Creating New Users
Accessing the User Creation Interface
- To add a new user, navigate to the 'Members' section in the Dashboard and select ‘Add User’. This brings up a user creation interface that guides you through the process.
Filling in User Information
- Basic Details: Essential information such as username, password, and email address is required. These details are crucial for user identification and account security.
- Group Assignment: Assign the user to one or more groups. This categorization is key for defining the user’s role and access within the site.
- User Attributes: Set custom attributes for the user. These might include additional contact information, preferences, or other personal details.
Process of Creating New Groups
Accessing Group Creation Interface
- Navigate to the ‘Groups’ section in the Dashboard. Here, you’ll find the option to create a new group.
Defining Group Properties
- Group Name and Description: Assign a clear and descriptive name and a brief description. This helps in identifying the group’s purpose and role.
- Group Hierarchy: If using a group tree structure, define where the new group fits within that hierarchy.
Configuring Group Settings
Setting Group Permissions
- Determine the permissions and access levels for the group. This could range from basic site access to administrative privileges.
Group Expiration Options
- For groups meant for temporary access, such as trial memberships, configure expiration settings. This could include automatic removal of users from the group after a set period.
Special Group Features
- Automation and Dynamics: Set rules for automatic user assignments based on specific actions or criteria.
- Group Visibility and Access: Configure if the group is visible publicly and what areas of the site the group members can access.
Group Sets for Organized Management
Creating and Managing Group Sets
- Group sets are useful for organizing similar groups together. In the ‘Group Sets’ section, create a new set and assign relevant groups to it.
- These sets simplify managing permissions and settings for multiple groups simultaneously, especially useful in large and complex sites.
- Use group sets for departmental categorization, project-based teams, or membership levels. This aids in targeted communication and efficient management of user segments