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8. Members

Published onJun 17, 2021
8. Members
·
key-enterThis Pub is a Translation of
8. Miembros
8. Miembros

One of the most important parts, in terms of functionality and privacy, is that of community members. Members are users who are part of the administrator team, as well as invited users who participate in private processes.

Administrator team

All the people who are part of the administrator team must be included manually in the Members tab of the community Dashboard and must be given the "Admin" permission. This involves a manual process:

  1. Enter the community dashboard

  2. Select the Members tab

  3. Enter the User Name in the Add Member bar

  4. Select the indicated person from the drop-down menu

  5. Once selected, it automatically appears below the bar and is You will have to change the permission

  6. To the right of the member a box appears with the name of VIEW

  7. It is selected and a menu is opened

  8. It is selected ADMIN

  9. This step is repeated as many times as necessary

When this is achieved, each member with these options selected will automatically be able to do practically the same tasks as the creator of the community. It is therefore only necessary to give permission to the indicated people, to take care of privacy and possible technical problems.


Guest users

The administration of users involves three processes, two of which are simultaneous.

The first of the processes is creating a list of potential guests. This list not only works like a database of guests, but also as a tool to verify who has accepted the invitation, and to have control of those who are already registered on the platform by the administration team.

Database example: https://participa.conl.mx/pub/fosntoow/release/1

It is extremely important to check the user name with which the participant has registered, with the utmost accuracy, for skipping this step will make it impossible to give the corresponding permissions.

The second process is to capture and monitor which guests accept the invitation, giving them permission on the platform. Remember, PubPub does not allow people to automatically add themselves to pubs at this time. This involves a manual process:

  1. Enter the collection with the pubs to be edited or the collection where the member can create a new pub

  2. Select the Members tab

  3. Enter the User Name in the Add Member bar

  4. Select the indicated person from the drop-down menu

It is recommended that in the instructions for registration, the person in question should put in his username, either an identifying number that the consultation team generates, or, failing that, the name of the group or institution he represents. Other types of identifiers can be used, but it is highly essential that the user can differentiate himself, since the users that appear are the registered users of the entire PubPub ecosystem, and not only the members of the community that has been created for the purpose of the consultation.

  1. Once selected, the user automatically appears under the bar, and permissions will have to be changed.

  2. To the right of the member, a box appears with the name VIEW.

  3. Select it, and that will open a menu.

    1. Select VIEW if it is a scenario of private guests who are only invited to comment.

    2. EDIT is selected if they users are participants, who are going to create or upload a pub.

  4. This step is repeated as many times as necessary.

The third step is simply to go back to the guest database and mark those who have already been admitted to the Collections. This is crucial, in order to have control of who can already participate and who cannot. This also helps to coordinate efforts in terms of workload, when there are many participants registering at the same time.

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