This work, "Totara Social; User guide for Site Administrators and Trainers", is a derivative of “Mahara Wiki” by Catalyst IT Ltd, used under CC BY-SA 3.0.
"Totara Social; User guide for Site Administrators and Trainers " is licensed under CC BY-SA 3.0 by Totara Learning Solutions Ltd
You can customise your profile and account settings to reflect your own preferences, to help the system work better for you.
My profile
Your profile page contains all the relevant information about you and your interactions with Totara Social. You can access your profile by clicking the profile picture in the top right-corner (this will either be a picture of you, or the default silhouette), then from the dropdown list select My Profile.
On your profile page you will also notice tabs for:
- Profile: This page contains an Activity stream with detail of all your posts (including updates, ideas, pages, questions, etc.) and an About block which has personal information (such as email address, introduction, etc.). The content displayed here is controlled by the Site administrator, but you can enter the information under Edit profile.
- Groups: Show all the groups you are a part of.
- Connections: Shows all the people you are connected with.
There are also two blocks on the right of the profile page:
- About: This block displays all the mandatory profile information. If there are optional fields it may contains a Show full profile link.
- My contributions: This block contains all of the profile owners contributions (their content), for example how many blog posts they've made and a link to view that content.
Edit your profile
Your Profile page stores your contact and personal information and an activity stream of all your interactions with Totara Social. The information that is displayed on your profile page is controlled by the Site administrator, but you can fill in required or desired information by following these steps:
- Select your profile picture in the top-right corner of your Totara Social screen.
- Then select My Profile from the menu that displays.
- On your profile you can then click the Edit profile button in the top right corner.
You will then see options to edit your profile, upload a profile image, or edit your skills and expertise.
- Edit profile: Fill out any details you wish, noting that mandatory fields are marked with an asterisk. Once you are done click the Save profile info button at the bottom of the screen.
- Image: You can choose to upload a profile picture and a banner image.
- Skills and expertise: You can add record about your Education and employment, Achievements, Goals and skills, and Interests. Select the desired section then click the Add button. Fill in the details (an asterisk marks anything mandatory) and click the Save button.
Profile image
You can upload as many profile images as you wish. To do this follow these steps:
- First go to My profile > Edit profile > Images.
- Alongside Add profile image click the Choose file button.
- Browse for a suitable profile image on your computer and then click Open to select it.
- Click the Upload button to add the image.
Once you have uploaded at least one image you can mange your profile pictures in the following ways:
- Default: Click the Default button next to any uploaded images and then press the Set default button to set it as your current image.
- Delete: Use the Delete (bin) icon to remove the image from the site. You will need to confirm your action in the pop-up window.
Banner image
You can add a banner image to your profile.
To add a banner image, follow these steps:
- First go to My profile > Edit profile > Images.
- Alongside Add banner image click the Choose file button.
- Browse for a suitable profile image on your computer and then click Open to select it.
- Click the Save banner button to add the image.
Images you upload must be at least 16 x 16 pixels. If your image exceeds the site size limit for images, it will be automatically resized and the images you upload count towards your file quota.
If you wish to delete your banner image (for example to apply a block colour instead) then you can do this by following these steps:
- Go to My profile > Edit profile > Images.
- Under the current banner image, tick the Delete banner box.
- Click the Save banner button to remove the image.
Settings
Your account Settings are where you configure different aspects of your Totara Social account, including general settings and notification preferences. To access your account settings:
- Select your profile picture in the top-right corner of your Totara Social screen.
- Then select Settings from the menu that displays.
Updating your password
Select your profile picture in the top-right corner of your Totara Social screen, then select Settings.
Enter your current password in the Current password field.
Enter your new password twice; first in the New password field and again in the Confirm password field.
- Scroll to the bottom of the page and select Save.
Changing your username
Your username is your login to the Totara Social site.
- Select your profile picture in the top-right corner of your Totara Social screen, then select Settings.
- Enter your new username in the New username field.
- Scroll to the bottom of the page and select Save.
General settings
There are a number of general settings options located further down the page under the Settings tab. To configure them to your preference follow these steps (a list of the settings can be found in the table below).
Select your profile picture in the top-right corner of your Totara Social screen, then select Settings.
Scroll down to General account options and configure these options to your preferences (see a list of the options in the table below).
- Go to the bottom of the page and select Save.
Setting | Description | Notes |
---|---|---|
Connections control | Choose the type of Connections you wish to allow. The options are:
| You can also configure this setting via the People page. |
Disable email | Check the box to prevent Totara Social notifications from being sent to you via email. | If you wish to reverse this and enable email notifications then simply uncheck the box instead. |
Messages from other users | There are three options:
| - |
Theme | If you are part of multiple tenants then you will see this option and can use the dropdown list to select your preferred theme. | This option is only available if you are part of multiple tenants. |
Notify me about my changes | Check the box to be notified about changes you make in Totara Social. | - |
Enable group chat | Check (enable) or uncheck (disable) the box to determine whether your groups can contact you on Totara Social using the real time Chat function. | - |
Enable individual chat | Check (enable) or uncheck (disable) the box to determine whether your individual connections can contact you on Totara Social using the real time Chat function. | - |
Social networks sharing | Check the box to allow your content to be shared on social networks like Facebook, Twitter, Google Plus and LinkedIn. | - |
Deleting your account
Select your profile picture in the top-right corner of your Totara Social screen, then select Settings.
Click the Delete account button at the top of the page to delete your account.
Select Delete account of: [your username/your full name] on the confirmation page to complete this action.
This will also delete all your content, pages and blog posts.
Notifications
You receive notifications for site activities, such as new connection requests, messages from other users, forum posts, and status updates. Learn about how to control how you receive these notifications.
Notifications are messages to let you know about site activities (e.g. new connection requests, new forum posts, etc.).
Select your profile picture in the top-right corner of your Totara Social screen, then select Settings.
- Select the Notifications tab.
- Select the white Notification method field next to an activity to display the notification methods that are available. Different methods will be available depending on the type of activity, with the available options being:
- Inbox: You can access notifications in the Totara Social Inbox.
- Home stream: You will see notifications in your Activity stream on the homepage.
- Email: You will receive each notification as individual emails in the email account on your user profile.
- Email digest: You will receive a daily email with all notifications from the last 24 hours.
- Click the Default checkbox to revert back to the original notification methods for an activity.
- Select Save at the bottom of the page.
If you have decided to receive email notifications or email digests then you should see an Unsubscribe link in the footer of the email you receive. You can click this link to unsubscribe from any of your notifications, without having to go into the Totara Social site.
Default sharing
The Default sharing section allows you to control who will see new content that you create as soon as it is created (although you can override these default sharing settings). To configure default sharing:
Select your profile picture in the top-right corner of your Totara Social screen, then select Settings.
- Select the Default sharing tab.
- Start typing the name of a specific user or group alongside the content type you wish to share with them (e.g. Blog posts). Auto-completion will bring up a list of possible matches that you will select from, or you can choose one of the following options:
- All users: All users on the site that have a Totara Social account.
- My connections: All users that you have approved as connections.
- My groups: All of the groups that you are a member of.
- Once you are done click the Save button at the bottom of the page.
Tenant membership
A Tenant is one of your client organisations that has been set-up to have its own users, site staff, administrators and groups allocated to it within your Totara Social site.
To access you Tenant membership settings:
Select your profile picture in the top-right corner of your Totara Social screen, then select Settings.
- Select the Tenant membership tab.
Here you can view and do the following:
Memberships: View the tenants you are currently a member of.
If the tenant has Registration allowed enabled then you will be able to leave it by clicking the Leave tenant button next alongside the tenant if you no longer wish to be a part of it.
- Invitations: See any invitations to join tenants that you have received. If you wish to accept the invitation click Join tenant, otherwise click Decline to turn the invitation down.
- Request membership of a tenant: Use the dropdown menu to find a tenant you wish to join. Select the tenant from the menu and then click the Send request button.
Please note that if you have no invitations and/or there are no tenant which you can request membership of then you will not see these sections.