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eln-guide-basic-research-groups [2025/07/29 01:04] csdunhameln-guide-basic-research-groups [2025/07/29 15:45] (current) csdunham
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-===== ELN Research Groups ===== +===== ELN User Groups ===== 
-The ELN enables users to create and manage research groups by navigating to Settings -> User Groups (Fig 1). Any user can create a group and invite other registered users to join it. Once joined, users must specify which notebooks from their account are visible to the group, after which, all users in the group will be able to view all of the pages in those notebooks.+The ELN enables users to create and manage user groups by navigating to Settings -> User Groups (Fig 1). Any user can create a group and invite other registered users to join it. Once joined, users must specify which notebooks from their account are visible to the group, after which, all users in the group will be able to view all of the pages in those notebooks.
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-{{:create-group.png?300|}}+{{:create-group.png?200|}}
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 //Fig 2. Create group form. Required fields are: group name (100 character limit), institution, and department. 'Other' values can be entered where appropriate. Clicking submit creates the group with the specified information.// //Fig 2. Create group form. Required fields are: group name (100 character limit), institution, and department. 'Other' values can be entered where appropriate. Clicking submit creates the group with the specified information.//
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 ===== Managing Groups ===== ===== Managing Groups =====
-All of the groups that a user has created or is a member of will show up under Settings -> User Groups -> View Groups. Here, you may manage your groups in various ways. If you are an advisor, you may edit the group, dissolve (delete) your group, manage your notebook visibility, and manage users. If you are a user, you may manage your notebook visibility or leave the group.+All of the groups that a user has created or is a member of will show up under Settings -> User Groups -> View Groups (Fig 3). Here, you may manage your groups in various ways. If you are an advisor, you may edit the group, dissolve (delete) your group, manage your notebook visibility, and manage users. If you are a user, you may manage your notebook visibility or leave the group. 
 +\\ 
 +\\ 
 +{{:view-groups.png?300|}} 
 +\\ 
 +//Fig 3. View the groups you lead or are a member of. Adjust notebook visibility, edit the group (if a leader of), manage members or leave.// 
 +\\
  
 ==== Editing Groups ==== ==== Editing Groups ====
-If you are the (co-)leader/advisor of a group, you may edit basic information about the group, including its name, home institution, and home department by clicking the 'Edit Group' button.+As shown in Fig 4, if you are the (co-)leader/advisor of a group, you may edit basic information about the group, including its name, home institution, and home department by clicking the 'Edit Group' button. 
 +\\ 
 +\\ 
 +{{:edit-group.png?200|}} 
 +\\ 
 +//Fig 4. Edit group form.// 
 +\\
  
 ==== Inviting Members ==== ==== Inviting Members ====
-Group members are added via an invitation-based system. When you click Settings -> User Groups -> View Groups and clicking the 'Manage Members' button, you may choose users to send group invitations to by clicking the 'Invite Group Member' button. Simply select a user from the dropdown menu (which you may filter by typing into the input field above), click the box acknowledging you wish to invite that individual, and then click 'Send Invite'. The user will then have a pending invitation awaiting their review under Settings -> User Groups -> View Invites. Once the user accepts the invite, they'll become part of the group.+Group members are added via an invitation-based system. When you click Settings -> User Groups -> View Groups and clicking the 'Manage Members' button (Fig 3), you may choose users to send group invitations to by clicking the 'Invite Group Member' button. Simply select a user from the dropdown menu (which you may filter by typing into the input field above), click the box acknowledging you wish to invite that individual, and then click 'Send Invite' (Fig 5). The user will then have a pending invitation awaiting their review under Settings -> User Groups -> View Invites (Fig 6). Once the user accepts the invite, they'll become part of the group. The leader/advisor may rescind the invitation, if they choose, from the same page (Fig 7). 
 +\\ 
 +\\ 
 +{{:send-invite.png?200|}} 
 +\\ 
 +//Fig 5. Inviting a user to the group.// 
 +\\ 
 +\\ 
 +\\ 
 +{{:accept-invite.png?200|}} 
 +\\ 
 +//Fig 6. User invite pending acceptance.// 
 +\\ 
 +\\ 
 +\\ 
 +{{:view-cancel-invite.png?200|}} 
 +\\ 
 +//Fig 7. User invite pending cancellation (leader/advisor view).// 
 +\\
  
 ==== Setting Leaders/Advisors ==== ==== Setting Leaders/Advisors ====
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 ==== Dissolving Groups ==== ==== Dissolving Groups ====
-If you are the sole leader/advisor of a group, you may dissolve (delete) the group at any time by clicking the 'Dissolve/delete group' button. You may only do this if you are the sole leader/advisor. If there are co-leaders/advisors, then they will need to step down from their advisor roles before the group can be dissolved.+If you are the sole leader/advisor of a group, you may dissolve (delete) the group at any time by clicking the 'Dissolve/delete group' button (Fig 4). You may only do this if you are the sole leader/advisor. If there are co-leaders/advisors, then they will need to step down from their advisor roles before the group can be dissolved.
  
 ==== Removing Members / Leaving a Group ==== ==== Removing Members / Leaving a Group ====
eln-guide-basic-research-groups.1753751097.txt.gz · Last modified: 2025/07/29 01:04 by csdunham