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

  1. Click Users in the left-hand menu.
  2. Click Create New.
  3. Enter their Name and email address.
  4. Choose a Role.
  5. Tick Can access analytics if they need the traffic figures — this is independent of role.
  6. 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

  1. Do they have a user record here? If not, that's the answer.
  2. Have they used Forgot password? That resolves most cases.
  3. Is their email exactly right? A wrong address means the reset email goes nowhere.

Related

  • Getting started
  • Member records, photos and courses
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