Manage Users
Each user is assigned a Role that determines what they have access to in the system, and how they can interact with content in the system. There are built-in tools that allow Users to self-manage their accounts including the ability to register themselves in the system, reset their password, and update properties of their account.
Create a New User
- Open the Manage Users interface from the main Admin page
Manage Users Interface - Click the Create a New User bar
- Fill in the required fields for the new User
- Click the Create User button
|
User Property |
Description |
|---|---|
|
|
Email address for the user, which is used to login |
|
Password |
Enter a password or click the Generate Password button to have the system generate a password |
|
First Name |
User First Name |
|
Last Name |
User Last Name |
|
Role |
The Role a user will have |
Create a User Attribute
If you would like to collect additional data about each User, you can add a User Attribute. User Attributes are added from the Site page.
- Open the Manage Site interface from the main Admin page
- Scroll down to the User Attributes area under the Site Roles
User Attributes Interface - Click on the Add a new User Attribute bar
- Fill in the properties for your new User Attribute
Add a new User Attribute
|
User Property |
Description |
|---|---|
|
Title |
The User Attribute Title is how this attribute appears on the Manage User Page |
|
Type |
The type of data to be added – text, checkbox etc. |
|
DataList |
Choose the datalist associated with the attribute |
|
User Attribute Required |
Check this box if this attribute will be required when a new user is added or an existing user is updated |
|
User Attribute Sortable |
Click this box if this attribute is sortable in the users list |
|
Attribute editable by User |
Check this box if this property will appear on the My Account page, allowing a user to edit it for her own account |
Find a User
As your Nestor Installation usage grows, your User lists will become larger. We’ve added a few tools to help you navigate your User Population.
Search
You can use the Search feature to search on First Name, Last Name, or any custom User Attribute of type Text.
- Click the Search For Users click bar, type in at least 3
characters and then click the Search button. A list of
matching Users will be displayed.
Filter
User the Filter feature to find Users by Role.
- Click the Filter click bar, and then click in the Filter By Site Roles field to select the Role
- Click the Filter button
- A list of Users that have this Role will appear
Masquerade
As you are testing the access controls you configure on the site, it’s helpful to be able to see what a User of a certain Role will actually see when viewing the site. You can use the Masquerade feature to do this without having to log into the site as different users.
- Open the User list, and find a User with the Role you’d like to test. You can filter by Role if you have a large User list
- Click the Masquerade button next to the User with the Role you’d like to test
- The page will immediately re-load in the context of this Role, and as you navigate the site you will remain in this Role until you logout and then login with a different Role.