Users and permissions
This part of the manual is about the people who use the site: their accounts, the groups they belong to, and what each of them may do. In the administration it all starts at the Users tab.
Users and groups are items
User accounts and user groups are items in the tree, like folders and articles, kept in a part of their own below Users. You create, edit, move and remove them the same way, with the same buttons and the same edit form. A user is an item of the type User: its User account field holds the username, the e-mail address and the password. A user group holds users and other groups.
The left column of the Users tab: the tree of user groups, and the pages of access control such as Roles and policies.
A new installation has these groups, among others:
| Group | For |
|---|---|
| Administrator users | The system administrators, developers and owners of the site. Their role allows everything. |
| Editors | The people who write and publish content. |
| Members | The people with an account on the public site, for example those who registered themselves. Editors look after these accounts. |
| Anonymous Users | Holds the anonymous user: every visitor who is not signed in. |
The Users part of the tree is in the section Users, which anonymous visitors may not read: user accounts never show on the public site.
What a user may do: roles and policies
A user may do what the roles of their account and of their groups allow, and nothing else. A role is a set of policies; each policy allows one module, or one function of a module, possibly only in some sections, for some types or below some places. The place where you create an account therefore decides what the person may do. See Roles and policies: who may do what.
Every user account and group has two tabs for this:
- Roles: the roles assigned to it, each with its limitation.
- Policies: role by role, the module, the function and the limitations of every policy.
The Roles tab of a user or a group lists the roles assigned to it, each with its limitation.
The Policies tab lists, role by role, the module, the function and the limitations of every policy.
The left column of the Users tab
Below the tree, Access control leads to:
| Page | What it is for |
|---|---|
| Roles and policies | Read, create and assign roles. |
| Unactivated users | People who registered and never confirmed their e-mail address. |
| Check user accounts | Every account with its state and last visit; disable, enable or unlock many at once. |
| User audit log | Who did what to which account, when and from where. |
| Sign-in report | The sign-ins of the installation. |
Each link shows only to roles that may open the page.
The chapters of this part
- Managing users: add, change, move, disable and unlock accounts.
- Roles and policies: who may do what
- Creating a protected area: pages only members may read.
- User registration: visitors create their own account.
- User registration with approval: new accounts wait for an approver.
- Accounts of site members: what editors do for members.
- Your account and Two-step sign-in
- Password rules and expiry
What can go wrong
- You cannot see the Users tab. Your role does not include it. Editors usually see only the Members group, and Editors to request a new colleague's account.
- Removing an account removes the user. Items with a user account cannot be sent to the trash, so a removed user is gone for good, and the link between the person and the content they wrote is lost. Disable the account instead when in doubt.
Read more
In this section
- Roles and policies: who may do what How roles and policies decide what users may do in Exponential 6: reading the role list and a role, creating a role with limited policies, and assigning it.
- User registration User registration on an Exponential 6 site: the registration form, confirming the e-mail address, and what administrators see, including Unactivated users.
- User registration with approval New accounts that wait for approval in Exponential 6: the Approve user accounts workflow event, new editor accounts, members who register themselves, and the section based alternative.
Contributors
- Balazs Halasy
- Sarah Haïm-Lubczanski Maintainer
- Geir Arne Waaler Maintainer
- Andrea Melo Maintainer
- Ricardo Correia Maintainer
- Graham Brookins Updated Maintainer
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