Index
Speaking of communities ...
This feature allows you to add, enable or disable communities, define the relationship clouds in which the community will be inserted, as well as permission to perform various actions in the community.
When you create a community, it receives platform-default permissions, namely:
- moderators: can edit the community, add and remove user and perform all the social actions
- common members can support, comment, report, share and request notification
The system administrator can define a user as an administrator of a community created. In this case, that user will be the only one who can set permissions for other users within the community.
Subsequently, the company or community administrator can change the default permissions assigned to it upon creation by editing the community. The company administrator can also set permissions for the community in Permissions.
When the community is edited, in addition to showing the relationship clouds in which it is included, it can also allow to view members of these clouds, that is, users, user groups and communities that are part of it. To do this, simply press View, located in the column Details of each cloud. From the details window, it is possible to perform available actions for clouds of relationship, such as editing general information and adding or removing members.
Basic Path
01. From the main menu, click on Control panel.
02. Click the tab Collaboration.
03. Press Communities.
04. Press New.
05. Enter the name of the community.
06. Enter the alias that will be added to the URL of direct access to the community.
The custom URL is displayed below the field Link (alias).
07. Press change to change the administrator of the community, if desired.
By default, the administrator user is an authenticated user who is creating the community.
08. Select the user who will be set as the administrator of the community.
09. Press Select.
10. Insert the relationshiping clouds in which the community will be present and set if the administrator of the community should be inserted in these clouds.
The “Relationship cloud” and “Add administrator to relationship clouds” fields are only displayed if the relationship cloud feature is enabled.
The default relationship cloud is suggested for the community. However, it is possible to change and define more than one relationship cloud.
When signaled, the option “Add administrator to relationship clouds” determines that the administrator of the community will be inserted in all clouds in which the community was entered.
More information can be obtained in Relationship cloud.
11. Press Create and manage.
To create the community and postpone the management for later, press Create.
To cancel the creation of the community, press Discard.
12. Press Edit image to enter an image that identifies the community.
13. Drag and drop the desired image to the image clipping area or press Change image to select an image from the workstation.
The accepted image formats are JPG, JPEG and PNG.
The maximum size allowed for the image is 10 MB.
14. Define the image area that should be considered.
15. Click Save.
16. Press the Edit icon located below Description and describe the purpose of the community.
It is possible to enter tags to facilitate the search of the community description. To do this, simply enter the # character so that the list of suggested tags is displayed.
17. Press the Confirmation icon to save the included description or the Cancel icon to discard it.
It is also possible to change the previously defined name of the community performing the same steps described for inserting the Description, however, engaging the editing icon located below Name.
18. In the Options area, set the access rules that must be applied to the community.
Request approval.
When checked, determines that it is necessary to obtain approval from the moderator or administrator to join the community.
Private content
When checked, specifies that community content is displayed only by its participants.
Hidden visibility
When checked, determines that the community remains hidden and is not listed in the search results grid. To mark this field, the fields Require approval and Private content are automatically marked.
19. In the Content and security area, define which tabs should be displayed in the community by selecting the desired items in the column Display tab?.
Documents
When checked, determines that the Documents tab is displayed in the community, allowing the publication of documents.
Forms
When checked, determines that the Forms tab will be displayed in the community, allowing the publication of forms.
Articles
When checked, determines that the Articles tab will be displayed in the community, allowing the publication of articles.
Videos
When checked, determines that the Videos tab will be displayed in the community, allowing the publication of videos.
Pictures
When checked, determines that the Pictures tab is displayed in the community, allowing the publication of photos and images.
20. When checking a tab, a window automatically appears for selection of the folder in which the related files should be stored. Select the desired folder for storage of the files corresponding to the marked tab.
21. Press Select folder.
Select the storage folder for each checked tab.
22. In the All security column, select the type of security that is applied to all users to the corresponding tab.
Available security options are:
None
When selected, specifies that no security will be set for all users in the set tab.
Reading
When selected, specifies that all users will have reading permission on the files corresponding to the tab in question.
Writing
When selected, specifies that all users will have writing permission on the folder corresponding to the tab in question.
Editing
When selected, specifies that all users will have editing permission on the files corresponding to the tab in question.
Total
When selected, specifies that all users will have total permission on the files corresponding to the tab in question.
23. In the Member security column, select the type of security that will be applied to all members of the community to the corresponding tab.
Available security options are:
None
When selected, specifies that no security will be set for members of the community in the set tab.
Reading
When selected, specifies that the community members will have reading permission on the files corresponding to the tab in question.
Writing
When selected, specifies that the members of the community will have writing permission on the folder corresponding to the tab in question.
Editing
When selected, specifies that the community members will have editing permissions on the files corresponding to the tab in question.
Total
When selected, specifies that the community members will have full permission on the files corresponding to the tab in question.
24. In the Moderator security column, select the type of security that will be applied to all moderators of the community to the corresponding tab.
Available security options are:
None
When selected, specifies that no security will be set for the moderators of the community in the tab in question.
Reading
When selected, specifies that the moderators of the community will have reading permission on the files corresponding to the tab in question.
Writing
When selected, specifies that the moderators of the community will have writing permission on the folder corresponding to the tab in question.
Editing
When selected, specifies that the community moderators will have editing permission on the files corresponding to the tab in question.
Total
When selected, specifies that the moderators of the community will have full permission on the files corresponding to the tab in question.
25. Make the security setting for all users, community members and the moderators of the community for all checked tabs.
All available data in this window is automatically saved when defined and it is not necessary to perform any procedure to save them. After completing the information related to the community created, it will be available to be viewed by users, according to the permissions that are parameterized.
26. Press Permissions, located next to Content and security.
27. Click on the tab corresponding to the permission you wish to add.
You can add permissions by group, by role and by user.
28. Click Add.
29. Enter the group, role or user – as the selected tab – for which the permissions are assigned.
30. In the Permission column, define permissions as you wish.
Only the administrator of the company or the community can change permissions.
Available options are:
- Notify new posts
- Report
- Comment
- Manage moderators
- Edit community
- Post
- Support
- Share
- Notify in the community
- Manage users
When enabling the action, it is presented with the code ON, stating that it can be run by the group, role or user. When pressing disable action, it is presented with the code OFF, meaning that the action is not allowed.
31. Click Apply permissions.
32. In the message displayed, press Confirm to effect the permissions assigned; or Cancel to discard the changes made to permissions, if you wish.
Alternative Paths
Edit community
01. In the Communities window, place the mouse cursor over the community to be edited.
It is possible to locate the chosen community by using the Search field, located in the upper right corner of the window.
02. Press the Edit icon that appears on the right side of the name of the community.
Community editing is allowed to the administrator of the company or the community itself and to users who have this permission set in Permissions.
03. Make the necessary changes.
More information about the presented options and fields can be obtained through the basic path.
It is also possible to edit the community accessing it, pressing Administrator, located in the upper right corner and then pressing Edit community.
When editing a community, the administrator can view in which clouds of relationship it is inserted through the Relationship clouds tab, in which it is also possible to add or remove clouds for the community, in addition to viewing members of each cloud in which the community is located.
Enable/disable community
01. In the Communities window, locate the community to be enabled/disabled.
It is possible to locate the chosen community by using the Search field, located in the upper right corner of the window.
02. In the Active column, located on the right side of the community, press the option corresponding to the chosen action.
Available options are:
- Yes: when enabled, determines that the community will be activated.
- No: when enabled, determines that the community will be disabled.
It is also possible to enable or disable the community by selecting it and pressing Enable or Disable located at the top of the window.
Change community administrator
01. In the Communities window, locate the community that will change the administrator.
It is possible to locate the chosen community by using the Search field, located in the upper right corner of the window.
02. In the Administrator column, press the search icon located next to the name of the current administrator.
03. Select the user who will be the new administrator of the community.
04. Press Select.
When pressing this option, the administrator of the community is changed and the new one is introduced in the Administrator column.
Define community moderator
01. In the Communities window, access the community to which a moderator will be assigned.
It is possible to locate the chosen community by using the Search field, located in the upper right corner of the window.
The name of each community is a link that directs to its page. To access it, simply click on this link.
02. In the community, press the tab Connections.
03. Locate the member that will become a moderator of the community.
04. Press the arrow located on the right side of the attendee's name that will be the moderator of the community.
05. Press Assign as moderator.
When selecting this option, the user becomes the community’s moderator.
Define community moderators is allowed to the administrator of the company or the community itself and to users who have this permission set in Permissions.
Add user to the community
01. In the communities window, access the community to which the user will be added.
It is possible to locate the chosen community by using the Search field, located in the upper right corner of the window.
The name of each community is a link that directs to its page. To access it, simply click on this link.
02. Within the community, press Manage located in the upper right corner.
03. Press Add user.
Add users to the community is allowed to the administrator of the company or the community itself and to users who have this permission set in Permissions.
04. Select the user to be added as a community member.
To search for a specific user, use the Filter field.
It is possible to select multiple users to become participants of the community at once.
05. Click Add.
By clicking Add, the selected user becomes a community member.
Add users by group to the community
01. In the Communities window, access the community in which the user group will be added.
It is possible to locate the chosen community by using the Search field, located in the upper right corner of the window.
The name of each community is a link that directs to its page. To access it, simply click on this link.
02. Within the community, press Manage located in the upper right corner.
03. Click Add user group.
Add users to the community is allowed to the administrator of the company or the community itself and to users who have this permission set in Permissions.
04. Select the user group to be added as community members.
To search for a specific user group, use the Filter field.
It is possible to select multiple users to become community members simultaneously.
05. Click Add.
By clicking Add, users who belong to the selected group become community members.
Please note!
This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.
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