Working with User Accounts


New Users

You will want to add a user account for every person who will be working on your site.  You will then be able to assign roles to the accounts to allow access to view, edit or manage your pages, or modules within your pages.  You can also set up registration on your site so your users can create their own accounts.  You can then assign those accounts to roles.
After a user logs in to the site, they can click on their name (displayed next to the logout link) to update their profile.

To add a new user:
1.)From the menu, put your mouse over “Admin” in the menu bar and then click “User Accounts". 


This will open the “User Accounts” listing.  You will be able to view all user accounts from this area.  To see all users, click on “All” at the end of the alphabet.  You can also sort by the first letter of the username.


2.) In the bottom left-hand corner, click on the green plus sign to add a new user.


3.) On the “Edit User Accounts” page, fill in the user’s information, including username (for logging in) and display name (as it will be displayed to others when they are online) and email address. 


4.) By default, the new account will be authorized to log in to the site.  Should you ever need to disable an account, you can edit the account and uncheck "Authorize".  When "Notify” is checked, the new user will receive an email with their new username and password included.


5.) You can create a password (the user can change it later) or have the system create a random one for them.


7.) When you are finished adding information, click “Register” at the bottom to add the new user.


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Choosing Required Fields
You can determine what information fields are required from each user.  The first time the user logs in, they will be prompted to enter the required information in their profile.  A red arrow will indicate required fields.
2.) To indicate required fields, log in as an administrator.  Then put your mouse over “Admin” in the menu bar and then click “User Accounts". 


3.) In the bottom left-hand corner, click on the icon to Manage Profile Properties.


4.) To make fields required, click on the blue pencil next to the field name. 


Here you can determine field name, field length, and whether or not it is required.  Once you’ve made your changes, click update at the bottom to save them.


Note: Each time you change a field and make it required, users will be prompted at their next login to complete the profile if that field is blank.

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Adding Users to a Role

1.)  To add a user to a Role,  put your mouse over “Admin” in the menu bar and then click “User Accounts". 


This will open the “User Accounts” listing.  You will be able to view all user accounts from this area.  To see all users, click on “All” at the end of the alphabet.  You can also sort by the first letter of the username.


Click on the pencil beside the appropriate username in the list of User Accounts.


2.)  At the top of the page, click on the "Manage Roles For This User" link.


3.)  Choose the role that you would like to assign to this user from the drop down menu (e.g. Administrators).


4.)  If desired, enter a begin and end date for the role. 


5.  By default, the user will recieve an email alerting them of their new role.  If you don't want to send this email, un-check the "Send Notification" field.


6.)  To complete the process, click the "Add Role" link to the right of the Expiry Date field.


This completes the Add New Role process, it is not necessary to click Update to save these changes.