Difference between revisions of "Manage user accounts"
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== Add a new user == | == Add a new user == | ||
| − | Every user of the system who needs to be able to | + | Every user of the system who needs to be able to add, edit, or delete [[Glossary#Database content|database content]] must have a [[Glossary#User account|user account]]. Only [[Glossary#Administrator|administrators]] can add new [[Glossary#User account|user accounts]]. |
<ol> | <ol> | ||
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<li> | <li> | ||
| − | [[Image:adminMenu.png|500px|right|thumb|Fig. 1 In the Admin menu, select Users]]In the [[Glossary#Admin menu| | + | <p>[[Image:adminMenu.png|500px|right|thumb|Fig. 1 In the Admin menu, select Users]]In the [[Glossary#Admin menu|admin menu]], select users (Fig. 1). This will take you to a list of current [[Glossary#User account|user accounts]]. |
<li> | <li> | ||
| − | [[Image:user.png|500px|right|thumb|Fig. 2 Enter the data in the user edit page, then click Create]]Click | + | <p>[[Image:user.png|500px|right|thumb|Fig. 2 Enter the data in the user edit page, then click "Create"]]Click "Add new" in the [[Glossary#Button block|button block]] at the bottom of the list. ICA-AtoM routes you to a blank [[Glossary#Edit page|edit page]]. |
<li> | <li> | ||
| − | In the Basic info [[Glossary#Information area|information area]] enter the following data (Fig. 2): | + | <p>In the "Basic info" [[Glossary#Information area|information area]] enter the following data (Fig. 2): |
| − | + | * In "Username" enter the user's name | |
| − | + | * In "Email" enter the user's email address; the email address (rather than the user name) is used when logging in | |
| − | + | * In "Password" enter the user's default [[Glossary#Password|password]]. Note that users can later change their own [[Glossary#Password|password]] (see [[change password]]). | |
| − | + | * In "Confirm password" enter the [[Glossary#Password|password]] again | |
<li> | <li> | ||
| − | In the Access control [[Glossary#Information area|information area]] Select the appropriate user group (Fig. 2). The user group, or [[Glossary#User role|user role]] determines the user's [[Glossary#Access privilege|access privileges]]. | + | <p>In the "Access control" [[Glossary#Information area|information area]] Select the appropriate user group (Fig. 2). The user group, or [[Glossary#User role|user role]] determines the user's [[Glossary#Access privilege|access privileges]]. |
| − | For more on [[Glossary#User role|user roles]], see [[User roles]]. | + | |
| + | <p>For more on [[Glossary#User role|user roles]], see [[User roles]]. | ||
| + | |||
<div class="note"> | <div class="note"> | ||
| + | |||
You can add multiple [[Glossary#User role|user roles]] to an account; for example, a user may need both [[Glossary#Editor|editor]] and [[Glossary#Translator|translator]] [[Glossary#Access privilege|access privileges]]. | You can add multiple [[Glossary#User role|user roles]] to an account; for example, a user may need both [[Glossary#Editor|editor]] and [[Glossary#Translator|translator]] [[Glossary#Access privilege|access privileges]]. | ||
| + | |||
</div> | </div> | ||
| + | |||
<p>To remove a [[Glossary#User role|user role]] from a [[Glossary#User account|user account]], click the little circle to the left of it in the [[Glossary#Edit page|edit page]]. | <p>To remove a [[Glossary#User role|user role]] from a [[Glossary#User account|user account]], click the little circle to the left of it in the [[Glossary#Edit page|edit page]]. | ||
| − | <p>You can create new [[Glossary#User role|user roles]] by adding new groups. See [[ | + | |
| − | <p>You can refine user permissions in the groups and permissions [[Glossary#Information area|information area]] | + | <p>You can create new [[Glossary#User role|user roles]] by adding new groups. See [[#Add a new group|add a new group]]. |
| + | |||
| + | <p>You can refine user permissions in the groups and permissions [[Glossary#Information area|information area]], see [[edit permissions]]. | ||
<li> | <li> | ||
| − | Click Create. ICA-AtoM creates the new account and routes you to the [[Glossary#view page|view page]] (View user profile). | + | <p>Click "Create". ICA-AtoM creates the new account and routes you to the [[Glossary#view page|view page]] (View user profile). |
</ol> | </ol> | ||
| + | |||
== Add a new group == | == Add a new group == | ||
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<li> | <li> | ||
| − | [[Image:listGroups.png|500px|right|thumb|Fig. 3 Click Add new in the column header to add a new group]]In the [[Glossary#Admin menu| | + | <p>[[Image:listGroups.png|500px|right|thumb|Fig. 3 Click "Add new" in the column header to add a new group]]In the [[Glossary#Admin menu|admin menu]], select "Groups". This will take you to a list of current Groups. Click "Add new" in the [[Glossary#Column header|column header]] (Fig. 3). |
| + | |||
| + | <li> | ||
| + | |||
| + | <p>[[Image:addGroup.png|500px|right|thumb|Fig. 4 Enter data in the edit page, then click "Create"]]In "Name" enter the name of the group you wish to add (e.g. "Volunteer"). Add a description, then click "Create" (Fig. 4). | ||
<li> | <li> | ||
| − | [[ | + | <p>At this point you will need to create [[glossary#Access privileges|access privileges]] for this group. For information on how to do that, see [[edit permissions]]. |
| − | < | + | </ol> |
Revision as of 17:49, 9 June 2010
Please note that ICA-AtoM is no longer actively supported by Artefactual Systems.
Visit https://www.accesstomemory.org for information about AtoM, the currently supported version.
Main Page > User manual > Administer > Manage user accounts
This section describes how to add, edit, and delete user accounts in your ICA-AtoM application.
Add a new user
Every user of the system who needs to be able to add, edit, or delete database content must have a user account. Only administrators can add new user accounts.
- In the admin menu, select users (Fig. 1). This will take you to a list of current user accounts.
- Click "Add new" in the button block at the bottom of the list. ICA-AtoM routes you to a blank edit page.
-
In the "Basic info" information area enter the following data (Fig. 2):
- In "Username" enter the user's name
- In "Email" enter the user's email address; the email address (rather than the user name) is used when logging in
- In "Password" enter the user's default password. Note that users can later change their own password (see change password).
- In "Confirm password" enter the password again
-
In the "Access control" information area Select the appropriate user group (Fig. 2). The user group, or user role determines the user's access privileges.
For more on user roles, see User roles.
You can add multiple user roles to an account; for example, a user may need both editor and translator access privileges.
To remove a user role from a user account, click the little circle to the left of it in the edit page.
You can create new user roles by adding new groups. See add a new group.
You can refine user permissions in the groups and permissions information area, see edit permissions.
-
Click "Create". ICA-AtoM creates the new account and routes you to the view page (View user profile).
Add a new group
- In the admin menu, select "Groups". This will take you to a list of current Groups. Click "Add new" in the column header (Fig. 3).
- In "Name" enter the name of the group you wish to add (e.g. "Volunteer"). Add a description, then click "Create" (Fig. 4).
-
At this point you will need to create access privileges for this group. For information on how to do that, see edit permissions.
