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Users, groups and roles in the example

Sections, user groups and role definitions for the club portal, done step by step, with the settings (default user group, policies that skip the check) and what to check today.

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Address: https://doc.exponential.earth/exphelp/viewer/help/book-learning/users-groups-and-roles-example.md

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Users, groups and roles in the example

This continues planning an example site. Permissions are easier to implement when sections carry them.

Sections

For the club portal the book creates four, assigns each to the top node of its branch (new children inherit it), and then checks the result:

SectionHoldsWho may what
Restrictedthe management's areamanagement only
Forumsthe discussion forumseveryone reads; members post
Membersmember detailsmembers read each other; not the public
VisitorsHome, Documents, Calendar, Forumeveryone, including anonymous

See Sections for creating them and Assign content.

User groups

There are four kinds of user, and each gets a group: anonymous (not logged in; the Anonymous user), visitors (registered, not members), members (assigned by the management) and club management. A newly registered user is put in the default group. That group is a setting, site.ini [UserSettings] DefaultUserPlacement, the node ID of the group:

[UserSettings]
DefaultUserPlacement=12

The shipped value is a node ID of the default installation; change it in settings/override/ and set it to the node ID of your visitors group.

Roles

Each group gets a role:

  • Anonymous: content/read limited to the Visitors section, and the right to log in. The log-in right can also be given outside the role system: site.ini [RoleSettings] PolicyOmitList[]=user/login (the shipped setting also skips the check for user/logout and user/register).
  • Visitors: the same as anonymous, plus bookmarks and notifications.
  • Members: read of Members and Forums; create forum messages and topics; submit documents and images, which the management reviews before they are published (workflows).
  • Management: read, create, edit and remove in all sections, and the restricted one.

Roles and policies, step by step explains the policy form. After setting up, log in as a user of each group, and walk through what that user should and should not be able to do.

Next: the templates. Template principles opens the next chapter.

Source and license

Adapted from chapter 2, "Content Management with eZ publish", of Learning eZ publish: Building Content Management Solutions by Paul Borgermans, Tony Wood, Paul Forsyth, Martin Bauer, Björn Dieding and Ben Pirt (additional material by Bruce Morrison), second edition, 2024, Book-Learning-eZPublish. Copyright (c) 2004-2024 7x and Graham Brookins. Licensed under the GNU Free Documentation License, version 1.3 or any later version, with no Invariant Sections, no Front-Cover Texts and no Back-Cover Texts (the license). Changes: rearranged and shortened; settings, labels, datatypes, tags and URLs checked against Exponential 6 and corrected; links to the current guides added.

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Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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