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Merge pull request #550 from PECE-project/docs-groups
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src/docs/source/docs/groups-new.md

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Groups
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==========
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### Overview
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Steps to Create Group
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--------------------------
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1. Navigate to ‘Create Group’. This link is listed in the main menu.
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![](media/group-1.png)
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2. Select to add a group. You will be directed to a web form to create your group.
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3. Enter a title in the "Name" textbox for your new group.
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4. In the "Image" field, you can upload an image related to your group by first removing the placeholder image and clicking "Add media".
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![](media/group-2.png)
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![](media/group-3.png)
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5. Add a description related to your group, in the "Description" textbox.
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6. The "Group visibility" field, determines whether the group can be viewed by all site visitors or only by its own members.
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It does not determine the visibility of group content. Select whether you would like your group to be publicly or privately visible.
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![](media/group-4.png)
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7. The "Substantive logic" provides the opportunity to describe the rational behind the creation of the group.
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You may select a substantive logic by typing in the first few letters and making a selection from the drop-down menu.
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8. If there are any other group members or managers, add them by typing the first few letters of their name into the field.
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Their screen name should pop up. Select their name. To add more than one contributor, click the "Add another item" button and repeat the same process.
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9. Next, add optional keyword tags to your timeline essay. Tag the content. As you type, suggested tags will be automatically generated if they already exist in the system.
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We recommend following these suggestions and using existing tags if they are not too different from what you intended, but feel free to make up new tags!
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10. The "Relations" field allows you to select group(s) that are related to the current sub-group being made.
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Type in the first few letters and a drop-down menu of groups to choose from will appear.
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![](media/group-5.png)
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11. Finally, click “Save” at the top of the page to save your work.
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And remember: all of these settings can be revised at any time. You are now the group administrator.
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Steps to Join a Group
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--------------------------
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1. Navigate to ‘Collaborate’. This tab is listed on the main menu bar.
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Here, you will find all of the open groups.
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![](media/group-6)
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2. Navigate by clicking through the arrows on the bottom of the pages, or by searching if you know the
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name of the group.
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![](media/group-7)
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3. Once you locate the group, click on the link to navigate to the group page.
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4. [To be revised, no current way to join a group from the website]
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Contact the group manager to join the group.
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Steps to Manage Group Memberships
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--------------------------
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1. If you created a group or have been appointed as an administrator of a
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group, navigate to the group’s page from your dashboard or from the “Collaborate” link.
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To do this from your dashboard, click the edit button next to your group's name or click "See and sort all my managed groups".
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![](media/group-8)
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To do this from the "Collaborate" link, select your group to navigate to the group page. Click the "Edit" link where you can manage group memberships. Save your changes.
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![](media/group-9)
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### Approving a Group Member [The below is to be revised, no current way to approve]
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1. To approve a group membership for a Pending user, click edit at the end of the row with their username.
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2. Change their membership Status to "Active".
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3. Select group user roles for the user.
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4. Click "Update Membership".
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### Changing a Group Member's roles
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1. To change a group member's role, navigate to the group's page and select "Edit".
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2. Select "Remove" next to the group member's username under the category of their current role.
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3. Add the group member by their username under the category of the new role.
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### Deleting a Group Member
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1. To delete a group member, navigate to the group's page and select "Edit".
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2. Scroll down to "Group members" and click "Remove" next to their name.
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Adding Artifacts to Groups [Link to be changed for the artifacts]
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-----------------------------------------
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1. Follow instructions to [add an artifact](../artifacts), and designate the group you would like to assocaite it with in the "View Permissions and Groups".
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