Add a New User & Understanding User Roles (Ploud6)

Modified on Thu, 19 Jun at 10:50 AM

Your site allows you to create users and groups for staff members and/or the public. There are many options when creating a user or group. For each user or group, it is possible to designate one or many Roles.

A Role is a set of permissions that can be granted to a user or group to control access to features within the site. Users can have multiple roles, and will be granted all of the rights of each of those roles. Roles can be granted at the user level or the group level.

Only a Site Administrator can add and edit users as well as use the Sharing function

To change a user's roles, navigate to your login name and open the menu. Then choose the Manage User item.

How to add a new user

After selecting Manage Users, the following screen will display. Click the "Add New User" button to begin the process.

Fill out the 'Add New User' form, ensuring you include a working email address so the person being added can set their own password and reset it if needed As the Administrator, you can also send an email to the user to change their password as well as remove the user entirely from the login system, by selecting the appropriate check box

The Administrator can choose to fill in the user's password.

If you choose to have the new user create their own password, select the checkbox Send a confirmation mail with a link to set the password.

Complete the form by selecting the user's role and click on Register to finishing adding the new user

Roles and their permissions:

Role:	What you can do:	Add	Edit	Delete	Change State	Read	Site Setup	Manage Portlets
Editor	Add, edit and delete contributed content, Can publish content	x	x	x	x	x
Member	can log in to site. And read all the content except unpublished content.Some organizations allow members to add content to a specific folder, but the content must be Published					x
Site Administrator	The Site Administrator can edit users and groups, resolve routine sharing/permission issues, add/edit portlet, customize folder views, edit collections and content rules. Set sharing roles for members to edit specific content	x	x	x	x	x	x	x

Using the Sharing Function:

You can add a user with the Member role to view and edit specific content by using the Sharing tab. By using this function you can allow Member roles to view private content as well as grant Member roles to edit existing content.

To set a member to View or edit select Sharing from the main menu.

From the content area enter the name of the user that has the member role you want to add permissions in the search box and select Search

The user will be added to the sharing list and you can then select what functions the user can perform

Can Add - the user can add content to the folder

Can Edit - Can edit content added by other users

Can Review - Selecting this box allows the user to change the stataus and allow for publication

Can View - This role allows the user with a memeber role to view content set as Private

You can set multiple permissions for any user.

Make sure to use the Save button to save your changes