head	1.7;
access;
symbols
	TIGRIS_1_1_0RC2:1.3.6.2
	TIGRIS_1_1_0RC1:1.3.6.2
	TIGRIS_1_1:1.3.6.2.0.2
	TIGRIS_1_0_8:1.3.6.2
	TIGRIS_1_0_8RC3:1.3.6.2
	TIGRIS_1_0_8RC2:1.3.6.2
	TIGRIS_1_0_8RC1:1.3.6.2
	TIGRIS_1_0_7:1.3.6.2
	TIGRIS_1_0_7RC3:1.3.6.2
	TIGRIS_1_0_7RC2:1.3.6.2
	TIGRIS_1_0_7RC1:1.3.6.2
	TIGRIS_1_0_6:1.3.6.1
	TIGRIS_1_0_6RC5:1.3.6.1
	TIGRIS_1_0_6RC4:1.3.6.1
	TIGRIS_1_0_6RC3:1.3
	TIGRIS_1_0_6RC2:1.3
	TIGRIS_1_0_6RC1:1.3
	TIGRIS_1_0_5:1.3
	TIGRIS_1_0_5RC6:1.3
	TIGRIS_1_0_5RC5:1.3
	TIGRIS_1_0_5RC4:1.3
	TIGRIS_1_0_5RC3:1.3
	TIGRIS_1_0_5RC2:1.3
	TIGRIS_1_0_5RC1:1.3
	TIGRIS_1_0_4:1.3
	TIGRIS_1_0_3:1.3
	TIGRIS_1_0_2:1.3
	TIGRIS_1_0_1:1.3
	TIGRIS_1_0:1.3.0.6
	TIGRIS_1_0_0:1.3
	TIGRIS_1_0_0_RC1:1.3.0.2;
locks; strict;
comment	@# @;


1.7
date	2001.07.30.19.43.09;	author tberry;	state Exp;
branches;
next	1.6;

1.6
date	2001.06.21.07.07.40;	author jefflove;	state Exp;
branches;
next	1.5;

1.5
date	2001.06.11.03.14.33;	author jefflove;	state Exp;
branches;
next	1.4;

1.4
date	2001.04.27.22.56.49;	author lori;	state Exp;
branches;
next	1.3;

1.3
date	2001.02.22.01.00.55;	author lori;	state Exp;
branches
	1.3.6.1;
next	1.2;

1.2
date	2001.02.15.21.43.54;	author lori;	state Exp;
branches;
next	1.1;

1.1
date	2001.02.15.20.08.17;	author lori;	state Exp;
branches;
next	;

1.3.6.1
date	2001.06.13.00.36.11;	author lori;	state Exp;
branches;
next	1.3.6.2;

1.3.6.2
date	2001.06.16.00.03.26;	author susank;	state Exp;
branches;
next	;


desc
@@


1.7
log
@added information on adding project roles.
Issue number:
Obtained from:
Submitted by:
Reviewed by:
@
text
@  <div class="docs" id="projectownermembers">
   <h2>Add project members and assigning roles</h2>

   <div class="toc">
    <h3>Project Owner Administration: Index</h3>

    <ul>
      <li> <a href="ProjectOwnerAdmin.html">Project Owner Administration</a> 
        <ul>
          <li><a href="ProjectOwnerNews.html">Managing project site news</a></li>
          <li><a href="ProjectOwnerFiles.html">Managing project files and documents</a></li>
          <li> <strong>You are here</strong>: Adding project members and assigning 
            roles 
            <ul>
              <li><a href="#viewingmembers">Viewing project members</a></li>
              <li><a href="#invitingmembers">Inviting new members</a></li>
              <li><a href="#addingmembers">Adding new members</a></li>
              <li><a href="#memberroles">Member roles</a></li>
              <li><a href="#addroles">Adding new roles</a></li>
              <li><a href="#memberrequests">Member requests</a></li>
              <li><a href="#membertasks">Member issues and tasks</a></li>
            </ul>
          </li>
          <li><a href="ProjectOwnerMailingLists.html">Managing project mailing 
            lists</a></li>
          <li><a href="ProjectOwnerDocumentation.html">Managing project documentation</a></li>
          <li><a href="ProjectOwnerSource.html">Managing project source code with 
            CVS version control</a></li>
          <li><a href="ProjectOwnerIssues.html">Tracking and managing project 
            issues</a></li>
        </ul>
      </li>
    </ul>
   </div>

   <div class="courtesylinks">
    <p><a href="/servlets/HelpTOC">Back to main Help index</a></p>
   </div>

   <h3>Project members and their roles</h3>

   <p>A project can succeed or fail depending on the character of the community formed by its members. This is true regardless if the project is open- or closed-source. It is the members who contribute their effort and time (for whatever compensation) to realize the project's ideas and goals. Accordingly, because the project members are so important to the eventual success of the project, it is important that the project owner or whomever she designates to be Project Admin, clearly establish the rules and guidelines determining member participation, including their roles, and articulate what they can expect from the project.</p>

   <h3><a id="viewingmembers" name="viewingmembers">Viewing project members</a></h3>

   <p>Project members are often added at the time the project is created. However, you can invite and add new members at any time by going to your Project Home page and clicking on the <i>Members</i> link in the "Project Resources" tool bar. The following discussion first goes through the procedure of inviting someone to be a member of your project, then looks at how to add a new member.</p>

   <h3><a id="invitingmembers" name="invitingmembers">Inviting new members</a></h3>

   <p>Once in the "Members" page, clicking on the "Invite New Members" link on the top right allows you to send an invitation to a prospective member. Click on the link, and a new page opens with fields allowing you to specify the e-mail address or addresses of the persons you wish to invite, and an invitation message. There are two parts to this message. The first, which you compose here, should be in plain text only (HTML is <i>not</i> supported), and should be a greeting and welcoming message. You can, depending on your needs, stipulate here what role you would prefer the invitee to take. There is time later, both for the invitee and for you, as project owner, to change the member's role.</p>

   <p>The second part of the invitation message comprises the project description which you composed at the time the project was created. If you added several e-mail addresses in the "People to Invite" field, each will receive the same message, so the welcoming message should be inclusive enough to accommodate the interests of the several people you've invited.</p>

   <p>You can invite anyone to be a member of your project. They need not, at the time of invitation, already be registered users. However, those you invite who are not registered users are prompted to register on the site as part of viewing your project information.</p>

   <h3><a id="addingmembers" name="addingmembers">Adding new members</a></h3>

   <p>Users you have approved for project membership (whether by your invitation or their request), are listed by user name on the <b>Project Members</b> page along with boxes indicating their role or roles (project members may hold more than one role). As project owner, you can change those roles by checking the box by the role name and then clicking on "Revoke Checked Roles" button.</p>

   <p>If you wish to add a registered user (without inviting her beforehand), click on the "Add New Member" button. This takes you to the <b>Add Members</b> page, where all registered user groups and users are listed with empty boxes to the left of their usernames. User groups also include a brief description of the group; individual registered users are listed by both user name and real name. Each user name links to the user's profile, so you can learn something about that user before adding the user by checking the "Add" box.</p>

   <p>You can add as many users to your project as you wish. Because every member in a project must have a role, when you add someone to your project you must, at the same time, specify her role. Accordingly, at the bottom of the <b>Add Members</b> page there is a box listing all available roles. Once you have selected the user(s) you want and the appropriate role(s), click on the <b><i>Grant Roles</i></b> button. Those users will be added to your project with the roles you have stipulated. For more information about member roles, see the help information on <a href="ProjectRoles.html">project roles</a>.</p>

   <h3><a id="memberroles" name="memberroles">Member roles</a></h3>

   
  <p>Members have roles; these roles are usually specified when the member is 
    invited, or when you add a member. However, as project owner, you can later 
    change the role given to a member by clicking on the member's underlined name 
    and changing the role already assigned to her. If you wish to revoke a role, 
    check the box adjacent to the stipulated role and then "Revoke Member Roles."</p>
  <p>Additionally, as the Project Owner you can create roles specific to your 
    project. To learn how to create project roles see <a href="ProjectOwnerRoles.html">Managing 
    Project Roles</a></p>

   
  <p>You can also change your own role in the project. First, click on the underlined 
    "Request New Project Role" link on the upper right. Doing so takes you to 
    the "Membership Request" page, where you can see your current role and choose 
    a new role. After you have chosen, click "Submit Request."</p>
  <div class="docs" id="domadminroles">
    <h3><a id="addroles" name="addroles">Adding roles</a></h3>
    <p>You have the option to create custom roles and assign the appropriate permissions 
      to them to meet the needs of your project. You should take some time to 
      plan the scope of any new role you create before beginning the creation 
      process. Project roles enable associated user actions within the projects 
      only. </p>
  </div>
  <ol>
    <li>From the <b>Tools</b> menu of the Project Home page, select <b>Roles</b> 
      to access the <b>Role List</b> page.</li>
    <li> Click the "Add New Role" link in the project section. </li>
    <li> Select the visibility of the role. This determines at what level the 
      project role can be seen. The Project level will make the role only viewable 
      at the project level. 
    <li>Enter a name and a description of the role. The role name can be up to 
      99 charactersin length and connot include a period (.). 
    <li>Select the level of functionality required for this role. Each functional 
      item controls the level of access for the role. 
      <ul>
        <li>The first item when checked prevents a user with this role in a project 
          from having the same role in subprojects. For example, when selected 
          a user with the Project Owner role in the "Games" project cannot have 
          the Project Owner role in the "Dominos" subproject. </li>
        <li>The second item, when selected, grants users with this role &quot;ownership&quot; 
          of functions within the project. Owners receive administrative email 
          pertaining to the function of which they have ownership.</li>
        <li>The third item, when selected, grants the role to users who create 
          new projects.</li>
        <li>The fourth item, when selected, makes the role requestable by users 
          on the site. If this item is not selected, the role must be assigned 
          by an administrator or a project owner.</li>
      </ul>
    <li> To assign permissions to the role you can either clone an existing role 
      by selecting a role from the drop down menu or you can assign specific permissions 
      to the role. To assign specific permissions, click the check box under the 
      <b>Add</b> field by the name of the permission you desire. 
    <li> 
      <p>Click the <b>Create Role</b> button. Use this feature with extreme caution! 
        Assigning permissions to roles may have security implications.</p>
  </ol>
  <h3><a id="memberrequests" name="memberrequests">Member requests</a></h3>

   <p>A member might request a new role at any time. As project owner, you can approve, reject, or defer the request. To do any of these, check the appropriate box under the "Requests Pending Approval" and "Edit Roles" headings. The change is effective immediately.</p>

   <h3><a id="membertasks" name="membertasks">Member issues and tasks</a></h3>

   <p>This site's issue tracking tool enables you to manage and assign tasks to your project members. An "issue" in broad terms basically refers to project activities to be done. As the project owner, you may assign issues to members, or you can give other members the ability to assign issues by virtue of their role or expertise. To learn more about issue tracking and administration, see the <a href="ProjectIssues.html">project issues</a> help information.</p>

   <div class="courtesylinks">
    <p><a href="ProjectOwnerAdmin.html">Back to Project Owner Administration help</a><br />
    <a href="/servlets/HelpTOC">Back to main Help index</a></p>
   </div>
  </div>
 


@


1.6
log
@html usage revision
@
text
@d1 137
a137 95
  <div class="docs" id="projectownermembers">
   <h2>Add project members and assigning roles</h2>

   <div class="toc">
    <h3>Project Owner Administration: Index</h3>

    <ul>
     <li>
      <a href="ProjectOwnerAdmin.html">Project Owner Administration</a> 

      <ul>
       <li><a href="ProjectOwnerNews.html">Managing project site news</a></li>

       <li><a href="ProjectOwnerFiles.html">Managing project files and documents</a></li>

       <li>
        <strong>You are here</strong>: Adding project members and assigning roles 

        <ul>
         <li><a href="#viewingmembers">Viewing project members</a></li>

         <li><a href="#invitingmembers">Inviting new members</a></li>

         <li><a href="#addingmembers">Adding new members</a></li>

         <li><a href="#memberroles">Member roles</a></li>

         <li><a href="#memberrequests">Member requests</a></li>

         <li><a href="#membertasks">Member issues and tasks</a></li>
        </ul>
       </li>

       <li><a href="ProjectOwnerMailingLists.html">Managing project mailing lists</a></li>

       <li><a href="ProjectOwnerDocumentation.html">Managing project documentation</a></li>

       <li><a href="ProjectOwnerSource.html">Managing project source code with CVS version control</a></li>

       <li><a href="ProjectOwnerIssues.html">Tracking and managing project issues</a></li>
      </ul>
     </li>
    </ul>
   </div>

   <div class="courtesylinks">
    <p><a href="/servlets/HelpTOC">Back to main Help index</a></p>
   </div>

   <h3>Project members and their roles</h3>

   <p>A project can succeed or fail depending on the character of the community formed by its members. This is true regardless if the project is open- or closed-source. It is the members who contribute their effort and time (for whatever compensation) to realize the project's ideas and goals. Accordingly, because the project members are so important to the eventual success of the project, it is important that the project owner or whomever she designates to be Project Admin, clearly establish the rules and guidelines determining member participation, including their roles, and articulate what they can expect from the project.</p>

   <h3><a id="viewingmembers" name="viewingmembers">Viewing project members</a></h3>

   <p>Project members are often added at the time the project is created. However, you can invite and add new members at any time by going to your Project Home page and clicking on the <i>Members</i> link in the "Project Resources" tool bar. The following discussion first goes through the procedure of inviting someone to be a member of your project, then looks at how to add a new member.</p>

   <h3><a id="invitingmembers" name="invitingmembers">Inviting new members</a></h3>

   <p>Once in the "Members" page, clicking on the "Invite New Members" link on the top right allows you to send an invitation to a prospective member. Click on the link, and a new page opens with fields allowing you to specify the e-mail address or addresses of the persons you wish to invite, and an invitation message. There are two parts to this message. The first, which you compose here, should be in plain text only (HTML is <i>not</i> supported), and should be a greeting and welcoming message. You can, depending on your needs, stipulate here what role you would prefer the invitee to take. There is time later, both for the invitee and for you, as project owner, to change the member's role.</p>

   <p>The second part of the invitation message comprises the project description which you composed at the time the project was created. If you added several e-mail addresses in the "People to Invite" field, each will receive the same message, so the welcoming message should be inclusive enough to accommodate the interests of the several people you've invited.</p>

   <p>You can invite anyone to be a member of your project. They need not, at the time of invitation, already be registered users. However, those you invite who are not registered users are prompted to register on the site as part of viewing your project information.</p>

   <h3><a id="addingmembers" name="addingmembers">Adding new members</a></h3>

   <p>Users you have approved for project membership (whether by your invitation or their request), are listed by user name on the <b>Project Members</b> page along with boxes indicating their role or roles (project members may hold more than one role). As project owner, you can change those roles by checking the box by the role name and then clicking on "Revoke Checked Roles" button.</p>

   <p>If you wish to add a registered user (without inviting her beforehand), click on the "Add New Member" button. This takes you to the <b>Add Members</b> page, where all registered user groups and users are listed with empty boxes to the left of their usernames. User groups also include a brief description of the group; individual registered users are listed by both user name and real name. Each user name links to the user's profile, so you can learn something about that user before adding the user by checking the "Add" box.</p>

   <p>You can add as many users to your project as you wish. Because every member in a project must have a role, when you add someone to your project you must, at the same time, specify her role. Accordingly, at the bottom of the <b>Add Members</b> page there is a box listing all available roles. Once you have selected the user(s) you want and the appropriate role(s), click on the <b><i>Grant Roles</i></b> button. Those users will be added to your project with the roles you have stipulated. For more information about member roles, see the help information on <a href="ProjectRoles.html">project roles</a>.</p>

   <h3><a id="memberroles" name="memberroles">Member roles</a></h3>

   <p>Members have roles; these roles are usually specified when the member is invited, or when you add a member. However, as project owner, you can later change the role given to a member by clicking on the member's underlined name and changing the role already assigned to her. If you wish to revoke a role, check the box adjacent to the stipulated role and then "Revoke Member Roles."</p>

   <p>You can also change your own role in the project. First, click on the underlined "Request New Project Role" link on the upper right. Doing so takes you to the "Membership Request" page, where you can see your current role and choose a new role. After you have chosen, click "Submit Request."</p>

   <h3><a id="memberrequests" name="memberrequests">Member requests</a></h3>

   <p>A member might request a new role at any time. As project owner, you can approve, reject, or defer the request. To do any of these, check the appropriate box under the "Requests Pending Approval" and "Edit Roles" headings. The change is effective immediately.</p>

   <h3><a id="membertasks" name="membertasks">Member issues and tasks</a></h3>

   <p>This site's issue tracking tool enables you to manage and assign tasks to your project members. An "issue" in broad terms basically refers to project activities to be done. As the project owner, you may assign issues to members, or you can give other members the ability to assign issues by virtue of their role or expertise. To learn more about issue tracking and administration, see the <a href="ProjectIssues.html">project issues</a> help information.</p>

   <div class="courtesylinks">
    <p><a href="ProjectOwnerAdmin.html">Back to Project Owner Administration help</a><br />
    <a href="/servlets/HelpTOC">Back to main Help index</a></p>
   </div>
  </div>
 


@


1.5
log
@extensive markup rework - first pass toward house xhtmlification
@
text
@d1 2
a2 9
<!DOCTYPE html PUBLIC "-//CollabNet//DTD XHTML 1.0 Transitional//EN"
"http://collabnet.com/dtds/collabnet_transitional_10.dtd">
<html>
 <head>
  <title>Managing project members and their roles</title>
<style type="text/css">
 div.c1 {margin-left: 2em}
</style>
 </head>
d4 2
a5 3
 <body>
<div class="docs" id="docid">
<h2>Add project members and assigning roles</h2>
d7 3
a9 1
  <p><b>Project Owner Administration: Index</b></p>
d11 2
a12 3
  <div>
   <dl>
    <dt><a href="ProjectOwnerAdmin.html">Project Owner Administration</a></dt>
d14 1
a14 1
    <dd><a href="ProjectOwnerNews.html">Managing project site news</a></dd>
d16 2
a17 1
    <dd><a href="ProjectOwnerFiles.html">Managing project files and documents</a></dd>
d19 2
a20 2
    <dd>
     <b>You are here: Adding project members and assigning roles</b>
d22 1
a22 2
     <ul>
      <li><b><a href="#viewingmembers">Viewing project members</a></b></li>
d24 1
a24 1
      <li><b><a href="#invitingmembers">Inviting new members</a></b></li>
d26 1
a26 1
      <li><b><a href="#addingmembers">Adding new members</a></b></li>
d28 1
a28 1
      <li><b><a href="#memberroles">Member roles</a></b></li>
d30 3
a32 1
      <li><b><a href="#memberrequests">Member requests</a></b></li>
d34 1
a34 3
      <li><b><a href="#membertasks">Member issues and tasks</a></b></li>
     </ul>
    </dd>
d36 1
a36 1
    <dd><a href="ProjectOwnerMailingLists.html">Managing project mailing lists</a></dd>
d38 1
a38 1
    <dd><a href="ProjectOwnerDocumentation.html">Managing project documentation</a></dd>
d40 5
a44 1
    <dd><a href="ProjectOwnerSource.html">Managing project source code with CVS version control</a></dd>
d46 3
a48 4
    <dd><a href="ProjectOwnerIssues.html">Tracking and managing project issues</a></dd>
   </dl>
  </div>
<div class="courtesylinks"><a href="/servlets/HelpTOC">Back to main Help index</a></div> 
d50 1
a50 3
  
  
  <h3>Project members and their roles</h3> 
d52 1
a52 1
  <p>A project can succeed or fail depending on the character of the community formed by its members. This is true regardless if the project is open- or closed-source. It is the members who contribute their effort and time (for whatever compensation) to realize the project's ideas and goals. Accordingly, because the project members are so important to the eventual success of the project, it is important that the project owner or whomever she designates to be Project Admin, clearly establish the rules and guidelines determining member participation, including their roles, and articulate what they can expect from the project.</p>
d54 1
a54 3
  
  
  <h3><a id="viewingmembers" name="viewingmembers">Viewing project members</a></h3> 
d56 1
a56 1
  <p>Project members are often added at the time the project is created. However, you can invite and add new members at any time by going to your Project Home page and clicking on the <i>Members</i> link in the "Project Resources" tool bar. The following discussion first goes through the procedure of inviting someone to be a member of your project, then looks at how to add a new member.</p>
d58 1
a58 3
  
  
  <h3><a id="invitingmembers" name="invitingmembers">Inviting new members</a></h3>
d60 1
d62 1
a62 1
  <p>Once in the "Members" page, clicking on the "Invite New Members" link on the top right allows you to send an invitation to a prospective member. Click on the link, and a new page opens with fields allowing you to specify the e-mail address or addresses of the persons you wish to invite, and an invitation message. There are two parts to this message. The first, which you compose here, should be in plain text only (HTML is <i>not</i> supported), and should be a greeting and welcoming message. You can, depending on your needs, stipulate here what role you would prefer the invitee to take. There is time later, both for the invitee and for you, as project owner, to change the member's role.</p>
d64 1
a64 1
  <p>The second part of the invitation message comprises the project description which you composed at the time the project was created. If you added several e-mail addresses in the "People to Invite" field, each will receive the same message, so the welcoming message should be inclusive enough to accommodate the interests of the several people you've invited.</p>
d66 1
a66 1
  <p>You can invite anyone to be a member of your project. They need not, at the time of invitation, already be registered users. However, those you invite who are not registered users are prompted to register on the site as part of viewing your project information.</p>
d68 1
a68 3
  
  
  <h3><a id="addingmembers" name="addingmembers">Adding new members</a></h3>
d70 1
a70 1
   
d72 1
a72 1
  <p>Users you have approved for project membership (whether by your invitation or their request), are listed by user name on the <b>Project Members</b> page along with boxes indicating their role or roles (project members may hold more than one role). As project owner, you can change those roles by checking the box by the role name and then clicking on "Revoke Checked Roles" button.</p>
d74 1
a74 1
  <p>If you wish to add a registered user (without inviting her beforehand), click on the "Add New Member" button. This takes you to the <b>Add Members</b> page, where all registered user groups and users are listed with empty boxes to the left of their usernames. User groups also include a brief description of the group; individual registered users are listed by both user name and real name. Each user name links to the user's profile, so you can learn something about that user before adding the user by checking the "Add" box.</p>
d76 1
a76 1
  <p>You can add as many users to your project as you wish. Because every member in a project must have a role, when you add someone to your project you must, at the same time, specify her role. Accordingly, at the bottom of the <b>Add Members</b> page there is a box listing all available roles. Once you have selected the user(s) you want and the appropriate role(s), click on the <b><i>Grant Roles</i></b> button. Those users will be added to your project with the roles you have stipulated. For more information about member roles, see the help information on <a href="ProjectRoles.html">project roles</a>.</p>
d78 1
a78 3
  
  
  <h3><a id="memberroles" name="memberroles">Member roles</a></h3> 
d80 1
a80 1
  <p>Members have roles; these roles are usually specified when the member is invited, or when you add a member. However, as project owner, you can later change the role given to a member by clicking on the member's underlined name and changing the role already assigned to her. If you wish to revoke a role, check the box adjacent to the stipulated role and then "Revoke Member Roles."</p>
d82 1
a82 1
  <p>You can also change your own role in the project. First, click on the underlined "Request New Project Role" link on the upper right. Doing so takes you to the "Membership Request" page, where you can see your current role and choose a new role. After you have chosen, click "Submit Request."</p>
d84 1
a84 3
  
  
  <h3><a id="memberrequests" name="memberrequests">Member requests</a></h3> 
d86 1
a86 1
  <p>A member might request a new role at any time. As project owner, you can approve, reject, or defer the request. To do any of these, check the appropriate box under the "Requests Pending Approval" and "Edit Roles" headings. The change is effective immediately.</p>
d88 6
a93 13
  
  
  <h3><a id="membertasks" name="membertasks">Member issues and tasks</a></h3> 

  <p>This site's issue tracking tool enables you to manage and assign tasks to your project members. An "issue" in broad terms basically refers to project activities to be done. As the project owner, you may assign issues to members, or you can give other members the ability to assign issues by virtue of their role or expertise. To learn more about issue tracking and administration, see the <a href="ProjectIssues.html">project issues</a> help information.</p>
  
 <div class="courtesylinks"> <a href="ProjectOwnerAdmin.html">Back to Project Owner Administration help</a><br />
<a href="/servlets/HelpTOC">Back to main Help index</a></div>

   
 </div>
</body>
</html>
@


1.4
log
@removed internal notes left in document inadvertantly; lowercased html tags
@
text
@d1 2
d4 6
a9 1
<head>
d11 3
a13 1
<title>Managing Project Members</title>
d15 1
a15 2
</head>
<body>
d17 97
a113 75
<title>Managing project members and their roles</title>
<p>
<span class=header>Add project members and assigning roles</span>
<p><span class="PlainText"><b>Project Owner Administration: Index</b>
<ul>
<dl>
<dt><a href="ProjectOwnerAdmin.html">Project Owner Administration</a>
  	<dd><a href="ProjectOwnerNews.html">Managing project site news</a>  
	<dd><a href="ProjectOwnerFiles.html">Managing project files and documents</a>
	<dd><b>You are here: Adding project members and assigning roles
		<ul>
		<li><a href="#viewingmembers">Viewing project members</a>
		<li><a href="#invitingmembers">Inviting new members</a>
		<li><a href="#addingmembers">Adding new members</a>
		<li><a href="#memberroles">Member roles</a>
		<li><a href="#memberrequests">Member requests</a>
		<li><a href="#membertasks">Member issues and tasks</a>
		</ul></b>
	<dd><a href="ProjectOwnerMailingLists.html">Managing project mailing lists</a></dd>
	<dd><a href="ProjectOwnerDocumentation.html">Managing project documentation</a>
	<dd><a href="ProjectOwnerSource.html">Managing project source code with CVS version control</a>
	<dd><a href="ProjectOwnerIssues.html">Tracking and managing project issues</a>
</dl>
</ul>
<a href="/servlets/HelpTOC">Back to main Help index</a>
<p>

<hr noshade size=1>
<span class="InputHeader">Project members and their roles</span>

<p>A project can succeed or fail depending on the character of the community formed by its members. This is true regardless if the project is open- or closed-source. It is the members who contribute their effort and time (for whatever compensation) to realize the project's ideas and goals. Accordingly, because the project members are so important to the eventual success of the project, it is important that the project owner or whomever she designates to be Project Admin, clearly establish the rules and guidelines determining member participation, including their roles, and articulate what they can expect from the project. 
<p>

<hr noshade size=1>
<a name="viewingmembers"</a><span class="InputHeader">Viewing project members</span>
<p>Project members are often added at the time the project is created. However, you can invite and add new members at any time by going to your Project Home page and clicking on the <i>Members</i> link in the "Project Resources" tool bar. The following discussion first goes through the procedure of inviting someone to be a member of your project, then looks at how to add a new member.
<p>

<hr noshade size=1>
<a name="invitingmembers"></a><span class="InputHeader">Inviting new members</span></p>
Once in the "Members" page, clicking on the "Invite New Members" link on the top right allows you to send an invitation to a prospective member. Click on the link, and a new page opens with fields allowing you to specify the e-mail address or addresses of the persons you wish to invite, and an invitation message. There are two parts to this message. The first, which you compose here, should be in plain text only (HTML is <i>not</i> supported), and should be a greeting and welcoming message. You can, depending on your needs, stipulate here what role you would prefer the invitee to take. There is time later, both for the invitee and for you, as project owner, to change the member's role. 
<p>The second part of the invitation message comprises the project description which you composed at the time the project was created. If you added several e-mail addresses in the "People to Invite" field, each will receive the same message, so the welcoming message should be inclusive enough to accommodate the interests of the several people you've invited.

<p>You can invite anyone to be a member of your project. They need not, at the time of invitation, already be registered users. However, those you invite who are not registered users are prompted to register on the site as part of viewing your project information.
<p>

<hr noshade size=1>
<a name="addingmembers"></a><span class="InputHeader">Adding new members</span></p>
<p>Users you have approved for project membership (whether by your invitation or their request), are listed by user name on the <b>Project Members</b> page along with boxes indicating their role or roles (project members may hold more than one role). As project owner, you can change those roles by checking the box by the role name and then clicking on "Revoke Checked Roles" button. 

<p>If you wish to add a registered user (without inviting her beforehand), click on the "Add New Member" button. This takes you to the <b>Add Members</b> page, where all registered user groups and users are listed with empty boxes to the left of their usernames. User groups also include a brief description of the group; individual registered users are listed by both user name and real name. Each user name links to the user's profile, so you can learn something about that user before adding the user by checking the "Add" box.
<p>You can add as many users to your project as you wish. Because every member in a project must have a role, when you add someone to your project you must, at the same time, specify her role. Accordingly, at the bottom of the <b>Add Members</b> page there is a box listing all available roles. Once you have selected the user(s) you want and the appropriate role(s), click on the <b><i>Grant Roles</i></b> button. Those users will be added to your project with the roles you have stipulated. For more information about member roles, see the help information on <a href="ProjectRoles.html">project roles</a>.
<p>

<hr noshade size=1>
<a name="memberroles"</a><span class="InputHeader">Member roles</span>
<p>Members have roles; these roles are usually specified when the member is invited, or when you add a member. However, as project owner, you can later change the role given to a member by clicking on the member's underlined name and changing the role already assigned to her. If you wish to revoke a role, check the box adjacent to the stipulated role and then "Revoke Member Roles."
<p>You can also change your own role in the project. First, click on the underlined "Request New Project Role" link on the upper right. Doing so takes you to the "Membership Request" page, where you can see your current role and choose a new role. After you have chosen, click "Submit Request."
<p>

<hr noshade size=1>
<a name="memberrequests"</a><span class="InputHeader">Member requests</span>
<p>A member might request a new role at any time. As project owner, you can approve, reject, or defer the request. To do any of these, check the appropriate box under the "Requests Pending Approval" and "Edit Roles" headings. The change is effective immediately.
<p>

<hr noshade size=1>
<a name="membertasks"</a><span class="InputHeader">Member issues and tasks</span>
<p>This site's issue tracking tool enables you to manage and assign tasks to your project members. An "issue" in broad terms basically refers to project activities to be done.  As the project owner, you may assign issues to members, or you can give other members the ability to assign issues by virtue of their role or expertise. To learn more about issue tracking and administration, see the <a href="ProjectIssues.html">project issues</a> help information.

<hr noshade size=1>
<a href="ProjectOwnerAdmin.html">Back to Project Owner Administration help</a><br>
<a href="/servlets/HelpTOC">Back to main Help index</a></p>
</span>
</tr>
</table>
d116 2
@


1.3
log
@revising document index and links
@
text
@d1 2
a2 2
<HTML>
<HEAD>
d4 1
a4 1
<TITLE>Managing Project Members</TITLE>
d6 2
a7 2
</HEAD>
<BODY>
d9 77
a85 77
<TITLE>Managing project members and their roles</TITLE>
<P>
<SPAN CLASS=HEADER>Add project members and assigning roles</SPAN>
<P><SPAN CLASS="PlainText"><B>Project Owner Administration: Index</B>
<UL>
<DL>
<DT><A HREF="ProjectOwnerAdmin.html">Project Owner Administration</A>
  	<DD><a href="ProjectOwnerNews.html">Managing project site news</A>  
	<DD><A HREF="ProjectOwnerFiles.html">Managing project files and documents</A>
	<DD><B>You are here: Adding project members and assigning roles
		<UL>
		<LI><A HREF="#viewingmembers">Viewing project members</A>
		<LI><A HREF="#invitingmembers">Inviting new members</A>
		<LI><A HREF="#addingmembers">Adding new members</A>
		<LI><A HREF="#memberroles">Member roles</A>
		<LI><A HREF="#memberrequests">Member requests</A>
		<LI><A HREF="#membertasks">Member issues and tasks</A>
		</UL></B>
	<DD><A HREF="ProjectOwnerMailingLists.html">Managing project mailing lists</A></DD>
	<DD><A HREF="ProjectOwnerDocumentation.html">Managing project documentation</A>
	<DD><A HREF="ProjectOwnerSource.html">Managing project source code with CVS version control</A>
	<DD><A HREF="ProjectOwnerIssues.html">Tracking and managing project issues</A>
</DL>
</UL>
<A HREF="/servlets/HelpTOC">Back to main Help index</A>
<P>

<HR NOSHADE SIZE=1>
<SPAN CLASS="InputHeader">Project members and their roles</SPAN>

<P>A project can succeed or fail depending on the character of the community formed by its members. This is true regardless if the project is open- or closed-source. It is the members who contribute their effort and time (for whatever compensation) to realize the project's ideas and goals. Accordingly, because the project members are so important to the eventual success of the project, it is important that the project owner or whomever she designates to be Project Admin, clearly establish the rules and guidelines determining member participation, including their roles, and articulate what they can expect from the project. 
<P>

<HR NOSHADE SIZE=1>
<A NAME="viewingmembers"</A><SPAN CLASS="InputHeader">Viewing project members</SPAN>
<P>Project members are often added at the time the project is created. However, you can invite and add new members at any time by going to your Project Home page and clicking on the <I>Members</I> link in the "Project Resources" tool bar. The following discussion first goes through the procedure of inviting someone to be a member of your project, then looks at how to add a new member. We then look at requesting a role <A HREF="#newroles"</A> for any member of the project.
<P>

<HR NOSHADE SIZE=1>
<A NAME="invitingmembers"></A><SPAN CLASS="InputHeader">Inviting new members</SPAN></P>
Once in the "Members" page, clicking on the "Invite New Members" link on the top right allows you to send an invitation to a prospective member. Click on the link, and a new page opens with fields allowing you to specify the e-mail address or addresses of the persons you wish to invite, and an invitation message. There are two parts to this message. The first, which you compose here, should be in plain text only (HTML is <I>not</I> supported), and should be a greeting and welcoming message. You can, depending on your needs, stipulate here what role you would prefer the invitee to take. There is time later, both for the invitee and for you, as project owner, to change the member's role. 
<P>The second part of the invitation message comprises the project description which you composed at the time the project was created. If you added several e-mail addresses in the "People to Invite" field, each will receive the same message, so the welcoming message should be inclusive enough to accommodate the interests of the several people you've invited.

<P>You can invite anyone to be a member of your project. They need not, at the time of invitation, already be registered users. However, those you invite who are not registered users are prompted to register on the site as part of viewing your project information. <B>[NEED TO VERIFY THIS]</B>
<P>

<HR NOSHADE SIZE=1>
<A NAME="addingmembers"></A><SPAN CLASS="InputHeader">Adding new members</SPAN></P>
<P>Users you have approved for project membership (whether by your invitation or their request), are listed by user name on the <B>Project Members</B> page along with boxes indicating their role or roles (project members may hold more than one role). As project owner, you can change those roles by checking the box by the role name and then clicking on "Revoke Checked Roles" button. 

<P>If you wish to add a registered user (without inviting her beforehand), click on the "Add New Member" button. This takes you to the <B>Add Members</B> page, where all registered user groups and users are listed with empty boxes to the left of their usernames. User groups also include a brief description of the group; individual registered users are listed by both user name and real name. Each user name links to the user's profile, so you can learn something about that user before adding the user by checking the "Add" box.
<P>You can add as many users to your project as you wish. Because every member in a project must have a role, when you add someone to your project you must, at the same time, specify her role. Accordingly, at the bottom of the <B>Add Members</B> page there is a box listing all available roles. Once you have selected the user(s) you want and the appropriate role(s), click on the <B><I>Grant Roles</I></B> button. Those users will be added to your project with the roles you have stipulated, . [<B>NB: is this right?</B> For more information about member roles, see the help information on <A HREF="ProjectRoles.html">project roles</A>.
<P>

<HR NOSHADE SIZE=1>
<A NAME="memberroles"</A><SPAN CLASS="InputHeader">Member roles</SPAN>
<P>Members have roles; these roles are usually specified when the member is invited, or when you add a member. However, as project owner, you can later change the role given to a member by clicking on the member's underlined name and changing the role already assigned to her. If you wish to revoke a role, check the box adjacent to the stipulated role and then "Revoke Member Roles."
<P>You can also change your own role in the project. First, click on the underlined "Request New Project Role" link on the upper right. Doing so takes you to the "Membership Request" page, where you can see your current role and choose a new role. After you have chosen, click "Submit Request." [<B>Who approves the request of a project owner for a change of role?</B>
<P>

<HR NOSHADE SIZE=1>
<A NAME="memberrequests"</A><SPAN CLASS="InputHeader">Member requests</SPAN>
<P>A member might request a new role at any time. As project owner, you can approve, reject, or defer the request. To do any of these, check the appropriate box under the "Requests Pending Approval" and "Edit Roles" headings. The change is effective immediately.
<P>

<HR NOSHADE SIZE=1>
<A NAME="membertasks"</A><SPAN CLASS="InputHeader">Member issues and tasks</SPAN>
<P>This site's issue tracking tool enables you to manage and assign tasks to your project members. An "issue" in broad terms basically refers to project activities to be done.  As the project owner, you may assign issues to members, or you can give other members the ability to assign issues by virtue of their role or expertise. To learn more about issue tracking and administration, see the <A HREF="ProjectIssues.html">project issues</A> help information.

<HR NOSHADE SIZE=1>
<A HREF="ProjectOwnerAdmin.html">Back to Project Owner Administration help</A><BR>
<A HREF="/servlets/HelpTOC">Back to main Help index</A></P>
</SPAN>
</TR>
</TABLE>
</BODY>
</HTML>
@


1.3.6.1
log
@updating branch with latest help files
@
text
@d1 2
a2 2
<html>
<head>
d4 1
a4 1
<title>Managing Project Members</title>
d6 2
a7 2
</head>
<body>
d9 77
a85 77
<title>Managing project members and their roles</title>
<p>
<span class=header>Add project members and assigning roles</span>
<p><span class="PlainText"><b>Project Owner Administration: Index</b>
<ul>
<dl>
<dt><a href="ProjectOwnerAdmin.html">Project Owner Administration</a>
  	<dd><a href="ProjectOwnerNews.html">Managing project site news</a>  
	<dd><a href="ProjectOwnerFiles.html">Managing project files and documents</a>
	<dd><b>You are here: Adding project members and assigning roles
		<ul>
		<li><a href="#viewingmembers">Viewing project members</a>
		<li><a href="#invitingmembers">Inviting new members</a>
		<li><a href="#addingmembers">Adding new members</a>
		<li><a href="#memberroles">Member roles</a>
		<li><a href="#memberrequests">Member requests</a>
		<li><a href="#membertasks">Member issues and tasks</a>
		</ul></b>
	<dd><a href="ProjectOwnerMailingLists.html">Managing project mailing lists</a></dd>
	<dd><a href="ProjectOwnerDocumentation.html">Managing project documentation</a>
	<dd><a href="ProjectOwnerSource.html">Managing project source code with CVS version control</a>
	<dd><a href="ProjectOwnerIssues.html">Tracking and managing project issues</a>
</dl>
</ul>
<a href="/servlets/HelpTOC">Back to main Help index</a>
<p>

<hr noshade size=1>
<span class="InputHeader">Project members and their roles</span>

<p>A project can succeed or fail depending on the character of the community formed by its members. This is true regardless if the project is open- or closed-source. It is the members who contribute their effort and time (for whatever compensation) to realize the project's ideas and goals. Accordingly, because the project members are so important to the eventual success of the project, it is important that the project owner or whomever she designates to be Project Admin, clearly establish the rules and guidelines determining member participation, including their roles, and articulate what they can expect from the project. 
<p>

<hr noshade size=1>
<a name="viewingmembers"</a><span class="InputHeader">Viewing project members</span>
<p>Project members are often added at the time the project is created. However, you can invite and add new members at any time by going to your Project Home page and clicking on the <i>Members</i> link in the "Project Resources" tool bar. The following discussion first goes through the procedure of inviting someone to be a member of your project, then looks at how to add a new member.
<p>

<hr noshade size=1>
<a name="invitingmembers"></a><span class="InputHeader">Inviting new members</span></p>
Once in the "Members" page, clicking on the "Invite New Members" link on the top right allows you to send an invitation to a prospective member. Click on the link, and a new page opens with fields allowing you to specify the e-mail address or addresses of the persons you wish to invite, and an invitation message. There are two parts to this message. The first, which you compose here, should be in plain text only (HTML is <i>not</i> supported), and should be a greeting and welcoming message. You can, depending on your needs, stipulate here what role you would prefer the invitee to take. There is time later, both for the invitee and for you, as project owner, to change the member's role. 
<p>The second part of the invitation message comprises the project description which you composed at the time the project was created. If you added several e-mail addresses in the "People to Invite" field, each will receive the same message, so the welcoming message should be inclusive enough to accommodate the interests of the several people you've invited.

<p>You can invite anyone to be a member of your project. They need not, at the time of invitation, already be registered users. However, those you invite who are not registered users are prompted to register on the site as part of viewing your project information.
<p>

<hr noshade size=1>
<a name="addingmembers"></a><span class="InputHeader">Adding new members</span>
<p>Users you have approved for project membership (whether by your invitation or their request), are listed by user name on the <b>Project Members</b> page along with boxes indicating their role or roles (project members may hold more than one role). As project owner, you can change those roles by checking the box by the role name and then clicking on "Revoke Checked Roles" button. 

<p>If you wish to add a registered user (without inviting her beforehand), click on the "Add New Member" button. This takes you to the <b>Add Members</b> page, where all registered user groups and users are listed with empty boxes to the left of their usernames. User groups also include a brief description of the group; individual registered users are listed by both user name and real name. Each user name links to the user's profile, so you can learn something about that user before adding the user by checking the "Add" box.
<p>You can add as many users to your project as you wish. Because every member in a project must have a role, when you add someone to your project you must, at the same time, specify her role. Accordingly, at the bottom of the <b>Add Members</b> page there is a box listing all available roles. Once you have selected the user(s) you want and the appropriate role(s), click on the <b><i>Grant Roles</i></b> button. Those users will be added to your project with the roles you have stipulated. For more information about member roles, see the help information on <a href="ProjectRoles.html">project roles</a>.
<p>

<hr noshade size=1>
<a name="memberroles"</a><span class="InputHeader">Member roles</span>
<p>Members have roles; these roles are usually specified when the member is invited, or when you add a member. However, as project owner, you can later change the role given to a member by clicking on the member's underlined name and changing the role already assigned to her. If you wish to revoke a role, check the box adjacent to the stipulated role and then "Revoke Member Roles."
<p>You can also change your own role in the project. First, click on the underlined "Request New Project Role" link on the upper right. Doing so takes you to the "Membership Request" page, where you can see your current role and choose a new role. After you have chosen, click "Submit Request."
<p>

<hr noshade size=1>
<a name="memberrequests"</a><span class="InputHeader">Member requests</span>
<p>A member might request a new role at any time. As project owner, you can approve, reject, or defer the request. To do any of these, check the appropriate box under the "Requests Pending Approval" and "Edit Roles" headings. The change is effective immediately.
<p>

<hr noshade size=1>
<a name="membertasks"</a><span class="InputHeader">Member issues and tasks</span>
<p>This site's issue tracking tool enables you to manage and assign tasks to your project members. An "issue" in broad terms basically refers to project activities to be done.  As the project owner, you may assign issues to members, or you can give other members the ability to assign issues by virtue of their role or expertise. To learn more about issue tracking and administration, see the <a href="ProjectIssues.html">project issues</a> help information.

<hr noshade size=1>
<a href="ProjectOwnerAdmin.html">Back to Project Owner Administration help</a><br>
<a href="/servlets/HelpTOC">Back to main Help index</a></p>
</span>
</tr>
</table>
</body>
</html>
@


1.3.6.2
log
@anchor tags missing some ending >'s
Issue number:
Obtained from:
Submitted by:
Reviewed by:
@
text
@d43 1
a43 1
<a name="viewingmembers"></a><span class="InputHeader">Viewing project members</span>
d64 1
a64 1
<a name="memberroles"></a><span class="InputHeader">Member roles</span>
d70 1
a70 1
<a name="memberrequests"></a><span class="InputHeader">Member requests</span>
d75 1
a75 1
<a name="membertasks"></a><span class="InputHeader">Member issues and tasks</span>
@


1.2
log
@html edits; revised doc index
@
text
@d18 1
a18 1
	<DD><B>You are here: Adding project members and assigning roles</B>
d26 1
a26 1
		</UL>
d71 1
a71 1
A member might request a new role at any time. As project owner, you can approve, reject, or defer the request. To do any of these, check the appropriate box under the "Requests Pending Approval" and "Edit Roles" headings. The change is effective immediately.
d76 1
a76 1
This site's issue tracking tool enables you to manage and assign tasks to your project members. An "issue" in broad terms basically refers to project activities to be done.  As the project owner, you may assign issues to members, or you can give other members the ability to assign issues by virtue of their role or expertise. To learn more about issue tracking and administration, see the <A HREF="ProjectIssues.html">project issues</A> help information.
d82 2
a83 1

@


1.1
log
@project membership management help documentation for project owners
@
text
@d1 8
d10 3
a12 3
<P><SPAN CLASS="PlainText">
<SPAN CLASS=PROJECTHEADER>Add project members and assigning roles</SPAN>
<P><SPAN CLASS="InputHeader">Project Owner Administration Index</SPAN></P>
d82 3
@

