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Users

 Monday, October 29, 2018 |  Views: 16

 

Summary


In this KB article  you’ll learn about how to  create users in the JM2 CMS. There are many properties of users that make management of  users streamline and efficient. I’ll cover everything about the Users module in further detail  as outlined below:

  • Adding a new User

    • Required Information

    • User Information

    • User Details

    • Address Information

    • Image Information

    • User Logs

    • Security Information

  • Tools

    • Active

    • Inactive

    • Show All

  • Search and Sort


Adding A New User

To begin  you must click on this button . Once the  page is loaded it should look something like this:



As you can see there’s some  form information to fill out here. I’ll  go over each of these in detail


  • Required Information

    • First/Last Name - Simply the  first and last name of the user.

  • User Information

    • Email Address - Primary email of  user

    • Facility - Facility is  actually representative of the account that the  user is associated with it. Say you have an office workers account and John Smith is an office worker. John Smith’s  facility would be office worker.

    • Password - The user  uses this to login.

    • Phone - The user’s phone number

    • Birthday - The user’s  birthday

    • Temporary Password - This password  only lasts until the user logins in  with this password and then resets their  actual password. After password reset is complete the  temporary password is deleted. Therefore it can’t be used again.

    • Group Level - This  determines the privilege level that the  user is alloted.

    • Active - If you don’t  want a user account to be  used then you can uncheck this box.  

    • Password Expired - This forces the user to reset their  password.

    • Include in mailing list - This determines whether the user will be  a part of a mailing list. This mailing list is set up here.

    • Portal Administrator -  one can check this if you want the user to be able to access the portal where content can be edited determined by their security level.

    • Locked - As an alternative to  Active. If for one reason or another that a user needed to be locked out of their  account it’s done by checking this checkbox

  • User Details

    • Title - Fill this in with the  job title of the user.

    • Display Order -  Let’s assume that you have your employees listed on your website. Typically  it’s ordered by alphabetical order. However if you choose to make a custom order then you can  specify the order of employees.

    • Hire Date - When the  employee was hired.

    • Description - What is the job description.

  • Address Information -  Nothing too complicated here.

  • Image Information

    • Select the image -  simply click on the select button  and select your image from the file manager.

  • User Logs -  This tracks the  activity of the user as well as the IP address at the  time.

  • Security Information - In this section you are able to specify what the  user has access to in the portal.

Once you  have completed the  form and clicked the save user information button you can  return to the User Maintenance by clicking this button .

Tools

When the following tools are selected you are able to filter the  results in the following ways.

  • Show Active -  This shows all of the users with the  active checkbox checked.

  • Show Inactive -  This shows the opposite.

  • Show All -  This shows all of the  users regardless of whether the active  checkbox is checked or not.

Search and Sort

When you  click on the Users  module or go back to the users list from creating a  new User you should see something like this:



The use of these types of searches are covered extensively in the Search and Sort KB article here.

 

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