• Select Add a Category to open the Manage Category View.
• Complete the following information:
  Label - This is the name or label of the category that will appear in the portlet.
  Description - This optional field allows you to enter a description of the category.  This text will appear in italics under the dotted line beneath the category name in the portlet.
  Position - The default position is First, but you may also choose to place your new category after any of the existing categories by selecting that category from a drop-down list.
  Delete Topics - The default setting is Never, but you may also choose to delete a topic after a selected number of days.  The choices are 3, 7, 15, 30, 60, or 120 days.
  Permitted Users - By default, a category can be viewed by all.  You may also choose to make the category viewable by only certain roles and/or users.  To restrict who can view the category:
              Click on the icon on the right side of the gray Selected Users bar.
              Click on the Advanced link on the right side, just above the "Roles in ..." box.
              The window will refresh (you may need to open the Selected Users section again) and there will now be a gray section on the left side of the "Roles in..." box with a list of tabs or groups to which you have access.
              Click on the Global Users and Roles link to get a list of the default roles for myColby.  If you want to restrict a topic to Leaders or Members of a group, click on the group's link.
              Select the role(s) you wish to be able view the Category.  
              If  you want to restrict the category to specific users, click on the Users in the Select By: section of the Roles in Portal section of the Roles box.  You may search by user name, or display a list of names by role (select the role from the Roles drop-down list).  Select the user(s) by clicking the checkbox next to their name.  
              You can select BOTH roles and users.
              At any time, you can go to the View By area just above the Role box and click the Selected link to see which roles and/or users you have selected.
• Click on Save to add the category or Cancel, if you do not wish to save the category at this time.

Edit a Category

• Select Edit a Category to display a list of categories.  Select the category you wish to edit to open the Manage Category View. 
• The Category details will be displayed (see fields above), with the addition of a list of topics within the category at the bottom of the page.
• Change any fields you wish to update.
• You can reorder the topics in the category by renumbering them in the list at the bottom of the page.
• You can also move, copy or delete a topic.  Move or copy a topic to a different category by selecting the checkbox for the topic you wish to move or copy, select Move or Copy from the action drop-down and selecting the new category from the drop-down list of categories.  You may select a checkbox for a topic and select Delete from the action drop-down list (or by clicking the trash can to the right of the topic you wish to delete.)
• Click on Save to save your changes or Cancel if you don't wish to make any changes at this time.

•  Select Order Categories to open the Order Categories window.
• A list of categories will be displayed in the current numerical order.
• To change the order of the categories, change the numerical order.
• Click Save to save the new order or Cancel if you don't wish to reorder your categories now.

You may also add a new topic to a category by clicking on the (Add) icon beside the category name or a new category by clicking on the Add a Category link at the bottom of the screen.

• Select Add a Topic to open the Manage Topic View.
• Complete the following information:
  Label - This is the name or label of the topic that will appear under the selected category in the portlet.
  Description - This optional field allows you to enter a description of the topic.  This text will appear under the topic name in the portlet.
  Category - Select from the drop-down list the category under which you want the topic to appear.
  List This Topic - The default position is First, or you may choose to list it Last.
  Start Date - The default is to Display Now.  Or you may choose to Display Later Manually (edit the topic later and change this field to Display Now) or  choose to Display On and select a date and time for the topic to appear.
  End Date - The default is set to End On 30 days from the date the topic is added.  You may change this date and time.  You may choose to have No End Date.  Or you may choose to End Now (if  you want to end a topic immediately).
  After End - By default the topic becomes Read Only after ending.  You may choose to Delete the topic after it ends, if you prefer.
  Delete Posts After- The default setting is Never, but you may also choose to delete a post after a selected number of days.  The choices are 3, 7, 15, 30, 60, or 120 days.
  Permitted Users - By default, a topic can be viewed by all.  You may also choose to make the topice viewable only by certain roles and/or users.  To restrict who can view the topic:
              Click on the icon on the right side of the gray Selected Users bar.
              Click on the Advanced link on the right side, just above the "Roles in ..." box.
              The window will refresh (you may need to open the Selected Users section again) and there will now be a gray section on the left side of the "Roles in..." box with a list of tabs or groups to which you have access.
              Click on the Global Users and Roles link to get a list of the default roles for myColby.  If you want to restrict a topic to Leaders or Members of a group, click on the group's link.
              Select the role(s) you wish to be able view the Category.  
              If  you want to restrict the topic to specific users, click on the Users in the Select By: section of the Roles in Portal section of the Roles box.  You may search by user name, or display a list of names by role (select the role from the Roles drop-down list).  Select the user(s) by clicking the checkbox next to their name.  
              You can select BOTH roles and users.
              At any time, you can go to the View By area just above the Role box and click the Selected link to see which roles and/or users you have selected.
• Click on Save to add the topic or Cancel, if you do not wish to save the category at this time.

• Select Subscriptions to open the Manage Subscriptions window.  This option only appears if you have subscriptions in place for a topic. 
• You will see a list of the topics for which you have selected "Subscribe to Topic". 
• The two choices for subscriptions are All Messages in This Topic (the default) or First Message in a Thread, which does not apply to Bulletin Boards, only Forums.
• You may delete subscriptions here (instead of going to the topic and clicking Unsubscribe to Topic) by clicking the checkbox for the topic(s) whose subscriptions you want to cancel and clicking Delete Selection.  Or you may delete all subscriptions by clicking Delete All. 

If you have permissions to manage the portlet, you will see these icons by the category and topic names: 
  (Add a topic - categories only),   (Edit) and (Delete).

• Click on the   icon to open the Mangage Topic View or Manage Category View window described above in the Using the Manage Menu section.  (If  you click on the  icon to add a topic in a category, the Manage Topic View window also opens.)
• If you clicked on the  (Edit) icon, the details of the topic (or category) will be displayed in the field.  Make the desired changes.
• Click Save to save your changes, or Cancel if you don't wish to save your changes now.

• Click on the  icon to delete a topic. 
• A pop-up will display asking "Are you sure you want to delete this item?".
• Click OK to delete the item or Cancel if you don't want to delete the item at this time.
  NOTE:  Deleting a topic will delete all messages in that topic.  This cannot be undone! 

If you have permissions to manage the portlet, you will see the blue    Manage    tab, and these icons by the category names:    (Add a topic),  and (Edit).

• Either click on the   icon by the category to edit OR go to the   Manage    menu, scroll down to Edit Category and select the category you want to edit. 
• This will open the Manage Category View window described above in the Using the Manage Menu section and the details of the category will be displayed in the field. 
• Make the desired changes.
• Click Save to save your changes, or Cancel if you don't wish to save your changes now.

• Go to the   Manage    menu and select Order Categories to open the Order Categories window.
• Click on the  icon next to the category you want to delete. 
• A pop-up will display asking "Are you sure you want to delete this item?".
• Click OK to delete the item or Cancel if you don't want to delete the item at this time.
  NOTE:  Deleting a category will delete all topics and related messages in that category!  This cannot be undone!