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There are three levels of settings that may be available to you: Basic Settings, Workspace Settings, and, if you are an adminsitrator of a workspace, Administrator Settings.

Basic Settings	Workspace Settings	Administrator Settings

You can get to your Settings in three ways:

by clicking the Settings in the Login and Setup Menu
by clicking Workspaces in the Navigation menu
by clicking All My Workspaces in the Workspaces Drop-down Menu

If you are wishing to access the Workspace Settings or the Administrator Settings then ensure you have activated the Workspace Toolbar for the particular workspace first.

To do this, use the drop-down arrow beside Workspaces in the Navigation Menu to select a workspace and the Workspace Toolbar will appear bearing the selected workspace title.

Basic Settings

User - My Settings

With My Settings you can:

change the way your name is displayed within your workspaces
change the password to your Socialtext Account.

Type your first name (and your middle name if you wish) in the textbox beside First name:, and your last name in the Last name: text box. If you leave these boxes blank, Socialtext chooses the name in your log-in e-mail address to use as your name within your workspaces. (For example, if you log in to your Socialtext account with the email "some.body@someplace.net", your name within your Socialtext account will be "some.body".)

To change your password, follow the instructions under Change Password. When you click Save check the Message Bar to ensure all is well. A number of error messages may appear, such as "error: Old password is incorrect" or "error: Passwords must be at least 6 characters long." If an error occurs, the text boxes within Change Password will be blanked out and your previous password will be kept.

When your are finished editing your name and password, click Save to save changes, or Cancel to revert what was previously saved. The system confirms you have saved by displaying Changes Saved in the Message Bar.

Workspaces - My Workspaces

My Workspaces gives you the entire list of the workspaces with which you are associated. Workspace Widgets on your Home page or on your Profile page (if you have Socialtext People enabled) will only display the ten most recently visited of the workspaces displayed here.

You can navigate to any of the workspaces listed here by clicking on the workspace name.

Preferences

Page Editing

Here you have the opportunity to choose how you access 'Edit' mode for a page. When Double click to edit a page? is selected, you can enter 'Edit' mode of a page for which you have editing rights by double-clicking within the page text. If you unselect this preference by removing the check, you can only enter 'Edit' mode by clicking the Edit button on a page. The default is that this item is selected.

When your are finished editing Double click to edit a page?, click Save to save changes, or Cancel to revert what was previously saved. The Message Bar to will display "Preferences saved" if the save was successful.

Screen Layout

Three items can be configured here:

Should hovering your mouse over a link display the first part of the page?
Include Recently Viewed items as a side box when viewing pages?
Which language do you use?

Select or unselect the first two items by clicking the check-box beside the item. Use the drop-down menu beside Which language do you use? to select one of the languages available in Socialtext.

When your are finished editing these preferences, click Save to save changes, or Cancel to repopulate what was was previously saved. The Message Bar to will display "Preferences saved" if the save was successful.

Defaults:

Should hovering your mouse over a link display the first part of the page?	Checked
Include Recently Viewed items as a side box when viewing pages?	Not checked
Which language do you use?	English

What's New

You can configure the following here:

What time interval should "What's New" display?

Click the drop-down box to select the your prefered time interval. For more information, visit What's new.

Display as a side box in page view?

Along the right of every page in your workspace are Sidebar items, such as Tags, Incoming Links, and Attachments. Click the checkbox to add a What's New item to the Sidebar.

How many items from that time period should be displayed as a side box on pages?

The time period refered to here is the one you choose for What time interval should "What's New" display? above. You may choose as few as 2 or as many as 20 items with this drop-down box.

Defaults:

What time interval should "What's New" display?	Last Week
Display as a side box in page view?	Not Selected
How many items from that time period should be displayed as a side box on pages?	4

Syndicate

Choose how many posts should be displayed in outgoing feeds here. Use the drop-down box to select your prefered number. The default is '10'.

Time

Here you can change how the time and date are displayed for you within your workspaces. You can configure:

What time zone should times be displayed in?
How should Daylight Savings/Summer Time be handled?
How should displayed dates be formatted?
Should times be displayed in 12-hour or 24-hour format?
Should seconds be included on displayed times?

Use the drop-down boxes to select preferences. For Should seconds be included on displayed times? check if you want seconds, or leave blank if you do not require seconds.

Watchlist

You can change how your Watchlist communicates with you with these configurable settings:

How frequently would you like to receive watchlist emails?
What information about changed pages do you want in email digests?
How many items from your watchlist should be shown on the dashboard?

You can choose not to recieve watchlist e-mails by choosing "Never" in the How frequently would you like to receive watchlist emails? drop-down menu.

Defaults:

How frequently would you like to receive watchlist emails?	Every Day
What information about changed pages do you want in email digests?	Page name and link, plus author and date
How many items from your watchlist should be shown on the dashboard?	5

Weblogs

Here you can choose how many posts should be displayed in Weblogs view. Select the desired number from the drop-down menu.

Default:

How many posts should be displayed in weblog view?

Workspace Settings

When you click Workspaces in the Navigation Menu, or when you select All My Workspaces from the Workspaces drop-down menu, you are sent to a page wherein you can configure settings relating to the workspace displayed within the Workspace Toolbar. Ensure your Workspace Toolbar displays the workspace for which you wish to make the alterations. These settings will only apply to the workspace indicated in the Workspace Toolbar.

The Workspace Settings contain Basic Settings as well as workspace specific settings.

User

My Settings

See Basic Settings - My Settings.

List All Users

Clicking List All Users displays a list of all the users of the current workspace. Unless you are an administrator, the list is for display only and you cannot change the settings. The list is handy if you need administrator help because all administrators for this workspace are identified here.

Workspaces

My Workspaces

See Basic Settings - My Workspaces

Unsubscribe

When you click this settings item, you are given the opportunity to unsubscribe yourself from the current workspace. The following message will appear:

Ensure the name of the workspace from which you want to unsubscribe appears on the button.

When you click on the Unsubscribe Button, one of two things will happen. If you are not a member other workspaces, as you will no longer be a member of the workspace, you will be taken to the log-in page. If you are a member of other workspaces, you will be returned to your Dashboard.

To cancel the unsubscribe operation, simply do not click the button. Navigate away from the unsubscribe configuration by clicking something else, such as another workspace setting or your workspace home page link in the Workspace Toolbar.

Weblogs - Create New Weblog

To create a Weblog in the current webspace:

Replace the text "Sample Weblog" in the textbox with the name of the Weblog you wish to create.

If you do not end the name with "Blog" or "Weblog" (not case sensitive), the system will append "Blog" to the end of the name you provide.
Remember, what you type is what you get. Double-check that the spelling and use of capitals is how you wish them to be.
If the text box is blank, you will receive the following message in the Message Bar: error: A weblog title must be provided.

Click Save to create the Weblog.

You are then taken to the newly created weblog.

Click Cancel to remove any text you have added to the text box and cancel the operation.

Preferences

Visit Preferneces in Basic Settings. With the exception of Email Notification, all Preferneces are identical for all levels of settings.

Email Notification

E-mail updates are sent from various places within your Socialtext account; for example, the digest of "Recent Changes" to workspaces with which you are associated. You can configure how these e-mails are sent here. The following items can be configured:

How often would you like to receive email updates?
What order would you like the updates to be sorted?
What information about changed pages do you want in email digests?

Click to select your preferences.

Defaults:

How often would you like to receive email updates?	Every Day
What order would you like the updates to be sorted?	Chronologically (Oldest first)
What information about changed pages do you want in email digests?	Page name and link, plus author and date

Administrator Settings

If you have Administrator privileges in a given workspace, you can configure the workspace via the Administrator Settings. From here you can manage existing users, invite new users, configure your workspace, and create new workspaces.

Ensure your Workspace Toolbar displays the workspace for which you are an administrator before navigating to the settings page. Then either click Settings in the Login and Setup menu, or click Workspaces in your Navigation Menu.

User

My Settings

See Basic Settings - My Settings

Manage All Users

Under the Settings tab, select Manage all users. A list of all workspace members will appear. For every member you may remove that member from the workspace, grant or revoke administrator privileges, or cause a password reset email to be sent, by checking (or clearing) the appropriate box. Click Save at the top to cause all changes to take effect. Once a member is removed, you will have to use Invite New Users to reinstate that member.

Invite New Users

Under the Settings tab, select Invite New Users. Invite people to the workspace, one email address per line, and optionally add a message from yourself. The people being added will get notified by email of their invitation to the workspace and will have accounts created for them if they don't already have one. Click Invite at the top of the page to send the invitations. If invitees report that they are not receiving invitations, this may be due to email filters or spam controllers such as "whitelisting".

Workspaces

My Workspaces

See Basic Settings - My Workspaces

Create New Workspace

Under the Settings tab, select Create new workspace. You will be prompted for the title for the new workspace, and a short name used in the URL location for the workspace. After you create the workspace, you'll be able to view the workspace, configure the workspace using Workspace Settings, and Invite New Users to the workspace.

Unsubscribe

See Workspace Settings - Unsubscribe

This Workspace

Workspace Appearance

Under the Settings tab, select Workspace Appearance. You will then be able to:

Set the title of your workspace. It may be changed at any time. That will become the page title of your central page.
Choose an image for the workspace logo. It can be a gif, jpg, or png image. When the image is uploaded, it will be scaled to a reasonable size. It is not recommended that the option to use an image already on the web be used.
Customize the Central Page of the workspace. The Central Page is the shared page that all users see when they click on a link to go to the workspace. The "central page" in a workspace is a page with the same title as the workspace. You can optionally configure the central page to be a weblog view.

Workspace Features

Under the Settings tab, select Workspace Features. You will then be able to:

Set the email receive option. When the workspace receives an email, the subject of the email becomes the title of a page, and the body of the email becomes the body of the page. If there is already an existing page with that title, you may choose to insert the email content at the top of the page, append it to the bottom of the page, or replace the existing page content.
Enable/disable email notifications of changes to this workspace.
Choose to sort weblog entries by the date an entry is updated, or by the date an entry was first posted. Choose to enable or disable the Unplugged feature for this workspace

Workspace Privacy

Under the Settings tab, select Workspace Privacy.
You can choose the level of privacy for your workspace. The available levels are:

Private - only invited users can access the workspace
Public login-to-edit - anybody can see the workspace, users can register to be able to edit
Public read-only - anybody can see the workspace, only privately invited members can edit
Public read-and-comment-only - anybody can see the workspace and make comments, only privately invited members can edit
Fully public - anybody can see and edit pages. Warning: if you use the Fully public setting, the workspace is likely to be spammed.

You can independently control email into this workspace:

Who can send email to this workspace?: Here you can allow Anyone or Only Registered Users to send email to the workspace.

There is more detail about workspace privacy at Roles and Permission Sets and at Public Workspaces.

Weblogs - Create New Weblog

See Workspace Settings - Create New Weblog

Preferences

With the exception of Email Notification (found in Workspace Settings, all Preferneces are identical for all levels of settings. Visit Preferneces in Basic Settings.

Message Bar

Above the space where the configurable preferences are displayed is a space where messages will be shown if an error occurs, or to confirm actions. The bar is only active during message display and is otherwise invisible.

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