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69 changes: 54 additions & 15 deletions src/docs/source/docs/groups.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,24 +3,46 @@ Groups

### Overview

For an overview of how to add and manage groups on PECE, please see the
following YouTube video.

<iframe width="560" height="315" src="https://www.youtube.com/embed/aZusE6G1aFY" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

Steps to Create Group
--------------------------

1. Navigate to ‘Dashboard’. This link is listed in the main menu.
1. Navigate to ‘Create Group’. This link is listed in the main menu.

![](media/group-1.png)

2. Select to add a group. You will be directed to a web form to create your group.

3. Enter the relevant fields (see Field glossary for explanation).
3. Enter a title in the "Name" textbox for your new group.

4. In the "Image" field, you can upload an image related to your group by first removing the placeholder image and clicking "Add media".

![](media/group-2.png)

![](media/group-3.png)

5. Add a description related to your group, in the "Description" textbox.

6. The "Group visibility" field, determines whether the group can be viewed by all site visitors or only by its own members.
It does not determine the visibility of group content. Select whether you would like your group to be publicly or privately visible.

![](media/group-4.png)

7. The "Substantive logic" provides the opportunity to describe the rational behind the creation of the group.
You may select a substantive logic by typing in the first few letters and making a selection from the drop-down menu.

4. Note that in order to create a group as a child of another group, you should
select the Parent Group in the Group Audience field.
8. If there are any other group members or managers, add them by typing the first few letters of their name into the field.
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.

5. Save the group. You are now the group administrator.
9. Next, add optional keyword tags to your timeline essay. Tag the content. As you type, suggested tags will be automatically generated if they exist already in the system.
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!

10. The "Relations" field allows you to select group(s) that are related to the current sub-group being made.
Type in the first few letters and a drop-down menu of groups to choose from will appear.

![](media/group-5.png)

11. Finally, click “Save” at the top of the page to save your work.
And remember: all of these settings can be revised at any time. You are now the group administrator.


Steps to Join a Group
Expand All @@ -29,26 +51,40 @@ Steps to Join a Group
1. Navigate to ‘Collaborate’. This tab is listed on the main menu bar.
Here, you will find all of the open groups.

![](media/group-6)

2. Navigate by clicking through the arrows on the bottom of the pages, or by searching if you know the
name of the group.

![](media/group-7)

3. Once you locate the group, click on the link to navigate to the group page.

4. Click ‘Subscribe to group’ on the right hand of the screen. The group administrator will
4. [To be revised] Click ‘Subscribe to group’ on the right hand of the screen. The group administrator will
have to approve your request before you are considered a member of a
group, and this may take some time. Once you are listed as a member, you
should be able to begin associating content with a group.

Steps to Manage Group Memberships
Steps to Manage Group Memberships
--------------------------

1. If you created a group or have been appointed as an administrator of a
group, navigate to the group’s page from your dashboard or from the “Collaborate” link.

2. Click on the Group tab in the edit menu. (You will not see this tab if you are not a group owner.)
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".

3. Select the link ‘People.’ Here you can see a list of site users that have requested to join the group or that have already been approved. If a user has been approved, their State will be listed as "Active"; otherwise, their State will be listed as "Pending".
![](media/group-8)

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.

![](media/group-9)

2. [To be revised] Click on the Group tab in the edit menu. (You will not see this tab if you are not a group owner.)

3. [To be revised] Select the link ‘People.’ Here you can see a list of site users that have requested to join the group or that have already been approved. If a user has been approved, their State will be listed as "Active"; otherwise, their State will be listed as "Pending".

[The below is to be revised]
### Approving a Group Member

1. To approve a group membership for a Pending user, click edit at the end of the row with their username.
Expand All @@ -59,7 +95,7 @@ group, navigate to the group’s page from your dashboard or from the “Collabo

4. Click "Update Membership".

### Changing a Group Member's roles
### Changing a Group Member's roles

1. To change a group member's role, click edit at the end of the row with their username.

Expand Down Expand Up @@ -106,9 +142,12 @@ which will soon be listed on the group page.

### What do the different group membership roles mean?

A group manager is the person responsible for stewarding the group on PECE. The manager has the ability to make edits to the group itself and to add or remove members.
Group members have access to view artifacts, essays, etc when the view permissions for that content have been restricted to the group.
Administrators can manage groups as described above. **There is no
difference between a researcher and a contributor in a group.**


### I’m trying to approve a user’s request to join a group, and I keep getting an error. What’s going on?

This is a bug that has happened to a few group managers over the past
Expand Down
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