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lpaglione committed Oct 31, 2019
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Expand Up @@ -111,11 +111,11 @@ We will now implement what you have specified on your worksheets.

2. From the menu, select Platform > COs to display the CO Management Overview List.

![Screen shot - Navigate to the CO Management Overview List](/assets/fig/O310-01_COMgmtList_2019-09-06.png)
![Screen shot - Navigate to the CO Management Overview List](/fig/O310-01_COMgmtList_2019-09-06.png)

3. Click the "Add CO" link above the table on the right side to add a new `CO`:gear:.

![Screen shot - CO Management Overview List](/assets/fig/CO310-01_COMgmtOverviewList_2019-09-06.png)
![Screen shot - CO Management Overview List](/fig/CO310-01_COMgmtOverviewList_2019-09-06.png)

4. Fill in the fields from the **Metadata** section of [CO Planning Worksheet :memo:](/files/handouts/CO320-01_COPlanningWorksheet.pdf):
a. **The name of your CO.** This name will be displayed on lists and elsewhere. It is a good idea for this name to be descriptive, but relatively short.
Expand All @@ -135,7 +135,7 @@ We will now implement what you have specified on your worksheets.
7. From the Collaborations list page, click on the name of the Collaboration that you just created.
8. In the CO menu, click on the "Configuration" link to see the list of customizations that you can make. Click on the first link, "CO Settings" to adjust the settings.

![Screen shot - Navigate to COSettings Configuration > CO Settings](/assets/img/CO310-01_COSettings_2019-09-06.png)
![Screen shot - Navigate to COSettings Configuration > CO Settings](/fig/CO310-01_COSettings_2019-09-06.png)

9. Using the values that you put in your [[CO Planning Worksheet :memo:](/files/handouts/CO320-01_COPlanningWorksheet.pdf), adjust the settings for your CO.
10. Click the `SAVE` button to save your work.
Expand All @@ -147,33 +147,33 @@ Now that you have created a CO, you should set up at least one person as its adm
11. Ensure that you are signed in and are looking at the CO that you created.
12. Navigate to the Organizational Identity List using the menu on the left by clicking **People** > **Organizational Identities**

![Screen shot - Navigate to People > Organizational Identities](/assets/img/CO310-02_NavToOrgIdentitiesList.png)
![Screen shot - Navigate to People > Organizational Identities](/fig/CO310-02_NavToOrgIdentitiesList.png)

13. Click on the **Add a New Organizational Identity** link to open a form to create a new `Org Identity`:gear:. _NOTE: generally you will not be performing this function manually, so we will include the minimum attributes and information here._

![Screen shot - click Add a New Organizational Identity](/assets/img/CO310-02_CreateNewOrgIdentity.png)
![Screen shot - click Add a New Organizational Identity](/fig/CO310-02_CreateNewOrgIdentity.png)

14. Fill in the form for yourself. The only required information is a **Given Name**. Feel free to fill in as much or as little as you would like. When you are finished, click the **ADD** button to save the new Organizational Identity.

15. You will need an email address associated with this `Org Identity`:gear to create a `CO Person`:gear: that can be turned into an administrator. Add an email address by clicking the **Add** button in the Email addresses section. Fill in the form that is presented, and click the **ADD** button to add the email address.

![Screen shot - click Add Email](/assets/img/CO310-02_AddEmail.png)
![Screen shot - click Add Email](/fig/CO310-02_AddEmail.png)

16. Now that you have an `Org Identity`:gear: with an email address, you can invite this person (you!) to be a member of your `CO`:gear:. On the menu on the left, select **People** > **Invite** to start the process. This action will bring you to a list of `Org Identities`:gear: that both have an email address, and has not yet a part of the `CO`:gear: or been invited to join. You will see the `Org Identity`:gear: that you created on this list.

![Screen shot - Find a person to invite to your CO](/assets/img/CO310-02_StartInvitation.png)
![Screen shot - Find a person to invite to your CO](/fig/CO310-02_StartInvitation.png)

17. Click the **Invite** button, review the form that appears as a result, and then click the "SEND INVITE" button. This action will send an invitation email to the address stored, and will add a `CO Person`:gear: attached to the `Org Identity`:gear: to the `CO`:gear:. This means that this new `CO Person`:gear: will appear in the population list for the CO. (The population list appears once the invitation is sent.)

![Screen shot - My Population List](/assets/img/CO310-02_MyPopulation.png)
![Screen shot - My Population List](/fig/CO310-02_MyPopulation.png)

18. Let's edit the `CO Person`:gear: directly to complete the process. Click the **Edit** button for the newly created `CO Person`:gear: to display the edit screen. Notice that this person was automatically added to the CO:members:all group.

19. Make the following edits to complete the process:
* Change the **Status** in the **Person Attributes** section to **Active** and click the **SAVE** button. (This action will result in the person also being added to the CO:members:active group)
* Add the person to the CO:admins group. In the **Groups** section, click the **Manage Group Memberships** link. for the CO:admins group, check the **Member** checkbox in the **Actions** column. Click the **SAVE** button at the bottom of the list to save this action. Navigate back to the `CO Person`:gear: to check that this person is now a part of the administrators group for the `CO`:gear:

![Screen shot - CO Person Edit screen with "Manage Group Memberships" highlighted](/assets/img/CO310-02_ManageGroupMemberships.png)
![Screen shot - CO Person Edit screen with "Manage Group Memberships" highlighted](/fig/CO310-02_ManageGroupMemberships.png)

CONGRATULATIONS!! You have just created and configured your first CO.

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