Aurora: Delete a group and sub-groups
Group Owners and Community Administrators can delete groups. Warning: Deleting a group permanently deletes all of the content, membership, and settings associated with the group. The action cannot be undone. No notification is sent when a group is deleted. Delete a group in Community UI Delete a group in Community Admin Delete a group in Community UI Sign in to the community and navigate to the Group 9age for the group you want to delete. From the Options menu, click Edit Info. In the Edit Grouppage, go to the bottom left of the page and click Delete Group. Click Delete Groupin the confirmation modal. The group is deleted and you are returned to the group parent page (the top-level Community page or the parent Category page). Delete a group in Community Admin Go to Community Admin > Community Structure. Navigate to the group you want to delete. Hover your cursor over the group and select Delete. Click Delete Place to confirm. The group is deleted. Note: You cannot delete the boards with in a sub-group.About Aurora Groups
Groups deliver an enhanced experience for Community members to engage around a common theme or purpose. Each group has its own configurable set of content types (forum, blog, knowledge base, ideas, and events) to organize content and communication. This guide provides overview information about: Group membership types Search within groups Group management Group flood controls You can imagine groups for everything from special interests within the community to focus groups to product launches and more. Groups can be visible and open to anyone in the Community, closed (requiring a request to join), or hidden (invisible to the public and accessible by invitation only). Community Administrators can share group management with Community members by giving a member the Owner role, which enables the member to edit group details, manage membership requests and invitations, and assign and change group roles for members. Members can discover and browse groups on the Group landing page: The Group page provides quick access to the hub's info, contents, recent activity, and members. Administrators and group Owners can perform most group management tasks directly in the Community UI without needing access to Community Settings. On the Create Grouppage, here is a quick look at group configuration options. Note: The Boards section of the page appears to Community Administrators only. The ability to add group child places is dependent on the Add any community-supported boards permission, which is denied by default to the Owner, Curator, Inviter, and Member group roles. Member management is performed in the Manage Members page. An Owner or Administrator can see a list of current members, edit a member's role, remove members from the group, view pending invitations, and accept and deny requests to join. Other important group capabilities include fully-functional search and group subscriptions. Group membership types Every group has a membership type that controls access. A group can be: Open Closed Hidden Important: Membership type and access are managed through Community permissions. There are no other Community Settings to control access. For example, a hidden group is hidden because non-members of that group have the See groups permission set to Deny. Open groups All community members can browse and like all content, reply to posts, and comment on posts of the group. Group members can create new content and browse, reply, and comment on the post. The ability to see and join a group is governed by the access allowed to the container node. For example, an open group placed in a category with the See categories permission set to Deny cannot be joined by a member unless the member is assigned a role with See categories set to Grant. Ways to join: Join Groupbutton on the Group page By invitation from a group Owner, Inviter, or an Administrator Closed groups As with open groups, a closed group is visible only to community members with access to the category in the group lives. Group visibility is governed by the access set on the container node. Non-members do not have read or reply permissions for closed groups. Content in closed groups appears in search results to group members only. Non-members who try to access a closed group are directed to a page explaining that the group is closed and that the user must request access. The request to join is sent to group Owners via email. Members can create new content as well as browse and reply to existing content Ways to join: Join Groupbutton on the Group page. By invitation from a group Owner, Curator, Inviter, or an Administrator. Hidden groups Community members access Hidden groups either by invitation (by group Owner, Inviter, or an Administrator, or by being added to the group directly in Community Admin. Hidden groups are hidden from non-members in the Community UI and cannot be searched. Non-members attempting to access the URL to a hidden group’s page or child places are directed to an error page. Search within groups Content search within a group is fully-functional. All visitors can see content in open groups in community and place-level searches. Open group content is accessible to all. Content in closed groups is accessible only to group members. Hidden group content is searchable and accessible only by group members. Any relevant results in the community-wide search bar also surfaces content inside of groups to users who have permission to access it. Open and closed group nodes and child nodes appear in places search results to group members and non-members. Hidden group nodes appear in places search results to group members only. Group management in the Community UI The Community UI provides basic group management features: Create a group Delete a group Edit group details including group type, child board titles, and avatar Invite new members to the group Remove members from a group Manage group invitations and requests to join Manage group role assignments Group management in Community Admin Community Administrators can define Community Settings at the group container level, just as they can with other containers. In the Manage Members page, Community Administrators can remove a member from a group, edit a member’s role within the group, and manage any pending invitations. Group management by community members with Admin Permissions A community member with the Edit groups and Edit groups in Community Settings permissions can access Community Settings from the Group page in the Community UI and perform group administration actions. The permission adds the Edit Group Settings option to the Group page Options menu. These permissions are denied by default. Important! Be very careful when granting these permissions. It is intended to enable trusted employees to perform group actions that cannot be performed in the Community UI. For example, you may grant this permission to a product manager who is running an Early Access program through a group so that the product manager can quickly add customers to the group. We strongly recommend against granting this permission to your customers. Group flood controls Group members can send up to 50 invitations in an hour and up to 100 invitations per day.Aurora: Create a group
You must have the Create groups permission to create a group. This permissionenables a member to create a group with a single Forum. To create a group with the remaining content types, members also need Add any community-supported boards permission. A group can contain one child node of each content type supported in the community. Create a group in the Community UI Create a group in Community Settings Only Community Administrators can create groups. An Administrator can create a group in Community Settings or in the Community UI. Group Owners can edit group settings after a group is created. See Edit group settings for instructions. When you create a group, you define the following: Group Name: A display title within the community for the group. Group ID: An identification string that will be used for the URL of the group, as well as other back-end functions. Description: Brief overview of the purpose of the group. Boards (Content Types): The content types to include in the group. There can be one instance of each content type in the group. Membership Type: The membership type controls access to the group.You can change the membership type of a group later if needed. Membership types are: Open: Non-members can browse all content and can also reply to existing content. Members can create new content as well as browse and reply to existing content. Closed: Non-members do not have any read or reply rights for closed groups. Members can create new content as well as browse and reply to existing content. Hidden: This type is invite-only and completely hidden within the community structure and cannot be searched. Accessing the URL if you are not a member (or invited) results in an error page. Avatar: Allows you to upload an avatar for the group. This will be used for out-of-the-box components to represent the group. We recommend square or circle-shaped images, at least 500 x 500px. Create a group in the Community UI To create a group in the Community UI, click the Create Groupbutton to open the creation page. To create a group in the Community UI: Ensure that the Create Group Buttonhas been added to a community page. Go to the respective page and clickCreate Group. Enter the Name of the group. (Optional)Enter a Description for the group. Under Avatar, click Addto browse and select an avatar for the group (or use the default group avatar).We recommend square or circle-shaped images having at least 500 x 500px size. Select the Membership type for the group: Open, Closed, or Hidden. Select at least one Board (content type) to include in the group. Note: The ability to define the required child nodes in a group is granted by the Create all supported boards permission. This permission is granted only to Community Administrators by default. Optionally, set a display name for each board. Otherwise, each child board in the group will inherit the name of the group. Click Create. New open and closed groups appear to all community members as out-of-the-box components. New hidden groups appear only to members of hidden groups. Create a group in Community Settings Community Administrators can create a group in Community Settings. The group Owner can edit the group details using the Community UI. SeeEdit group settings for instructions. To create a group in Community Settings: Go to Settings > Community Structure. Go to the section of the Community Structure where you want to add the group (at the top level of the Community, in a Category, or in a board). Hover your cursor over the node, click Add(plus icon), and select Group. Enter the display Name that will appear in the Community UI. Enter the Group ID. (Optional) Add a Description for the group. The description is used in the About Groupwidget and in the group card on the Groups page. Plain text and HTML are supported. The character limit is 10,000. (Optional) Under Avatar, click Add (plusicon), and select an Avatar for the group. Select the groupMembership Type. SeeGroup membership types to learn about the differences between the types. Select at least one Board type to include in the group. Click Save. The group appears in the Community Structure. The newly created open and closed groups appear to all community members in out-of-the-box widgets. New hidden groups appear only to members of hidden groups.Aurora: Edit Group settings
In the Community UI, group Owners and Community Administrators can edit group settings. Administrators can also edit a group in Community Admin. Edit a Group in the Community UI Edit a Group in Community Admin Edit a Group in the Community UI Sign in to Community and go to a Group page. From the Options menu, click Edit Info. The Edit Group page is displayed. From here, you can edit the Name, Description, Avatar, Membership Type, and the Names of the child boards in the group. Community Administrators can add or remove boards in the group. Note: By default, group Owners cannot edit child places in a group. To enable this ability, you can clone the Owner role and set the Add any community-supported boards permission to Grant. See Create a custom group role for instructions. Click Save. Edit a Group in Community Admin To edit a Group in Community Admin: From the Account menu, go to Settings > Community Structure. Find the group in the structure, open the Options menu, and click Edit. Click Edit Info. From here, you can change the Name, Description,Group Avatar, Group Type, and boards included in the group. Note: Board titles within groups must be added and edited in the Community UI. Click Save. Additionally, you can change the group’s content-related settings: Content workflow: Enable this option to use the content workflow features for blogs and knowledge bases. File attachments: Define the filename extensions, maximum file size, and maximum number of attachments per for file attachments. Media: Enable this option to allow members to add images to their content. Tags: Enable this option and set tag options to add tags to the content within the group. Learn more about configuring tag options. Invitations:Configure Send invitations via option that allows members to send group invitations either via community inbox (for members only) or email (for both members and non-members). Moderation:Configure moderation settings such as spam management and content moderation defaults at the group level.Aurora Group roles and permissions
This article describes the roles and permissions used with Groups. Group roles Custom Group roles Mapping Group roles to content workflow capabilities Group permissions Add members to Group roles Permissions for Group role hierarchy Group roles Community includes out-of-the-box Group roles: Owner, Curator, Inviter, and Member. Community Administrators can create custom group roles at community, category, board, and group levels. You can add members to these Group roles only at the Group level. Note that you cannot add members to the Group roles at community or category level. A group can have multiple Owners. Only Community Administrators can assign the Owner role to group members. (Owners cannot assign the Owner role to other members.) Members with the Administrator role can perform all Owner actions. Owners and Administrators can assign group members the Curator and Inviter roles. This enables other group members the ability to create and manage place content and to invite other community members to the group. Having both a group Owner and one or more Curators helps distribute the task load for node content. An Owner can: Delete groups that they create Modify group settings Invite members Approve or deny requests to join Assign and change member roles Manage all content Perform all Member actions Manage featured content and places widgets on a page A Curator can: Manage all content Invite members Perform all Member actions Manage featured content and places widgets on a page Note: By default,the Edit items in list widgetspermission is enabledfor Group Owners and Curators to manage featured content and places widgets on any page. An Inviter can: Invite users Perform all Member actions A Member can: Create content Reply to content Edit their own content Delete their own content Tag content (if tagging content is permitted in the group's parent node) Mapping Group roles to content workflow capabilities You can map the Group roles to the capabilities in the KB and Blog content publishing workflow: Owner has all 3 capabilities: Authoring, editing, and publishing Curator has all 3 capabilities: Authoring, editing, and publishing Member has only authoring capabilities It is recommended to assign permissions to the roles instead of the users. Custom group roles Community Administrators can create custom group roles in Settings > Roles and Permissions at the community, category, board, and group node level. Group roles are created for a specific group; custom group roles are not shared across groups and custom group roles are not inherited from parent nodes. Learn more about Custom group roles. Group permissions Groups are backed by the standard Community permission system. Eachmembership type has default permissions that are applied when a group is created. Important! We strongly recommend against altering permissions on a per-group basis. Doing so could inadvertently override certain key permissions, such as making a Hidden group visible to non-members. At the Community and Category node level, Community includes these group permissions: See groups: See the group node type Edit groups: Edit group properties Delete groups: Delete a group and all its content Create groups: Create a group. Note: The Create groups permission enables a member to create a group with a forum. To enable all discussion styles in a group, a member must have Add any community-supported boards set to Grant. Move groups: Move a group to another location in the community structure. A group cannot be moved into another group. Edit groups in Community Settings: Enables a member to edit group info at community admin level. Add any community-supported boards: If granted, members can add any supported boards (Forum, Blog, KB, Ideas, Event) within the group. At the group node level, Community includes these group permissions: See group: See group nodes Edit group: Edit group node properties Delete group: Delete a group and all its content Add any community-supported boards: If granted, members can add any supported boards (Forum, Blog, KB, and Ideas) within the group. Edit groups in Community Settings permission enables a member to edit group info at community admin level. Send group invitations: Send invitations to join groups. Bypass group invitation flood control: Members with this permission can bypass the flooding control set in place when sending membership invites. Add members to Group roles At Group level, Admins can add members to Group roles to perform certain tasks in the Group based on the Group role. Note that members must be a part of the Group to perform these role-based tasks. To add members to a group role: From theAccountmenu, go toSettings >Community Structure. From the structure, click the name of theGroup. From the Settings page, click Group Permissions. The Settings page is displayed with Group Permissions Defaults and Group Roles sections. Under Group Roles,click any of the roles. For example, Curator. The Group permissions page is displayed with default Curator permissions and Members of the role. To add members to this role, click Add Membersnext totheMembers section. In Add Memberswindow, find and add members. Click Save. Note that you can add up to 10 members at a time. Permissions for Group role hierarchy A tab called Group Rolesis available under Community Settings > USERS. All the group related roles (Curator, Inviter, Member, and Owner) are available on this tab. These roles are available at the community and category levels. The roles hierarchy for Groups enables global management of group role permissions. You can change the membership role permissions either at the community level or at the category level. The permissions for the roles cascade down to all the groups within the community or the category, respectively. Learn more about Group roles hierarchy and how Group role permissions are determined.Aurora: Invite members to a group
Group Owners and Community Administrators can start the invitation flow in the Manage Members page or from the Options menu of the Group page. Group Curators and Inviters can start the invitation flow from the Group page Options menu. Group users can send 50 invitations in an hour and up to 100 invitations in a day. Note that if you want to change these default configuration values, you must open a Support ticket. For the community members, you can send the invitation via private message by specifying their usernames. To invite external users, you can send the invitation via email by specifying their email addresses. From the group settings, you can configure the mode of group invitations. Note: The community member receiving the invitation and receiving the approval notification must have a verified email address. To send an invitation: Select Invite New Members from the Group page Options menu or click Send Invite in the Manage Memberspage. Groups Page Options menu Manage Members Page (Click Options menu > Manage Members in the Group page) Send Invitationdialog box opens. In Send Invitationdialog box, specify the following fields: To: Specify the recipient Username or email address. Role: Select the group role from the drop-down that you want to assign to the recipient. Message (optional): Enter the invitation message. This field is optional. Click Send Invite. Community members or external users receive a private message or email with the invitation and a link to join the group. When the external users click Accept the invitation link, they are redirected to theRegistrationpage to register themselves to the community before joining the group. When the member clicks Accept the invitation link, they are redirected to the group page with a confirmation message that they are now a member of the group.Aurora: Ways to join a group
Community members can join a group in several ways: Join Group button Request to join a closed group Receive an invitation to join a group Using Join Group button Community members can join any open group from the Group page using the Join Groupbutton. After someone joins a group, the group appears in the community’s Group page, where you can filter the Groups list to see which ones you’re a member of. You can also see the Groups you're a member of on your community profile page. Request to join a closed group Using the Join Groupbutton, community members can request to join Closed groups from the Group page. After requesting access, a window opens indicating to the member that their request to join was sent and the system sends the group Owner an email with the request. In addition to email notification, group Owners see pending membership requests in the Requests tab of the Manage Members page. The group Owner has the option to Approve or Deny the request. When Owner approves the request, the new member receives a private message in the community that contains a link to the group. If the group Owner denies the request, the owner must confirm the decision. When the request denial is complete, the Owner sees this confirmation message: The member requesting to join receives a private message: Receive an invitation Members with the Owner, Inviter, or Administrator role can invite any community member or external users to any group (Open, Closed, or Hidden). Note that community members can access Hidden groups by invitation only. See Invite members to a group for more information.Aurora: Leave a group
A group member can opt to leave a group at any time. To leave a group: Sign in to the community and go to the group you want to leave. In the group page, click Leave Groupbutton. or Open the Options menu and click Leave Group. The member receives a confirmation once they have been removed from the group. Owners and Administrators do not receive a notification when a member leaves a group. Likewise, Administrators are not notified if the group Owner leaves the group.Aurora Group roles hierarchy
In Aurora, you can set the permissions for group roles at the community, category, or group level. By default, the out-of-the-box role permissions are set at the community level. These roles and the default permissions cascade down to the groups under them. To understand the hierarchy, let’s take an example of a community called “Aurora” with: a group called “Our Chefs” and a category called “Cuisine” with groups such as “Starters,” “Dessert,” and “Signature Dishes” Let’s look at how the permissions of Curator group role are available at various levels: Community level: At the community level (Aurora), the roles and permissions are set to the OOTB values as shown in the below screenshot. Note that you can add members to group roles only at the group level, not at the community level. Category level: At the Category level (Cuisine), the roles and permissions are set to the default values as shown in the below screenshot. Note that you cannot add users to the group roles at the Category level. Group level: At the Group level (Our Chefs), the roles and permissions are set to the default values as shown in the below screenshot. In this level, you can add users to the group roles using Add Members. You can change the permissions of any of these roles at the group level or category level. The permissions at the group level takes precedence over the roles defined at the category level, followed by the roles defined at the community level.Aurora: Managing group members
Community Administrators and Group Owners can manage memberships from a group’s Manage Members page. From this page, you can: View group members Assign or edit group member's role Invite new members to the group Remove members from a group Manage pending invitations Manage requests to join Note: Group Inviters and Curators cannot access theManage Members page. Inviters and Curators invite members using the Invite Members option in the Options menu. View group members Group members (who are not a group owner) can see a list of group members on the main Group page in the Members widget. To view group members in Manage Members page: Sign in to the community and go to a group. Open the Options menu and select Manage Members. The Manage Members page opens with the Members tab by default. Group members are listed along with their membership role and the date that they joined the group. You can sort this list by newest or oldest members or search for a specific member by typing a name in the filter. Change a group member's role Administrators and Owners can change a group member’s role. From the Manage Members page, click theOptions icon >Edit Role next to their name in the list, select the role(s) to grant for the member, and click Apply. Invite a member to a group From the Manage Members page, members with the Send group invitations permission can invite other community members to join the group. To invite a community member to join a group: Go to the Manage Members page for a group. Click Send Invitation. Search for the member by entering their username in the To field. Select the Role to grant the person and enter a welcome note (optional). Click Send Invite. Remove a member from a group From the Manage Members page, Administrators and Owners can remove a member from a group. To remove a member in the Community UI: Go to the Manage Members page for a group. Click the Options icon >Remove next to the member you want to remove from the group. Click Remove to confirm. Manage pending invitations To manage pending invitations: Go to the Manage Members page for a group. Click the Pending Invites tab. For each member in the list, you can Resend or Cancel the invitation request. Manage requests to join For Closed groups, community members can request to join the group. You can manage these requests from the Manage Members page for the group. To manage invitation requests: Go to the Manage Members page for a group. Click the Requests tab. Accept or Deny each request in the list.
