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Ektron 8.6.1

Using the Friends Server Control

The Friends server control displays a list of:

The control can lets you navigate between views.

The Friends server control also lets you designate a Selected Colleague, a special category whose members can view documents and photos that regular colleagues and the public cannot view. For information about the Friends server control properties, see Friends (Colleagues).

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To manage existing colleagues on the website, find the Colleague area of your profile page where you can view, approve, and remove colleagues.

ClosedManaging colleagues

Managing Colleagues

Closed Viewing pending colleague requests

Viewing Pending Colleague Requests

Pending colleagues are users who sent you a colleague request which you have not yet accepted. To view pending colleagues on the website, navigate to the Pending Colleagues area of your profile page. From this area, you can accept or decline colleague requests.

Closed Accepting a colleague request

Accepting a Colleague Request

Accepting a colleague request adds the user to your colleagues list. This lets you access additional information on the colleague's profile page.

  1. Navigate to the Pending colleagues area of your profile page.
  2. Place a check in the box next to each colleague whose request you want to accept.
  3. Click Approve. The page refreshes, and the selected users are removed from the Pending Colleagues list and added to the colleagues list.
Closed Declining a colleague request

Declining a Colleague Request

Declining a colleague request cancels the request. When you decline the request, it is removed from your Pending Colleagues list and the requester’s Invited list.

  1. Navigate to the Pending Colleagues area of your profile page.
  2. Place a check in the box next to each colleague whose request you want to decline.
  3. Click Remove Selected. A dialog box asks you to confirm that you are declining the colleague.
  4. Click OK. The page refreshes, and the selected users are removed from your Pending Colleagues list and requester’s Invited list.
Closed Viewing invited colleagues

Viewing Invited Colleagues

The Invited colleagues list displays users to whom you’ve sent colleague invites. From this screen, you can delete requests that have not yet been accepted. See Also: Viewing Invited Colleagues To view sent colleague requests, navigate to the Invited Colleagues area of your profile page.

Closed Canceling invited colleagues

Canceling Invited Colleagues

  1. Navigate to the Invited Colleagues area of your profile page.
  2. Place a check in the box next to each colleague whose invite you want to cancel.
  3. Click Remove Selected.
Closed Removing Colleagues

Removing Colleagues

  1. Navigate to the Colleagues area of your profile page.
  2. Place a check in the box next to each colleague you want to remove.
  3. Click Remove Selected.
Closed Designating a selected colleague

Designating a Selected Colleague

Selected colleague is a special category of user who can be given access to documents and photos that regular colleagues cannot view. A user makes this designation when sharing a Workspace, which can be shared with the Public, all colleagues, or selected colleagues. See Also: Using the Friends Server Control

  1. Navigate to the Colleagues area of your profile page.
  2. Check the box next to each colleague you want to make a Selected Colleague.
  3. Click Update. Selected Colleague appears next to the colleague.
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To change a selected colleague back to a colleague, check the box next to a selected colleague and click Update.

ClosedCreating a colleague group folder

Creating a Colleague Group Folder

Grouping lets you organize colleagues by folder. For example, you place all family members in a "Family" folder. You can only group current colleagues, not colleagues who are pending or invited.

Closed Creating a colleague group folder.

Creating a Colleague Group Folder

  1. Make sure the DisplayMode property of the Friends server control is set to Directory.
  2. Log in to the website.
  3. Navigate to your profile page or a page the contains a Friends server control.
  4. Click Add Folder in the Friends server control.
  5. Enter a Name and Description for the folder.
  6. Click OK.
Closed Placing a colleague in a group folder

Placing a Colleague in a Group Folder

  1. Navigate to your profile page or a page the contains a Friends server control.
  2. Check one or more colleagues.
  3. Click Move on the Friends server control. A list of folders appears. Select the folder to which you want to move them.
  4. Click OK.
Closed Renaming a folder

Renaming a Folder

  1. Navigate to your profile page or a page the contains a Friends server control.
  2. In the Colleagues section of the screen, click Edit Folder () next to the folder’s title. A dialog box appears.
  3. Change the name, description or both.
  4. Click Save.
Closed Deleting a folder

Deleting a Folder

WARNING! Deleting a folder deletes all colleagues within it. To retain the colleagues, move them from the folder first by clicking the folder, checking the colleague, and clicking MoveUp One Level.
Deleting a folder also deletes all of its subfolders.

  1. Navigate to your profile page or a page the contains a Friends server control.
  2. In the Colleagues section of the screen, click Edit Folder () next to the folder’s title. A dialog box appears.
  3. Click Delete.
  4. Click Save.

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