Creation Step

Description

General properties

In this step, you define all the general properties for the new room. This includes the following data:

·         Name
Permitted characters: a-z, A-Z, 0-9, _, %, ~, -, äöüÄÖÜß, comma, space

·         Description
Purpose of the room, appears in the room directory below the link to the room.

·         Owner
Portal user who receives permission to edit the room (properties, member list, room relations). The owner registers new users and edits access permissions for the room-specific roles.

·         Categories
Assignment of at least one of the categories available. You can use the categories to filter the rooms displayed in the room directory.

·         Template
Selection of the room template according to the intended purpose of the room (see Standard Rooms). The system displays the description of the room template selected.

Define the room type, register members, and assign room roles

This step comprises the following activities:

·         Room type (required)
If the room template allows a choice, you specify the required room type.
– Public: Every portal user can enter the room without restriction and register himself or herself as a member.
– Restricted: Users must request their registration by the room owner.
– Private: The owner registers the members required and invites them to enter the room.

·         Room members
When you create a room, the system automatically inserts your portal user as a member and assigns it the initial role specified in the room template. If necessary, you can change the role assignment.
In the input field below the member list, you can enter other portal users and/or user groups and add them to the list. To search for the new members and groups, you choose Choose to display the function for selecting users and groups. Then you add the users and groups selected to the member list.
A user group is not automatically expanded in the member list but appears as a single entry. You can expand the group using the appropriate option in the context menu.
You decide whether the system sends invitations to newly registered members by e-mail. The flag for sending e-mails is activated by default and you can deactivate it by clicking it.

If new users are added to a user group in user management after you have created the room, these users do not receive an invitation.

·         You assign each member (portal user or user group) the appropriate room-specific roles. Each role permits access to particular pages in the room. Your system administrator defined the room roles when creating the room template.

As the room creator, make sure that you or at least one member of the room has the role with authorization for maintenance functions (for example, the Admin role).

External parameters

The wizard provides this step only if the room template contains external parameters. For each parameter, the system queries the value that the parameter should have in the new room.  

For the URL parameter, you enter the Web address of an Internet search engine as the parameter value.

Check of the entries

This step allows you to check your entries using the overview displayed. If all entries are correct, you can finish creating the room.