11.5. Groups

Administration menu → Groups

In the Groups menu of the administration site administrators can:

• Add administrators to groups

• Delete groups

• Manage group categories

• Add and update groups in bulk

• Add and update group membership in bulk

In the Groups menu of the administration institution administrators can:

• Add and update groups in bulk

• Add and update group membership in bulk

11.5.1. Administer groups

Administration menu → Groups → Administer groups

Notitie

Administer groups is only accessible by site administrators.

You see an overview of all the groups on the site.

Administer groups

1. Search: Enter your search term, i.e. a part of the group name. The default text in the field shows you in which institution context you perform your search.

2. Use the drop-down arrow to choose a single institution in which to search for your group if there are multiple institutions set up on your site.

3. Select a group category to narrow down your search further if group categories are set up on your site.

4. Click the Search button to start your search.

5. Group name: The table is sorted alphabetically according to the group name. The group names are linked for easy access to their group homepages.

6. Short name: The group’s short name is displayed. Every group has a short name and can be managed via a CSV file in bulk.

7. Members: Number of group members in each group.

8. Administrators: Number of group administrators per group.

9. Group type: Overview of whether and how people can join this group.

   • Standard: Group consists of members and administrators.

   • Course: Group consists of members, tutors and administrators.

   • Open: Anybody can join the group without administrator approval.

   • Request: People can request to join the group. The administrator receives a notification.

   • Controlled: Group members cannot leave the group. Only the administrator can remove them. This is best suited for course groups.

10. Group category: Display of the group category that is associated with this group.

11. Visibility: Overview of who has access to this group - members or the public.

12. Institution: Show the institution to which the group belongs.

13. Click the Manage button to change the group file quota or to add or remove group administrators.

14. Click the Export group membership in CSV format button to receive a CSV file with information about all members. You can use that file to make changes to the group membership and upload it again.

15. Click the Copy button to duplicate a group. The group’s files, journals, pages, collections and group settings are copied. Group membership and forums are not copied.

16. Click the Delete button to delete a group.

    Waarschuwing

    When you delete a group, all its content - forum posts, files and pages - will be deleted permanently and cannot be restored. Group members receive a notification about the deletion of the group.

17. Export groups in CSV format: Click this link to generate a CSV file with which you can change group settings in bulk.

    Notitie

    All groups shown on the page are exported rather than all groups so you can target which groups to export.

18. You can access groups from the search result list that are not displayed via the paginator.

19. The number of search results is displayed.

20. Results per page: Use the drop-down menu to change how many groups to display.

11.5.1.1. Group file quota

You can specify a default group file quota in Plugins. This allows you to limit the file space that each group can take up. Here you can update the file quota for just one group.

Change the group file quota

1. Click the Manage button next to a group on the Administer groups page.

2. File quota: Change the file quota that this particular group can have.

3. Click the Save button to save your change.

11.5.1.2. Add or remove administrators

Add to or remove administrators from a group by clicking the Manage button next to a group on the Administer groups page.

Add or remove group administrators

1. Search: If you have too many people on your site and you cannot see the ones you want, you can search for them here.

2. Potential administrators: Select the group members you wish to make group administrators. You can select multiple people at once using Ctrl and Shift click.

3. Add the potential group administrators to the right-hand side - Current administrators - by clicking the right-arrow button .

4. Current administrators: If you want to remove an existing or accidentally added group administrator, you can remove them from the list on the right-hand side by clicking on their name.

5. Then click the left-arrow button , and the person is removed from the list.

6. When you have chosen all members you wish to make group administrators, click the Save button.

Notitie

You can also double-click a name and it will be moved to the other side.

11.5.2. Group categories

Administration menu → Groups → Group categories

Notitie

Group categories is only accessible by site administrators.

Group categories help you filter your groups more easily on the My groups and Find groups pages. A group administrator can always assign one group category to a group if categories are enabled.

Manage group categories

1. Enable group categories: Switch to ‘Yes’ to enable group categories for the entire site.

2. Click the Submit button to save your choice.

3. Create a new group category by typing its name and then clicking the Add button.

4. Name: Existing group categories are listed.

5. Edit a group category name by clicking the Edit button , change the name and then click the Update button. If you want to abort the action, click the Cancel button.

6. Click the Delete button to permanently delete this group category.

Notitie

Group categories are not hierarchical and are available to everybody on the site. Everyone who can create groups can assign a group category when the feature has been enabled.

11.5.3. Default group settings

Administration menu → Groups → Default group settings

Notitie

Default group settings is only accessible by site administrators.

You decide the default settings with which each new group is created. Group administrators can change these settings. The settings here do not affect existing groups.

Certain settings are only available to staff, institution administrators, or site administrators. They are not visible to group administrators who cannot set these settings and are ignored for such groups.

Decide on the default settings for new groups

1. Open: Switch this option to ‘Yes’ if you want to create an open membership group. This allows people to join the group without approval from group administrators.

2. Controlled: Create a controlled group if you wish to add people who cannot leave the group. This is a useful setting for course groups where you do not want members to leave.

3. Request: Set this option to ‘Yes’ if you wish to create a request membership group. People will have to send a membership request that requires group administrator approval.

   Notitie

   Open and request membership groups are mutually exclusive.

4. Roles: Choose whether you have only members and administrators or also tutors. The latter can provide feedback and release pages when page submissions are allowed, but they cannot change group settings.

5. Friend invitations: Switch to ‘Yes’ if you want to allow group members to invite friends to join the group. Regardless of this setting, group administrators can always send invitations to anyone. If the friends accept, they will be added automatically to the group.

6. Recommendations: Set this option to ‘Yes’ if you want to allow group members to send their friends a recommendation for joining this group from a button on the group homepage. If a request membership group has been recommended and the friends are interested in it, they would still need the approval of the group administrator to join.

   Notitie

   Friend invitations and recommendations are mutually exclusive options.

7. Create and edit: Decide who shall be able to create and edit content in the group:

   • All group members

   • Everyone except ordinary members, i.e. group administrators and tutors depending on the group type

   • Group administrators only

8. Allow submissions: Use this option to allow group members to submit pages or collections for feedback or assessment. These pages and collections as well as a number of content items in them are locked until released by a group administrator or tutor.

9. Allow archiving of submissions: Use this option when you want to archive pages or collections that have been submitted to this group. The archive will be made on the server. Administrators can download the archived submissions and vital information about them.

   Notitie

   The archive is made at the point of the release of a portfolio.

10. Publicly viewable group: Set this option to ‘Yes’ if everybody shall have access to content of this group. You only see this setting if the site administrator allowed you to have it. Anybody online can see the group homepage and the discussion forum(s). Depending on the membership visibility, they may also see group members. Only members of the group can see the group’s pages, unless they have been made public, and the files area.

11. Hide group: Switch this option to ‘Yes’ if you do not want to list this group on the Groups page.

12. Hide membership: You can hide members of the group from non-members. Decide whether to hide:

    • nobody

    • all group members (except administrators)

    • group tutors only

13. Hide membership from members: Decide whether to hide the group members to people in the group. Only group administrators can see the members listed. Administrators are still shown on the group homepage. You can hide:

    • nobody

    • all group members (except administrators)

    • group tutors only

    Notitie

    If people have the My groups block on their profile page, their group memberships are still listed there. The hiding of the membership and / or group only refers to the Groups page.

14. Participation report: Switch this option to ‘Yes’ if group administrators shall view a report displaying all group portfolios and those that have been shared with the group and see who commented on them.

15. Group category: Choose a category if you want to associate the groups with one, allowing you to filter groups on the Groups page more easily. This setting is only available if the site administrator turned it on.

16. Auto-add people: When you switch this setting to ‘Yes’, new account holders to the site are added to groups automatically.

    Notitie

    Be careful with this setting because it means that everybody joins all the groups created when a site administrator sets up a group.

17. Shared page notifications: Select from the drop-down menu who shall be notified when new group portfolios are created and when group members share their portfolios with the group. The options in the drop-down menu are:

    • All group members

    • Everyone except ordinary members, i.e. group administrators and tutors depending on the group type

    • Group administrators only

18. Comment notifications: Select from the drop-down menu who shall be notified when feedback is placed on a page or artefacts.

    • All group members

    • Everyone except ordinary members, i.e. group administrators and tutors depending on the group type

    • Group administrators only

19. Send forum posts immediately: If allowed, any group member can send a forum post immediately, without needing to wait for the forum post delay time. If not allowed, then only group administrators, tutors, and moderators can do so.

20. Reset: Switch to ‘Yes’ if you wish to reset all changes you made to the default settings.

21. Click the Submit button to save the changes.

11.5.4. Archived submissions

Administration menu → Groups → Archived submissions

When group administrators or tutors release portfolios in groups that allow the archiving of submitted pages, these submissions will be displayed here so you can download them easily. They are also placed on the server in a central location for bulk download directly from the server.

Zie ook

This feature requires that cron runs.

Review archived submissions

1. Search: Enter your search term. The default text in the field shows you in which institution context you perform your search. Type the name, display name, username or email address or any partial thereof you wish to search for in the search field. If you turned on the exact search, you need to provide the correct name or email address and not a partial one.

2. Use the drop-down arrow to choose a single institution in which to search for your group member.

3. Click the Search button to start your search.

4. Submitted to: This column shows the group to which a particular page or collection was submitted to. You can click the group name in order to go to it directly. If the group was deleted, the submission is still available, but the group name is not linked anymore. It has its deletion date displayed.

5. ID: The ID of the archive file on the server for easy access when you download the data as CSV file.

6. The profile picture of the person is displayed.

7. First name: Displays the first name of the person. This is the default column for sorting results.

   Notitie

   Click on the other headings of the table that are links to sort the table differently.

8. Last name: Displays the last name of the person.

9. Display name: Shows the display name of the person.

10. Username: Clicking on the username, you are taken to the person’s administration settings page instead of their profile page as you would with the other names.

11. Leap2A file: Brief description of what has been archived.

12. Archived on: Date and time when the archive was made.

13. Click the Export all data in CSV format link to download data about the archived submissions. The CSV file contains the following information:

• Username

• First name

• Last name

• Display name

• Email address

• Group name to which the portfolio was submitted

• ID

• Title of the submitted portfolio

• Path on disk where the archive is stored

  Notitie

  All submissions are stored in the ‘submission’ folder in your Mahara data directory on the server. Then, each account has a subdirectory and therein are all submissions of this account holder.

• File name

• Time when the archive was made

11.5.5. Add and update groups by CSV

Administration menu → Groups → Add groups by CSV

Notitie

Both site and institution administrators can add and update groups by CSV file.

You can create multiple groups at once by uploading basic information about them via a CSV file.

Add and update groups by CSV

1. Create a CSV file that contains at a minimum the fields shortname,displayname,roles.

   Notitie

   Mahara also accepts CSV files that have a semicolon as separator instead of a comma.

2. Institution: Choose the institution for which you want to create the groups. This is just for internal administrative purposes so that institution administrators do not overwrite each other’s groups.

3. CSV file: Choose the CSV file from your computer that contains the groups.

4. Update groups: Switch to ‘Yes’ if you are updating already existing groups.

   Notitie

   If you do not have your CSV file anymore, you can download it from the Administer groups screen, make the necessary changes and upload it.

5. Click the Add groups by CSV button to make the changes.

Notitie

For fields that require a Yes / No value, you need to put a numeric value into the CSV file:

• 0 = No

• 1 = Yes

Here is a full list of all the possible fields that you can specify:

• allowarchives: Decide whether you want to allow portfolios that have been submitted to the group to be archived automatically.

  Notitie

  This option only works when you also allow submitpages.

• category: Add a group to an existing group category. Put the title of the group category in this field.

  Notitie

  A site administrator can add group categories at Administration menu → Groups → Group categories → Add categories.

• controlled: Group administrators can add people to the group without their consent, and members cannot leave the group.

• description: Brief description about the purpose of this group.

• displayname: The group name that appears around the site.

• editroles: You can choose which roles will be allowed to create and edit content owned by the group. If your group contains only members and administrators, then ‘Group administrators’ and ‘Everyone except members’ are identical. These edit permissions will also be used by default for new group files. Permissions can be changed on individual files in the group files area.

  • all: everyone in the group

  • notmembers: everyone except members in a course group that has tutors and administrators

  • admin: only group administrators

• hidden: Choose to not list this group on the Find groups page.

• hidemembers: Choose to hide group members from non-members.

• hidemembersfrommembers: Choose to hide group members from everybody but the group administrator.

• invitefriends: Choose to allow group members to invite their friends to the group.

• open: Allow people to join the group without approval from the group administrator.

• public: Allow people who are not logged in to view this group including the forums.

• quota: Define the group file quota.

• request: Allow people to send membership requests to group administrators.

• roles: Choose to have a course or standard group. The roles in these group types are:

  • course: member, tutor, administrator

  • standard: member, administrator

• shortname: This is the name used to identify this group in the database. It is also used to identify the group when you add or update its members by CSV.

  Notitie

  The group shortname needs to be lowercase.

• submitpages: Choose to allow the submission of pages and collections to this group. If you create a course group, this setting is automatically chosen.

• suggestfriends: Allow group members to send their friends a recommendation to join this group.

• usersautoadded: Choose to have all new account holders on the site added to the group automatically.

• viewnotify: Choose who shall receive a notification when a new group page is created or a group member shares a portfolio. The options are:

  • 0 = None

  • 1 = All group members

  • 2 = Everyone except ordinary members

  • 3 = Group administrators

Sample CSV file for a group upload

When you look at your CSV file in a text editor and not a spreadsheet software, the above sample file looks like this:

"shortname","displayname","roles","usersautoadded","public","hidemembersfrommembers"

"public","Public group","standard",0,1,1

"course","Course group","course",1,0,0

11.5.6. Update group members by CSV

Administration menu → Groups → Update group members by CSV

Notitie

Both site and institution administrators can add and update group members by CSV file.

Update group members by CSV

1. Create a CSV file that contains the following fields: shortname,username,role in the first row. The short name is the group short name that you used to set up the group. Add the people that should become members of these groups. You can check their usernames on the People search page.

   Notitie

   If you have many groups and could easily lose the overview, create one CSV file per group.

   You can export the current group membership from the Administer groups screen and remove the fields that you do not need for the upload. The extra fields were added to give more context.

2. Institution: Choose the institution in which the groups were created.

   Notitie

   You can only update group membership by CSV of people who belong to the institution in which you created the groups by CSV. All others must be added manually.

3. CSV file: Choose the CSV file from your computer that contains the group members mapped to groups.

4. Click the Update group members by CSV button to add to or remove members from the groups that you have specified.

Waarschuwing

If you manually added people to a group whose members you want to update via CSV file, they will be removed from that group when you update the group membership and do not have them listed in the CSV file. Thus, be careful once you have added group members manually.

Always leave at least one administrator in a group.

Sample CSV file for updating group membership

When you look at your CSV file in a text editor and not a spreadsheet software, the above sample file looks like this:

"shortname","username","role"

"public","petra","admin"

"public","paula","member"

"course","petra","admin"

"course","percy","tutor"

"course","paula","member"

Notitie

Mahara also accepts CSV files that have a semicolon as separator instead of a comma.