Collection Editing - Membership

• The “Membership” menu allows community owners, community managers, and repository administrators to view users with roles specific to the given community and to invite/add non-administrative users or groups of non-administrative users to roles specific to the given community. 

Individual Member Visibility

• The visibility of collection members (either open to the public or hidden from everyone except other collection members) is controlled at the level of the collection in Settings>Privileges>Visibility settings. But, individual collection members can still opt out of having their collection visibility public by selecting “Hidden” from the dropdown menu next to their name in the collection’s Members tab:

• Collection members can always see the full list of members in the Members tab:

Member Roles

• Collection members can hold one of four roles, which correspond to increasing levels of viewing, editing, and curating permissions:
  • Reader - Can view restricted records within the collection.
  • Curator - Curate records and view restricted records within the collection.
  • Manager - Can manage collection members, curate records, and view restricted records within the collection.
  • Owner - Full administrative access to the entire collection.

• Individual member roles can be edited by collection Owners and collection Managers

Membership Invitations

• Collection Managers and Owners have the power to invite Individual users and/or groups of users collections and to set the user or group role within the community.

Individuals

• In order to invite an individual user, the Collection Manager or Owner should navigate to the “My dashboard” in the repository backend and then to the “Collections” tab. There, they will see a list of the collections to which they belong:

• Next, they should click on the title of the collection to which they wish to invite a user, and they will be taken to that collection’s backend, where they should select the “Members” tab and click the green “Invite…” button on the right side of the member list:

• In the “Invite Members” popup window, new potential, individual members can be searched for in the “Member” field (note: only users who already have accounts in the repository can be invited as collection members). Once a user has been selected, their username will appear in the box directly above the member search field. A collection role must be selected for the new member. Once the “Invite” button is clicked, the prospective member will receive a notification email informing them that they have been added to the collection:

Groups

• Inviting groups of users works in much the same way as inviting individuals. User groups must already exist before they can be added to a collection. Only Administrative users can create groups. Collection members with the “Owner” or “Manager” role can invite entire groups of users.
• Users invited to a collection as part of a group will not receive any kind of notification.