Setting Up an Active Organization
The following is a list of some minimal steps you need to take to get an organization up and running. See the online Help (under construction) for more detailed instructions on using and administering your organization. Note that if you are in the middle of filling out a form and click on Front Page (or any other link), the form will not be submitted and nothing will be changed.
1. Change your password. Click on My Profile from the Information box. Then click on Edit Profile, which is below the table. Type a new password and enter the email address that should be used for messages to the administrator of this organization. (Just enter your own address for the moment, since this information may be changed at any time.) Click on Front Page in the Information box to return to this screen.
2. Change the defaults for your organization Click on Manage Defaults in the Administration box at your left. Click Edit next to 'System Defaults'. Ignore the first table, which allows you to change the color scheme and fonts that your users will see by default, and edit the information contained in the second box. Just change the information in those fields of which you are sure, not worrying about the others.
3. Create jobs for your members. Jobs are a way of grouping members that can be useful (a) in corresponding to your organization's actual structure and (b) in taking advantage of some features of this website. By default, there are two jobs, Administrator and Member. To create a new job, for example Editor-in-Chief, click Manage Jobs in the Administration box. Click Add a Job. Type the name of the job and a description of the job. You have two additional options. Select whether or not members who hold this job should have administrative privileges on the website (which allows them to assign, rather than merely invite, members to teams, to create and edit jobs, to add, edit and delete members, to add submission projects, and more). You may also select whether members who are assigned this job should automatically be grouped into a team and if so which members should be the leader of this team (according to their job). For example, if you set up a job called 'Senior Article Editor' and want the person that holds that job to lead a team of article editors, then do the following. Set up a new job called 'Article Editor,' select 'Yes' next to the question whether you want this job to define a team, and then select 'Senior Article Editor' for the teamleader. As with other website settings, you can change this information at any time.
4. Create or induct members. Click on Directory in the Information box. You have the option of adding new members (if your organization has the permission to do this) or of inducting members into your organization that are already a part of the intranet. For example, if your intranet contains an organization that is a law review, you can set up an organization that is a law review alumni group. That group can induct the members of the law review, who will be able to log-in to the alumni site with their same usernames and passwords and who will retain their profile information and pictures. If a member already exists on the intranet, you should induct that member rather than create a duplicate account. Adding a new member is self-explanatory, simply fill in all of the requested fields. (Note that if you are entering many members who will hold the same job, it may be helpful to change the 'Default Job for new members' setting in Manage Defaults.) Inducting a new member or members is similarly easy. Just select all of the members you want to induct from the list and select the job to which the inductees should be assigned. Once inducted, these members can login to your organization with the username and password they have used for other organizations.
5. Turn on access to your organization. Click on Access Controls in the Administration box. Go ahead and change every option to 'enabled'. This table also shows you the settings imposed by the intranet administrator. The intranet administrator can enable or disable these settings on a system-wide basis. After clicking Submit, the screen will not change, but the data will have been updated.
6. You're done. Click on Logout in the box at the left. You will be presented with the login screen, from which you can now log-in as any user you created or inducted into your organization.
Tip If you create a project called Resources for any team, then any file uploaded to that project will appear in a box called Resources at the right of that team's page. Similarly, if a project called Resources is created and assigned to the Administratr, then any files uploaded on that project will appear in a box called Resources that will appear on the right side of the Front Page.