|
| 1 | +Groups |
| 2 | +========== |
| 3 | + |
| 4 | +### Overview |
| 5 | + |
| 6 | +Steps to Create Group |
| 7 | +-------------------------- |
| 8 | + |
| 9 | +1. Navigate to ‘Create Group’. This link is listed in the main menu. |
| 10 | + |
| 11 | +  |
| 12 | + |
| 13 | +2. Select to add a group. You will be directed to a web form to create your group. |
| 14 | + |
| 15 | +3. Enter a title in the "Name" textbox for your new group. |
| 16 | + |
| 17 | +4. In the "Image" field, you can upload an image related to your group by first removing the placeholder image and clicking "Add media". |
| 18 | + |
| 19 | +  |
| 20 | + |
| 21 | +  |
| 22 | + |
| 23 | +5. Add a description related to your group, in the "Description" textbox. |
| 24 | + |
| 25 | +6. The "Group visibility" field, determines whether the group can be viewed by all site visitors or only by its own members. |
| 26 | +It does not determine the visibility of group content. Select whether you would like your group to be publicly or privately visible. |
| 27 | + |
| 28 | +  |
| 29 | + |
| 30 | +7. The "Substantive logic" provides the opportunity to describe the rational behind the creation of the group. |
| 31 | +You may select a substantive logic by typing in the first few letters and making a selection from the drop-down menu. |
| 32 | + |
| 33 | +8. If there are any other group members or managers, add them by typing the first few letters of their name into the field. |
| 34 | +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. |
| 35 | + |
| 36 | +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. |
| 37 | +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! |
| 38 | + |
| 39 | +10. The "Relations" field allows you to select group(s) that are related to the current sub-group being made. |
| 40 | +Type in the first few letters and a drop-down menu of groups to choose from will appear. |
| 41 | + |
| 42 | +  |
| 43 | + |
| 44 | +11. Finally, click “Save” at the top of the page to save your work. |
| 45 | +And remember: all of these settings can be revised at any time. You are now the group administrator. |
| 46 | + |
| 47 | + |
| 48 | +Steps to Join a Group |
| 49 | +-------------------------- |
| 50 | + |
| 51 | +1. Navigate to ‘Collaborate’. This tab is listed on the main menu bar. |
| 52 | +Here, you will find all of the open groups. |
| 53 | + |
| 54 | +  |
| 55 | + |
| 56 | +2. Navigate by clicking through the arrows on the bottom of the pages, or by searching if you know the |
| 57 | +name of the group. |
| 58 | + |
| 59 | +  |
| 60 | + |
| 61 | +3. Once you locate the group, click on the link to navigate to the group page. |
| 62 | + |
| 63 | +4. [To be revised, no current way to join a group from the website] |
| 64 | +Contact the group manager to join the group. |
| 65 | + |
| 66 | +Steps to Manage Group Memberships |
| 67 | +-------------------------- |
| 68 | + |
| 69 | +1. If you created a group or have been appointed as an administrator of a |
| 70 | +group, navigate to the group’s page from your dashboard or from the “Collaborate” link. |
| 71 | + |
| 72 | + 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". |
| 73 | + |
| 74 | +  |
| 75 | + |
| 76 | + 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. |
| 77 | + |
| 78 | +  |
| 79 | + |
| 80 | + |
| 81 | +### Approving a Group Member [The below is to be revised, no current way to approve] |
| 82 | + |
| 83 | +1. To approve a group membership for a Pending user, click edit at the end of the row with their username. |
| 84 | + |
| 85 | +2. Change their membership Status to "Active". |
| 86 | + |
| 87 | +3. Select group user roles for the user. |
| 88 | + |
| 89 | +4. Click "Update Membership". |
| 90 | + |
| 91 | +### Changing a Group Member's roles |
| 92 | + |
| 93 | +1. To change a group member's role, navigate to the group's page and select "Edit". |
| 94 | + |
| 95 | +2. Select "Remove" next to the group member's username under the category of their current role. |
| 96 | + |
| 97 | +3. Add the group member by their username under the category of the new role. |
| 98 | + |
| 99 | +### Deleting a Group Member |
| 100 | + |
| 101 | +1. To delete a group member, navigate to the group's page and select "Edit". |
| 102 | + |
| 103 | +2. Scroll down to "Group members" and click "Remove" next to their name. |
| 104 | + |
| 105 | + |
| 106 | +Adding Artifacts to Groups [Link to be changed for the artifacts] |
| 107 | +----------------------------------------- |
| 108 | + |
| 109 | +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". |
| 110 | + |
| 111 | + |
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