Account Manager

Contents

1. Introduction
    1.1 Features
    1.2 Assumptions
    1.3 Convetions

2. Account manager overview

3. Users
    3.1 Add a new user
    3.2 Grant the user access permissions
    3.3 Edit user username (Full Name)
    3.4 Administrator permissions: username (Full Name)
    3.5 Page Manager permissions: username (Full Name) [n-nn of nn]
    3.6 Delete a user

4. Groups
    4.1 Add a new group
    4.2 Select Admin permissions for a capacity
    4.3 Select Page Manager permissions for a capacity
    4.4 Add a user to a group/capacity
    4.5 Change a members group
    4.6 Move a user from 'No Group' to a group

5. Concluding remarks

1. Introduction

In a school with so many areas (sites) to manage, with sometimes hundreds of users, grouped in so many categories that range from pupils to the board of directors and everything inbetween, with a dozen or so of modules on which some have permissions and others don't, account management can be a task you wish for your worst enemy.

In Website@School we have tried to make account management as simple as possible, as well as also permitting a refined, role based access control (RBAC) on users and groups. This advantage has its drawback. It's easy to make mistakes. By checking one wrong checkbox you can give almost all your users access to everything. Please take care when managing accounts!

1.1 Features

The features of the Account Manager in no specific order:

1.2 Assumptions

This chapter builds on other chapters. We assume you have an installation with demo data and the Website@School Users Guide. and you have full access to Website@School.
Next to that we assume you have read the Introduction, Logging in and out and completely performed the Guided Tour.

1.3 Conventions

Some general features of W@S are not that easily found. Some corrrespond with the markup of this manual text, so we explain them both here.

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2. Account Manager overview

To go the the Account Manager, please click on its icon [ accounts manager icon ] to open the Account Manager dialogue:

[ account manager main window ]
accountmanager_account_manager_open.png

The opening screen is split in two parts:

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3. Users

In this paragraph we add a new user and give her access permissions.

3.1 Add a new user

In the Account Manager Menu, click the Úsers link to open the Users dialogue:

[ Account Manager all users ]
accountmanager_account_manager_users.png

The the Úsers link opens the list of all Users. To add a new user, click the Add a user to open the Add a user dialogue:

[ Account Manager add user ]
accountmanager_account_manager_users_add_user.png

Explanation:

After clicking [Save], the user is added:

[ Account Manager user added ]
accountmanager_account_manager_users_user_added.png

The user is added. In the next section we will discuss access permissions.

3.2 Grant the user access permissions

The user has her own, personal properties such as being 'active', her preferred language, her favorite editor, etcetera. These are her Basic properties.
A user can also have administrative permissions, i.e. do certain management tasks, have access permissions to certain areas or intranets, create pages and texts, etcetera. These are the Admin permisions.

3.3 Edit user username (Full Name)

Clicking on a username or its pencil icon, opens the Edit user username (Full Name) dialogue:

[ Account Manager edit user (top of page) ] [ Account Manager edit user (bottom of pag) ]
accountmanager_account_manager_edit_user-top.png
accountmanager_account_manager_edit_user-bottom.png

Explanation:

After saving your work, you return to the list of Users.

3.4 Administrator permissions: username (Full Name)

To enter the admin permissions dialogue for a user, click on her name or on the pencil icon next to her name. This opens the Eedit user loginname (Full Name) dialogue. In the Menu, select Admin to enter the Administrator permissions: usename (Full Name) dialogue:

[ Account Manager edit admin ]
accountmanager_account_manager_edit_admin.png

Explanation:

Most of the items speak for themselves. When you came here from selecting capacities, click section 4.2 Select Admin permissions for a capacity to return there.

3.5 Page Manager permissions: username (Full Name) [n-nn of nn]

When, in the previoius section, also the Page Manager was selected, this item is added to the Menu of the user:

[ Account Manager edit admin ]
accountmanager_account_manager_edit_user-top_pagemanager_added.png

In the Menu, select Page Manager to open the Page Manager permissions: username (Full Name) [n-nn of nn] dialogue:

[ Account Manager edit admin ]
accountmanager_account_manager_edit_pagemanager_expanded_top.png

For the manual, we have expanded Area 1 Exemplum Primary School and its dropdown menu.

Observe the breadcrumb trail, indicating where you are and the Page Manager permissions: janha (Jan Haarman) [1-20 of 26], indicating that the list is longer than shown. That's also visible in the bottom part.

[ Account Manager edit admin ]
accountmanager_account_manager_edit_pagemanager_expanded_bottom.png

Explanation:

3.6 Delete a user account

[ Account Manager gropp open ]
accountmanager_account_manager_delete_user.png

ADD PICTURE , WHAT IS DELETED

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4. Groups

A group is formed by a collection of users, each with differing permissions. An set of permissions forms a 'capacity'. Capacities can be given to the menbers of the group. In one group one member can have one capacity. The maximum number of capacities per group is 8, selectable from a list of 20 capacities. The names of the capacities can be changed according to your needs, see chapter Tools paragraph Small language adaptions.

A practical example to illustrate this. A group can be the pupils of grade 8 and their part time teachers. Together they run the Grade 8 area.
The pupils have permissions to add/delete content on their pages, one of the teachers can create pages and sections while the other is the 'webmaster' of the Grade 8 area.

Please click the Groups link to enter the Groups dialogue:

[ Account Manager gropp open ]
accountmanager_account_manager_group_open.png

Clicking the Groups link opens the list of existing groups. Here you can select a group to manage, or create a new group and select capacities for that group.

4.1 Add a new group

Clicking the Add a group link opens the Add a new group dialogue.

We will first discuss the top part of this dialogue:

[ account manager add group top ]
accountmanager_account_manager_group_add_group_top.png

Explanation:

The bottom part of the Add a new group dialogue:

[ account manager add group top ]
accountmanager_account_manager_group_add_group_bottom.png

Explanation:

After saving, the, group is added to the list in the form of:
group name (Capacity, Capacity)

[ account manager group added ]
accountmanager_account_manager_group_added.png

4.2 Select Admin permissions for a capacity

when you have chosen the capacities for a group, you can give each capacity permissions to do their special task. In the list of groups, find the group and click on the capacity you want to give permissions to. You see:

[ account manager group capacity overview ]
accountmanager_account_manager_group_capacity_overview.png

From the Menu, select Admin:

[ account manager group capacity admin ]
accountmanager_account_manager_group_capacity_admin.png

Select the permissions you want to give to this capacity. This sublect is already treated in Admin permissions.

NOTICE:
Do not forget to give at least permission on the Startcenter, otherwise no access is given to other permissions.

4.3 Select Page Manager permissions for a capacity

When also the Page Manager is selected, it becomes visible in the menu after saving your work:

[ account manager group capacity admin added ]
accountmanager_account_manager_group_capacity_admin_added.png

Click the Page Manager link to select its dialogue:

[ account manager group capacity page manager ]
accountmanager_account_manager_group_capacity_page_manager.png

Now the permissions for this capacity on the area, section or page can be set. This action is ealrier desbribed in 3.5 Page Manager permissions.

4.4 Add a user to a group/capacity

Now that the permissions for the capacities are set, we can make the user a member of the group and capacity. This is done as follows. Go accounts > all users > select user > Menu: Groups. You see:

[ account manager add group membership to user ]
accountmanager_account_manager_user_group_memberships.png

Click the Add a group membership link:

[ account manager group add membership ]
accountmanager_account_manager_user_group_add_membership.png

Select, for this user, the right group/capacity and [Save] your work.

[ account manager group membership added ]
accountmanager_account_manager_user_group_membership.png

The user has become a menber of the Newsletter group and has his permissions as Project lead.

4.5 Change a members group

An example: How to move Andrew Reese from group 'seniors' to group 'faculty'? Proceed as follows: UTIZOEKEN:
XXXXXXXXX Bij wisselen capacity eerst ontcapacity, dan de niewuwe.

4.6 Move a user from 'No Group' to a group

Proceed as follows:

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5. Concluding remarks

No concluding remarks yet.

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Op vergelijkbare wijze kun je iemand alle permissies geven op 1 enkele node in een bepaalde area, bijv. de MR-node of de OR-node. De MR-webmaster of OR-webmaster kan dan bijna net zoveel als de 'area'-beheerder met uitzondering van het wijzigen van de area-gegevens, het toevoegen en verwijderen van een node aan/uit een area, in totaal dus 9 verschillende permissies (14 - 2 - 3). Tot slot maak ik op het laagste niveau (de 'content') nog onderscheid tussen het wijzigen van inhoud en het publiceren van inhoud. De diepere gedachte daarachter is dat een leerling prima rechten zou kunnen krijgen om een node te editen, maar dan alleen in concept. Alleen de leerkracht zou, voor die node, permissie kunnen krijgen voor publiceren. Voor een 'normale' pagina met een 'normale' gebruiker, bijv. de guru-webmaster, geldt natuurlijk dat het wijzigen en publiceren 1 handeling zou kunnen zijn, net zoals nu.

Author: Dirk Schouten <schoutdi (at) knoware (dot )nl>
Last updated: 2011-02-07