Pinboards
A pinboard is displayed to the Knowledge user via the start menu. The information that can be read on the pinboard is linked to user groups.
Users who have permissions to edit pinboards can edit all pinboards in the system.
If you have created the first pinboard, it automatically becomes the start pinboard. After creating more pinboards, the lowest one in the order of pinboards is always the start pinboard. The start pinboard that is currently defined as the start pinboard cannot be deleted.
(1) | Tab pinboard in the start menu | (2) | Add pinboard with Add menu |
(3) | Select a pinboard from the drop-down list. | (4) | Action bar: edit current pinboard |
(5) | Action bar: delete current pinboard | (6) | Action bar: Determine pinboard order |
Create the first pinboard
To create the default pinboard, proceed as follows:
- Use the navigation menu to go to Search.
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Via the Add menu menu, select function .
The dialog for creating and editing a pinboard is opened.
- Enter Title and design the pinboard in the Content field using the text editor.
- Attach documents, if desired.
- Assign User group and Responsible user.
- Save the parameters.
Adding and arranging additional pinboards
To learn how to add and sort pinboards, see the following section.
If one or multiple pinboards have already been created, proceed as follows:
- Switch to start area.
- Select .
- Edit the pinboard with the text editor.
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Save the pinboard.
A view of the newly created pinboard appears in the overview. The new pinboard is added to the drop-down list of existing pinboard.
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Open the Set order of pinboards function via the action bar of a pinboard.
- Arrange the pinboards in the desired order by selecting individual entries and dragging them to the desired location.
- Drag the pinboard to the last place that should be seen by all users system, if no other pinboard was assigned.
Deleting pinboards
Assigning and removing pinboards to and from user groups
To learn how to make pinboards visible to specific users, see the following section.
To assign a pinboard to a user group, proceed as follows.
- Open the user group administration via the navigation menu.
- Select a user group from the drop-down list.
- Select Assign pinboard from the action bar.
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Select a pinboard from the drop-down list as your default pinboard.
The user group assignment is displayed below the drop-down list.
- To delete the assignment of a pinboard to the selected user group, select the X behind the name of the pinboard in the drop-down list.
- Save the assignment.
Viewing and selecting your personal pinboard
Each user sees the pinboard assigned to his user group in the start area.
- Open your pinboard via .
- Select the Title of the Pinboard.
- Select a pinboard from the drop-down list as your default pin board.