Documentation

This section details concepts such as installation, user management, site structure, theming, apps, and contributions for the Open Atrium distribution.

Recently Updated Documentation

Changing the Colors of Your Event Types

Note!  The Event Type taxonomy isn't defined by default in OA.  You have to create the global taxonomy for Event Types, before you can change the colors.

To change the colors of your event types, go to: 

/admin/config/user-interface/colors/taxonomy

Additional Resources

The documentation site for Open Atrium 2 (OA2) is meant to provide members of the open source community with basic documentation around how to use OA2. For the most part, this documentation is aimed at site builders and end users. For more technical documentation, we recommend visiting the the OA Drupal.org project page.  

For specific technical issues, we recommend posting your issue to the OA Drupal.org issue queue so other members of the community can help troubleshoot…

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Information Architecture

Information architecture is the art and science of organizing and labeling data including: websites, intranets, online communities, software, books, and other mediums of information, to develop usability and structural aesthetics.

Open Atrium 2 is built as a flexible framework, which means it’s an open slate to best fit the needs of your organization. However, there are a few questions you should ask yourself when initially planning the structure of your site.

  • What is the purpose of your website?

  • Who is your audience?

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Access Control of Content

One of Open Atrium 2’s biggest strengths is the ability to set permissions to the most granular level necessary for your organization.

Setting Inheritance

When initially creating a space and subspace, you will have the option of determining the “group user inheritance” as well as the “group user permission inheritance.”

The Group User Inheritance determines whether the membership of a space will flow down to any nested subspaces.

The Group User Permission Inheritance determines whether or not the permissioning structure of…

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Installation

How do I Install Open Atrium 2?

If writing code is not your thing and you just want to spin up an instance of Open Atrium, feel free to do so via the One-Click-Install with Pantheon on the openatrium.com website.

For those who are savy with code, the most up to date code for Open Atrium can be found on the OA Drupal.org project page. The following system architecture is required:

  • XAMP Stack (Apache 2.x, MySQL 5.x, PHP 5.3+)

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Space Membership Management

How do I manage the members of my space?

For those users with permissions to access the membership of the space, there should be a “members” button on the homepage of each space. When you click the “members” button, you should be able to see the following:

  • “Members” tab - a listing of all of the members of a specific space.

    • If you scroll over the name of a user, the drop down arrow will allow you to access their user dashboard. In addition, you can choose to remove them from the space, add them as an admin, or block them as a user.

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Teams

What is a team?

A team is an ad-hoc collection of users specific to one space that shares a related purpose. Teams are used to assign privacy access to specific sections within spaces.


How do I create a team?

  1. Login to your OA account. (Certain roles may or may not have the capability to create teams)

  2. Select the space you’d like to create a team in.

  3. Click on the “+” button in the top line navigation bar and select “Create a Team”

  4. The following fields are required before you are able to save your team:…

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Groups

What is a group?

A group is a collection of users that span across multiple spaces. Some potential uses for a group would be a common role (i.e. project managers) or a specific organization. Groups are meant to help assign privacy and manage access to content.

What is the difference between a space and a group?

The purpose of a space is to organize your content, while the purpose of a group is to organize your members across spaces.

How do I create a group?

As groups are meant to act across multiple spaces, site admins are generally the…

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Users

What is a user?

A user is a person with an account on your OA site. Depending on your identity management settings, they may or may not have access to certain spaces, but can be added as a member to a space by a site or space admin accordingly.

For sites and spaces that are completely public, please note that anonymous internet users will be able to view your site.

How do I create a user?

For sites where membership is controlled by the site admins, use the following steps:

  1. Click the Drupal Admin button in the top left hand…

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