Adding Users and Groups


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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.

Practical Applications

  • Use group sets for departmental categorization, project-based teams, or membership levels. This aids in targeted communication and efficient management of user segments