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Manage Users, Groups and Roles

Adding New Users

To add new users to the system to be able to access SitePublish sections with different privileges:

1. Go to the System Administration page, either by going to "/administrate" in your URL, or selecting System Administration from the Administration section in the gray toolbar.
2. Select Manage Users from the General Administration menu options.
3. Select Add User on the right side of the Manage Users screen.
4. Enter data for your user on the Add User screen:
   • For Screen Name, enter the user's University of Illinois NetID. This will need to match for UOFIAD/EAS Authentication to work properly.
   • Enter the user's First Name, Last Name, and Email address as usual.
   • For Password and Re-enter Password, these fields are bypassed; they are not used. Users will be prompted to enter their normal NetID and passwords when logging in, but these fields are required when creating users. Enter "password" or anything you wish - these fields will not be used.
5. Select Add User at the bottom of the Add User screen.

In addition, users are populated in the system as they login to secured areas. So for example, if a section is restricted to "AUTHENTICATED" users, users trying to access the system will be prompted to enter their University of Illinois credentials. The data for the user is then populated within the SitePublish system and users will be listed automatically on the Manage Users screen.

Once users are listed within the Manage Users screen, they can be granted privileges to specific pages, or be added as Members Of specific groups that have been set up for specific priviliges.

To add a user to a group:

1. Select Manage Users from the General Administration menu options on the System Administration screen.
2. Select the User's Net ID from the list of users, or use the search feature to find a user by name or ID.
3. Select the Member Of tab.
4. Use the Add User to Group dropdown to select a group to add the user to, and select Add.
5. The user is now a member of the group.
6. Alternatively, you can add multiple users to a specific group under the Manage Groups and Roles feature.

Manage Groups and Roles

Instead of managing page or section permissions by user, it is much more efficient to create a group, grant page or section permissions for the group, and then add or delete users from the group. To create a Group to be able to access SitePublish sections with different privileges:

1. Go to the System Administration page, either by going to "/administrate" in your URL, or selecting System Administration from the Administration section in the gray toolbar.
2. Select Manage Groups and Roles from the General Administration menu options.
3. Select Add Group on the right side of the Manage Groups and Roles screen.
4. Enter data for your group on the Add Group screen:
   • For Group Name, enter the name for your group (ex: Content Managers).
   • For Group Name Singular, enter the name for the group again as singular (ex. Content Manager).
   • Email Address and URL fields are not mandatory or used at this time.
5. Select Add Group at the bottom of the Add Group screen.

Once you have a group, you can use the group to grant permissions within a section of the web site:

1. At the top page of the section you want to grant permissions to someone or some group, click Page Properties->Page Permissions
2. Under Permissions Granted To, select Add and select the Group or User you want to add permissions for, then select OK.
3. The selected groups should appear under Permissions Granted To with a "+" box. Select the + to manage permissions.
4. The default setting should be "Read". Additional permissions can be selected for the group. Then click Apply.

See page 16 of the User Guide for details on permissions and more information. This section of the manual also discusses Direct vs. Inheritable Permissions.

Once permissions to pages for Groups are set up, then adminstrators can add users in and out of the group to manage permissions for a whole site.