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