Create a Group

1. Login to your Clubhouse Online e3 website as an Administrator.
2. Click on the Switch to Club Central link.
3. Once you have switched over to Club Central, click on the E3 Planet icon at the top left corner.
4. Type in Groups in the search bar and click on Groups from the search results.
5. Click on the New Group button.

• Display name: The title for the group
• Description: A brief summary of what the group is about.
• Group pages location - Where amongst the content pages, any group content pages will be located
• Avatar: Allows you to upload or select a pre-defined an icon to represent the group.
• Approve members
  • Any company member can join - All registered members have the ability to join this group.
  • Only approved members can join - Before a member can become a member of the group they will need to be approved by either a Group Admin or Site Administrator.
  • Only approved members can join except for invited members - Similar to the option listed above, users will need to be approved before they can join a group. If a member is invited to the group by a Group Admin or Site Administrator
• Content Access
  • Anybody can view the content - Public Users, Site Members and Group members can view the content within the group.
  • Site members can view the content - All registered members will have access to view the content within the group.
  • Only group members can view the content - Only members of the group will be able to see any content within the group.
• Notify group admins when a user joins/leaves: A registered member that has been setup as a Group Admin can receive email notifications that a member has joined or has left the group.
• Notify group admins on pending members: If a member has requested to join a group, an email notification will be sent to any registered member that has been setup as a Group Admin.

Once all settings have been selected, click SAVE.

Edit a Group

1. From the Groups section of Club Central, click on the pencil icon next to the group you wish to edit.
2. This will bring you to the configuration settings of the Group. These settings include:
   • General
   • Security
   • Members
   • Roles
   • Forums
   • Media Libraries
   • Message boards

General

Security

• Group Admins - refers to any member that has been made an admin of this particular group.
• Anybody - refers to all registered members of the site.
• Group members - refers to any registered member that has been approved to join this group

Members

The member's section allows Group Admins to invite registered members to join the group. In order to send an invitation to the group, a Group Admin will need to follow these steps:

1. Click on the Invite member button.
2. From the new windows click the Select button
3. Type in the name of the member or click from the list of members below.
4. You can choose to add a message to the invite by typing in the comment section
5. Click on Invite to send.

1. Click the pencil icon next to the member you wish to promote
2. Click on the Add roles button
3. Check off the box for Group Admin and click OK
4. Click SAVE at the top to save the promotion.

1. Click the pencil icon next to the member you wish to demote
2. Under 'Member is in Roles' check off the Group Admin role and click the remove selected button.
3. Click SAVE at the top to save the demotion.

Group Forums

Create a Group Forum

1. From the Groups menu, Click on the pencil next to the group you wish to edit.
2. Click on the Forums menu located on the left
3. Click on New forum group button and fill in the details for the Forum Group
4. Click SAVE to complete the creation
5. Once you have created the Forum Group, Click on the pencil to edit the forum group
6. Click on the New forum button and enter the following information for the new forum:
   • Forum display name - The topic or name of the forum
   • Description - A brief summary of the subject for the forum
   • Require e-mail addresses - This feature would require/not require a member to enter their email address in order to post a message in the forum
   • Display e-mail addresses - This feature will toggle the display of a member's email address when posting in the forum
   • Enable WYSIWYG editor - This feature will toggle when members  have a WYSIWYG editor to use when posting comments in the forum
   • Use security code (CAPTCHA) - In order to prevent spam posts you can require member to enter in a security code in order to post messages.
   • Forum is open - This setting controls whether or not the forums is available for members to see on the site
   • Forum is locked - This setting controls whether or not the forums is available for members to subscribe to.
   • Forum is Moderated - Allows Administrators to appoint moderators to the forum
7. Once you have completed all setting choices, click SAVE to complete the Forum creation.

Edit Forum Properties

1. From the Groups menu, click on the pencil next to the Group you wish to edit
2. Click on the Forums menu on the left and then click on the pencil next to Forum Group you wish to edit
3. Click on the pencil next to the Forum you wish to edit
4. Once you have clicked on the edit option, you will be able to edit one of the following:

• Posts - Any posts made by a user, as well as the thread they are associated with, will be visible in this area. Site Administrators have the ability to moderate posts and threads as well new threads can be created from here.

• General - This tab displays the basic information and administration settings of the forum. These settings were initially setup when the forum was created and can be adjusted if need be.
• Subscriptions - The subscription section will display all of the users that have subscribed to any of the available threads in this forum. From here Administrators will be able to manage subscriptions to the forum. They have the ability to delete, edit or add new subscriptions to the forum. To subscribe an email address to the forum follow these steps
  1. Click on 'New Subscription'
  2. Type in the email address
  3. Check or uncheck the option to 'Send a confirmation e-mail to the subscriber'
  4. Click SAVE to complete the subscription.
• Moderators - A Moderator of the site has the ability, approve, edit or delete posts made by other users. This section allows Administrators to determine who is a moderator of the forum. In order to add a user as a moderator you will need to flow these steps:
  1. Check the option Forum is moderated
  2. Click on Add Users
  3. Check box next to the user(s) you would like to select to be a moderator
  4. Click OK to confirm your selections

• Security - Once a forum has been made available, all users will have permission to view the forum, create posts, initiate new threads, reply to posts and subscribe. Located under the security tab of a forums administrative settings, permissions can be defined for the various roles on your site. Security settings are divided into four categories:
  • Nobody - Prevent all user access to a designated feature.
  • All users(default) - Will allow all users access to a designated feature
  • Authenticated users - Will allow all users access to a designated feature
  • Authorized roles - This will allow specified roles access to designated features. Once this feature is selected you will be required to select which roles have access to which features. All of the available roles are listed underneath this option.
• Lock/Unlock a Thread - Moderators can lock/unlock a thread depending on whether it is meant to be read-only or they would like users to respond. Clicking lock on the thread prevents users from making posts
• Stick/Unstick a Thread - Threads will normally be sorted by latest post first. If a moderator chooses to stick a thread this will ensure the thread stays at the top of the list despite of when the last post was made. Unsticking a thread will place it back in order according to posts.

• Approving or Rejecting a thread - Administrators can further moderate a forum by approving or rejecting threads or posts. In order for an Administrator to perform these functions, they will need to follow these steps:

• For Approving a thread
  1. From the Forums section, click on the pencil next to the Forum you wish to edit
  2. This will bring you to the Posts of the Forum where you will click on any of the pending-approval threads you wish to moderate
  3. Click on the Approve button from the navigation above

• For Rejecting a thread:
  1. From the Forums section, click on the pencil next to the Forum you wish to edit
  2. This will bring you to the Posts of the Forum where you will click on any of the approved or pending-approval threads you wish to moderate
  3. Click on the Reject button from the navigation above.

Media Libraries

Create a Media Library

1. From the Groups menu, click on the pencil of the Group you wish to edit
2. Click on the Media Libraries menu
3. Click on the New Media Library button
4. Enter in the following details for the Media Library
   • Display name - What the name of the Media Library will display as in the Group
   • Description - A brief summary of what is stored in the Media Library
   • Teaser image - A logo that can be updated to represent the Media Library

Edit a Media Library

1. From the Groups menu, click on the pencil of the Group you wish to edit
2. Click on the Media Libraries menu
3. Click on the pencil next to the Media Library you wish to edit
4. The following setting menus will be displayed:
   • General - From this menu the name of the Media Library can be changed as well as a description of the types of files that are available. The default name of the media library is the same as the group name but doesn't need to be. A teaser image can also be uploaded to replace the default icon used for the Media Library.
   • Security - The Security tab is where the Group Admin will decide who has the ability to create, delete, modify or view files/folders within the library. By default, only Group Admins have full access to the media library and additionally group members can view the content. These settings can be changed to provide group members access to create, delete or modify files and folders or any registered member.

Message Boards

Messages

Using the filter above the list, you can determine which messages you want to display. The following filtering parameters are available:

• Board name - only messages from the selected message board will be displayed
• Username - only messages posted by the user specified here will be displayed; you can also enter only a part of the username
• Text - only messages containing the entered text will be displayed
• Is approved - you can choose whether to display only approved or disapproved messages
• Is SPAM - you can choose whether to display only messages (not) marked as SPAM

General

• Display name - display name of the message board
• Description - text describing the message board
• Enable - if unchecked, the message board will be hidden; if checked, the message board works normally
• Open - if checked, adding messages is enabled; if unchecked, messages are displayed but can't be added
• Open from / to - using these fields, you can define the time interval during that new messages can be added to the board
• Enable subscriptions - if checked, users can subscribe to receiving notifications about new messages on the board
• Require e-mail address - if checked, users are required to enter their e-mail address when posting board messages

Moderators

Security

• Only authenticated users - only signed-in users can add messages to the board.
• Only group members - only members of the group can add messages to the board
• Only group admin - only administrators of the group can add messages to the board

Subscriptions