Top Tech Support How-Tos

If you have a "How do I..." question on your mind, you're not alone! Each month, Alida's Tech Support team answers hundreds of such questions.

There's always something to discover no matter how long you've used Alida's products. Check out the latest batch of the most frequently asked questions. Chances are you might learn something new!

April 2026

In this new release, we cover some of the most common reasons why customers contacted Alida 
Technical support during the month of April. Also, there are newly created knowledge articles by the Technical Support team and by sharing them with you, we hope to help you side-step similar issues. For more immediate help, contact support or access the Help Center directly from Alida. 
 

How to Create a Member Group

Last month, our customers reached out with questions on how to identify a group of members who meet certain criteria in their community. This is possible through the Member Groups feature which allows you to find members based on their profile variable values, participation in activities, or response to a question.

Prerequisites

Ensure that any required profile variables and values have been added to the application and are defined for members. For more information, see Profile variables.

Note: This task cannot be performed by Author or Analyst users.

1. Open the App Drawer and click on Member Groups.

   

2. To start the process, click New Member Group.
3. Define Filtering Criteria (Optional): Configure your group using the following options:
   1. By Status: Use the Member Status menu to filter by Active, NonMember, Pending, Purged, Undeliverable, or Unsubscribed statuses.
   2. By Variables & Activity: Filter based on profile variables, survey participation, responses, email addresses, or Community membership.
4. Manage Conditions: Expand your filters by clicking Add Condition.
   1. Use the drop-down menu to set logic between conditions. Or (the default) requires at least one condition to be met, while And requires all conditions to be met.
   2. Click + Another Set to add groups of filters, using the drop-down between them to define the set logic.
5. Review the Total Eligible Recipients by clicking Refresh to see how many members match your criteria.
6. Finalize the group by clicking Create, naming your group, and confirming with a final Create.

For more information, please click here. 

How to Edit User

In April, our customers frequently asked how to edit a user and their permissions in the community. In the Alida platform, You can change a user's role, their ability to distribute activities and access personally identifiable information.

1. Note: Only Admins can perform this task.
2. Important: Account profiles provisioned via SCIM cannot be modified within the platform, except for team updates. These individuals are governed by your automated provisioning setup. For further details, please click here. Such accounts are marked with a specific label beside the Name field.
3. Navigate to the main bar and select Product Settings, then choose Manage Users.

4.  

5. Find the specific individual you wish to modify:
   1. Enter a person's Name into the Search field to filter the list.
   2. Organize the records by clicking the Name, Email, or Status column headers.
   3. Use the page controls at the lower right to scroll through the entries.
6. Select Edit located beside the relevant username.
7. Assign a new designation in the Role area. For more information, click here. Note: It may take two minutes for updated permissions to go live.
8. Pick the displayed Language for the UI from the provided list. Note: This cannot be adjusted if the individual belongs to another instance.
9. Set the Region to define the locale and format for numerical and chronological data.
10. Optional: Pick an Identity Provider for community access. Note: This is only applicable for systems with active SSO integrations.
11. In the Teams list, check the boxes for desired assignments. This is locked for Admins who already have full access.
12. Optional: Use the Enabled checkbox to toggle account activity without permanent removal.
13. Save your changes by clicking Done.

For more information, please click here. 

How to Schedule a Distribution Email

Another question that the Technical Support team received in April is how to schedule an distribution email. Specify when the application will send an invitation or reminder automatically.

Prerequisites

Authors must have their user permissions set to schedule distributions.

1. Within an invitation or reminder, navigate to the Schedule tab.
2. In the Send Date section, choose the Later option.
3. Click the Date field and pick your preferred day from the calendar.
4. Define when the email will be sent using the Time menu via one of these methods:
   • Enter the time manually following the specified format and hit Enter.
   • Select a specific time directly from the drop-down menu.
5. Note: The Time configuration utilizes your local workstation's time zone.
6. Click Review and Send once you have finalized your settings.
7. Verify the communication details and click Schedule Send to complete the process.

Confirm your schedule was successful by checking for these markers:

• A green banner confirms the communication is set for the chosen date.
  
  Tip: To halt the send, click Cancel Communication within this alert. The status will revert from Scheduled to Not Sent.
• The Distribute page now lists the email as Scheduled with the timing displayed in the Invitations table under the Schedule column.

For more information, please click here.