Users and access
Users is under Site Features in the left-hand menu. It holds the CMS logins for your staff.
Only Admins can use this screen. If you can't see it, or can see it but can't change anything, your role isn't Admin. That's expected.
Adding someone
- Click Users in the left-hand menu.
- Click Create New.
- Enter their Name and email address.
- Choose a Role.
- Tick Can access analytics if they need the traffic figures — this is independent of role.
- Click Save.
Choosing a role
| Role | What they can do |
|---|---|
| Admin | Everything, including managing users |
| Editor | Create, edit, publish and delete most content |
| Author | Create, edit and publish most content, but not delete it |
| Viewer | Read-only for most content |
There is no approval step. Anyone who can edit can publish — including an Author.
Two exceptions worth knowing before you hand someone a role:
- The Media library, Staff and Departments ignore roles. Anyone who can sign in can add, edit and delete in any of those three, whatever their role.
- Some collections are stricter than the table above — Members, Offices, Member Photos and Affiliates are all Editor/Admin only, because they carry personal information.
So "Viewer" is not as restrictive as it sounds in the media library, and not everyone with a publishing role can see member data. Check the article for a specific collection if you're unsure.
When someone leaves
Delete their user record, or their login keeps working. Do this the day they leave — it's the single most important thing on this screen.
Changing someone's role
Edit their record, change Role, and save. It takes effect the next time they sign in.
If someone can't sign in
- Do they have a user record here? If not, that's the answer.
- Have they used Forgot password? That resolves most cases.
- Is their email exactly right? A wrong address means the reset email goes nowhere.
Related
- Getting started
- Member records, photos and courses