Action Group setup

Overview

This article discusses setting up a new Action Group on the wiki. This includes:

  • Inaugurating a new Workspace (sub wiki)
    • Create and configuration
    • Initial page
  • Setting up a new user Group
    • Adding users to Group
  • According workspace permissions to the group
    • Differences between public and internal (private) workspaces

It is also useful to know something about Zoho Wiki's permission system, and how we are applying it for Fab Lab SD.

Inaugurating a new Workspace (sub wiki)

The following steps need to be carried out by a user accorded Wiki Admin or Owner role.

Create new Workspace

  • Navigate to the Wiki home page
  • Wiki menu > Create > Workspace.  Opens "Create a New Workspace" page
    • Workspace Title: Choose a name of modest length.
    • Workspace URL: For this workspace, choose a short string to add to the path.
      • Example: Web Dev uses 'webdev'.  Web Dev's private workspace: 'webdev-priv'
    • Permissions: Set it to "Private" initially.
    • Workspace appearance: Use wiki theme
    • Hit Create Now button
  • This will show the "dashboard" view for the new workspace.

Configuration/"Customization"

  • Workspace menu > Settings.   Opens Workspace Setting ([workspace name]) page
    • Customization tab
      • Bottom Panel: Disable
      • Side Panel: Left
      • Drag or add side panel widgets to create the following order:
        • Navigate Pages, Quick Search, Recently Changed, Page Actions, Incoming Links, Create New Page (removed later).
        • Delete other widgets,
      • Select the Top Panel Edit link.
        • Customizable Top Bar. Opens the Top Panel dialog.
          • Select the </> button to enter raw html, as follows
<div id="sitetitle">
  <a href="/" id="flsd-logo"><img src="/_attach/1.1/fablabsd-logo-135x120-transp-01.png"></a> 
  <a href="path" id="flsd-page-title">Sub-wiki Title</a>
</div>

Replace the red parts (path and Sub-wiki Title) with appropriate strings.  The Sub-wiki Title string will appear at the top of each page for this sub-wiki, and in the "breadcrumbs" string.

For example, Web Dev: 

<div id="sitetitle">
  <a href="/" id="flsd-logo"><img src="/_attach/1.1/fablabsd-logo-135x120-transp-01.png"></a> 
  <a href="/webdev/" id="flsd-page-title">Web Dev</a>
</div>
          • Click Save on the Top Panel dialog, and close it.
        • IMPORTANT! Also click on the Save button on the Workspace Settings page!
      • On the Workspace Settings page, hit the "Go Back" button, to return to workspace's home page.

Initial page

At the workspace's home page (initially a dashboard view):

  • Click the 'Create new page' link. Opens Create New Page dialog.
    • Page Name: Possibly the action group name.
    • Page Type: Web Page
    • Location: Put page in Root Level (of workspace).
    • Hit Create button. Opens page editor.
    • Enter some initial text.
    • Save and Close. 
  • Browser shows newly-created page.
    • Set this as the home page for the workspace:
      • Page Options menu > Set As Home

Finish Cusomization

  • Return to the Workspace Settings > Customization page.
  • Remove the 'Create new page' widget. (It's redundant with the 'Add sub page' item on the Page options menu.)

Workspace done

At this point, the workspace is ready, but permissions still need to be set, as in subsequent sections.

Setting up a new user Group

Be sure that at least the steward of the new action group is listed in the zoho Shared Contacts list.

Create a new Group

Summary: Use the Groups mechanism to create a new Group, and set up the Action Group steward to be able to add/remove users.

While logged in as the owner of the wiki (Zoho user "Fab Lab SD", currently zohowikiflsd@gw):

  • Hamburger menu > My Account > Groups  Opens Zoho Accounts page, with Groups > All Groups tab selected.
  • Press "Create New Group" button. Opens the new Groups settings window.
    • Group Name: Name the group flsd-somethingAG, appropriate to the group. Example: flsd-WebDevAG
    • Description: Write out the Action Group name
    • Members Email Address. You must enter at least one, preferably the Action Group steward, who will be a/the zoho group moderator.
      • The rest of users can wait until later.
    • Enter a short message. This will appear in the invitation email that would be sent to the new members now being added
    • Hit Create button.
  • This will send invitation email(s) to the members entered above.
  • Once the Action Group steward has accepted the invitation
    • Revisit the Zoho Accounts page > Groups >All Groups > select the newly-created group
    • Select the Members button
    • Select the item corresponding to the Steward, and use the drop down to set them to Moderator.

Adding or removing users to/from the Group

Please see the instructions here to add users to a group or remove them

According workspace permissions to the group

While logged in as an Admin or owner

  • Navigate to the workspace's home page
  • Workspace menu > Settings  NOTE that title says Workspace Settings (workspace name), NOT Wiki.
    • Permissions  tab
      • Note different procedure for Public vs Private workspace in following steps

The edit permissions for Public and Private workspaces

  • Actions drop-down > Custom Permissions      Opens Add Users dialog
  • Select Group Users
  • Click Select Group link
    • Select Group, click Add
  • Check all Permissions. Optionally check 'Do not send notification'
  • Click Add, Close   Permissions should appear in table. (Note: Green check mark = checked. Grey check mark = unchecked!)
  • Click Save on Permissions page

The public view permissions for Public workspaces only

  • Add Users button.    Opens Add Users dialog
  • Select Public Users
  • Verify that only View and Navigation permissions are checked.
  • Click Add, Close   Permissions should appear in table. (Note: Green check mark = checked. Grey check mark = unchecked!)
  • Click Save on Permissions page

Result permissions

For public-facing subwiki (workspace):

For private internal-use subwiki (workspace):

Yes, it's nutty that zoho represents "unchecked" using a grey checkmark. I've submitted two bug reports on that.






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