Create and Manage User Accounts

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Add a User Account

  1. Expand the Administration menu
    The Administration button with a plus sign icon.

  2. Click Administer Users The Administer Users text beneath the User Accounts header.

  3. Click Add User The button labeled Add user with a plus sign.

  4. Complete the required User Account fields

  5. Assign the appropriate User Account Roles

  6. Click Create new account The button labeled Create new account.

Search for a User Account

  1. Expand the Administration menu
    The Administration button with a plus sign icon.

  2. Click Administer Users The Administer Users text beneath the User Accounts header.

  3. Complete the Search filters The filters labeled Name or email contains, Status, Role, and Permission.

    • Name or email contains: Enter a portion of a user name or email address

    • Status: Show Active, Blocked, or all users

    • Role: Select a specific role, if desired

    • Permission: Select a specific permission set, if desired

  4. Click Filter The button labeled 'Filter'.

Edit a User Account

  1. Search for or navigate to the User Account

  2. Click Edit for the desired user The button labeled Edit in the Operations column.

  3. Edit the User Account as necessary

  4. Click Save The button labeled Save.

Block a User Account

  1. Search for or navigate to the User Account

  2. Click Edit for the desired user The button labeled Edit on the right-hand side of the screen.

  3. Set the Status to Blocked The button labeled Blocked.

  4. Click Save The button labeled Save.

Delete a User Account

  1. Search for or navigate to the User Account

  2. Click Edit for the desired user The button labeled Edit in the Operations column.

  3. Scroll to the bottom and click Cancel account The button labeled Cancel Account at the bottom of the page, to the right of the Save button.

  4. Select the Disable the account and keep its content option The radial button to the left of the Disable the account and keep its content option.

  5. Click Confirm The button labeled Confirm.

Perform an Action on Multiple User Accounts

  1. Expand the Administration menu
    The Administration button with a plus sign icon.

  2. Click Administer Users The Administer Users text beneath the User Accounts header.

  3. Check the box for all appropriate User Accounts The check box in the to the left of the Username.

  4. Select an option from the Action dropdown The drop down menu labeled Action.

    • Add a Role: Add the selected microsite role to all selected User Accounts

    • Block User(s): Block all selected User Accounts

    • Remove a Role: Remove the selected microsite role from all selected Use Accounts

    • Unblock User(s): Unblock all selected User Accounts

User Account Fields

The Status, Email address, and Username account fields.

  • Status

    • Blocked: Blocks the User Account, preventing access

    • Active: Activates the User Account, allowing access

  • Email Address: Enter a valid email address for the user

  • Username: Enter a username for the user

  • Notify user of new account: Check this box to send the user an email for account creation

User Account Roles

  • Roles The Roles options with the Category, Group, Member, and Admin columns.

    • Member: A user with the Member role can create or edit content within the category microsite

    • Admin: A user with the Admin role can manage the homepage of the category microsite, including the microsite name, contact information, and home page content

  • Feature Roles: The feature roles allow a user to create or edit the respective type of content
    The roles options with the Features and Member columns.

    Note:

    The Business Directory, Ordinances, and Webforms categories are global and not specific to a microsite