After installation, your next step will be to setup a group(s) in order to fully use the openDeck service. In this document we’ll explain what groups are and how to setup/use them.
After installing and activating openDeck, your very first next step will be to setup and manage your groups. Groups are a way of placing users into sections on your site to adhere to policies you implement.
For example, you may have a site that has 20 authors. The staff is split into two groups, one, dedicate to news only while the other is for editorials. In this scenario, you should create two groups if one set uses different categories than the other, have different editors, and or guidelines on what is required for the post (such as images, word count, SEO fields, etc).
Even if you do not need more than one group, you’ll still need to place everyone under one group in order to activate the policies in which you want your staff to follow.
Visit the Groups page in openDeck. If you haven’t created a group yet you’ll be greeted by a message declaring you have “You Have 0 Groups Created.” If you already have at least one group, you’ll see it listed in the Groups page.
To add a new group, click the Add New button. Your first step will be to choose a name for the group. This can be anything but it’s recommend you choose a name to co inside with the users you’ll be adding to this group. For example, if this is your news team, it’s best to name them “news” or “news group”.
Follow the steps located on the right hand side to setup your group. A few things to keep in mind about groups:
Once you have filled out the information and activated your group the next step will be to apply Group Policies unto the group.
Just like the built in WordPress User Role hierarchy, you can apply functions, roles, and rules to users in a group. To add/modify, or remove a policy, click the policies link next to the group listed in the Groups page (shown above).
Once selected you can enable/disable any of the listed Group Policies for this group.
If enabled, the author will have to fill out the excerpt box before the post will be allowed to save to Pending For Review or to be Published.
If enabled, the Featured Image will have to be uploaded and selected before the post can be saved to Pending For Review or to be Published. There is a sub option to also specify the dimensions the Featured Image should be.
If enabled, the author will have to surpass the minimum required word count for the post before the post can be saved to Pending For Review or to be Published.
If enabled, certain fields for the Yoast SEO plugin will need to be filled out before the post can be saved to Pending For Review or to be Published.
If enabled, this will prevent the post to be saved to Pending For Review or to be published if the post contains images not hosted with the blog (externally linked images).
Limit the amount of categories the group can see/use.
This section pertains to the options you can set for the users in this group when creating new cards.
Change the calendar default settings for this group when creating an account such as:
Change the default approval process for this group by the category selected. If enabled, select the categories if when selected by an author for a new post, will require additional action from the editor/admin of this group before the author should start writing. This is an excellent option if you allow open review requests and want to first filter the request before the post is created. See the additional page about approval process if to enable this option.