⁠Chapter 17. Users

17.1. Manage Users and Groups
17.2. Roles
17.3. Manage users
17.4. Add a user
17.5. Search for users
17.6. Edit a user
17.7. Delete a user

⁠17.1. Manage Users and Groups

Several tools are offered to assist Administrators manage users, groups and memberships easily and effectively.
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⁠17.2. Roles

Effective user management relies on understanding the rights and responsibilities of the various user roles available.

Core Portal Memberships

  • Member
  • Manager
  • Validator
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Table 17.1. Role Attributes of Example Users

User Roles
root manager:/platform/administrators,member:/platform/users,member:/organization/management/executive-board
john member:/platform/administrators,member:/platform/users,manager:/organization/management/executive-board
mary member:/platform/users
demo member:/platform/guests,member:/platform/users

Roles

manager:/platform/administrators
This role is for users to have access and edit administrators pages. Examples are the New Account, Community Management, Registry, Page Management, New Staff, Organization Management and WSRP Admin pages.
member:/platform/administrators
This role is similar to the manager role above. The main difference is that it does not have access to the administrators pages, but can access and edit everything that falls under the *:/platform/administrators pages.
*:/platform/administrators
This role has edit permissions for everything. This includes; the Home Page, Group Navigation, Portal Navigation, Register and Site Map (in the classic portal). This membership also has permission to create and manage portals and has full permission with group navigation.
member:/platform/users
This role allows standard users to log in.
*:/platform/users
This role has access to portal toolbars, dashboard, default gadgets (todo, rss, calculator and calendar) and basic portlets (sitemap and iframe). In general it can access but cannot edit these areas.
member:/organization/management/executive-board
This role can edit New Staff and Organization Management pages.
member:/platform/guests
Members of this role can access the Register and Site Map pages.
*:/platform/web-contributors
This role can edit the Contact Us page, has taxonomies permission to read, add nodes, set and remove properties in acme, classic and events and is the newsletter marketing moderator, general moderator and subscription redactor. They have access to the ManageDrivePlugin for Collaboration and Events. This role also has access to toolbars.
*:/platform/administrators
This role grants access to the edit mode drop-down in toolbar visible (WCMAdminToolbarPortlet)
validator:*
This role is not used. It can be removed if it is present in your instance.

Mandatory groups (groups that can not be deleted)

  • /platform/administrators
  • /platform/users
  • /platform/guests

Mandatory membership types (Membership type that can not be deleted)

  • member
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⁠17.3. Manage users

Mouse over Group in the Toolbar. Highlight Organization and select Users and Groups Management
The Group+Organization+Users and Groups Management User Management window with the default portal user profiles displayed.
Administrators can see all existing registered users and search, edit or even delete them. Each user's groups and memberships (roles) in these groups are also available.
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⁠17.4. Add a user

To add a new user to the portal user lists follow these steps:
  1. Mouse over Group in the Toolbar.
  2. Highlight Organization and then click on New Staff.
    The New Staff window will open:
    This window has two tabs; Account Setting and User Profile.
  3. To create a new user, all fields on the Account Settings tab that are marked with an asterisk must be filled in. The Display Name field is optional and when left blank, a value in format <First Name> <Last Name> is used.
    Further information about the user (such as nickname and birthday) can be added in the User Profile tab. This information is not required for the creation of the account.
  4. Click either Save or Reset to create or discard the new account.
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⁠17.5. Search for users

The Administrator can search for specific users by username, first name, last name or email address.
  1. Mouse over Group in the Toolbar. Highlight Organization and select Users and Groups Management.
  2. Select the information type (name, email, etc) to search against
  3. Type in a partial/full string which identifies the user record being searched. The * character can be used as a wild-card.
  4. Click the magnifying glass icon to begin the search.
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⁠17.6. Edit a user

  1. Locate the user you wish to edit.
  2. Click the edit icon (next to the trash icon).
  3. Select the Account Info tab to edit the main user information set including first name, last name or email address.
    User Name
    The User Name field cannot be changed. Other fields — First Name, Last Name, Display Name and Email Address — can be changed.
    Change Password
    The Change Password option allows an administrator to set a new password for a user. When the Change Password option is unchecked, New Password and Confirm Password are hidden. Passwords must contain between 6 and 30 characters.
  4. Select the User Profile tab to edit additional information about the user's profile such as the birthdate or the job title as well as some home and business metadata. You may also switch the default display language for that user.
  5. Select the User Membership tab to see a user's group membership information.
    User Membership
    The User Membership tab displays which group(s) the selected user belongs to. In the above figure, the user "demo" is a member of two groups: "guests" and "users". The parent group of both is "platform".
    To remove the user from a group, click the trash can icon.
  6. Click the Save.
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⁠17.7. Delete a user

  1. Locate the user you wish to delete
    Click the trash icon in the Action column
  2. Click OK to confirm.
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