Managing User Accounts

Your OpenEdit Account is what grants you access to your Online Editing Tools.
To manage Accounts, click on "Users" from the "Settings" menu in the OE Admin Toolbar.

How do Accounts work with Groups & Permissions?

• an Account is specific to a single user
• Permissions are assigned to Groups, and Accounts are then assigned to Groups
• an Account can be part of one or more Groups

Add New User

Click on Add New User to create a new user account. You will be prompted to fill in the necessary data for the new user.

Editing an Account

Search for a user by using the search fields on the left, or select one from the list under the search fields. Once you have found the user you wish to edit, click on their username.
You will then see the Account Details page for the user you selected.



You can now perform the following actions on the selected user account.

• Change Password - Allows you to change the password for this user account.
• Send Password - Sends the password for this user account to the email address associated with the account.
• Delete User - Deletes this user account.
• Groups - Add all of the groups to which this user will belong from the drop-down.
• Properties - Here you can edit the properties of this user such as first name, last name, or any custom defined user properties.

Manager User Groups

A Group is exactly as it sounds, a group of Accounts that have all been given a specific set of Permissions. A Group can also be given custom properties.

To manage Groups, click on "Groups" from the "Settings" menu in the OE Admin Toolbar.

Common examples of Groups:

• Administrators is a group of Accounts usually provided with full Permissions
• Editors is a group of Accounts that are often given editing Permissions without the power to publish to the live site
• Guests is a group of Accounts often given limited Permissions, perhaps only being allowed to publish new stories within a forum.

Creating a New Group

To create a new Group, follow these easy steps:

1. Click the "Add New Group" link, located under the Group Search area.
2. Enter a name for your new group, then click "Finish".
3. You will see a confirmation that your group was created, and be prompted to Edit the Group. Click the "Edit Group" button to continue.
4. You will be taken to the Group Management page where you can set the properties for your new group.

Deleting a Group

To delete an existing group, follow these steps:

1. Select the group you wish to delete using the Group Search or the list of groups under the search area.
2. On the Group Management page for the unwanted group, click the "Delete Group" link, located above the list of members.
3. You will be asked to confirm that you want to delete the group. Click Yes.
4. You will see a confirmation that your group has been deleted.
5. Note: Deleting a group will not delete the accounts of users who are members of the group.

Adding Users to a Group

Adding user account to a group can be done several ways:

• From the Group Management page: In the field at the bottom of the Members area of the page, enter the e-mail address or username of the desired user account and click "Ok".
• From the User Management page: In the Groups area, select the groups you wish the user to be member of, and click the "Save" link.

Permissions:

Setting the permissions on a group allows you to control what the members of that group will be able to see, and which OpenEdit tools they will have access to. For a description of individual permissions or for information on creating custom permissions, see the page on

Permissions

Custom Group Properties:

Here you can set the values for any custom group properties you have created.