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 User Manager

To make it easier to manage and edit your websites content, the e4education Content Management System (CMS) allows multiple users to have access to your website.  You are able to offer students and staff access to the site, with the possibility of restricting what they view or amend when logged in to certain areas.  Permission sets will also allow you to define whether a group of users content requires approval from an Administrator before being published live on the website.


  Roles and Permissions

There are three default roles already created within your User Manager.  Each role holds different permissions for access on the CMS.

  • Administrator
    An Administrator has full permissions to alter website content.  This includes reordering content, using the Sitemap View, creating new users and roles within the User Manager, approving or rejecting content, restoring deleted items and much, much more.
  • Publisher
    A Publisher can create content on the website, without the need for approval.  They cannot reorder content or access the User Manager.
  • Writer
    A Writer can create and edit content on the website.  However, all changes require approval from an Administrator or Publisher before the content goes live.
     

  View Existing Roles and Users

To view existing Roles and Users, click the User Manager button from the Home tab.

As you add more users and roles, you may want a faster way to find a specific user.  In order to do this, simply start typing into the search bar in the top right corner of the User Manager window.  Press the magnifying glass icon to complete the search.

  Watch the "Edit Existing Role" video tutorial

  Watch the "Edit Existing User" video tutorial

  Creating a New Role

The CMS gives you the freedom to create further roles which have a unique set of permissions.  This is fantastic for enabling Teachers to have access and manage their own class pages.  You might even want to create a role for Governors to have access to secure area content.

  1. Select User Manager from the Home tab.
  2. Select Create New Role from the Common Tasks column.
  3. Enter details for for this role.
    Note:  Required fields are marked with an asterisk.  When creating a role, it must have a Role Name and Role Description.
  4. Select Choose Permissions to configure the permissions for your new role.
     

On the next screen, you will be asked to set the permissions on a selection of features.  New roles, by default, will have View Only access.  This will mean that users associated to that role, will not have the capability to update content on your website.  

To change permission sets:

  1. Locate the required feature in the left column.  For example, select Page.
  2. Set each permission to Allow or Deny, depending on what access you wish this role to have.
    Note:  The Not Set option is the same as Deny and is selected by default.
  3. Select Add Role to save your new role to the User Manager.

  Watch the "Create a New Role" video tutorial

 

  Creating a New User

  1. Select User Manager from the Home tab.
  2. Select Create New User in the Common Tasks column.
  3. Enter details relevant to the user.  
    Note:  Required fields are marked with an asterisk.  Fields which require a unique piece of information, for example - username, will be highlighted in another user already has the same username.
  4. If required, you have the ability to lock an account by selecting Account is currently Locked.
  5. Click Choose Roles to link the user to role.  This role will have permissions already defined.

  Watch the "Create a New User" video tutorial

 

  Deleting a User

  1. Select User Manager from the Home tab.
  2. Locate the user by clicking on an existing Role or by using the search functionality.
  3. Click on the users name.  The panel on the right will reveal user information.
  4. Click Delete.
  5. A pop-up box will appear asking your to confirm the deletion.  To proceed, click Delete.

  Watch the "Delete User" video tutorial

 

  Assign a User to a Role

If you are in the process of adding a new user, the Choose Roles button will allow you to associate your new user to a role.

  1. Select the role and press Add User.

There might be times when you want to update an existing users account.  For example, a member of staff now has additional website responsibilities and requires administrative access.

  1. Click User Manager from the Home tab.
  2. Locate the user by clicking on an existing role or by using the search functionality.
  3. Click on the users name and press Edit.
  4. Click Choose Roles to update the user role association.
  5. Deselect the selected role and select the desired role.
  6. Press Save Changes.

Note:  Selecting more than one role may cause a conflict of permissions.  We recommend a user is associated to only one role.
 

  Assign a Role to a Page

If you have created a new role, the role must be associated to a page.  If a role is not associated to a page, users linked to the role will not be able to make any changes to that area of the website.  By default, Administrators, Publishers and Writers are already associated to every area of the website.

  1. Navigate to a page where you would like to associate your new role.
  2. Click Security from the Edit tab Admin Ribbon.

  3. A drop-down will appear asking if you would like to inherit settings.  As we are applying new security settings which differ to those security settings applied to your pages parent page, press No.
     

 


 

  1. The drop-down will now show a list of roles associated to the page.  These roles are marked with a tick.  To associate your new role, click the check-box next to the role name.
  2. To apply the changes, press Save, followed by Save Now.

 

 

 

 

 

 

 

   Watch the "Assign Role to a Page" video tutorial

  Want to discover more?  Check out our "How do I...?" page!

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