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All About Communities: A Master Help Guide

Learn all about communities and access our step-by-step project plan with every article, template and resource you'll need along the way!

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated today

Getting Started With Ivorey™ Communities

Before you steam ahead setting up your communities, here's some good-to-know information that will ensure you understand how communities work in Ivorey™, and whether a community is the right fit for your needs.

Learn the basics of communities

Ivorey™ communities are designed to replace tools like Mighty Networks, Skool, Discord, Facebook groups etc. Whilst you may be running a membership, a mastermind or a group program, - think of a "community" as an interactive space for your users to engage with each other, share content, ask questions and build connections. Once you create a community, you can provide login details for people to access the beautifully branded portal you create online too.

Ivorey™ communities can be structured to organise different topics of conversation into channels. These community areas are seamlessly integrated into your courses, eliminating the need for separate community software. You can create an integrated experience by linking relevant courses in the learning tab, some members also utilise this feature to upsell other courses. You can help members keep track of upcoming calls using the built-in events calendar, and encourage participation by using gamification tools like leaderboards and rewards.

When someone purchases a product, you can automatically grant access that will trigger an email to be sent automatically providing your new member with their login details via the community email notification settings. We have pre-made email templates ready for you inside the Ivorey™ Template Library to shortcut this process for you!

How many communities do I need?

Most Ivorey™ clients setup multiple communities, breaking them down by offer type. For example, a Coach or Course Creator could have all of these community portals:

  1. A community to host their Membership

  2. A community to host all their Group Programs

  3. A community to host all their Masterminds

  4. A free community to develop relationships and act as a lead magnet

By giving each community its own space, you can customize the branding, who gets access and take full control of each member experience. Plus your members can seamlessly navigate between different communities using the switcher feature.

How long will it take to setup my community?

Besides from loading in your actual content (e.g. pinned posts, videos, uploading files and adding events to the calendar) - each community portal will take approximately 30 minutes to fully brand and set up - including all your automated emails that will replace the system default ones inside your community email notification settings (since we have pre-made all of the templates for you!)

Which type of community should I choose?

There are three types of communities available in Ivorey™ you can choose to create a private, paid or free community.

  1. Private/Paid Communities: In these communities, users must be invited or have a paid subscription to access the linked course.

  2. Free Communities: Members automatically gain access to the linked course, regardless of whether they've paid separately for it or not.

What's the difference between a community and a course?

A course is a portal that houses all your learning material and content. A community is similar to a facebook group - its a place where you connect, collaborate and chat with your members.

Can the Ivorey™ team setup my community portal for me?

Absolutely! Our mission is to close what we've coined the 'Implementation Gap', which is why women hire us to "do it for them" every single day! Browse and book a done-for-you service right here.


A Visual Walkthrough of What Its Like Hosting Your Communities on Ivorey™


How To Setup A New Community: A Step-By-Step Guide

Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.


How To Sell or Give Access To Your Community

  • If your community is paid: We recommend selling through a Sales Funnel

  • If your community is free: We recommend promoting through an Opt-in Funnel

  • To manually grant someone access to your community: Follow these steps

  • To automate granting access to communities: Inside any workflow, you can add the action step [Grant Group Access] to automatically grant access to specific communities.


Frequently Asked Questions About Communities

Is there a limit on how many groups I can have?

There are currently no restrictions on the number of groups or the number of users within the groups that you can create in a Community. It's important to be aware that this may be subject to change.

Is there an app people can access my community from?

Yes! Please download the Kollab app (here for iPhone and here for Google) which is a free inclusion of all Ivorey™ plans. You will use the same login details as you usually do for your community. You can provide all of your members the same details to also download the Kollab app - and sign in with their own login details too.

Can I white-label my own app for courses and communities?

We are so excited to say that yes - you can! See the steps in our Create and Brand a Community guide.

How can I grant admin access for my team to manage my community?

  1. To invite someone as an admin for your community, or to make an existing member an admin, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]

  2. Click the [Login] button of your community

    1. To invite a someone who is not yet a member of your community as admin, select [Invite Members] on the right hand side of your screen > then add their Name and Email under the 'Invite via Email' section > make sure 'Give Administrative Privileges' is toggled on > before clicking [Send Invite]

    2. To make an existing member admin of your community, click on the [Members] tab > click the 3 dots of the member you want to make admin > then click [Change Role] > and select [Admin]

Can people see all my groups available to join?

Inside the settings for each community group, you'll see an option that allows you to choose between Public or Private. Private means only members can see the contents of that group, whereas public is available for anyone to see - even if they aren't a member. Just below that setting, there is another option that says "Accessible From Switcher" - toggle this ON if you want people to be able to browse all your available groups (no matter whether they are public or private). Turn it OFF if you don't want it shown.

How can I change my community's URL?

You can only modify your community URL once so it’s important to carefully check spelling before saving any changes.

How can I remove a member from my community?

To remove a member from a community:

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. On the top bar, hover over [Communities] and then select [Groups]

  3. Select the Community you would like to remove a member from

  4. Select the [Members] tab

  5. Find the member you'd like to remove and select the three dots next to their name

  6. Select [Remove Member]

How can I add links into my community?

To add links inside your Community, follow the steps outlined in our Create and Brand a Community guide.

How can I close a community that’s no longer active?

Once a community has been made inactive, members will no longer be able to post, but you, as an admin, are still able to view the community. To close a community, please refer to our Close Down A Community guide.

How does the chat feature work inside of communities?

Inside any group, select the [Chat] button on the top right and you'll see a list of your group members pop-up. Click on any member to initiate a private chat with them. If you'd like to disable the chat feature within any of your community groups, please login to your group, then go to your [Profile] in the top right, then [Account Settings] and you can toggle the chat feature on/off.

How do I link my community group to my client portal so members can access it?

Go to [Site Pages] > [Client Portal] > [Settings] > [Apps/Permissions] > in here you can toggle on or off the assets you want your clients to be able to see inside their client portal

How can I make my communities only visible to the members that have access?

To make sure your communities are only accessed by the members you have granted access to, please log into to your Community Group > click [Settings] > under the [Details] tab, scroll down to the bottom > make sure 'Private' is clicked and 'Accessible from Switcher' is toggled OFF > click [Save]

How can I manage my notifications for my community?

There are several areas you can manage your community notifications:

1. For chat features: Inside your Community, go to [Profile] in the top right, then [Account Settings], where you'll find a toggle to turn the chat feature on/off.

2. For email notifications about new comments or tags: From your dashboard go to [Courses] > [Client Portal] > [Settings] > [Email Settings] > [Communities] tab, untick the email notifications you want to turn off and click save.

3. For app notifications: Download the LeadConnector app and use your phone settings to turn notifications on/off for this app.

How can I view membership answers?

  1. From the Ivorey™ main menu, go to [Courses] > then along the top menu bar hover over [Communities] > and click [Groups]

  2. Login into your community portal > then click the [Members] tab

  3. Here you can click the [Requested] tab to view any member answers waiting to be approved, or you can click the 3 dots of the members profile card under the [Active] tab > then click [View Membership Answers]

How can I see who is attending my community event?

You can easily view who is attending your community events by referring to our Community Calendar Events guide.

Can I go live inside my community?

You can schedule events and sessions within your Ivorey communities. You can use the "Events" tab to schedule and manage sessions, including masterclasses, Q&As, and workshops. To host a session, you would create an event, add a meeting link to link out too your Zoom Room or Google Meet URL, and set it to repeat or schedule it for a specific date and time. Additionally, you can add reminders to notify your members before the event begins.

Can I manually invite people to my community?

If you don't want to send people to your sales or opt-in funnel to purchase or sign up to your community, you can directly invited them by sharing your 'group link' with them. They'll be able to see some basic info about your group, then subscribe and pay. If your group is free, they wont need to pay anything - but both options still require them to create their own account. Once they do this, they will have access the community and also be saved as a new contact inside of Ivorey™

To find the direct link for your group, login to the community and click on the [Invite Members] button > under the [Share your group link] field click on the [Copy] button to copy your group link.

You can also invite members individually by adding their Name and Email in the fields shown below.


NOTE: You can only invite someone once, so make sure you have your client portal URL set and your automated emails in place before inviting anyone to your community so all links are up to date and will direct them correctly.

How do I transfer ownership of a community?

To transfer ownership of a community, please refer to our Create and Brand a Community guide.

How can I embed a video in a community post?

To embed a video in your community post, please follow the steps in our Share Content in Communities guide.


Need Help?

Hit the support chat widget inside Ivorey - we can:

  • Drop the templates directly into your account if you can't find them

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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