Last updated on March 30, 2015

(On-Prem) Creating and Managing Users

Overview

This guide outlines the steps to create, edit, and delete users.

Creating New Users

Step 1

From within the User Management extension, select the group from the group listing to which you want to add the new user. Click on the Members sub-tab and click the + (Create user) icon to begin creating a new user.

Step 2

On the Create a New User page, fill in the necessary information for the user in the relevant sections. You may also check the box for the Login Details to use the user’s e-mail address as their login username for the server.

Step 3

Click on the Group & Role Settings sub-tab. Verify that you have selected the right group in which to add/assign this user to (you may change the group by using the drop-down menu). You also have the option to assign additional user roles to this user by clicking on the + (add) icon. Click the Save button to finish creating this user.

Step 4

You should now be returned to the main page of the User Management extension where your newly created user should now be created and visible under the proper group.

Editing Existing Users

Step 1

From the home page of the User Management extension, select the group to which the user to be edited belongs. Click on the Members sub-tab and click on the name link of the user to be modified.

Step 2

On the Edit User page, make the necessary changes to the user’s details as desired.

Step 3

When finished making changes on the Profile sub-tab, click on the Group & Role Settings sub-tab to make any additional changes to the Group or Role(s) assigned to this user. Click the Save button when finished to save your changes.

Deleting Existing Users

Step 1

From the home page of the User Management extension, select the group to which the user to be deleted belongs. Click on the Members sub-tab and click on the name link of the user to be removed.

Step 2

On the Edit User page, select the Delete this user checkbox. Upon checking the box, you should be presented with a warning/summary message on how the user deletion will affect the server. Once you’ve confirmed you’ve selected the proper user to be deleted, click the Yes, delete this user link. The user (and all of its content assets) will now be removed from Appspace.

Warning

Be sure to carefully review the layouts, widgets, and content that will be affected by this deletion before permanently removing them from the system.