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Atthelowestlevelofacompanypyramidstructure(forexample,Level3intheabovefigure),thesystem
automaticallyaddstheTeamandParticipantslevels.Inthefigure,TeambecomesLevel4andParticipants
becomesLevel5.Eachtimeyouaddanewlevel,theTeamandParticipantslevelsareautomaticallyupdated.
TeamGroupsinaCompanyPyramid
Teamgroupsinacompanypyramidstructureenableyoutomoreeffectivelymanageyoureventteams.Create
asmanyteamgroupsasneeded(seeexamplefigurebelow)foraneventgrouptoaccuratelyreflecttheevent
teamstructureforyourorganization.
CreateteamgroupsattheeventgrouplevelinManageEventGroups.Whenyoucreateateamgroupforan
eventgroup,itappearsintheNewTeamwindowwhenyoumanagethecompanypyramidstructureusingEvent
Adminforthespecificevent.
} SetupacompanyorpyramidstructureinaThoneventsite
Usethisproceduretocreateahierarchicalstructureforregistration.Settingupacompany/pyramidstructure
enablesyoutocreategroupsthatcontainteams.Forexample,youcancreateagroupnamedCompanyABC,
andwithinthatgroupcreateteamssuchasProductManagement, HumanResources,ITDepartment,andso
on.
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Prerequisites
l
None
Starting
point:
YouareloggedintoSphere.
Step1:Createaneventgroup
1.
SelectControl>Administration>OrganizationSetup>ManageEventGroup.
2.
IntheManageEventGroupspage,selectEventGroupsandthenclickAction.
Note:FortheActionbuttontobeavailable,youraccountmustnotbeachildaccount.
3.
SelectNewEventGroup.
4.
IntheNewInitiativeGrouppop-upwindow,performthefollowingsteps:
a.
ForName,enteranamefortheeventgroup.
b.
ForType,selectKinteraThon.
c.
ClickSubmit.
d.
VerifythattheneweventgroupisaddedtotheEventGroupslist.
e.
Createapyramid/companystructureasdescribedbelow.
Step2:Createapyramid/companystructure
1.
IntheManageEventGroupspage,selecttheeventgroupandthenclickAction.
2.
SelectNewPyramidStructure.
3.
Intheresultingpop-upwindow,performthefollowingsteps:
a.
ForNewLevel,enterthelevel’sname(forexample,Company)andthenclickAdd.
b.
Addasmanypyramidlevelsasyouneed.
Note:UseUporDowntorearrangetheorderthelevelsappearinthelist.Also,thebottompartof
thewindowshowsthedefaultlevelscreatedautomatically.
c.
ClickSubmit.TheManageEventGroupspageshowsthepyramid/companystructureyouhave
created.
4.
Createteamgroupsasdescribedbelow.
Step3:Createteamgroups
1.
IntheManageEventGroupspage,selecttheeventandthenclickAction.
2.
SelectAdd/EditTeamGroups.
3.
IntheNewTeamGrouppop-upwindow,performthefollowingsteps:
a.
ForNewTeamGroup,enterthenameoftheteamgroupandthenclickAdd(forexample,Eastern
Division).
b.
Addasmanyteamgroupsasyouneed.
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Note:Ifyouwanttodeleteagroup,selectitandthenclickDelete.Ifyouwanttomodifythe
informationyouenterforagroup,clickwhereyouwanttomakechanges,andthenmakethe
change.
4.
ClickSubmit.
5.
CreateaThoneventasdescribedbelow.
Step4:CreateaThoneventsiteandassociateitwiththeeventgroup
Note:WhenyousetuptheCompleteInitiativeInformationpagewhencreatingtheThoneventsite,after
selectingtheFundbesuretoselecttheeventgroupintheEventGroupfieldtoassociatethesitewiththeevent
group.Thisisaveryimportantstepincreatingacompanypyramid/structure.
1.
PerformSteps1and2inCreate
a
basic
Thon
event
site
.
2.
Whendone,createacommitteeasdescribedbelow.
Step5:Createacommittee
1.
SelectCommunities>SpecialEvents>FriendsAskingFriends>KinteraThon.
2.
Highlighttheevent’snameandthenselectEventAdmin.TheEventAdminpageappears.
3.
ForEventPlanning,clickSetupandManageEventCommittees.
4.
IntheAllCommitteespage,clickNewCommittee.
5.
IntheNewCommitteepop-upwindow,performthefollowingsteps:
a.
ForCommitteeName,enteranameforthecommittee.Ifyoudonothaveacommittee,entera
genericnamesuchasGeneralCommittee.
b.
SelecttheExecutiveCommitteecheckboxifyouwanttodifferentiatebetweenmultiple
committees.CheckthisboxonlyifthiscommitteeistheExecutive.
c.
ClickSubmit.
6.
VerifythatthenewcommitteeisaddedtotheAllCommitteespage.
7.
ClicktheradiobuttonfornewcommitteeandthenclickShowRoles.
8.
IntheRolespage,clickNewRole.
9.
SelectthecheckboxtochooserolesforthecommitteemembersandthenclickSubmit.
Note:Iftheroleyouwanttoassignisnotinthelist,clickNewRoletocreateone.
10.
VerifythatthenewroleisaddedtotheRolespage.
11.
Addmemberstorolesbycreatingcommitteemembersasdescribedbelow.
Step6:Createacommitteemember
1.
IntheRolespage,clicktheradiobuttonfortheroleandthenclickShowMembers.
Note:IftheRolespageisnotcurrentlydisplayed,selectCommunities>SpecialEvents>FriendsAsking
Friends>KinteraThon.Highlighttheevent’snameandclickEventAdmin.IntheEventAdminpage,
clickSetupandManageEventCommittees.IntheAllCommitteespage,clicktheradiobuttonforthe
committeename,andthenclickShowRoles.
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2.
IntheMemberspage,clickNewMember.
3.
IntheAllIndividualsContactswindow,clickNewMemberorsearchforanexistingindividualtoaddto
thecommittee.
4.
IntheNewCommitteeMemberpage,completetherequiredfieldstoaddthecommitteemembertothe
databaseandtoassignthememberacommitteerole.
5.
ClickSubmit.
6.
VerifythatthememberisaddedtotheMemberslist.
7.
Enterdataintothepyramid/companystructureasdescribedbelow.
Step7:Enterdataintothepyramid/companystructure
1.
ClickEventAdminintheBreadcrumb
.
2.
IntheEventAdminpagefortheevent,clickManageCompanyPyramidlistedunderRecruitment.
Note:IftheEventAdminpageisnotcurrentlydisplayed,selectCommunities>SpecialEvents>Friends
AskingFriends>KinteraThon.Then,highlighttheevent’snameandclickEventAdmin.
3.
IntheCompanyPyramidpage,highlightNewandthenselectthefirstpyramid/companystructureyou
created.
4.
Intheresultingpage,clickNew.
5.
Completeallrequiredfieldsinthecompany/pyramidpageasfollows:
a.
ForNametoappearonwebsite,enterthenameyouwantsitevisitorstoseewhentheyvisitthe
eventsite.Forexample,ifacompanyisthetoplevelofyourpyramidyouwouldaddthe
company’sname.
b.
ForOwner,selectthecommitteememberyoucreatedinstep6.Theownerdoesnotappearonthe
Website.
c.
ClickCompanytoopentheSearchCompanypagesothatyoucansearchforthecompany,or
createit.
Note:Whenyouselectthecompany,itsnameandSupporterIDwillbeaddedtotheappropriate
fields.
d.
InLeaderInformation,completetherequiredfieldsfortheteam’sleader.Thisinformationwill
appearontheWebsite’sgrouppage.ForCompany,youwillbepromptedtoselectanexisting
companyfromthedatabaseorcreateanewonetoassociateasthecompany'sleader.
e.
SelecttheWouldyouliketosendthisindividualaregistrationemail…checkboxifyouwantto
sendaregistrationconfirmationE-mailtothegroupleader.Youwillneedtoentertherecipient’sE-
mailaddress.Usethisoptiontopreventduplicatecompanyleaderregistrations.TheE-mail
informationyouprovidehereisimportant.Ifthegroupleaderforgetsthisinformationinthe
future,youcanresendit.
f.
SelecttheWouldyouliketosetupateamforthisleader?checkboxifyouwanttosetupateam
thatwillbeorganizedundertheteamleader.Usethisoptiontoassociatemultiplerolesforthe
companyleaderwithoneSupporterID.
Note:Ifyouselectanyoftheseoptions,aconfirmationE-mailwillbesenttothenewcompany
leaderanditwillincludeausernameandpasswordforthecompanyleadertousetoaccesstheir
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Headquarters(HQ)page.If,inthefuture,thecompanyleaderforgetsthisusernameand
passwordinformation,youcanalwaysaccessandresendit.
g.
ClickSubmit.
Thenewcompany/levelappearsinthepyramid.Clickthecompanylevelanddetailsforthe
companypyramidwillbedisplayedintherightpaneofthepage.Clicktherightarrownexttothe
lastname(forexample,Leader)toviewtheusernameandpasswordinformationsenttotheleader.
Ifyouneedtoresendthisinformationlater,thisiswheretoacquireit.
h.
Closethewindow.
i.
Enableteamsasdescribedbelow.
Step8:Enableteams
1.
ClickKinteraThonintheBreadcrumb.
2.
Highlighttheevent’sname,andselectWebsiteInfo.
3.
IntheEventWebsiteCreationChecklistpage,clickWebsiteFeaturesunderEventCustomization.
4.
IntheWebsiteFeaturespage,makethefollowingselections:
a.
SelectthecheckboxforEventTeams.
b.
ClickanyoftheUsers…optionsforEventTeams.
c.
SelecttheShowtherankingoftopteamscheckboxtoshowtheGroupRankandTeamRank
boxesontheeventsite.
d.
ClickSave.
5.
ClickWebinfoChecklistintheBreadcrumb.
6.
VerifythatWebsiteFeaturesincludesacheckmark.
7.
Updateandpreviewthesiteasdescribedbelow,andthenlaunchthesitewhenyouarereadytomakeit
availableontheInternet.
Step9:UpdateandpreviewtheThoneventsite
1.
IntheEventWebsiteCreationChecklistpage,clickPreviewforActions.
2.
ClickUpdateYourEventNow.
3.
Confirmthatyouwanttoupdatetheevent.
4.
ForWebaddress,clickGo.
5.
Confirmthatyouwanttopreviewtheeventpage.Theeventpageopens,showingtheGroupRankand
TeamRankboxestoindicatethatyouhavesuccessfullysetupthepyramidstructure.
Note:Afteryousuccessfullysetupthecompanypyramid,groupleaderscanadministeritviatheir
headquartersbyclickingManageCompanyPyramidontheToolstab.TheManageCompanyPyramid
linkwillnotbeaddedtotheToolstabforteamswhoarebelowthegroupleader’steamlevel.
EventandTeamGroupLeaders
Eacheventgrouporteamgroupmusthavealeader(captain).Createleadersbymanagingthecompanypyramid
forthespecificeventusingEventAdmin.Createleadersforthefollowing:
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Eventgroups(Level1orLevel2).
l
Teamsattheteamgrouplevel(Level3)•Teamsattheteamgrouplevel(Level3)
Theeventgroupandteamgrouplevelsmustalreadyexistinthedatabasewhenyoucreateteam
leaders.Toaddaleadertoaneventorteamgroup,firstselectitandthenmovethemousepointerto
Newtoselectthegrouplevel(seefigurebelow).Thelevelsthatappearinthelistarethedifferentlevels
createdfortheeventgroupinthecompanypyramidstructure.
Afteryouselectagrouptowhichyouwillassignteamleaders,intheAddLeaderwindowthatopensyou
caneithersearchforthepersonthatwillbecometheteamleaderorcreateanewone.
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CreatingTeamLeaders
Createateamleaderforeacheventgrouplevelinthecompanypyramidstructure.ForLevel1groups,youcan
specifytheowner,company,teamgroup,andteamleader.
InordertoselectanownerforLevel1groups,youmustfirstsetupacommittee,createcommitteeroles,and
thenassigncommitteememberstoroles.Oncethisisdone,youcanselecttheownerfromtheOwnerfieldinthe
abovefigure.Toselectacompany,theorganization’srecordmustalreadyexistinthedatabaseoryoucancreate
anewrecordduringtheteamleadercreationprocess.Toselectateamgroup,theteamgrouplevelmustalready
existfortheeventgroup’scompanypyramidstructure.
TeamMembersandCompanyPyramids
Whenaparticipantstartsateamforaneventviatheevent’sWebsite,theparticipantwillbecometheteam
captain(seefigurebelow).Whenaparticipantjoinsanexistingteam,theparticipantbecomesateammember.
Intheexamplefigurebelow,noticethattwopeopleregisteredforanevent.Thepersonwhojoinedanexisting
teamisidentifiedasaTeamMember,andtheonewhostartedtheteamastheTeamCaptain.Youcanseethis
informationwhenyoumanageteamsandteammembersusingEventAdminfortheevent.
Duringeventregistration,aregistrantcanstartateam,joinateam,orregisterasanindividualdependingonthe
optionsselectedforEventTeamsinWebsiteFeaturesfortheevent.Ifaneventregistrantjoinsateamandyou
haveaneventgroupthatcontainsdifferentlevels,theparticipantcanselectthegrouplevel(seeexamplefigure
below)andthentheteamtojoin.Theteamgroupmustalreadyexistfortheeventgroup.
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Whenparticipantsselectateamtojoinandcompletetheregistrationprocess,youcanviewtheirnamesand
registrationtypeinformationwhenyoumanagethecompanypyramidfortheeventusingEventAdminandview
teammembersfortheteamgroup(seefigurebelow).
Youcanmaketeamsindependentifyounolongerwantthemtobepartofagroup.Youcanalsomake
participantsindependentifyouwanttoremovethemfromateam.
MakingTeamsandParticipantsIndependent
Teamsandparticipantscanbepartofthecompanypyramidstructureorbeindependents(seefollowingfigure).
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Whenyoumakeateamindependent,itwillbemovedoutoftheeventgrouplevelandintoIndependentTeams
fortheeventgroup.SelecttheteamgroupfromthecompanypyramidfortheeventandthenclickEdit.Youwill
seetheoptionformakingtheteamindependent.
Tomakeaparticipantanindependent,theparticipantmustquittheteam(seefigurebelow).Afterquittingthe
team,theparticipantwillbemovedoutoftheteamgroupandintoIndependentParticipantfortheevent.
Note:Ateamleadercannotquitateamifthereareparticipantsundertheleader.
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