Contents

Users Tab

This tab is the main hub of user administration.  Here, an Administrator can add, edit or remove Members, Non-Members, CMS users, and alter the abilities assigned to different CMS roles.

Video Tutorial: Users Tab

 

Members and Non-Members Pages

Members are users that have paid for a full membership to a website.  Non-Members are registered with a site, but have restricted privileges for the site since they have not yet paid for a full membership.

The Member and Non-Member pages under the Users tab allow an Administrator to search for Members or Non-Members using their names, e-mail, phone number, address or by a keyword search.  From there, the users can be edited or removed.  This is a quick way to update a user's information.  

Basic User Information

New Members or Non-Members can be added in this interface as well. Their basic information consists of:

  • A User ID
  • A User Name: this is how a user will log in to the CMS
  • A password
  • A Secret Question that will allow for password recovery if the password is lost
  • What homepage the user will see upon Login
  • Whether the user is a member or non-member
  • Whether the user must update their password regularly
  • Whether the user account is enabled

 The user's contact information is also worth recording, as it can provide a way to contact a user regarding any issues with their account.

The user's personal information and preferred contact method can also be entered; this is a good way to differentiate between users of the same name, as well as to ensure users are contacted in a method that will best deliver information to them.

 

The CMS role of the user can also be defined in this interface; this will determine how much editing access the user has for the site.  Association specific roles can be established by an Administrator and assigned to users as well, depending on how much access or involvement users might need for editing or adding to the site.

Extended User Information

The Extended information tab allows an Administrator to assign more specific information to a user. It allows an Administrator to set SocietyNet settings for a user, including general information and profile information. SocietyNet is an integration with a customer's legacy CRM handling into all web applications in Society Solution. 

A user's Extended information can provide further information on their SocietyNet profile as well, including whether they are an Attorney, whether they are Society Staff, whether their profile is shown on site, whether to allow renewal, registration, etc.

A user's billing address, contact address and shipping address can also be set in this tab, allowing for ease of purchases from the site as well as ensuring contact information remains up to date.

CMS Users Page

This page allows an Administrator to search through CMS users, as well as to see a full listing of all CMS users.  This listing allows a CMS user to be edited, deleted or e-mailed.  It also shows what their CMS role is and whether their account is enabled. 

CMS Roles Page

The CMS Roles page allows an Administrator to add, edit or remove CMS Roles.  Roles are settings applied to a user to allow a user to add pages, edit content, and administrate portions or all of a site.  The basic CMS roles are the Author, Editor and Administrator, but custom roles can be set up for different Associations to assign to their individual members. 

The CMS Roles can be edited to alter what each role does and does not do.  Page management includes the abilities to add, edit, delete, publish, take offline, edit page and global properties, and edit an approval workflow.  Special Access features are for higher level users, and includes allowing a user to set accesses and to set article categorizations such as "featured' and setting Web Experience. 

When "Enforce Page Access Restrictions" is selected, the specific pages a Role can and can not access pops up.  Different pages can be selected or deselected to set access.

The CMS Role Editor also includes settings for what a Role can and can not edit, including the page layout and panels, content templates and Code Snippets, the Global Meta Data, RSS Channels and File Management.

Finally, the Role Editor determines whether a user can edit or manage other users as well as editing the CMS itself.  These abilities should be allowed for mostly advanced users, as they are highly important categories, and access to these categories can provide a user with a lot of power over the entire site.

 

Secret Questions Page

The Secret Questions tab allows an Administrator to add, edit or delete the secret questions a user can choose from for password recovery.

Favorites

This page allows an Administrator to search through and edit user favorites, including favorite sites.

Making a Member a CMS User

A Member can be changed to a CMS User while remaining an Association Member in AM.NET through the following process:

Find the Member in the Members tab and open their information for editing.  In their Login Information section, change the User Type from Member to CMS User using the dropdown menu:

To finalize the change, select the appropriate CMS Role in the CMS Role box for your Member; make sure to save your changes, and your Member will be classified as a CMS User in the User tab, but will remain a Member in AM.NET.