配置组访问、成员资格和可见性

[Discourse]

This guide explains how to set up and manage Discourse groups with different levels of access, membership requirements, and visibility settings.

Required user level: Administrator

Discourse groups can be configured to be closed, allow membership requests, or permit users to join freely. This guide will walk you through the process of setting up these different group types and managing their visibility.

Summary

• Create and configure closed groups
• Set up groups that allow membership requests
• Configure groups for free joining
• Manage group visibility and access settings
• Allow users to leave groups
• Update existing group settings

Creating a closed group

1. Go to your site’s groups page (accessible from the hamburger menu)
2. Click the “New Group” button
3. Fill in the group name (other fields between “Full Name” and “Effects” are optional)
4. Scroll down to the “Access” and “Visibility” sections
   
5. In the Access section, leave all checkboxes unchecked
6. In the Visibility section:
   • “Who can see this group?”: Default is “Everyone”
   • “Who can see this group’s members?”: Default is “Everyone”

With default settings, non-group members will see the group on your site’s groups page:

Clicking the group’s link will take them to the group members list:

To restrict member list visibility:

• Change “Who can see this group’s members?” to an option other than “Everyone” (e.g., “Group owners, members”)

To hide the group entirely:

• Change “Who can see this group?” to an option other than “Everyone”

Setting up a group with membership requests

1. Create a new group as described above
2. Add at least one group owner in the “Add Owners” section
3. In the Visibility section:
   • Set “Who can see this group?” to “Everyone” or “Logged on users”
   • Set “Who can see this group’s members?” as desired
4. In the Access section:
   • Select “Allow users to send membership requests to group owners”
   • Optionally, add a template for membership requests.
     

This configuration adds a “Request” button to the group’s listing and individual page:

When a user clicks the button, a form opens allowing them to send a membership request:

Group owners will receive the request with a link to accept or reject:

Creating a group that allows free joining

1. Create a new group as described above
2. In the Visibility section:
   • Set “Who can see this group?” to “Everyone” or “Logged on users”
   • Set “Who can see this group’s members?” as desired
     
3. In the Access section:
   • Select “Allow users to join the group freely”
     

This adds a “Join” button to the group’s listing and individual page:

Allowing users to leave a group

For any group configuration:

1. Go to the group’s Access settings
2. Select “Allow users to leave the group freely”

This adds a “Leave” button to the group’s page and listing:

Updating existing groups

To modify settings for an existing group:

1. Go to the group’s page
2. Click the “Manage” tab
   
3. Edit Visibility settings via the “Interaction” link
   
   
4. Edit Access settings via the “Membership” link
   

To manage group ownership:

1. Go to the group’s “Members” tab
2. Use the admin wrench next to a user’s entry to grant/remove ownership or remove the user from the group
   
   

FAQs

Q: How do users navigate to the groups page?
A: Users can access the groups page by clicking the “Groups” entry in the main hamburger menu, as long as the enable group directory setting is enabled (default).

Q: Does group visibility allow non-members to see group content?
A: No, group visibility only determines whether users can see the group in the directory. Access to group content is controlled by category security settings.

Q: How can I show users a preview of restricted categories?
A: You can use the Category Previews theme component to give users a glimpse of restricted content without full access.

Last edited by @hugh 2024-07-16T02:38:23Z

Last checked by @hugh 2024-07-16T02:39:18Z

Check document

Perform check on document:

[James_Cribbs]

您好 @simon ，感谢您的分享！关于可见性，我明白如何设置可见性的权限，但导航到群组页面该如何处理？是否有内置功能向用户显示“我的群组”或“所有群组”，以便用户导航到这些页面？

我发现我可以输入我的社区 URL /g 来访问群组，但显然没有用户会自己找到这一点。我想知道是否有什么内置方法或最佳实践可以向用户显示群组。

[simon]

@James_Cribbs

我发现我可以输入我的社区网址/g 来进入群组，但显然用户自己是不会发现这一点的。我想知道是否有什么内置的方法或最佳实践来向用户展示群组。

只要 enable group directory（启用群组目录）设置没有被禁用（默认是启用的），用户就可以通过点击主汉堡菜单中的“Groups”（群组）条目来访问站点的群组页面。该页面将向用户显示他们是成员的所有群组，只要该群组没有被配置为仅对群组所有者可见，或者仅对群组所有者和版主可见。

任何可见的、并且已配置为允许用户自由加入的群组，其条目旁边都会显示一个“Join”（加入）按钮。任何允许用户发送加入请求的群组，其在群组页面上的条目旁边都会显示一个“Request”（请求）按钮。

[James_Cribbs]

明白了，我甚至都没注意到那里有个按钮，但现在我看到了。

[danabrig (Dana B.)]

请为我澄清一下：
如果我允许所有人都能看到该群组，这仅仅是让他们知道群组的存在，还是他们也能看到群组内的所有内容？这个设置与“查看、回复、创建”的安全选项相同吗？

我想通过让他们知道某个版块的存在来吸引我的用户，但又不让他们看到版块内的所有内容，而这些版块可能需要升级他们的论坛会员资格。

谢谢！！！

[Moin]

通过设置群组可见性，您可以决定谁能在 群组 概览中看到该群组。他们无法读取发送给他们不属于的群组的消息。
用户是否能看到某个分类取决于该分类的安全设置。如果用户不是拥有“查看”权限的群组成员，他们将看不到该分类或其中的任何主题。

@danabrig

让他们知道分类的存在，但不能让他们看到其中的所有内容。

我将通过 Category Previews 来实现这一点。

[danabrig (Dana B.)]

谢谢，我会去看看。