diff --git a/.github/styles/config/vocabularies/Decidim/accept.txt b/.github/styles/config/vocabularies/Decidim/accept.txt index 491c485ba4..9b9642a371 100644 --- a/.github/styles/config/vocabularies/Decidim/accept.txt +++ b/.github/styles/config/vocabularies/Decidim/accept.txt @@ -4,7 +4,9 @@ CSV [Dd]ecidim [Ee]mail [Ff]aq +[Ff]avicon [Gg]amification +[Kk]akogawa Keka Mautic [Mm]oderations diff --git a/docs/en/modules/ROOT/nav.adoc b/docs/en/modules/ROOT/nav.adoc index 1e7d1081a5..d9fd079cbc 100644 --- a/docs/en/modules/ROOT/nav.adoc +++ b/docs/en/modules/ROOT/nav.adoc @@ -31,14 +31,15 @@ *** xref:services:social_providers.adoc[Social Providers] * xref:admin:index.adoc[Admin] -** xref:admin:first_steps.adoc[First steps in Decidim] -** Settings -*** xref:admin:configuration.adoc[Configuration] -*** xref:admin:appearance.adoc[Appearance] -*** xref:admin:homepage.adoc[Homepage] -*** xref:admin:scopes.adoc[Scopes] -*** xref:admin:areas.adoc[Areas] -*** xref:admin:help_sections.adoc[Help 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the look and feel of your Decidim instance. - -Please mind that this would be incompatible with some of the changes that your implementers could change in your general installation. For instance if there were changes in the xref:customize:styles.adoc[Styles] this could not work. - -image::admin_appearance.png[Decidim Admin Appearance] - ---- - -NOTE: This is a legacy setting that will be removed in the next version. https://github.com/decidim/decidim/pull/6575[See PR]. - -* **Show statistics**: whether you want to show or not the statistics sections in the homepage. - ---- - -* **Description**: What's the description of this site. Used for metatags for Google and Twitter embeds. Also used by the "SubHero" ContentBlock in the Homepage. - ---- - -NOTE: These area legacy settings that will be removed in the next version. https://github.com/decidim/decidim/pull/6284[See PR]. - -* **Call To Action button path**: You can overwrite where the Call To Action button in the homepage links to. Use partial paths, not full URLs here. Accepts letters, numbers, dashes and slashes, and must start with a letter. The Call To Action button is shown in the homepage between the welcome text and the description. Example: https://meta.decidim.org/conferences/decidimfest2020/ - -* **Call To Action button text**: You can overwrite the Call To Action button text in the homepage for each available language in your organization. If not set, the default value will be used. The Call To Action button is shown in the homepage between the welcome text and the description. - ---- - - -NOTE: This is a legacy setting that will be removed in the next version. There's no PR yet. - - -* **Highligted content banner** -** *Show the highlighted content banner* -** *Title* -** *Short description* -** *Action button title* -** *Action button subtitle* -** *Action button URL* -** *Image* - ---- - -* *Edit omnipresent banner* -** **Show omnipresent banner** -** **Title** -** **Short description** -** **URL** - ---- - -* **Edit layout appearance** - -This subsection defines the images for the layout that will be visible in almost all the pages. These are: - -** Icon -** Logo -** Official logo header -** Official logo footer -** Official organization URL - -// TODO: Add examples - ---- - -* **Organization colors**: What are the colors for your organization. Please notice that this could generate accessibility problems, for instance with people that doesn't have a good contrast notion. You can set -** Primary -** Secondary -** Success -** Warning -** Alert -** Highlight -** Highlight, alternative - -// TODO: Add examples - ---- - -* **Header snippets**: Use this field to add things to the HTML head. The most common use is to integrate third-party services that require some extra JavaScript or CSS. Also, you can use it to add extra meta tags to the HTML. Note that this will only be rendered in public pages, not in the admin section. - -// TODO: reference to HTML snippet setting diff --git a/docs/en/modules/admin/pages/areas.adoc b/docs/en/modules/admin/pages/areas.adoc deleted file mode 100644 index 6dc75aa56f..0000000000 --- a/docs/en/modules/admin/pages/areas.adoc +++ /dev/null @@ -1,11 +0,0 @@ -= Areas - -include::partial$deprecated.adoc[] - -Areas are all the sectors that an Organization can have. - -They are pretty similar to xref:admin:scopes.adoc[scopes], meaning that they are a way of allowing a better navigation and filtering in the spaces and components. - -We don't recommend using them, as probably in the future they will be removed. - -You can read more information about the history of Areas in this https://github.com/decidim/decidim/issues/3540#issuecomment-427324532[GitHub comment]. diff --git a/docs/en/modules/admin/pages/configuration.adoc b/docs/en/modules/admin/pages/configuration.adoc deleted file mode 100644 index eae6e6a6e3..0000000000 --- a/docs/en/modules/admin/pages/configuration.adoc +++ /dev/null @@ -1,53 +0,0 @@ -= Configuration - -In this page you can configure general settings from Decidim. - -image::admin_configuration.png[Decidim Admin Configuration] - -These are: - -* **Name**. Required. The name that the platform has. Visible at title, emails, etc. -* **Social**. Social handlers for different social networks. Visible at the footer in every page. This are: -** Twitter -** Facebook -** Instagram -** YouTube -** GitHub - -image::settings_configuration_social.png[Social networks configuration in Decidim] - -* **Default locale**. Required. -* **Time Zone**. Required. In which Time Zone is your organization. Used by things like calendars in Meetings. -* **Reference prefix**. Required. -* **Enable badges**. Whether you want or not that your participants have badges as a gamification mechanism, for instance for creating proposals or making comments. -* **Enable groups**. Whether you want or not that your participants have the possibility to create xref:participants/groups.adoc[User Groups]. Useful for example for associations or other collectives. -* **Enable rich text editor for participants**. Whether you want or not that your participants have the possibility to have a https://en.wikipedia.org/wiki/WYSIWYG[What You See Is What You Get (WYSIWYG) editor]. In some text areas, participants will be able to insert some HTML tags by using the rich text editor. -* **Send welcome notification**. Whether you want or not that your participants receive a notification when their first created their account. If enabled you can customize this notification. -** **Customize welcome notification**. -** **Welcome notification subject**. -** **Welcome notification body**. - -.Welcome notification -==== -Hi {\{name}}, thanks for joining {\{organization}} and welcome! - -If you want to get a quick idea of what you can do here, have a look at the Help section. -Once you have read it you will get your first badge. Here's a list of all the badges you can get as you participate in {\{organization}} - -Last but not least, join other people, share with them the experience of being engaged and participating in {\{organization}}. Make proposals, comments, debate, think about how to contribute to the common good, provide arguments to convince, listen and read to be convinced, express your ideas in a concrete and direct way, respond with patience and decision, defend your ideas and keep an open mind to collaborate and join other people's ideas. -==== - -image::settings_configuration_welcome.png[Welcome notification configuration in Decidim] - -* **Admin terms of use body**. Which message an Administrator user will see when accessing for the first time to the Administration panel. - -.Admin terms of use -==== -ADMIN TERMS OF USE - -We trust you have received the usual lecture from the local System Administrator. It usually boils down to these three things: - -* Respect the privacy of others. -* Think before you click. -* With great power comes great responsibility. -==== \ No newline at end of file diff --git a/docs/en/modules/admin/pages/help_sections.adoc b/docs/en/modules/admin/pages/help_sections.adoc deleted file mode 100644 index 9be6d5e3d7..0000000000 --- a/docs/en/modules/admin/pages/help_sections.adoc +++ /dev/null @@ -1,23 +0,0 @@ -= Help sections - -The first time a visitor goes to any Space page they will see an information box about what's this Space about. - -This is how the information box is shown to participants and visitors: - -image:help_sections_frontend.png[Help sections: frontend] - -They can hide this box by clicking in the close button [X]. This gets remembered by the application. They can open this box again by clicking in [Help: ?]. - -image:help_sections_frontend_hide.png[Help sections: hide] - -As this is something that depends on your given installation, an administrator can customize these *Help sections*, adapting them to your needs. - -image:help_sections_backend.png[Help sections: backend] - -== Disable - -You can disable these information boxes by leaving the contents all empty for every language: - -image:help_sections_disable_backend.png[Disable help section in admin] - -image:help_sections_disable_frontend.png[Disabled help section] \ No newline at end of file diff --git a/docs/en/modules/admin/pages/homepage.adoc b/docs/en/modules/admin/pages/homepage.adoc deleted file mode 100644 index 7dd3e7a32d..0000000000 --- a/docs/en/modules/admin/pages/homepage.adoc +++ /dev/null @@ -1,101 +0,0 @@ -= Homepage - -include::partial$under-construction.adoc[] - -You can control how it's the Homepage of your organization. To do so you have the Settings -> Homepage section through the Administration panel: - -image::admin_homepage.png[Decidim Admin Homepage] - ---- - -== How this works - -This means that every section in the Homepage is called **content block**. - -For instance, this is the *How to participate* content block: - -image::homepage_how_to_participate.png[How to participate example] - -For managing these contents you need to Drag and Drop the contents between the two columns, on the left are the Active and in the Right are the Inactive content blocks. - -As an example, here you can see how your page will look with only the *Hero image* content block: - -// TODO: add screenshot - -At the admin this is handled with: - -// TODO: add screenshot - -In your installation you could have other content blocks, as this depends on which modules you have active. Please contact your system administrator if you see something different here, like a missing content block. - -== Content blocks - -These are the different content blocks enabled with the official Decidim modules: - -=== Hero image - -image::homepage_hero_image_back.png[Hero image in Homepage backend content block] - -image::homepage_hero_image_front.png[Hero image in Homepage frontend content block] - -=== Sub hero banner - -Displays the description text of the instance. See xref:admin:appearance.adoc[Appearance]. - -image::homepage_sub_hero_banner.png[Sub hero banner in Homepage content block] - -=== Footer sub hero banner - -// TODO: I think this should be changed with an HTML text and probably removed - -image::homepage_footer_sub_hero_banner.png[Hero image in Homepage content block] - -=== How to participate - -// TODO: I think this should be changed with an HTML text and probably removed - -image::homepage_how_to_participate.png[How to participate in Homepage content block] - -=== Upcoming meetings - -image::homepage_upcoming_meetings.png[Upcoming meetings in Homepage content block] - -=== Last activity - -image::homepage_last_activity.png[Last activity in Homepage content block] - -=== HTML block - -image::homepage_html_block.png[HTML block in Homepage content block] - -=== Highlighted processes - -image::homepage_highlighted_processes.png[Highlighted processes in Homepage content block] - -=== Highlighted assemblies - -image::homepage_highlighted_assemblies.png[Highlighted assemblies in Homepage content block] - -=== Highlighted initiatives - -image::homepage_highlighted_initiatives.png[Highlighted initiatives in Homepage content block] - -=== Highlighted consultations - -image::homepage_highlighted_consultations.png[Highlighted consultations in Homepage content block] - -=== Highlighted conferences - -image::homepage_highlighted_conferences.png[Highlighted conferences in Homepage content block] - -=== Highlighted content banner - -image::homepage_highlighted_content_banner.png[Highlighted content banner in Homepage content block] - -=== Organization statistics - -image::homepage_organization_statistics.png[Organizations statistics in Homepage content block] - -=== Organization metrics - -image::homepage_organization_metrics.png[Organzation metrics in Homepage content block] diff --git a/docs/en/modules/admin/pages/scopes.adoc b/docs/en/modules/admin/pages/scopes.adoc deleted file mode 100644 index 8657bdbba0..0000000000 --- a/docs/en/modules/admin/pages/scopes.adoc +++ /dev/null @@ -1,105 +0,0 @@ -= Scopes - -Scopes are the set of territories or subjects that an Organization has. A scope may have child scopes. - -For instance, in the case of the city of Barcelona the scopes are its districts, and the children of a district are its neighborhoods. They can also have types, so it can be configured, for example, by thematic and also territorial scopes. - -Most of the components and spaces in Decidim allow you to configure Scopes in one way or another. There are mainly three ways of using Scopes: - -To configure Scope on the Decidim platform, go to menu:Settings[Scopes] in the admin sidebar menu. A list will appear with the existing scopes if there are any: - -image:scopes_list.png[Scopes list] - -If you need so, you need to first configure the Scope type. - -== Form - -image:scopes_types_new_form.png[New scope type form] - -.Admin New Scope Type form -|=== -|Field |Type |Description - -|Singular -|Required -|Name of the scope type in singular. - -|Plural -|Required -|Name of the scope type in plural. - -|=== - -image:scopes_new_form.png[New scope form] - -.Admin New Scope Form -|=== -|Field |Type |Description - -|Name -|Required -|Name of the scope. - -|Code -|Required -|(Internal) name of the scope. - -|Scope type -|Required -|Which type of scope it's. - -|=== - -== Actions - -You have 3 possible actions in this list after a Scope is created: - -|=== -|Icon |Name |Definition - -|image:action_browse.png[Browse icon] -|Browse -|See and configure the children scopes for this Scope. - -|image:action_edit.png[Edit icon] -|Edit -|Edit form for a Scope. It's the same form as "Create a new scope". - -|image:action_delete.png[Delete icon] -|Delete -|To delete this scope. - -|=== - -== Features -The main features related with scopes are: - -. Filtering -. User interests and Newsletters - -=== Filtering - -For filtering. Most of the spaces and components allows an administrator or a participant to associate them to a scope. This allows to filter by scopes when exploring them. - -image:scopes_filter_initiatives.png[Initiatives scopes filtering] - -image:scopes_filter_processes.png[Processes scopes filtering] - -Some examples: - -* With Accountability module, so it's possible to filter Results -* Assemblies and Processes can have Scopes. It's used for filtering multiple assemblies in the main listing page (/assemblies or /processes). These can be hidden by unchecking the "Enable participatory space filters" in the xref:admin:configuration.adoc[admin's configuration page]. -* Filtering in the sidebar is possible in Budgets Projects, Initiatives and Proposals. In some of these components you can control if these filters are shown with the "Scopes enabled" checkbox in the component settings. This will also enable or disable the scope selector in the resource creation form. - -You can also configure a participatory space so the filtering will only concern one scope and its children scopes. For example, let's imagine your organization have 3 different scopes for 3 cities, each of them having children scopes for the cities neighbourhoods. -On a participatory space which concerns only one of the cities, you will be able to select only this scope and its children so that users do not see the scopes of other cities in the filter options. - -=== User interests and Newsletters - -A Participant can choose which Scopes they want to follow in its account. - -image:account_my_interests.png[Account: my interests] - -This is used by the xref:admin:newsletters.adoc[Newsletters], in the "Select recipients to deliver" step, "Filter for users having activated any selected scope in their account's My Interests settings." section. - -image:newsletter_select_recipients.png[Newsletter: select recipients] diff --git a/docs/en/modules/admin/pages/settings.adoc b/docs/en/modules/admin/pages/settings.adoc new file mode 100644 index 0000000000..b568446122 --- /dev/null +++ b/docs/en/modules/admin/pages/settings.adoc @@ -0,0 +1,43 @@ += Settings + +== Understand the basics + +The settings tab allows you: + +* To start configuring your instance +* To enable general features across the instance +* To update the appearance of the homepage and the general look and feel of your instance +* To create and manage the scopes and areas +* To add user help information +* To configure the allowed external domains + +== Configuration + +To access the Settings configuration panel, go in the administration panel and click the "Settings" item in the administration +navigation bar. + +image::settings/settings_menu.png[Settings: Access settings panel] + +In the secondary navigation panel, you can see all the settings panel available: + +* xref:admin:settings/configuration.adoc[Configuration]: to configure general settings. +* xref:admin:settings/appearance.adoc[Appearance]: to configure the instance look and feel. +* xref:admin:settings/homepage.adoc[Homepage]: to configure what to display on the homepage. +* xref:admin:settings/scopes.adoc[Scopes]: to manage scopes, a categorization feature. +* xref:admin:settings/areas.adoc[Areas]: to manage areas, another categorization feature. +* xref:admin:settings/help_sections.adoc[Help sections]: to create and edit help texts for participants. +* xref:admin:settings/allowed_external_domains.adoc[Allowed external domains]: to manage authorized external domains. + +image::settings/settings_sidebar_menu.png[Settings sidebar menu] + +== Examples + +Thanks to this section, Decidim instances can have very different look and feel, with different colours, features, homepages, etc. + +image::settings/example_homepage_beta.png[Homepage screenshot of beta.try.decidim.org] + +image::settings/example_homepage_borgerkraft.png[Homepage screenshot of borgerkraft.no] + +image::settings/example_homepage_metadecidim.png[Homepage screenshot of meta.decidim.org] + +image::settings/example_homepage_barcelona.png[Homepage screenshot of decidim.barcelona] diff --git a/docs/en/modules/admin/pages/settings/allowed_external_domains.adoc b/docs/en/modules/admin/pages/settings/allowed_external_domains.adoc new file mode 100644 index 0000000000..a4cdc44017 --- /dev/null +++ b/docs/en/modules/admin/pages/settings/allowed_external_domains.adoc @@ -0,0 +1,20 @@ += Allowed external domains + +As means to protect against spam, and increase the security on your instance, Decidim can identify any links that direct +to an external webpage, and add the following alert pop-up after the user clicks it: + +image::settings/allowed_external_domains_pop-up.png[Pop-up that appears when clicking any external domains on Decidim] + +It warns participants that they're leaving your instance. + +== Allow an external domains + +There may be some websites redirection for which you don't want this feature enabled. +For example, if your site is deployed at a URL like `+decidim.example.org+` and you want every `+example.org+` URLs +to omit this alert message, you can configure this by adding your URL, and as many as you want, in the Allowed external domains page. + +To do so, click the "Add to allowed list" button and enter the website URL you want to authorize. + +image::settings/allowed_external_domains_admin_panel.png[Allowed external domains panel] + +When clicking on a URL to those domains, participants won't see the alert message. diff --git a/docs/en/modules/admin/pages/settings/appearance.adoc b/docs/en/modules/admin/pages/settings/appearance.adoc new file mode 100644 index 0000000000..2496778385 --- /dev/null +++ b/docs/en/modules/admin/pages/settings/appearance.adoc @@ -0,0 +1,175 @@ += Appearance + +In this page you can configure the look and feel of your Decidim instance. + +NOTE: Please mind that this would be incompatible with some of the changes that your implementers could make in your general installation. +For instance if there were changes in the xref:customize:styles.adoc[Styles] some parameters couldn't be applied as expected. + +== Edit homepage appearance + +This section allows to provide a general description about the instance, and to configure a call to action button that can be +shown to participants on the homepage to encourage them to go to a specific process, like a proposal component where they can participate. + +image::settings/admin_appearance_homepage_appearance.png[Decidim Admin Appearance edit homepage appearance toggle] + +.Edit Homepage appearance toggle form + +|=== +|Field |Type |Description |Visibility + +|Description +|Optional +|The description of this instance, used for meta tags for Google and Twitter embeds. +|Visible in the footer and in the "Sub hero banner" content block in homepage if this block is enabled. + +|Call To Action button path +|Optional +|Path to the place on the platform when you want to quickly redirect participants. +|Visible in the "Hero image and CTA" content block in homepage if this block is enabled. + +|Call To Action button text +|Optional +|Text displayed on the CTA button. +|Visible in the "Hero image and CTA" content block in homepage if this block is enabled. + +|=== + +NOTE: To understand how to enable the different homepage blocks, go to the xref:admin:settings/homepage.adoc[homepage] article. + +== Highlighted content banner + +This section allows to enable and give a description and CTA button to a banner, for example to highlight a specific space +on your instance, to encourage users to create an account or to register to a meeting. You can make it evolve depending on the +actuality of your instance, and deactivate it when it's not needed. + +NOTE: To appear on the homepage, the "Highlighted content banner" content block needs to be enabled on the xref:admin:settings/homepage.adoc[homepage]. + +image::settings/admin_appearance_highlighted_banner.png[Decidim Admin Appearance edit Highlighted content banner toggle] + +.Edit Highlighted content banner toggle form + +|=== +|Field |Type |Description + +|Show the highlighted content banner +|Checkbox +|When checked, the highlighted content banner appears on the homepage if the "Highlighted content banner" content block is also enabled. + +|Title +|Required +|The title of the banner. + +|Short description +|Required +|The description for the banner. + +|Action button title +|Required +|The text displayed in the banner CTA. + +|Action button subtitle +|Optional +|An optional subtitle displayed in your CTA. + +|Action button URL +|Required +|The URL where the CTA button redirects. + +|Image +|Optional +|The background image for the banner. + +|=== + +== Edit omnipresent banner + +This section allows to enable a banner at the top of your instance, above the headers, visible at any time from every page. +It can be useful to display very important information that all participants need to see, like announcing a maintenance date, +availability of a process results, an important notice, etc. + +NOTE: This banner is configured on this page only, and doesn't need to be enabled in the homepage section. + +image::settings/admin_appearance_omnipresent_banner.png[Decidim Admin Appearance edit omnipresent banner toggle] + +.Edit Highlighted content banner toggle form + +|=== +|Field |Type |Description + +|Show omnipresent banner +|Checkbox +|When checked, the omnipresent banner appears at the top of each page of the platform, above the headers. + +|Title +|Required +|The title of the banner. + +|Short description +|Required +|The description for the banner. + +|URL +|Required +|The URL where the banner redirects. + +|=== + +image::settings/appearance_omnipresent_banner.png[Decidim Appearance omnipresent banner frontend] + +== Edit layout appearance + +This section allows to download logos and icons, to be displayed in the header and footer, notification emails, newsletters, etc. + +image::settings/admin_appearance_layout.png[Decidim Admin layout appearance toggle] + +.Edit layout appearance toggle + +|=== +|Field |Type |Description + +|Icon +|Download +|Displayed as a "favicon" in the browser tabs of the instance. + +|Logo +|Download +|Displayed in the header of the instance, and the header of the newsletter and notification emails. + +|Official logo footer +|Download +|Displayed in the footer of the instance, and redirects to the official organization URL. + +|Official organization URL +|Optional +|The URL where the official logo footer redirects. + +|=== + +image::settings/appearance_layout_footer_logo.png[Decidim Appearance official footer logo] + +== Organization colors + +This section allows to choose colors for the organization. + +NOTE: Be aware of potential accessibility issues, for instance with people that doesn't have a good contrast notion. +You can check the contrast of your choosing with WebAIM Contrast Checker or other similar tools. + +image::settings/admin_appearance_colors.png[Decidim Admin layout appearance toggle] + +You can configure: + +* Primary color: Used for global menu background, components menu backgrounds, etc. +* Secondary color: Used for titles links, primary buttons, header font color, etc. +* Tertiary color: Used for titles underlines, card border color, etc. + +In the following screenshot, the three different colors are displayed. + +image::settings/appearance_colors.png[Decidim layout appearance colors example] + +== Header snippets + +NOTE: You might not see this field. For more information on how to enable it, see the xref:customize:styles.adoc[Styles] documentation. + +This field allows to add code to the HTML head. The most common use is to integrate third-party services that require +some extra JavaScript or CSS. Also, you can use it to add extra meta tags to the HTML. +Note that this is only rendered in public pages, not in the administration. \ No newline at end of file diff --git a/docs/en/modules/admin/pages/settings/areas.adoc b/docs/en/modules/admin/pages/settings/areas.adoc new file mode 100644 index 0000000000..4bd5f94db7 --- /dev/null +++ b/docs/en/modules/admin/pages/settings/areas.adoc @@ -0,0 +1,11 @@ += Areas + +include::partial$deprecated.adoc[] + +Areas are all the sectors that an organization can have. + +Areas re pretty similar to xref:admin:settings/scopes.adoc[scopes], meaning that they're a way of allowing a +better navigation and filtering in the spaces and components. + +You can read more information about the history of Areas in +this https://github.com/decidim/decidim/issues/3540#issuecomment-427324532[GitHub comment]. diff --git a/docs/en/modules/admin/pages/settings/configuration.adoc b/docs/en/modules/admin/pages/settings/configuration.adoc new file mode 100644 index 0000000000..c0ecc26fdb --- /dev/null +++ b/docs/en/modules/admin/pages/settings/configuration.adoc @@ -0,0 +1,104 @@ += Configuration + +In this page you can configure general settings from Decidim, such as the name of the instance, the welcome notification, the +general features, the languages available, etc. + +== Configurations available + +image::settings/admin_configuration.png[Decidim Admin Configuration] + +[cols="20h,10h,~,~"] +|=== +|Field |Type |Description |Visibility + +|Name +|Required +|The name of the platform. +|Visible in platform title, emails, notifications, etc. + +|Social +|Required +|Social handlers for different social networks. In the field, only add the necessary slug instead of the whole URL. +|Visible in the footer, in every page. + +|Default locale +|Required +|Default language for the platform. If you want to enable more languages, ask your technical administrator. +|If multiple languages, participants can choose their preferred one in their account settings. + +|Time Zone +|Required +|In which Time Zone is your organization. +|Used in multiple places, like meetings calendar. + +|Reference prefix +|Required +|Reference prefix used to publicly identify all the instance resources. +|Visible in every resource page, like an assembly, meeting, proposal, etc. + +|Enable badges +|Checkbox +|Whether you want or not that your participants have badges as a gamification mechanism when participating. +|If enabled, badges are visible in the participants profiles, and participation triggers badges level completion. + +|Enable groups +|Checkbox +|Whether you want or not that your participants have the possibility to create xref:participants/groups.adoc[user groups]. +|If enabled, groups are visible in the participants profiles and accounts, and they can create user groups. + +|Enable participatory space filters +|Checkbox +|Whether you want or not to display filters in the participatory spaces index pages. +|If enabled, participants are able to filter spaces, like assemblies, by different filters on the space index. + +|Comments max length +|Required +|Whether you want or not to limit the number of character in comments. Leave 0 for default value (1000). +|Limit visible if you enable comments in a participatory component. + +|Enable rich text editor for participants +|Checkbox +|Whether you want or not to enable participants to have a https://en.wikipedia.org/wiki/WYSIWYG[WYSIWYG editor]. +|In some text areas, like proposal creation, participants are able to insert some HTML tags by using the rich text editor. + +|Send welcome notification +|Checkbox +|Whether you want or not that participants receive a notification when they first create their account. +|If you just enable this, participants receive the default notification. + +|Customize welcome notification +|Checkbox +|Enable you to customize the notification sent to participant when they create an account. +|If enabled you can customize the welcome notification in the fields below. + +|Welcome notification subject +|Required +|Enable you to customize the welcome notification subject. You can add variables, such as {{name}} or {{organization}}. +|Field visible if you enable the "Customize welcome notification" checkbox. + +|Welcome notification body +|Required +|Enable you to customize the welcome notification body. You can add variables, such as {{name}} or {{organization}}. +|Field visible if you enable the "Customize welcome notification" checkbox. + +|Body for the administrator terms of service +|Required +|Which message an administrator sees when accessing for the first time to the Administration panel. +|Message displayed when an administrator access the administration panel for the first time. + +|=== + +== Examples + +=== Social networks + +If you enter a value for each social network, their icons are displayed in the footer with a link to your account page. +Check that all the links are working well. + +image::settings/settings_configuration_social.png[Social networks configuration in Decidim] + +=== Welcome notification + +Participants receive welcome notification when they finalize the creation of their account, on their notification panel and by email. + +image::settings/settings_configuration_welcome.png[Welcome notification configuration in Decidim] \ No newline at end of file diff --git a/docs/en/modules/admin/pages/settings/help_sections.adoc b/docs/en/modules/admin/pages/settings/help_sections.adoc new file mode 100644 index 0000000000..ca57fd68b2 --- /dev/null +++ b/docs/en/modules/admin/pages/settings/help_sections.adoc @@ -0,0 +1,19 @@ += Help sections + +On each participatory space index and landing page, you can see a "Help" button on the right border of the page. + +image::settings/help_sections_frontend_hide.png[Help sections: hide] + +By clicking on it, a visitor or a participant can see a pop up message to understand what the participatory space is about. + +image::settings/help_sections_frontend.png[Help sections: frontend] + +Administrators can customize these *help sections* to adapt them to the instance specificity. + +image::settings/help_sections_backend.png[Help sections: backend] + +== Disable + +You can hide these information boxes by leaving the contents all empty for every language. + +image::settings/help_sections_disable_backend.png[Disable help section in administration] diff --git a/docs/en/modules/admin/pages/settings/homepage.adoc b/docs/en/modules/admin/pages/settings/homepage.adoc new file mode 100644 index 0000000000..92352ce49c --- /dev/null +++ b/docs/en/modules/admin/pages/settings/homepage.adoc @@ -0,0 +1,161 @@ += Homepage + +In this page you can configure your instance homepage, by enabling different content blocks, that you can organize as you want +by dragging and dropping them in the two columns. + +. Add different content blocks by clicking the "Add content block" button, and choose the one you want to add. +. Configure the content block (if configurable) while it's in the inactive content blocks columns +. Finally, move the content block in the active content blocks column to make it appear on the homepage + +image::settings/admin_homepage.png[Decidim Admin Homepage] + +NOTE: In your installation you could have other content blocks, as this depends on which modules you have active. +Please contact your system administrator if you see something different here, like a missing content block. + +Below, you'll find all the content blocks configuration guides and screenshots of how there are displayed on the homepage. + +== Homepage content blocks + +These are the different content blocks enabled with the official Decidim modules. + +=== Hero image and CTA + +The hero image and CTA content block allows to display: + +* *a welcome text*: to welcome the participants, or to advertise a new process for example. +* *a call to action button*: by default, a "Participate" button redirecting to the participatory processes index. +Can be customized in xref:admin:appearance.adoc#_edit_homepage_appearance[Appearance] thanks to the Call To Action button fields. +* *an image*: the downloaded image is displayed with an opacity filter, to make sure the welcome text is readable. + +image::settings/homepage_hero_image_back.png[Hero image in Homepage backend content block] + +In the screenshot below, the CTA button has been personalized in the in xref:admin:appearance.adoc#_edit_homepage_appearance[Appearance] section. + +image::settings/homepage_hero_image_front.png[Hero image in Homepage frontend content block] + +=== Global menu + +The global menu content block displays a navigation menu on the homepage with all the participatory spaces types that you +created on your instance. + +image::settings/homepage_global_menu.png[Global menu in Homepage frontend content block] + +=== Sub hero banner + +The sub hero banner content block displays the description text of the instance +configured in xref:admin:appearance.adoc#_edit_homepage_appearance[Appearance]. + +image::settings/homepage_sub_hero_banner.png[Sub hero banner in Homepage content block] + +=== Highlighted content banner + +The highlighted content banner content block displays the banner configured in +xref:admin:settings/appearance.adoc#_highlighted_content_banner[Appearance]. + +image::settings/homepage_highlighted_content_banner.png[Highlighted content banner in Homepage content block] + +=== Footer sub hero banner + +The footer sub hero banner content block displays a default text that can't be configured. +Move it to inactive or delete it if you don't want it to be displayed on the homepage. + +image::settings/homepage_footer_sub_hero_banner.png[Hero image in Homepage content block] + +=== How to participate + +The how to participate content block displays a default text that can't be configured, and a button redirecting participants to +the help xref:admin:pages.adoc[pages]. + +image::settings/homepage_how_to_participate.png[How to participate in Homepage content block] + +=== Upcoming meetings + +The upcoming meetings content block displays: + +* a list of upcoming meetings: published and visible incoming meetings appear as a list. +* a map: upcoming meetings are displayed as pins on the map when they have an address. +* a calendar: the calendar shows in grey the current date, and in the secondary color the date of the next meeting of the month. +* a link to see all meetings: this link redirects to the instance meeting page, also accessible via the "Meetings" button in the header. + +image::settings/homepage_upcoming_meetings.png[Upcoming meetings in Homepage content block] + +=== Last activity + +The last activity content block displays a list of the contents participants and administrators published in the last days. +Participants can see: + +* the publication date +* the content title +* the content type: comment, meeting, proposal, blog post, etc. +* the space or content where it was published +* the user who published it + +image::settings/homepage_last_activity.png[Last activity in Homepage content block] + +=== Highlighted processes + +The highlighted processes content block displays a grid of participatory processes on the homepage. +You can configure the maximum of processes to display by clicking the "Edit" button on the content block (6, 9, or 10). + +image::settings/homepage_highlighted_processes.png[Highlighted processes in Homepage content block] + +=== Highlighted assemblies + +The highlighted assemblies content block displays a grid of assemblies on the homepage. +You can configure the maximum of assemblies to display by clicking the "Edit" button on the content block (6, 9, or 10). + +image::settings/homepage_highlighted_assemblies.png[Highlighted assemblies in Homepage content block] + +=== Highlighted conferences + +The highlighted conferences content block displays a grid of conferences on the homepage. +You can configure the maximum of conferences to display by clicking the "Edit" button on the content block (6, 9, or 10). + +image::settings/homepage_highlighted_conferences.png[Highlighted conferences in Homepage content block] + +=== Highlighted initiatives + +The highlighted processes content block displays a grid of participatory processes on the homepage. +You can configure the maximum of processes to display by clicking the "Edit" button on the content block (6, 9, or 10). +You can also choose if you want to display initiatives by least or more recent ones. + +image::settings/homepage_highlighted_initiatives.png[Highlighted initiatives in Homepage content block] + +=== Organization statistics + +The organization statistics content block displays statistics about the participation on your instance, such as the number of +participants, proposals, meetings, etc. + +image::settings/homepage_organization_statistics.png[Organizations statistics in Homepage content block] + +=== Organization metrics + +The organization metrics content block displays the evolution of the participation on your instance. + +NOTE: Looking for how to enable this feature technically? Go to xref:develop:metrics.adoc[Metrics in Developers guide] + +image::settings/homepage_organization_metrics.png[Organization metrics in Homepage content block] + +=== HTML block + +The HTML block content block allows to add an editable HTML block on the homepage, and therefore to create a personalized section. + +image::settings/homepage_html_block.png[HTML block in Homepage content block] + +Here are some examples of how some organizations personalize their homepage with this content block. + +image::settings/homepage_html_block_barcelona.png[HTML block in Homepage content block Barcelona example] + +Homepage HTML block of the platform of the city of Barcelona in Spain (www.decidim.barcelona). + +image::settings/homepage_html_block_nyc.png[HTML block in Homepage content block NYC example] + +Homepage HTML block of the platform of New York City in USA (www.participate.nyc.gov). + +image::settings/homepage_html_block_kakogawa.png[HTML block in Homepage content block Kakogawa example] + +Homepage HTML block of the platform of the city of Kakogawa in Japan (kakogawa.diycities.jp). + +image::settings/homepage_html_block_lausanne.png[HTML block in Homepage content block Lausanne example] + +Homepage HTML block of the platform of the city of Lausanne in Switzerland (participer.lausanne.ch). \ No newline at end of file diff --git a/docs/en/modules/admin/pages/settings/scopes.adoc b/docs/en/modules/admin/pages/settings/scopes.adoc new file mode 100644 index 0000000000..e147b8f7a0 --- /dev/null +++ b/docs/en/modules/admin/pages/settings/scopes.adoc @@ -0,0 +1,108 @@ += Scopes + +Scopes are the set of territories or subjects that an Organization has. A scope may have child scopes. + +For instance, in the case of the city of Barcelona the scopes correspond to its districts, and the children of a +district are its neighborhoods. +They can also have types, so it can be configured, for example, by thematic and also territorial scopes. + +Most of the components and spaces in Decidim allow you to configure Scopes in one way or another. + +image::settings/scopes_list.png[Scopes list] + +== Create a scope type + +To create a scope type, click the "Add" button in the Scope types tab. + +image::settings/scopes_types_new_form.png[New scope type form] + +.Admin new scope type form +|=== +|Field |Type |Description + +|Name +|Required +|Name of the scope type in singular. + +|Plural +|Required +|Name of the scope type in plural. + +|=== + +== Create a scope + +To create a scope, click the "Add" button in the Scope tab. + +image::settings/scopes_new_form.png[New scope form] + +.Admin new scope form +|=== +|Field |Type |Description + +|Name +|Required +|Name of the scope. + +|Code +|Required +|Internal identifier of the scope. + +|Scope type +|Optional +|Which type of scope it's related to. It can be blank. + +|=== + +== Actions + +|=== +|Icon |Name |Definition + +|image:icons/action_browse.png[Browse icon] +|Browse +|See and configure the children scopes for this Scope. + +|image:icons/action_edit.png[Edit icon] +|Edit +|Edit form for a Scope. + +|image:icons/action_delete.png[Delete icon] +|Delete +|To delete this scope. + +|=== + +== Features +The main features related with scopes are: + +. Filtering +. User interests and Newsletters + +=== Filtering + +Most of the spaces and components allows an administrator or a participant to associate them to a scope. +This allows to filter by scopes when exploring them. + +image::settings/scopes_filter_assemblies.png[Assemblies scopes filtering] + +image::settings/scopes_filter_processes.png[Processes scopes filtering] + +Some examples: + +* With Accountability module, so it's possible to filter Results +* Assemblies and Processes can have Scopes. It's used for filtering multiple assemblies in the main listing page (/assemblies or /processes). These can be hidden with the "Enable participatory space filters" in the xref:admin:settings/configuration.adoc[configuration]. +* Filtering in the sidebar is also available in some components, where you can control if these filters are shown with the "Scopes enabled" checkbox in the settings. It also enables the scope selector in the resource creation form. + +You can also configure a participatory space so the filtering only concerns one scope and its children scopes. For example, let's imagine your organization have 3 different scopes for 3 cities, each of them having children scopes for the cities neighbourhoods. +On a participatory space which concerns only one of the cities, you are able to select only this scope and its children so that users do not see the scopes of other cities in the filter options. + +=== User interests and newsletters + +A participant can choose which scopes they want to follow in its account. + +image::settings/account_my_interests.png[Account: my interests] + +This is used in the xref:admin:newsletters.adoc[Newsletters], in the "Select recipients to deliver" step. + +image::newsletter_select_recipients.png[Newsletter: select recipients]