This video covers how to create places and add members in Lotus Quickr 8.5 for Portal. Take this tour to see how you can get started being productive using Lotus Quickr 8.5 for Portal.
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This is the text version of the Creating places and adding components video for IBM® Lotus® Quickr® 8.5.
Creating a place
Table 1. Welcome
Overview of new features in IBM Lotus Quickr 8.5
© Copyright IBM Corporation 2010
The video title page displays.
Lotus Quickr Team places are easy to create, fun to use, and don't place undue burdens on your busy IT department. Create a place and add members to access and interact with the people, information and project materials you need to get your work done.
After completing this video, you should be able to navigate and customize the components of Lotus Quickr.
The welcome page displays.
Customizing your welcome page
Table 2. Places catalog
From the home page you can create new places. Simply click Create a Place. From the Create a Place page, you can create custom places that start with a blank canvas, and then add whichever components you need. Or, instead of starting from scratch, use a template to get a new project up and running.
Display Lotus Quickr Places catalog page.
Box displays around Create a Place.
Knowing which components will be the most beneficial for your team will help you decide what type of place to create. For example, team calendars, discussion forums, blogs, wikis and other collaborative tools help empower teams and keep projects on track.
Highlight calendars, discussion forums, blogs and wikis in the navigation panel.
After you select the template that is the closest to the kind of place you want, you can customize the place to fit the needs of a particular team or project.
Fades to Create a Place menu
Box displays around place options
Once you have chosen the type of place, create a name for your place, which is also used as the place's URL. Whatever you type as the place's name is automatically entered as the permanent URL.
Box displays around Place Name.
Place Name field is highlighted and a place name is entered
Edit the URL field, as needed, before clicking Create. You may have special characters in the place name, such as commas and apostrophes, but make sure to edit those out of the URL.
Highlight URL field.
Highlight characters that would need to be removed
You must choose who will have access to your place.
Places can be set up to allow different levels of access. You can restrict access to members only, allow the public to view your place or allow any authenticated user to join or leave the place on their own by clicking a button.
Box displays around Who has Access options.
Each level of access is highlighted as it is described.
You have the option of describing your place on this screen. Just as the name can be anything you want, the description is up to you, too.
You can also add tags to you place. A tag is a keyword that is used to categorize a place. If you add multiple tags they should be separated by commas.
Box displays around Description area and field is highlighted.
Box displays around Tags area and field is highlighted.
Once you click Create Place, Lotus Quickr does the rest for you.
Box displays around Create Place.
Click Create Place button.
If a place that you have created works well for your group, you can save the same design for other groups to use by making it into a template. Click Place Actions > Save as Template to save a place as a template. Only administrators are able to save places as templates, so if you do not see an option for this task, talk to your Lotus Quickr administrator.
Box displays around Place Actions.
Click Place Actions button
Highlight Save as Template option.
Table 3. Robust place customization
The first page of your team place is the Welcome page. Everyone who accesses the place views this page. Depending on how it is configured, the Welcome page can tell the team members the purpose and goals of the place, the names and contact information of team members, and who to contact with questions.
The team place welcome page displays.
Highlight text for purpose and goals of the place, the names and contact information of team members.
The Welcome page also allows the members to navigate to other pages in the place. Because the Welcome page is the first page seen when the place is accessed, it is a good idea to put important messages and critical announcements on it.
Scroll to the Navigation panel.
Box displays around place pages.
Scroll to Announcements section of Welcome page, which has a box around it.
You can customize your team's Welcome page by clicking Edit. The Edit page allows you to change all the text on the page, and add images, charts, and graphs. The editing is done using HTML. You can also add components to the Welcome page. For example, this page has two components added to it: an announcement and a feed reader component. The users can get the most critical information when they first access the page. You should configure your Welcome page in a way that works best for your group.
Click edit option and display edit page.
Highlight text field.
Fade to Welcome page.
Box displays around Announcement and Feed reader components.
Table 4. Improved editing experience
It is important to control who has access to your information. Lotus Quickr allows you to manage the membership of your place. Members can be added and deleted by the manager at any time.
Members option Highlighted.
To add members to your team simply click Members on the place's navigation panel. Then click Add Members, select a role for the member and enter the members name.
Click the Members menu option.
Click the Add Members button.
The role menu is displayed and the name field is highlighted.
Table 5. Improved editing experience
One of the most important steps in adding members to your place is assigning them roles. Click Place Actions > Manage Roles to assign what areas of the place a member can access.
Click Place Actions > Manage Roles options.
There are four default roles in Lotus Quickr – Managers, Editors, Contributors, and Readers. Each role allows the members certain abilities within the place. Depending on which role you give a member, they can access the entire place or only certain parts of the place.
Each member role is highlighted as it is mentioned.
For example, some members on your team may have access to the wiki, blog, and project tasks pages, while other members may have access only to the wiki and blog pages. Member roles can be changed and customized at any time by the manager.
Manager Role is expanded and the wiki, blog and project tasks options are highlighted.
Contributor Role is expanded and the wiki and blog options are highlighted.
Managers can control membership, customize a place, and have full access to all of the components in a place. If you have created the place, you are automatically assigned the manager role. You may assign other members as managers, too, but remember; this gives them absolute control over the place.
Manager option is highlighted and a box displays listing managers role.
An Editor can edit and make comments on all content and create and delete personal content in all components within a place.
Contributors can make comments on all content and can create and delete personal content in all components within a place.
Finally, Readers can only read content and make comments in the components within a place.
Editor option is highlighted and a box displays listing editors role.
Contributor option is highlighted and a box displays listing Contributors role.
Reader option is highlighted and a box displays listing readers role.
You can also create additional roles for your place if you need more flexibility in assigning access to your place. To create a new role click Place Actions > Manage Roles > New Roles and enter a name and description for the new role
Click Place Actions > Manage Roles > New Roles
You can assign members to any role you like and you can change and delete these assignments at any time. To change a member's role click Members. Find the member whose role you would like to change and click their role to bring up a list of available roles. Select the new role from the list.
Page transitions to a places Welcome Page
Click member role to display role options
You can also choose to have users add themselves to your place. To allow users to join your place, select the appropriate Member and Public roles by clicking Place Actions > Edit Place.
Use the Member role to select what default role is assigned to members who add themselves using Join this place. Use Public role to select what default role is assigned to non-members visiting your place.
Click Place Actions > Edit Place.
Expand and highlight list of Member role options.
Expand and highlight list of Public role options.
If your place is not open to the public, then the only people who will have access to it are those you select as members. This type of place will allow you and your team to collaborate privately and securely.
Highlight This place does not allow public access option.
Table 6. Thank you
That concludes this video. We hope you have found this overview of membership features helpful. For complete information about creating places, adding members and assigning roles in IBM Lotus Quickr 8.5 for WebSphere® Portal, including links to additional demonstrations and product documentation, please visit the Lotus Quickr wiki at: http://www.lotus.com/ldd/lqwiki.nsf