Community Level
Create a New Community
New Communities are added to SmarTeam - Community Workspace by members assigned as
Community Owners. (A System Owner can also be assigned as a Community Owner.)
When you create a new community, the Community Owner adds members and groups to
the Community and grants permissions for them within the new community. Community
members can then proceed to add folders and grant their own permissions to members
to add and manage objects within the community. Members assigned to a community can
work within the community providing they have the correct authorizations.
To create a new SmarTeam - Community Workspace community:
In the Community Form complete the fields as described in the following table:
In the Community Form page, click Authorization to display the Community [Name] Authorization page.
Important:
- A name must be entered in the Community Name field before you can enter the Community [Name] Authorization page.
- Entering the Community [Name] Authorization page automatically creates the new community, even if other changes (such as permission changes) are not performed in this page. Selecting Cancel does not remove this new community.
Add members and/or groups to the new community and assign permissions applicable for the specific needs of each member in the community, as follows:
- Click Add Members to a Community to add a member to the new community
- Click Assign a Member to a Community to assign Internal Users or External Users member to the new community
- Click Add a Group to a Community to add a group to the new community
- Click Update Group Details to update a member's personal details, permissions and group participation
- Click Remove a Member from a Community to remove a member from the community
After adding members/groups and performing all necessary authorizations in the previous step, proceed as follows:
- Click Refresh to refresh the Community Authorization page.
(Any permission changes made on the page since the last save will be disregarded.)
- Click Apply to save your current permission changes and remain in the page to perform additional tasks as described in step 3 above.
- Click OK to save your permission changes and return to the Community Form.
- Click Cancel to abort any permission changes made and return to the Community Form.
- Click OK to create the new community that will include the members and permissionsassigned in step 3 above. The new community is created and appears in the My Communities Administration page.
OR
- Click Cancel to abort creating the new community and return to the My Communities Administration page.
To create additional, new communities repeat the previous steps.