en:myportfolio:mitmachen
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+ | ====== myPortfolio – Participate ====== | ||
+ | **Create and manage groups in myPortfolio** | ||
+ | ===== 1. Groups ===== | ||
+ | Every myPortfolio user can create groups and invite or add other myPortfolio users to the group. To create a group, go to //Groups// from the Burger menu via //Engage// and then click //Create Group//. | ||
+ | |||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | |||
+ | **myPortfolio groups** have the following sections: | ||
+ | * About (start and overview page) | ||
+ | * Members (overview of members, roles) | ||
+ | * Forums (Exchange in forums) | ||
+ | * Pages and Collections (for creating and editing shared pages and collections) | ||
+ | * Blogs (for capturing thoughts in the form of blog entries) | ||
+ | * Sharing (for sharing group views) | ||
+ | * Files (for uploading and saving shared files) | ||
+ | * Other options if applicable | ||
+ | |||
+ | In groups that you create yourself, members can either be administrators of the group or participants. A "group founder" | ||
+ | |||
+ | ==== 1.1 Creating a group ==== | ||
+ | |||
+ | <WRAP group noprint> | ||
+ | <WRAP twothirds column> | ||
+ | 1. There are __three options__ for creating a group in myPortfolio: | ||
+ | |||
+ | * In the //Burger menu//, select the menu item //Engage// and then the sub-item //Groups//. | ||
+ | * You can access the group settings by clicking on //My Groups// above your profile tab. | ||
+ | * To create a group in myPortfolio, | ||
+ | \\ | ||
+ | </ | ||
+ | <WRAP third column>< | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | |||
+ | <WRAP group onlyprint> | ||
+ | < | ||
+ | 1. There are __three options__ for creating a group in myPortfolio: | ||
+ | |||
+ | * In the //Burger menu//, select the menu item //Engage// and then the sub-item //Groups//. | ||
+ | * You can access the group settings by clicking on //My Groups// above your profile tab. | ||
+ | * To create a group in myPortfolio, | ||
+ | \\ | ||
+ | </ | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | 2. Enter the name of the group and, if necessary, a description. In the // | ||
+ | 3. By clicking on //Save group// your group is created and you are on the //About us// page of the newly created group. \\ \\ | ||
+ | |||
+ | <WRAP center round important 100%> | ||
+ | **Note:** \\ | ||
+ | All your groups are listed under your name on the home page. If you are the administrator of a group, this is shown in brackets. Click on the group name to go directly to the group. | ||
+ | Group invitations can be found under their name on the home page. Clicking on it will take you to the page where you can confirm or decline them. \\ | ||
+ | </ | ||
+ | |||
+ | |||
+ | ==== 1.2 Settings of a group ==== | ||
+ | <WRAP group noprint> | ||
+ | <WRAP twothirds column> | ||
+ | Below are the options within the settings dropdown listed and explained in the order you can make them as a group administrator. Proceed as follows: \\ | ||
+ | // Groups → My Groups → Settings // \\ __or__ \\ | ||
+ | // Groups → My Groups → Group Name → Settings. // \\ | ||
+ | |||
+ | </ | ||
+ | <WRAP third column>< | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | <WRAP group onlyprint> | ||
+ | < | ||
+ | Below are the options within the settings dropdown listed and explained in the order you can make them as a group administrator. Proceed as follows: \\ | ||
+ | // Groups → My Groups → Settings // \\ __or__ \\ | ||
+ | // Groups → My Groups → Group Name → Settings. // \\ | ||
+ | </ | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | ==1.2.1 Membership== | ||
+ | |||
+ | ^ **Option** | ||
+ | | Open | Open memebership | ||
+ | | Request | ||
+ | | Controlled | ||
+ | | Invitations from contacts | ||
+ | | Recommendation | ||
+ | | No option selected | ||
+ | \\ | ||
+ | |||
+ | ==1.2.2 Content== | ||
+ | |||
+ | You can define who is allowed to create and edit content in the group area in the settings under | ||
+ | Content → Create and edit. There are three options to choose from here: \\ | ||
+ | ^ **Option/ | ||
+ | | All group members | All group members can create and edit views. | ||
+ | | All except for participants| All group members, except for participants, | ||
+ | | Group administrators | ||
+ | |||
+ | |||
+ | ==1.2.3 Visibility== | ||
+ | In the // | ||
+ | |||
+ | ==1.2.4 Editability== | ||
+ | In the Editable area, you can specify a start time and/or end time, if necessary. This defines how long or from/until when group members can make changes in the group (upload files, edit views, etc.). | ||
+ | |||
+ | ==1.2.5 General== | ||
+ | Under //General// you can e.g. make settings who should be notified about the release of a new view within the group or about a new comment: | ||
+ | * None | ||
+ | * All group members | ||
+ | * All except normal members | ||
+ | * Group administrators | ||
+ | \\ | ||
+ | |||
+ | ==== 1.3 Invite / add myPortfolio users to a group ==== | ||
+ | As an administrator, | ||
+ | |||
+ | ===a) Invite / add via the profile view === | ||
+ | If you want to invite or add an individual person to a group, you can initiate this from the person' | ||
+ | * Go to the profile view of the person. If necessary, first search for the person using the search bar at the top of the screen. Click on the person' | ||
+ | * In the upper area of the profile view, you can now select the group to which the person should be invited or added. \\ | ||
+ | |||
+ | ===b) Send multiple invitations=== | ||
+ | If you want to invite several people to a group at the same time, you can do it in the group in the //Members// section: | ||
+ | 1. In the //Members// section of your group, click //Send multiple invitations// | ||
+ | |||
+ | <WRAP group noprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | <WRAP group onlyprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | 2. Now use the search field (1) or the list of possible members (2) to search for people who should receive an invitation. Double-click on a name to add the person to the //list of users to be invited//. Alternatively, | ||
+ | |||
+ | <WRAP group noprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | <WRAP group onlyprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | 3. Clicking //Submit// sends invitations to the selected users. A confirmation that invitations have been sent will be displayed. Invitations that are still pending, i.e. have not yet been confirmed, can be found in the //Members// section. | ||
+ | |||
+ | |||
+ | ==== 1.4 Confirm group invitations ==== | ||
+ | If you have been invited to a group, you will find the group invitation under your name on the home page. Click on the invitation and confirm your membership in the group by clicking // | ||
+ | \\ | ||
+ | |||
+ | ===== 2. Forums ===== | ||
+ | |||
+ | In the Forums group area, you can create forums (" | ||
+ | |||
+ | <WRAP group noprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | <WRAP group onlyprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | ====2.1 Create a forum ==== | ||
+ | 1. In the Forum section, go to //New Forum//. \\ | ||
+ | |||
+ | <WRAP group noprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | <WRAP group onlyprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | 2. Assign a title for the forum, add a description and set the //forum mode// | ||
+ | \\ | ||
+ | |||
+ | 3. By clicking on Forum Settings you can make further settings for the forum. Explanations can be found in the following list: | ||
+ | * **Group members automatically enroll:** | ||
+ | * If group members should automatically receive all forum posts, i.e. subscribe to the forum, activate this option. | ||
+ | * However, group members can unsubscribe from the forum, i.e. unsubscribe from the forum | ||
+ | * **Allow users to log out themselves: | ||
+ | * Select whether group members can log out independently. | ||
+ | * **Order:** | ||
+ | * Select the location in the order in which the forum should appear. Here you have the option to place the forum before or after the General Discussion forum. | ||
+ | * **Moderation: | ||
+ | * You can appoint people as moderators of the forum, who can thereby edit or delete posts, for example | ||
+ | * **Who can create discussion topics:** | ||
+ | * All group members - any group member can start new discussion topics and reply to existing topics. | ||
+ | * Only moderators and group administrators - only moderators and group administrators can start new discussion topics. Once a topic has been posted, anyone can reply to it. | ||
+ | * **Close new themes:** | ||
+ | * If this option is set, new topics in this forum will be closed by default. Only the moderators and group administrators can edit the topics. | ||
+ | |||
+ | |||
+ | ====2.2 Write a post in a forum ==== | ||
+ | |||
+ | 1. In the Forums section, click the name of the appropriate forum and then click the //New Discussion Topic// tab. | ||
+ | \\ | ||
+ | |||
+ | |||
+ | <WRAP group noprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | <WRAP group onlyprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | 2. Enter a subject and your message, specify whether it's a //pinned topic// or a //closed topic// if necessary, and whether you want to send a message now (rather than after a few minutes). Finally, click //Submit Post// | ||
+ | <wrap center round tip 90%> | ||
+ | **Note:** //" | ||
+ | </ | ||
+ | |||
+ | ====2.3 Reply to posts in forums==== | ||
+ | |||
+ | 1. In the //Forums// section, go to the appropriate forum. Click the name of the discussion topic and then click //Reply//. \\ | ||
+ | 2. Compose your message and send it via //Send post//. Your reply will now appear under the post you replied to. There is an option to edit the post, reply to it or delete it. \\ | ||
+ | |||
+ | |||
+ | <WRAP group noprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | <WRAP group onlyprint> | ||
+ | < | ||
+ | {{en: | ||
+ | < | ||
+ | </ | ||
+ | </ | ||
+ | |||
+ | ===== 3. FAQ ===== | ||
+ | |||
+ | <WRAP info>We answer the most frequently asked questions about these instructions in the [[myportfolio: |