

The last step in setting up classifications is tagging users. There are severals ways to do this and each of the methods are described in detail below.

Method Description
Manual Manually assigning classifications for all the users in your community would be a daunting task and for this reason, it's not recommended. Rather, the manual option is always available if you would like to check or change the classifications for a particular user. You can do this if you select the Admin dropdown in the top right of your screen, choose the community option, select Users along the toolbar, locate a specific user, click on their profile picture, then click the Manage option next to their classifications.
Import This is the most widely used method of assigning classifications. Every community is provided the option to import user data several times a year. The import template includes a column for classifications. Contact your Campus Consultant for any questions about this process.
API If your community has purchased this add-on feature, your IT department can set up a script to apply user classifications. These calls can be used to create, retrieve, update, and delete classifications for the users in your community. See our API documentation for more information. Contact your Campus Consultant to inquire about the API. 
Single-Sign On Our development team is ready to work with your IT department in order to pass classifications through a single-sign on system. Currently, OrgSync integrates with CAS, SAML, & Shibboleth. Contact your Campus Consultant for more information about this option.
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