Deep dive into roles in Lotus Quickr services for WebSphere Portal

Deep dive into roles in Lotus Quickr services for WebSphere Portal

Abstract:  This article provides a deep dive into the user roles shipped with Lotus Quickr services for WebSphere Portal.  Included are screen captures of the user interface (UI) for the welcome page and each of the nine Lotus Quickr components shipped with Lotus Quickr with respect to the four Lotus Quickr roles with the default settings.  The purpose of this article is to guide customers who are adopting Lotus Quickr services for WebSphere Portal and need to map or plan user roles.

Table of contents:

• Introduction
• Welcome Page
• Footer
• Blog Component
• Wiki Component
• Announcements Component
• Contacts Component
• Feedreader Component

In Part 2 of this article

• Project tasks Component
• Team calendar Component
• Discussion Forums Component
• Library Component
• Resources
• About the author

Introduction
This article provides a deep dive into the user roles shipped with Lotus Quickr services for WebSphere Portal.  To illustrate the user roles, we will discuss the welcome page and each of the nine Lotus Quickr components with respect to the four Lotus Quickr roles with the default settings.

By default, Lotus Quickr ships with the following roles:

• Manager - This is the role given to the creator of a place.  A manager can edit the place and control membership.  A manager can also create, edit, and delete all content within a place.
• Editor – An editor can edit and make comments on all content and can create and delete personal content.
• Contributor – A contributor can make comments on all content and can create and delete personal content.
• Reader – A reader can read content and make comments.

Welcome Page
The welcome page is the first screen shown after you log in to Lotus Quickr.  The items that appear on the welcome page are determined by whether or not you are a Lotus Quickr administrator.  Here is a screen capture of the welcome page for an administrator:



The Welcome page is built based upon the role of the logged in user.  The following table denotes with an X which items will appear based on the user’s role:

	Administrator	Non-Administrator
Create a Place	X	X
Manage Places	X	X
Work with Templates	X
Site Administration	X
Learn More	X	X
Lotus Quickr Connectors	X	X
My Places Portlet	X	X

Footer

The items that appear on the footer are determined by whether or not you are an administrator.  Here is a screen capture of the footer for an administrator:


The footer is built based upon the role of the logged in user.  The following table denotes with an X which items will appear based on the user’s role:

	Administrator	Non-Administrator
Explore
Home	X	X
Learn More	X	X
Help	X	X
Search Center	X	X
Tools
Find People	X	X
Lotus Quickr Connectors	X	X
Work
Create a Place	X	X
Manage Places	X	X
Work with Templates	X
Site Administration	X

Blog Component

A blog is a Web site that displays information in the style of a diary. In a place, the team blog is used to record the milestones of a team or project.  The items that appear on the blog component are determined by the user’s role.  Here is a screen capture of the blog component:


The blog component is built based upon the role of the logged in user in the place in which the blog resides.  The following table denotes with an X which items will appear based on the user’s role:

	Manager	Editor	Contributor	Reader
Edit Shared Settings	X
New Post	X	X	X
Manage posts	X
Settings	X
Subscribe to this blog	X	X	X	X
Copy Links…	X	X	X	X
Help	X	X	X	X
Add a Comment…	X	X	X	X
Edit a post by this user	X	X	X
Edit a post by any user	X	X
Edit a comment by this user	X	X	X	X
Edit a comment by any user	X	X
Delete a comment by this user	X
Delete a comment by any user	X
Delete a post created by this user	X	X	X
Delete a post created by any user	X

Wiki Component

A wiki is a Web site created and maintained by the same people who use the Web site. In a place, a wiki is used to display content in the form of editable Web pages called wiki pages.

The items that appear on the wiki component are determined by the user’s role.  Here is a screen capture of the wiki component:

The wiki component is built based upon the role of the logged in user in the place in which the wiki resides.  The following table denotes with an X which items will appear based on the user’s role:

	Manager	Editor	Contributor	Reader
Edit Shared Settings	X
New Page	X	X	X
View history	X	X	X
View versions	X	X	X
All pages	X	X	X	X
Subscribe to this wiki page	X	X	X	X
Copy Links…	X	X	X	X
Help	X	X	X	X
Add a Comment…	X	X	X	X
Edit Page created by this user	X	X	X
Edit Page created by any user	X	X
Edit a comment by this user	X	X	X
Edit a comment by any user	X	X
Delete a comment by this user	X
Delete a comment by any user	X
Delete a page created by this user	X	X	X
Delete a page created by any user	X

Announcements Component

An announcements list contains news items relating to a team or project.  The items that appear on the announcements component are determined by the user’s role.  Here is a screen capture of the Announcements component:


The announcements component is built based upon the role of the logged in user in the place in which the announcements resides.  The following table denotes with an X which items will appear based on the user’s role:

	Manager	Editor	Contributor	Reader
Edit Shared Settings	X
New Announcement	X	X	X
Subscribe to this feed	X	X	X
Settings	X
Add a Comment…	X	X	X	X
Edit an announcement created by this user	X	X	X
Edit an announcement created by any user	X	X
Edit a comment by this user	X	X	X	X
Edit a comment by any user	X	X
Delete a comment by this user	X
Delete a comment by any user	X
Delete an announcement created by this user	X	X	X
Delete an announcement created by any user	X

Contacts Component

A contacts list contains a list of contacts relating to a team or project. The items that appear on the contacts component are determined by the user’s role.  Here is a screen capture of the contacts component:


The contacts component is built based upon the role of the logged in user in the place in which the contacts resides.  The following table denotes with an X which items will appear based on the user’s role:

	Manager	Editor	Contributor	Reader
Edit Shared Settings	X
New Contact	X	X	X
Subscribe to this feed	X	X	X
Settings	X
Edit a contact created by this user	X	X	X
Edit a contact created by any user	X	X
Delete a contact created by this user	X	X	X
Delete a contact created by any user	X

Note:  There are no comments in the contact component.


Feedreader Component

The feed reader allows you to subscribe to and consume available feeds that you want to be displayed. The items that appear on the feedreader component are determined by the user’s role.  Here is a screen capture of the feedreader component:

The feedreader component is built based upon the role of the logged in user in the place in which the feedreader resides.  The following table denotes with an X which items will appear based on the user’s role:

	Manager	Editor	Contributor	Reader
Edit Shared Settings	X
Feed Settings	X
Refresh	X	X	X	X
Help	X	X	X	X

Continue to Part 2 of this article for the overview of the remaining components

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