Adding Users and Groups

Creating New Users

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.

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.

Navigate to the ‘Groups’ section in the Dashboard. Here, you’ll find the option to create a new group.

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.

Determine the permissions and access levels for the group. This could range from basic site access to administrative privileges.

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.

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 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