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Edit: -1 of 1
Time: 2007-04-04 13:16:08
Note: /Plone/manage_importObject

changed:
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 Registering a new user requires *manager* status; e.g., members of our !OfficeStaff or !WebStaff groups. Registration is normally handled by Frances Roton or one of her assistants (GAPoffice).

 Steps office staff perform to register a user (GAP member, fellow, consultant, etc):

 1 Note user's full name and degrees, email address, initial password, and committee appointment. A user's *user name* for web site purposes will be something like "!JoanSmith", ie, first name followed by last name, with capitals, but no spaces or punctuation. Full name and degrees will display most of the time, but when space is tight, a user name should clearly identify the person.

 2 Log in at !http://www.ourgap.com

 3 Select *plone setup* (upper right of *home* page)

 4 Select *Users and Groups Administration* about halfway down *Plone Setup* page

 5 At *Users Overview*, select *users* tab (probably already selected)

 6 Make sure the proposed *user name* is unique -- Type proposed new *user name* into *user search* box and select *Search*. There should be "No matches" unless this name is already assigned to someone, or this user has already been registered).

 7 Select *Add New User* button.

 8 Fill in *Registration Form*

  * Full name, eg, *Joan A. Smith, M.D., Ph.D.*

  * User name, eg, *!JoanSmith*

  * E-mail, eg, *jsmith@med.university.edu* (lowercase only)

  * Password, eg, *93jo34s*

  * Confirm password (retype to avoid errors)

  * Send email with password: check to automatically generate a message informing Dr Smith she's been registered (see below).

  * Select *Register* button to complete first part of process. Errors will be presented for correction. Finally, you will return to the *Users Overview* page.

 9 Committee / Group membership: this new user should be marked as a member of the appropriate committee(s) / group(s). Find your new registration entry by again typing their *user name* into *user search* box and select *Search*. (_Do_ _not_ select *groups* tab: it is for creating entirely new groups / committees.) Now there should be a match. Select it.

 10 Your freshly typed registration information should reappear. _Now_ _select_ *group memberships* tab. This will present the first 20 or so committees / groups to which this new user could be listed. Select all that apply. Select *Add user to selected groups* button towards the bottom. (Most new registrations will either be fellows, select *Fellows*, or new GAP members, select *!GAPmembers*, in addition to their other committee affiliations.)

  If this user's committee is not displayed on the first page of groups, select *next 20 items* at lower right of page. Keep repeating this step until this user has been added to all relevant committees.

  If you make a mistake, and add this user to an extra committee, check the *Current Group Memberships* list at page end. Select the erroneous entry and then select the *Remove selected groups* button.

 11 Done. You may *logout* (upper right on the page). Or, you may start over and register another user: *Users and Group Administration* (middle left of *navigation* area.

 Sample Registration Notification ::

  From: Frances M. Roton, Exec Director
  Subj: Portal Membership Information
  To:   jsmith@med.university.edu
 
  You have been registered as a member of
  Group for the Advancement of Psychiatry,
  which allows you to personalize your view
  of the website and participate in
  the community.

  Description:

  Group for the Advancement of Psychiatry
  explores issues and ideas on the frontiers
  of psychiatry and applies psychiatric
  insights into the general medical, social,
  and interpersonal  problems of our times.

  Visit us at http://ourgap.org

  Your login name and password are
  Login name : JoanSmith
  Password   : 93jo34s

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