Setting up System Users

• Users
• Groups
• Roles
• Assigning Permissions

NEWS & TIPS

• Site Access Keys
• Top: Alt+t
  Previous: Alt+,
  Next: Alt+.
  Up: Alt+;
  (Note: use Ctrl on the Mac)

Groups

Placing multiple users into groups is a great way to customize permissions in the system. Groups are managed in the Administration area.

To create a new group:

1. Go to the Administration area and click the Users, Groups, & Roles tab on the left side navigation menu.
2. Click New Group.
3. On the General pane:
4. • Group Name - Type in a Name for the group.
   • Starting Page - This starting page will apply to all users set with this group as their default group.
   • Base Folder - This base folder will apply to all users set with this group as their default group.
   • Asset Factory Container - This Asset Factory Container will be used to populate "My Create Types" on the dashboard of all users set with this group as their default group.
   • CSS Classes - Adding CSS classes here will limit the classes available to users set with this group as their default group.
   • WYSIWYG Toolbar Options - Check the boxes for any types of WYSIWYG options you want to be made available to all users set with this group as their default group.
   • Users - Select the users that should belong to the new group. Users may also be added to a group on the user level.
   • Roles -If the role of the group is higher than that of a member user, that user's role will be promoted to that level.
5. Click Submit to save your new group.

Groups can be viewed, edited, or deleted by clicking on the group name in the Administration area and selecting the appropriate choices.

In addition, all group activity may be monitored by clicking on the group name in the Administration area and selecting Workflows or User Audit Trail.

Additional Notes

When creating a group as a Manager, the new group will be pre-populated with the current manager user. Because managers can only view groups to which they belong, this ensures that groups don't "disappear" upon creation. If desired, a manager may remove him/herself from the group. In this case the group will no longer be visible to that user.

Videos

• Roles in Cascade Server

See Also

• Group
• Audit Trail

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