User groups

v9.0 - Last Mod.: 08/10/2017
In groups, members who are interested in a certain subject meet to discuss and exchange opinions. Every member can suggest a new group which will be verified first before it gets published. The member who suggested the new group becomes Group Manager automatically. Every member can join existing groups.

1. User groups / Groups

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Network & Community > Network Groups.
Here you find the Overview over all existing groups (network groups and user groups).

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1.1 Overview

Canvas Page for groups - you can fully customize the content with widgets.

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1.2 List view

  1. Selection Here you can filter the list by type (user group & network group) or by category.
  2. Logo Displays the logo of the group.
  3. Title, Description Displays the title and short description of the group.
  4. Members Displays the number of users currently assigned to the group.
  5. Actions Clicking the icon you can perform the following actions: View, Content, Members, Member applications, Edit, Delete.
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1.3 My groups

Here you can find all network groups in which you are either group manager or which were suggested by you.
With the Selection you can filter the list by type (user group & network group) or by category.
  1. Logo Displays the logo of the group.
  2. Title, Description Displays the title and short description of the group.
  3. Members Displays the number of users currently assigned to the group.
  4. Actions Clicking the icon you can perform the following actions: View, Content, Members, Member applications, Edit, Delete.
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1.4 Add

Click on the +Add button in the overview.
  1. Enter a name for your group into the field Title of the group. 
  2. Enter a description into the field description (this will be displayed in the list).
  3. Enter, if applicable, a description into the field Long Description.
  4. In the area Tags you can choose and assign group tags.
  5. Under categories you can categorize your group. 
  6. In the Members area you can choose what type of group you want to create: open or closed network group, or user group.
  7. Under New members select the way new users can join the group.
  8. Under Group invitation emails you can specify the email address suffixes the group invitations may be sent to.
    Leave this field blank if you do not want to have any restrictions.
  9. Portal Master Settings: Here you can assign the group to a company, establish which changes can be made by the Group Manager and create a forum for the group
  10. Export: Here you can specify whether dates and membership information may be exported.
  11. Click the button Save when ready.
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1.5 Edit

  1. Choose a group from the list that you want to edit.
  2. Click on the Action Icon and select Edit
  3. Adjust the settings - see more under 1.4 Add.
  4. Click the button Save when ready.
You can also configure additional settings:
  • In the Design & Layout tab you can specify a logo and background image,furthermore you can specify more content for header and footer - as well as globally via CSS - under HTML & CSS.
  • In the Navigation tab you can specify which applications should be available in your group and in which order the navigation should display them. Clicking on "More Apps" you can add more application such as the Idea Pool or Media Pool.
  • In the Permissions tab you can set permission levels for all members of your groups for the media pool and blogs.
  • Under Members > List you can add new members to your group:
    • As member: new group members without any special rights
    • As groupmanager group managers, who can edit all group settings
    • As proxy group proxys, who can edit the member list and send group newsletters.
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2. Group applications

Here you can find an overview of all group applications and who the groups have been suggested by. Clicking "more details" will redirect you to the application as it has been submitted - you can then edit these settings and choose to either create the group or decline the application.

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3. Moving of contents

Here you can move existing contents of a user group to another user group. Please select a source and a target:

1. Type the name of the group in the Source field, or click in the field and select the group.
2. Type the name of the group in the Target field, or click in the field and select the group.
Note: Source and target must not match.
3. In the Applications area, activate the respective checkboxes for the contents of the respective applications that are to be moved from the source to the destination.
4. Click on Next...
5. Confirm the process by clicking Ok.
Note: The source group is not deleted during this procedure.

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4. Settings

  1. Activate the checkbox Allow group self creation if members should be able to add own user groups without approval.
  2. Choose from the selection box Default forum group the default forum group for network group.
  3. Enter in the field Top Groups the IDs of the groups (comma separated), which you want to feature in area Top Groups.
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