- Invite User – Click on this to fill out a form and email it to someone to set-up an account. Make sure to add the appropriate group to the User – in most cases “Editors”
- Create User – Click on down arrow next to Invite User and choose Create user. Fill out the information, including group. The next window will show you the password. You will want to make sure to share this information with the New User
- Groups – Generally not used as this is pre-determined by developers
- Display Toggle – Similar to the Media section, this gives the user the choice of viewing content in grid or a list.
Editing a User
Click on User – the window shows you all the information about that profile.
You are able to change access email, user name, password, enable and disable their access and Delete the profile.
Disabled – sometimes users get disabled most often after attempting to login several times in a row unsuccessfully. The Admin needs to go in and click on the disabled box from the user profile to enable them again and regain access to their account. They may also need to a password reset.
Setting Node Levels for User
In some cases, there are several locations using the same CMS and may edit a general template and customize it for their location. For example: The National Antimicrobial Template for the NHS. Each hospital location has their own version of this, but it is housed in one CMS. In this case, when you are setting up users for a specific location, you will want to choose the node level that user will be using.
Step One: Click on Add under the Content Start Node and then Media Start Node
Step Two: Choose the location the node level should begin. Click Submit. Note: you can choose more than one location, you just have to do it individually.
Step Three: Once you are finished, make sure to click Save.